Benson Investment Management Company, Inc. Portfolio Holdings

Benson Investment Management Company, Inc.

  • $226 Million
  • Q1 2025

Benson Investment Management Company, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.7M, Microsoft Corp with a value of $9.31M, Berkshire Hathaway Inc Class B with a value of $9.23M, Alphabet Inc. with a value of $9.04M, and Amazon Com Inc with a value of $8.15M.

Examining the 13F form we can see an decrease of $4.05M in the current position value, from $230M to 226M.

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

Portfolio value $226 Million
Technology: $71.5 Million
Financial Services: $56.5 Million
Industrials: $23.5 Million
Healthcare: $23.3 Million
Communication Services: $20.5 Million
Consumer Cyclical: $8.15 Million
ETFs: $7.13 Million
Basic Materials: $6.77 Million
Other: $8.23 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.2B
$6.77 Million 3.0% of portfolio
62,476
Q1 2025 Reduced 3.71%
$17.1B
$6.46 Million 2.87% of portfolio
124,107
Q1 2025 Reduced 3.96%
$86.6B
$5.8 Million 2.57% of portfolio
33,645
Q1 2025 Reduced 3.1%
$36.3B
$5.63 Million 2.49% of portfolio
45,464
Q1 2025 Reduced 1.86%
$171B
$5.5 Million 2.44% of portfolio
10,069
Q1 2025 Reduced 2.36%
$90.9B
$5.5 Million 2.44% of portfolio
355,750
Q1 2025 Reduced 13.29%
$68.8B
$5.45 Million 2.42% of portfolio
12,448
Q1 2025 New
$32.7B
$5.41 Million 2.4% of portfolio
62,410
Q1 2025 New
$197B
$5.33 Million 2.36% of portfolio
59,360
Q1 2025 New
$56.2B
$5.33 Million 2.36% of portfolio
66,352
Q1 2025 Reduced 0.2%
$68.7B
$5.31 Million 2.35% of portfolio
32,253
Q1 2025 New
$59.8B
$5.26 Million 2.33% of portfolio
62,704
Q1 2025 New
$19.6B
$5.23 Million 2.32% of portfolio
43,820
Q1 2025 Reduced 0.2%
$12.1B
$4.94 Million 2.19% of portfolio
25,109
Q1 2025 Reduced 0.2%
$22.6B
$4.93 Million 2.19% of portfolio
67,385
Q1 2025 Reduced 1.69%
$18.8B
$4.95 Million 2.19% of portfolio
59,283
Q1 2025 Reduced 19.45%
$148B
$4.63 Million 2.05% of portfolio
125,558
Q1 2025 Added 0.31%
$132B
$4.51 Million 2.0% of portfolio
65,019
Q1 2025 New
$41B
$4.48 Million 1.99% of portfolio
21,405
Q1 2025 Added 0.21%
$127B
$4.43 Million 1.96% of portfolio
62,440
Q1 2025 New
$12.9B
$4.41 Million 1.95% of portfolio
47,533
Q1 2025 Reduced 1.67%
$37.8B
$4.4 Million 1.95% of portfolio
67,041
Q1 2025 New
$14.2B
$4.13 Million 1.83% of portfolio
66,935
Q1 2025 Reduced 0.13%
$165B
$4.06 Million 1.8% of portfolio
8,164
Q1 2025 Added 0.18%
$21.3B
$4.04 Million 1.79% of portfolio
44,335
Q1 2025 Reduced 0.17%
$19.1B
$3.5 Million 1.55% of portfolio
226,641
Q1 2025 Reduced 21.65%
$12.1B
$3.28 Million 1.45% of portfolio
69,593
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $226 Million
  • Prior Value $230 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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