Latest Benson Investment Management Company, Inc. Stock Portfolio
Benson Investment Management Company, Inc. Performance:
2026 Q1: 0.12%YTD: 0.12%2025: 19.22%
Performance for 2026 Q1 is 0.12%, and YTD is 0.12%, and 2025 is 19.22%.
About Benson Investment Management Company, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benson Investment Management Company, Inc. reported an equity portfolio of $11.3 Millions as of 31 Mar, 2026.
The top stock holdings of Benson Investment Management Company, Inc. are FNDA, DFAC, DFAC. The fund has invested 34.3% of it's portfolio in SCHWAB STRATEGIC TR and 33.4% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ALPHABET INC (GOOG), MICROSOFT CORP (MSFT) and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P 500 ETF T (SPY). Benson Investment Management Company, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INDEX FDS (VB).
The top stock holdings of Benson Investment Management Company, Inc. are FNDA, DFAC, DFAC. The fund has invested 34.3% of it's portfolio in SCHWAB STRATEGIC TR and 33.4% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ALPHABET INC (GOOG), MICROSOFT CORP (MSFT) and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P 500 ETF T (SPY). Benson Investment Management Company, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC) 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 0.12% in the last quarter. In trailing 12 months, it's portfolio return was 22.39%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 3,866,560 |
| dimensional etf trust | 1,681,920 |
| bank america corp | 565,991 |
New stocks bought by Benson Investment Management Company, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 527 |
| vanguard index fds | 3.78 |
Additions to existing portfolio by Benson Investment Management Company, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| wells fargo & co | -35.94 |
| state str spdr s&p 500 etf t | -20.08 |
Benson Investment Management Company, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sony group corp | -5,559,040 |
| keurig dr pepper inc | -5,951,560 |
| smurfit westrock plc | -6,367,600 |
| equitable hldgs inc | -5,735,870 |
| sanofi sa | -5,423,640 |
| atlantic un bankshares corp | -3,849,640 |
| amrize ltd | -5,864,710 |
| cisco sys inc | -7,112,180 |
Benson Investment Management Company, Inc. got rid off the above stocks
Sector Distribution
Benson Investment Management Company, Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Benson Investment Management Company, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Benson Investment Management Company, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| DFAC | 1.3 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | 0.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | -4.6 % | |
| SPY | -4.1 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| SPY | 0.0 M | |
| VB | 0.0 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 5 stocks in it's portfolio. SPY proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Benson Investment Management Company, Inc. last quarter.
Last Reported on: 13 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACM | aecom | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ASML | asml holding n v | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AUB | atlantic un bankshares corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AZN | astrazeneca plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 5.02 | 475 | 565,991 | new | |||
| BK | bank new york mellon corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BKH | black hills corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BX | blackstone inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COF | capital one finl corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CSCO | cisco sys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVS | cvs health corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DFAC | dimensional etf trust | 33.37 | 96,470 | 3,758,470 | added | 527 | ||
| DFAC | dimensional etf trust | 14.93 | 42,645 | 1,681,920 | new | |||
| EQH | equitable hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FNDA | schwab strategic tr | 34.33 | 150,802 | 3,866,560 | new | |||
| GOOG | alphabet inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GOOG | alphabet inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GS | goldman sachs group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||