Benson Investment Management Company, Inc.
13F Reported Value
ⓘ$18.8M
Holdings
9
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Benson Investment Management Company, Inc. disclosed 9 positions worth $18.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $LAZ. The portfolio is most concentrated in Other (74.1% of disclosed assets). All figures are sourced directly from Benson Investment Management Company, Inc.’s Form 13F-HR filing with the SEC under CIK 1694896.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$6.8M230,404 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$4.0M96,470 sh- 59.3#928
Quality
$3.6M101,480 sh DIMENSIONAL ETF TRUST - INTL SMALL CAP V
—Quality
$1.7M42,645 sh- —
Quality
$711.6K615 sh AMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$648.8K5,200 sh- 68.4
Quality
$595.9K475 sh - —
Quality
$424.9K569 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$372.3K542 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $6.8M | 230,404 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $4.0M | 96,470 |
 Lazard, Inc.$LAZ | 59.3#928 | $3.6M | 101,480 |
| DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $1.7M | 42,645 |
 WELLS FARGO & COMPANY/MN$WFC | — | $711.6K | 615 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $648.8K | 5,200 |
 BANK OF AMERICA CORP /DE/$BAC | 68.4 | $595.9K | 475 |
 SPDR S&P 500 ETF TRUST$SPY | — | $424.9K | 569 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $372.3K | 542 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Benson Investment Management Company, Inc.'s 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Other
$13.9M
Financials
$4.9M
Full Holdings — Benson Investment Management Company, Inc. (Q2 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $6.8M | 36.1% | +53% | — |
| 2 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $4.0M | 21.2% | +0% | — |
| 3 | $LAZ | Lazard, Inc. | $3.6M | 18.9% | NEW | 59.3 |
| 4 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $1.7M | 9.1% | +0% | — |
| 5 | $WFC | WELLS FARGO & COMPANY/MN | $711,555 | 3.8% | +0% | — |
| 6 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $648,752 | 3.5% | NEW | — |
| 7 | $BAC | BANK OF AMERICA CORP /DE/ | $595,888 | 3.2% | +0% | 68.4 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $424,912 | 2.3% | +0% | — |
| 9 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $372,251 | 2.0% | +4% | — |
New Positions (2)
$LAZ Lazard, Inc.$3.6MBrowse Top Institutional Investors
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Every holding in Benson Investment Management Company, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.