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BENSON INVESTMENT MANAGEMENT COMPANY, INC.
BENSON INVESTMENT MANAGEMENT COMPANY, INC.
Latest filing: 2026-06-30
BENSON INVESTMENT MANAGEMENT COMPANY, INC. runs BENSON INVESTMENT MANAGEMENT COMPANY, INC. and currently holds 9 stock positions, which is fewer than the average of 230 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 #520 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%.
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9 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHX SCHWAB STRATEGIC TR | 36.10% | $26.95 | $30.21 | +12.10% | Added +52.79% |
 DFAI DIMENSIONAL ETF TRUST | 21.19% | $38.34 | $43.33 | +13.02% | Held |
 DISV DIMENSIONAL ETF TRUST | 9.11% | $39.44 | $44.49 | +12.80% | Held |
 WFC-PL WELLS FARGO & CO | 3.79% | $1,187.47 | $1,150.00 | -3.16% | Held |
 AVUV AMERICAN CENTY ETF TR | 3.45% | $124.76 | $126.43 | +1.34% | New Buy |
 BAC-PL BANK OF AMER CORP | 3.17% | $1,191.56 | $1,283.29 | +7.70% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 2.26% | $595.07 | $765.62 | +28.66% | Held |
 VOO VANGUARD INDEX FDS | 1.98% | $583.37 | $703.77 | +20.64% | Added +4.03% |