Benson Investment Management Company, Inc. Portfolio Holdings

Benson Investment Management Company, Inc.

  • $226 Million
  • Q1 2025

Benson Investment Management Company, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.7M, Microsoft Corp with a value of $9.31M, Berkshire Hathaway Inc Class B with a value of $9.23M, Alphabet Inc. with a value of $9.04M, and Amazon Com Inc with a value of $8.15M.

Examining the 13F form we can see an decrease of $4.05M in the current position value, from $230M to 226M.

Below you can find more details about Benson Investment Management Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
Technology: $71.5 Million
Financial Services: $56.5 Million
Industrials: $23.5 Million
Healthcare: $23.3 Million
Communication Services: $20.5 Million
Consumer Cyclical: $8.15 Million
ETFs: $7.13 Million
Basic Materials: $6.77 Million
Other: $8.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$10.7 Million 4.73% of portfolio
48,082
Q1 2025 Reduced 10.69%
$3.77T
$9.31 Million 4.13% of portfolio
24,797
Q1 2025 Reduced 10.67%
$622B
$9.23 Million 4.09% of portfolio
17,583
Q1 2025 Reduced 2.21%
$1.17T
$9.04 Million 4.01% of portfolio
57,850
Q1 2025 Reduced 0.84%
$2.32T
$8.15 Million 3.61% of portfolio
42,819
Q1 2025 Reduced 2.35%
$58.5B
$6.77 Million 3.0% of portfolio
62,476
Q1 2025 Reduced 3.71%
$416B
$6.61 Million 2.93% of portfolio
61,010
Q1 2025 Reduced 0.14%
$1.58T
$6.51 Million 2.88% of portfolio
11,280
Q1 2025 Reduced 8.23%
$19.7B
$6.46 Million 2.87% of portfolio
124,107
Q1 2025 Reduced 3.96%
$109B
$6.46 Million 2.86% of portfolio
22,405
Q1 2025 Reduced 0.18%
$101B
$5.8 Million 2.57% of portfolio
33,645
Q1 2025 Reduced 3.1%
$39.2B
$5.63 Million 2.49% of portfolio
45,464
Q1 2025 Reduced 1.86%
$239B
$5.5 Million 2.44% of portfolio
10,069
Q1 2025 Reduced 2.36%
$103B
$5.5 Million 2.44% of portfolio
355,750
Q1 2025 Reduced 13.29%
$70.3B
$5.45 Million 2.42% of portfolio
12,448
Q1 2025 New
$32.7B
$5.41 Million 2.4% of portfolio
62,410
Q1 2025 New
$207B
$5.33 Million 2.36% of portfolio
59,360
Q1 2025 New
$61.8B
$5.33 Million 2.36% of portfolio
66,352
Q1 2025 Reduced 0.2%
$70.8B
$5.31 Million 2.35% of portfolio
32,253
Q1 2025 New
$79.9B
$5.26 Million 2.33% of portfolio
62,704
Q1 2025 New
$23.6B
$5.23 Million 2.32% of portfolio
43,820
Q1 2025 Reduced 0.2%
$13.1B
$4.94 Million 2.19% of portfolio
25,109
Q1 2025 Reduced 0.2%
$18.1B
$4.93 Million 2.19% of portfolio
67,385
Q1 2025 Reduced 1.69%
$21.3B
$4.95 Million 2.19% of portfolio
59,283
Q1 2025 Reduced 19.45%
$45.7B
$4.68 Million 2.08% of portfolio
102,302
Q1 2025 Reduced 9.5%
$155B
$4.63 Million 2.05% of portfolio
125,558
Q1 2025 Added 0.31%
$151B
$4.51 Million 2.0% of portfolio
65,019
Q1 2025 New
$50.6B
$4.48 Million 1.99% of portfolio
21,405
Q1 2025 Added 0.21%
$152B
$4.43 Million 1.96% of portfolio
62,440
Q1 2025 New
$15.7B
$4.41 Million 1.95% of portfolio
47,533
Q1 2025 Reduced 1.67%
$60.5B
$4.4 Million 1.95% of portfolio
67,041
Q1 2025 New
$642B
$4.33 Million 1.92% of portfolio
30,953
Q1 2025 New
$16.3B
$4.13 Million 1.83% of portfolio
66,935
Q1 2025 Reduced 0.13%
$168B
$4.06 Million 1.8% of portfolio
8,164
Q1 2025 Added 0.18%
$32.2B
$4.04 Million 1.79% of portfolio
44,335
Q1 2025 Reduced 0.17%
$5.82B
$3.94 Million 1.75% of portfolio
54,715
Q1 2025 New
$4.48B
$3.52 Million 1.56% of portfolio
31,517
Q1 2025 New
$26.3B
$3.5 Million 1.55% of portfolio
226,641
Q1 2025 Reduced 21.65%
$15.1B
$3.28 Million 1.45% of portfolio
69,593
Q1 2025 New
$429B
$1.6 Million 0.71% of portfolio
2
Q1 2024 Reduced 50.0%
$855B
$1.21 Million 0.54% of portfolio
4,950
Q4 2020 Reduced 87.72%
$0
$465,000 0.21% of portfolio
993
Q1 2025 Reduced 3.4%
$1.14T
$317,000 0.14% of portfolio
2,060
Q1 2023 New
$375B
$280,000 0.12% of portfolio
1,644
Q2 2019 Reduced 5.73%
$0
$208,000 0.09% of portfolio
372
Q4 2024 Added 4.2%
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q1 2025 New
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.16%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $226 Million
  • Prior Value $230 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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