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
$3.59T
$13.5 Million 5.87% of portfolio
53,837
Q4 2024 Reduced 0.76%
$3.33T
$11.7 Million 5.1% of portfolio
27,760
Q4 2024 Reduced 0.34%
$1.21T
$11.1 Million 4.84% of portfolio
58,340
Q4 2024 Reduced 0.41%
$2.4T
$9.62 Million 4.19% of portfolio
43,848
Q4 2024 Reduced 0.6%
$367B
$8.2 Million 3.57% of portfolio
61,095
Q4 2024 Reduced 0.33%
$603B
$8.15 Million 3.55% of portfolio
17,980
Q4 2024 Reduced 0.53%
$1.43T
$7.25 Million 3.16% of portfolio
12,292
Q4 2024 Reduced 0.66%
$15.4B
$6.39 Million 2.78% of portfolio
94,780
Q4 2024 Reduced 0.73%
$31.3B
$6.18 Million 2.69% of portfolio
289,255
Q4 2024 Reduced 0.65%
$19.9B
$6.1 Million 2.65% of portfolio
129,225
Q4 2024 Reduced 0.98%
$100B
$5.94 Million 2.59% of portfolio
410,275
Q4 2024 Added 0.0%
$218B
$5.9 Million 2.57% of portfolio
10,312
Q4 2024 New
$20.3B
$5.58 Million 2.43% of portfolio
73,602
Q4 2024 New
$123B
$5.52 Million 2.4% of portfolio
18,847
Q4 2024 Reduced 0.4%
$69.2B
$5.44 Million 2.37% of portfolio
66,482
Q4 2024 Added 1.62%
$87.7B
$5.43 Million 2.37% of portfolio
22,445
Q4 2024 New
$15B
$5.37 Million 2.34% of portfolio
25,159
Q4 2024 Reduced 0.4%
$8.15B
$5.19 Million 2.26% of portfolio
27,439
Q4 2024 New
$15.1B
$5.16 Million 2.25% of portfolio
48,339
Q4 2024 Reduced 0.73%
$88.1B
$5.17 Million 2.25% of portfolio
34,720
Q4 2024 New
$28.4B
$5.14 Million 2.24% of portfolio
68,540
Q4 2024 New
$29.6B
$5.12 Million 2.23% of portfolio
44,410
Q4 2024 Reduced 0.26%
$21.9B
$5.09 Million 2.22% of portfolio
43,910
Q4 2024 New
$40.4B
$5.07 Million 2.21% of portfolio
64,886
Q4 2024 Reduced 0.43%
$35.3B
$5.07 Million 2.21% of portfolio
46,324
Q4 2024 Added 0.07%
$17.7B
$4.83 Million 2.1% of portfolio
67,025
Q4 2024 New
$20.3B
$4.74 Million 2.07% of portfolio
32,928
Q4 2024 Reduced 0.62%
$165B
$4.7 Million 2.05% of portfolio
125,173
Q4 2024 Reduced 0.1%
$302B
$4.71 Million 2.05% of portfolio
26,496
Q4 2024 New
$7.68B
$4.5 Million 1.96% of portfolio
36,512
Q4 2024 Reduced 0.35%
$73.7B
$4.5 Million 1.96% of portfolio
17,085
Q4 2024 Added 3.1%
$42.1B
$4.49 Million 1.96% of portfolio
21,360
Q4 2024 Reduced 0.19%
$225B
$4.24 Million 1.85% of portfolio
8,149
Q4 2024 Added 0.65%
$114B
$4.18 Million 1.82% of portfolio
49,640
Q4 2024 New
$13.7B
$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%
$21B
$3.5 Million 1.52% of portfolio
9,483
Q4 2024 Reduced 0.45%
$414B
$1.36 Million 0.59% of portfolio
2
Q1 2024 Reduced 50.0%
$780B
$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%
$1.18T
$389,000 0.17% of portfolio
2,060
Q1 2023 New
$394B
$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
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