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
$3.36T
$10.7 Million 4.73% of portfolio
48,082
Q1 2025 Reduced 10.69%
$2.92T
$9.31 Million 4.13% of portfolio
24,797
Q1 2025 Reduced 10.67%
$691B
$9.23 Million 4.09% of portfolio
17,583
Q1 2025 Reduced 2.21%
$997B
$9.04 Million 4.01% of portfolio
57,850
Q1 2025 Reduced 0.84%
$1.93T
$8.15 Million 3.61% of portfolio
42,819
Q1 2025 Reduced 2.35%
$53.9B
$6.77 Million 3.0% of portfolio
62,476
Q1 2025 Reduced 3.71%
$277B
$6.61 Million 2.93% of portfolio
61,010
Q1 2025 Reduced 0.14%
$1.23T
$6.51 Million 2.88% of portfolio
11,280
Q1 2025 Reduced 8.23%
$18.7B
$6.46 Million 2.87% of portfolio
124,107
Q1 2025 Reduced 3.96%
$105B
$6.46 Million 2.86% of portfolio
22,405
Q1 2025 Reduced 0.18%
$91.2B
$5.8 Million 2.57% of portfolio
33,645
Q1 2025 Reduced 3.1%
$37.8B
$5.63 Million 2.49% of portfolio
45,464
Q1 2025 Reduced 1.86%
$186B
$5.5 Million 2.44% of portfolio
10,069
Q1 2025 Reduced 2.36%
$95.2B
$5.5 Million 2.44% of portfolio
355,750
Q1 2025 Reduced 13.29%
$71.8B
$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
$210B
$5.33 Million 2.36% of portfolio
59,360
Q1 2025 New
$60B
$5.33 Million 2.36% of portfolio
66,352
Q1 2025 Reduced 0.2%
$71.8B
$5.31 Million 2.35% of portfolio
32,253
Q1 2025 New
$63.6B
$5.26 Million 2.33% of portfolio
62,704
Q1 2025 New
$20.9B
$5.23 Million 2.32% of portfolio
43,820
Q1 2025 Reduced 0.2%
$12.6B
$4.94 Million 2.19% of portfolio
25,109
Q1 2025 Reduced 0.2%
$24.4B
$4.93 Million 2.19% of portfolio
67,385
Q1 2025 Reduced 1.69%
$18.5B
$4.95 Million 2.19% of portfolio
59,283
Q1 2025 Reduced 19.45%
$37.4B
$4.68 Million 2.08% of portfolio
102,302
Q1 2025 Reduced 9.5%
$149B
$4.63 Million 2.05% of portfolio
125,558
Q1 2025 Added 0.31%
$140B
$4.51 Million 2.0% of portfolio
65,019
Q1 2025 New
$41.3B
$4.48 Million 1.99% of portfolio
21,405
Q1 2025 Added 0.21%
$130B
$4.43 Million 1.96% of portfolio
62,440
Q1 2025 New
$13.6B
$4.41 Million 1.95% of portfolio
47,533
Q1 2025 Reduced 1.67%
$45.1B
$4.4 Million 1.95% of portfolio
67,041
Q1 2025 New
$373B
$4.33 Million 1.92% of portfolio
30,953
Q1 2025 New
$14.5B
$4.13 Million 1.83% of portfolio
66,935
Q1 2025 Reduced 0.13%
$166B
$4.06 Million 1.8% of portfolio
8,164
Q1 2025 Added 0.18%
$24.6B
$4.04 Million 1.79% of portfolio
44,335
Q1 2025 Reduced 0.17%
$4.72B
$3.94 Million 1.75% of portfolio
54,715
Q1 2025 New
$3.92B
$3.52 Million 1.56% of portfolio
31,517
Q1 2025 New
$20.9B
$3.5 Million 1.55% of portfolio
226,641
Q1 2025 Reduced 21.65%
$13.3B
$3.28 Million 1.45% of portfolio
69,593
Q1 2025 New
$477B
$1.6 Million 0.71% of portfolio
2
Q1 2024 Reduced 50.0%
$714B
$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%
$967B
$317,000 0.14% of portfolio
2,060
Q1 2023 New
$382B
$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
Track This Portfolio

Track Benson Investment Management Company, Inc. Portfolio

Follow Benson Investment Management Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benson Investment Management Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Benson Investment Management Company, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email