Latest Benson Investment Management Company, Inc. Stock Portfolio

Benson Investment Management Company, Inc. Performance:

2025 Q3: 7.63%YTD: 13.17%2024: 18.81%

Performance for 2025 Q3 is 7.63%, and YTD is 13.17%, and 2024 is 18.81%.

About Benson Investment Management Company, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Benson Investment Management Company, Inc. reported an equity portfolio of $292.7 Millions as of 30 Sep, 2025.

The top stock holdings of Benson Investment Management Company, Inc. are GLD, GOOG, MSFT. The fund has invested 5% of it's portfolio in SPDR GOLD TR and 4.8% of portfolio in ALPHABET INC.

The fund managers got completely rid off ORACLE CORP (ORCL), AMPHENOL CORP NEW (APH) and MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and AECOM (ACM). Benson Investment Management Company, Inc. opened new stock positions in INTERNATIONAL BUSINESS MACHS (IBM), KEYSIGHT TECHNOLOGIES INC (KEYS) and ONEOK INC NEW (OKE). The fund showed a lot of confidence in some stocks as they added substantially to ASTRAZENECA PLC, NEXTERA ENERGY INC (NEE) and VANGUARD INDEX FDS (VB).

Benson Investment Management Company, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Benson Investment Management Company, Inc. made a return of 7.63% in the last quarter. In trailing 12 months, it's portfolio return was 14.51%.

New Buys

Ticker	$ Bought
international business machs	6,383,020
keysight technologies inc	5,464,500
oneok inc new	5,390,660
amrize ltd	5,190,530
zimmer biomet holdings inc	4,967,360
norwegian cruise line hldg l	4,329,090
kirby corp	3,302,530
vanguard wellington fd	393,724

New stocks bought by Benson Investment Management Company, Inc.

Additions

Ticker	% Inc.
astrazeneca plc	18.61
nextera energy inc	12.75
vanguard index fds	4.9
wells fargo co new	2.13
ss&c technologies hldgs inc	1.52
metlife inc	1.06
hewlett packard enterprise c	0.97
euronet worldwide inc	0.83

Additions to existing portfolio by Benson Investment Management Company, Inc.

Reductions

Ticker	% Reduced
goldman sachs group inc	-22.68
taiwan semiconductor mfg ltd	-19.06
aecom	-13.42
asml holding n v	-12.22
corning inc	-11.3
equitable hldgs inc	-6.85
dell technologies inc	-0.39
alphabet inc	-0.13

Benson Investment Management Company, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
sonoco prods co	-3,277,670
merck & co inc	-4,684,290
timken co	-3,962,320
primoris svcs corp	-4,079,540
amphenol corp new	-4,947,280
oracle corp	-5,589,500

Benson Investment Management Company, Inc. got rid off the above stocks

Sector Distribution

Benson Investment Management Company, Inc. has about 32.4% of it's holdings in Technology sector.

Sector	%
Technology	32.4
Financial Services	19.5
Others	17.4
Industrials	8.9
Communication Services	8.1
Consumer Cyclical	4.7
Utilities	3.7
Healthcare	3.3
Energy	1.8

Market Cap. Distribution

Benson Investment Management Company, Inc. has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	52.7
MEGA-CAP	22.4
UNALLOCATED	17.4
MID-CAP	7.6

Stocks belong to which Index?

About 67.6% of the stocks held by Benson Investment Management Company, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.6
Others	32.4
RUSSELL 2000	3

Top 5 Winners (%)		%
GLW	corning inc	56.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
AAPL	apple inc	24.0 %
LHX	l3harris technologies inc	21.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.8 M
GLW	corning inc	3.0 M
GLD	spdr gold tr	2.1 M
NVDA	nvidia corporation	1.7 M
AAPL	apple inc	1.2 M

Top 5 Losers (%)		%
EEFT	euronet worldwide inc	-13.3 %
DT	dynatrace inc	-12.2 %
EQH	equitable hldgs inc	-9.5 %
ICE	intercontinental exchange in	-8.2 %
ZTS	zoetis inc	-6.2 %

Top 5 Losers ($)		$
EQH	equitable hldgs inc	-0.6 M
ICE	intercontinental exchange in	-0.5 M
EEFT	euronet worldwide inc	-0.5 M
DT	dynatrace inc	-0.5 M
ZTS	zoetis inc	-0.3 M

Benson Investment Management Company, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Benson Investment Management Company, Inc.

Benson Investment Management Company, Inc. has 53 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. EQH proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Benson Investment Management Company, Inc. last quarter.

Last Reported on: 10 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.15	24,714	6,292,860	added	0.47

ACM	aecom	1.77	39,832	5,196,880	reduced	-13.42

AMZN	amazon com inc	3.21	42,782	9,393,640	added	0.51

APH	amphenol corp new	0.00	0.00	0.00	sold off	-100

AUB	atlantic un bankshares corp	1.30	107,665	3,799,500	added	0.33

BK	bank new york mellon corp	2.32	62,444	6,803,900	reduced	-0.06

BKH	black hills corp	1.66	78,665	4,844,980	added	0.68

COF	capital one finl corp	1.94	26,735	5,683,330	added	0.36

CSCO	cisco sys inc	2.13	91,220	6,241,270	added	0.34

DELL	dell technologies inc	2.14	44,246	6,272,760	reduced	-0.39

DFAC	dimensional etf trust	0.16	13,180	479,093	added	0.12

DT	dynatrace inc	1.19	71,693	3,473,530	added	0.2

EEFT	euronet worldwide inc	1.10	36,538	3,208,400	added	0.83

EQH	equitable hldgs inc	1.81	104,242	5,293,410	reduced	-6.85

G	genpact limited	0.86	60,428	2,531,330	added	0.59

GLD	spdr gold tr	5.02	41,302	14,681,600	added	0.58

GLW	corning inc	2.54	90,676	7,438,150	reduced	-11.3

GOOG	alphabet inc	4.81	57,806	14,078,700	reduced	-0.13

GOOG	alphabet inc	0.17	2,060	500,786	unchanged	0.00

GS	goldman sachs group inc	2.07	7,612	6,061,820	reduced	-22.68