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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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