The Analysis of Benson Investment Management Company, Inc.'s Holdings & P&L


Currently, Benson Investment Management Company, Inc. holds 9 types of securities in its portfolio with a total value $18.8M. In the most recent quarter, they have increased their positions in IDEQ (+101.5K shares, valued at $3.6M), SCHX (+79.6K shares, valued at $2.3M), AVUV (+5.2K shares, valued at $648.8K); initiated new positions in IDEQ (+101.5K shares, valued at $3.6M), AVUV (+5.2K shares, valued at $648.8K).


1M P&L
+717.0K+4.24%
3M P&L
+568.2K+3.33%
HY P&L
+1.0M+6.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A18.4M
100.0%

Top Industries by Stock Count

1N/A8 stocks
100.0%
Stock Holdings
SCHX
SCHWAB STRATEGIC TR
52.79%
Shares230.4K
Event2026-06-30
Filed2026-07-14
DFAI
DIMENSIONAL ETF TRUST
0.00%
Shares96.5K
Event2026-06-30
Filed2026-07-14
IDEQ
LAZARD ACTIVE ETF TR
New
Shares101.5K
Event2026-06-30
Filed2026-07-14
DISV
DIMENSIONAL ETF TRUST
0.00%
Shares42.6K
Event2026-06-30
Filed2026-07-14
WFC-PL
WELLS FARGO & CO
0.00%
Shares615
Event2026-06-30
Filed2026-07-14
AVUV
AMERICAN CENTY ETF TR
New
Shares5.2K
Event2026-06-30
Filed2026-07-14
BAC-PL
BANK OF AMER CORP
0.00%
Shares475
Event2026-06-30
Filed2026-07-14
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.00%
Shares569
Event2026-06-30
Filed2026-07-14
VOO
VANGUARD INDEX FDS
4.03%
Shares542
Event2026-06-30
Filed2026-07-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Benson Investment Management Company, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo