Benson Investment Management Company, Inc. Portfolio Holdings

Benson Investment Management Company, Inc.

  • $230 Million
  • Q4 2024

Benson Investment Management Company, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $230 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5M, Microsoft Corp with a value of $11.7M, Alphabet Inc. with a value of $11.1M, Amazon Com Inc with a value of $9.62M, and Nvidia Corp with a value of $8.2M.

Examining the 13F form we can see an decrease of $17.3M in the current position value, from $247M to 230M.

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

Portfolio value $230 Million
Technology: $73.6 Million
Financial Services: $49.7 Million
Industrials: $37.1 Million
Communication Services: $23.4 Million
Healthcare: $18.3 Million
Consumer Cyclical: $9.62 Million
Consumer Defensive: $6.67 Million
ETFs: $6.18 Million
Other: $5.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$13.5 Million 5.87% of portfolio
53,837
Q4 2024 Reduced 0.76%
$3.09T
$11.7 Million 5.1% of portfolio
27,760
Q4 2024 Reduced 0.34%
$1.25T
$11.1 Million 4.84% of portfolio
58,340
Q4 2024 Reduced 0.41%
$2.42T
$9.62 Million 4.19% of portfolio
43,848
Q4 2024 Reduced 0.6%
$299B
$8.2 Million 3.57% of portfolio
61,095
Q4 2024 Reduced 0.33%
$610B
$8.15 Million 3.55% of portfolio
17,980
Q4 2024 Reduced 0.53%
$1.55T
$7.25 Million 3.16% of portfolio
12,292
Q4 2024 Reduced 0.66%
$15.9B
$6.39 Million 2.78% of portfolio
94,780
Q4 2024 Reduced 0.73%
$27.3B
$6.18 Million 2.69% of portfolio
289,255
Q4 2024 Reduced 0.65%
$20.4B
$6.1 Million 2.65% of portfolio
129,225
Q4 2024 Reduced 0.98%
$102B
$5.94 Million 2.59% of portfolio
410,275
Q4 2024 Added 0.0%
$219B
$5.9 Million 2.57% of portfolio
10,312
Q4 2024 New
$20.6B
$5.58 Million 2.43% of portfolio
73,602
Q4 2024 New
$126B
$5.52 Million 2.4% of portfolio
18,847
Q4 2024 Reduced 0.4%
$69B
$5.44 Million 2.37% of portfolio
66,482
Q4 2024 Added 1.62%
$89.2B
$5.43 Million 2.37% of portfolio
22,445
Q4 2024 New
$15.3B
$5.37 Million 2.34% of portfolio
25,159
Q4 2024 Reduced 0.4%
$7.88B
$5.19 Million 2.26% of portfolio
27,439
Q4 2024 New
$14.7B
$5.16 Million 2.25% of portfolio
48,339
Q4 2024 Reduced 0.73%
$89.3B
$5.17 Million 2.25% of portfolio
34,720
Q4 2024 New
$28.8B
$5.14 Million 2.24% of portfolio
68,540
Q4 2024 New
$26.8B
$5.12 Million 2.23% of portfolio
44,410
Q4 2024 Reduced 0.26%
$22.3B
$5.09 Million 2.22% of portfolio
43,910
Q4 2024 New
$42.3B
$5.07 Million 2.21% of portfolio
64,886
Q4 2024 Reduced 0.43%
$35.5B
$5.07 Million 2.21% of portfolio
46,324
Q4 2024 Added 0.07%
$18B
$4.83 Million 2.1% of portfolio
67,025
Q4 2024 New
$19.4B
$4.74 Million 2.07% of portfolio
32,928
Q4 2024 Reduced 0.62%
$148B
$4.7 Million 2.05% of portfolio
125,173
Q4 2024 Reduced 0.1%
$325B
$4.71 Million 2.05% of portfolio
26,496
Q4 2024 New
$7.8B
$4.5 Million 1.96% of portfolio
36,512
Q4 2024 Reduced 0.35%
$70.6B
$4.5 Million 1.96% of portfolio
17,085
Q4 2024 Added 3.1%
$40.6B
$4.49 Million 1.96% of portfolio
21,360
Q4 2024 Reduced 0.19%
$234B
$4.24 Million 1.85% of portfolio
8,149
Q4 2024 Added 0.65%
$99.2B
$4.18 Million 1.82% of portfolio
49,640
Q4 2024 New
$13.6B
$3.91 Million 1.7% of portfolio
33,360
Q4 2024 Added 0.62%
$11.7B
$3.63 Million 1.58% of portfolio
27,756
Q4 2024 Reduced 0.39%
$20.1B
$3.5 Million 1.52% of portfolio
9,483
Q4 2024 Reduced 0.45%
$422B
$1.36 Million 0.59% of portfolio
2
Q1 2024 Reduced 50.0%
$784B
$1.19 Million 0.52% of portfolio
4,950
Q4 2020 Reduced 87.72%
$0
$525,000 0.23% of portfolio
1,028
Q4 2024 Added 2.39%
$1.22T
$389,000 0.17% of portfolio
2,060
Q1 2023 New
$393B
$275,000 0.12% of portfolio
1,644
Q2 2019 Reduced 5.73%
$0
$218,000 0.09% of portfolio
372
Q4 2024 Added 4.2%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q4 2024 New
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $230 Million
  • Prior Value $247 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 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