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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.5B
$6.39 Million 2.78% of portfolio
94,780
Q4 2024 Reduced 0.73%
$24.3B
$6.18 Million 2.69% of portfolio
289,255
Q4 2024 Reduced 0.65%
$19.6B
$6.1 Million 2.65% of portfolio
129,225
Q4 2024 Reduced 0.98%
$106B
$5.94 Million 2.59% of portfolio
410,275
Q4 2024 Added 0.0%
$22.2B
$5.58 Million 2.43% of portfolio
73,602
Q4 2024 New
$129B
$5.52 Million 2.4% of portfolio
18,847
Q4 2024 Reduced 0.4%
$66.2B
$5.44 Million 2.37% of portfolio
66,482
Q4 2024 Added 1.62%
$39.8B
$5.37 Million 2.34% of portfolio
113,047
Q4 2024 Reduced 14.51%
$13.1B
$5.37 Million 2.34% of portfolio
25,159
Q4 2024 Reduced 0.4%
$13.4B
$5.16 Million 2.25% of portfolio
48,339
Q4 2024 Reduced 0.73%
$95.8B
$5.17 Million 2.25% of portfolio
34,720
Q4 2024 New
$27.6B
$5.14 Million 2.24% of portfolio
68,540
Q4 2024 New
$25.2B
$5.12 Million 2.23% of portfolio
44,410
Q4 2024 Reduced 0.26%
$23.4B
$5.09 Million 2.22% of portfolio
43,910
Q4 2024 New
$45.3B
$5.07 Million 2.21% of portfolio
64,886
Q4 2024 Reduced 0.43%
$37.4B
$5.07 Million 2.21% of portfolio
46,324
Q4 2024 Added 0.07%
$18.3B
$4.74 Million 2.07% of portfolio
32,928
Q4 2024 Reduced 0.62%
$157B
$4.7 Million 2.05% of portfolio
125,173
Q4 2024 Reduced 0.1%
$72.2B
$4.5 Million 1.96% of portfolio
17,085
Q4 2024 Added 3.1%
$40.3B
$4.49 Million 1.96% of portfolio
21,360
Q4 2024 Reduced 0.19%
$103B
$4.18 Million 1.82% of portfolio
49,640
Q4 2024 New
$12.7B
$3.91 Million 1.7% of portfolio
33,360
Q4 2024 Added 0.62%
$11.1B
$3.63 Million 1.58% of portfolio
27,756
Q4 2024 Reduced 0.39%
$17.4B
$3.5 Million 1.52% of portfolio
9,483
Q4 2024 Reduced 0.45%
$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
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