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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$13.5 Million 5.87% of portfolio
53,837
Q4 2024 Reduced 0.76%
$3.31T
$11.7 Million 5.1% of portfolio
27,760
Q4 2024 Reduced 0.34%
$1.23T
$11.1 Million 4.84% of portfolio
58,340
Q4 2024 Reduced 0.41%
$2.39T
$9.62 Million 4.19% of portfolio
43,848
Q4 2024 Reduced 0.6%
$355B
$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%
$1.46T
$7.25 Million 3.16% of portfolio
12,292
Q4 2024 Reduced 0.66%
$217B
$5.9 Million 2.57% of portfolio
10,312
Q4 2024 New
$301B
$4.71 Million 2.05% of portfolio
26,496
Q4 2024 New
$225B
$4.24 Million 1.85% of portfolio
8,149
Q4 2024 Added 0.65%
$417B
$1.36 Million 0.59% of portfolio
2
Q1 2024 Reduced 50.0%
$777B
$1.19 Million 0.52% of portfolio
4,950
Q4 2020 Reduced 87.72%
$1.2T
$389,000 0.17% of portfolio
2,060
Q1 2023 New
$389B
$275,000 0.12% of portfolio
1,644
Q2 2019 Reduced 5.73%

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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