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BENSON INVESTMENT MANAGEMENT COMPANY, INC. 13F portfolio summary

BENSON INVESTMENT MANAGEMENT COMPANY, INC. of BENSON INVESTMENT MANAGEMENT COMPANY, INC. has 7 current stock holdings with a reported portfolio value of $11.3M. The portfolio 1 year return is +23.41%. Top holdings include BAC-PL (0.00%), WFC-PL (0.00%), SPY (0.00%), SCHX (40.20%), DFAI (39.08%).

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BENSON INVESTMENT MANAGEMENT COMPANY, INC.

BENSON INVESTMENT MANAGEMENT COMPANY, INC.
Latest filing: 2026-03-31

BENSON INVESTMENT MANAGEMENT COMPANY, INC. runs BENSON INVESTMENT MANAGEMENT COMPANY, INC. and currently holds 7 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $11.26M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BENSON INVESTMENT MANAGEMENT COMPANY, INC. ranks #533 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BENSON INVESTMENT MANAGEMENT COMPANY, INC.'s portfolio at BENSON INVESTMENT MANAGEMENT COMPANY, INC. has delivered returns of +23.41%. Their 3-year annualized return is +65.26%. Looking at the 5-year horizon, BENSON INVESTMENT MANAGEMENT COMPANY, INC. has achieved +73.12% annualized returns at BENSON INVESTMENT MANAGEMENT COMPANY, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.41%
#527/1000
3 Year
+65.26%
#560/1000
5 Year
+73.12%
#485/1000

Portfolio Value

$11.26M

Alpha Score

53.5

#533 of 1000

Holdings

7

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change