Benson Investment Management Company, Inc. Portfolio Holdings by Sector
Benson Investment Management Company, Inc.
- $232 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B HIG EQH ACGL BRK-A 5 stocks |
$24,592
10.59% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$17,332
7.47% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$13,856
5.97% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$12,475
5.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,452
4.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM LDOS 2 stocks |
$10,711
4.61% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD LHX 2 stocks |
$9,716
4.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITT EMR 2 stocks |
$9,583
4.13% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBY GPC 2 stocks |
$8,875
3.82% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,526
3.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CSL BECN 2 stocks |
$7,371
3.17% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$5,926
2.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$5,736
2.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$5,646
2.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$5,494
2.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
MSI 1 stocks |
$5,402
2.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$5,234
2.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$5,184
2.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP 1 stocks |
$5,081
2.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$5,057
2.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$5,034
2.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AEM 1 stocks |
$4,960
2.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$4,942
2.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
APO 1 stocks |
$4,917
2.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$4,607
1.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
ACM 1 stocks |
$4,291
1.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Marine Shipping | Industrials
KEX 1 stocks |
$3,894
1.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$3,823
1.65% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE 1 stocks |
$3,728
1.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$3,676
1.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$3,291
1.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,001
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
QQQ 1 stocks |
$481
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$271
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|