BENSON INVESTMENT MANAGEMENT COMPANY, INC. 13F Portfolio
BENSON INVESTMENT MANAGEMENT COMPANY, INC. runs BENSON INVESTMENT MANAGEMENT COMPANY, INC. and currently holds 9 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $18.78M. Their top holdings are SCHX, DFAI, DISV, WFC-PL, AVUV. The top five represent 73.6% of reported portfolio weight. BENSON INVESTMENT MANAGEMENT COMPANY, INC. ranks #528 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BENSON INVESTMENT MANAGEMENT COMPANY, INC. initiated 1 new position. They added to 2 existing positions. Their current best-performing preview position is VOO with returns of +14.94%.
Portfolio Value
$18.78M
Alpha Score
56.5
#528 of 1000
Holdings
9
BENSON INVESTMENT MANAGEMENT COMPANY, INC. Current 13F Holdings
Reported holdings from BENSON INVESTMENT MANAGEMENT COMPANY, INC.'s latest SEC 13F filing, ranked by portfolio weight.
9 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHX SCHWAB STRATEGIC TR | 36.10% | $26.95 | $30.64 | +13.69% | Added +52.79% |
 DFAI DIMENSIONAL ETF TRUST | 21.19% | $38.34 | $41.35 | +7.85% | Held |
 DISV DIMENSIONAL ETF TRUST | 9.11% | $39.44 | $42.66 | +8.16% | Held |
 WFC-PL WELLS FARGO & CO | 3.79% | $1,187.47 | $1,072.00 | -9.72% | Held |
 AVUV AMERICAN CENTY ETF TR | 3.45% | $124.76 | $119.63 | -4.11% | New Buy |
 BAC-PL BANK OF AMER CORP | 3.17% | $1,191.56 | $1,195.00 | +0.29% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 2.26% | $595.07 | $778.54 | +30.83% | Held |
 VOO VANGUARD INDEX FDS | 1.98% | $583.37 | $715.51 | +22.65% | Added +4.03% |