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


Currently, Benson Investment Management Company, Inc. holds 7 types of securities in its portfolio with a total value $11.3M. In the most recent quarter, they have increased their positions in SCHX (+150.8K shares, valued at $3.9M), DFAI (+81.1K shares, valued at $3.2M), DISV (+42.6K shares, valued at $1.7M); decreased their positions in WFC-PL (-345 shares, valued at $398.5K), SPY (-143 shares, valued at $93.0K); initiated new positions in SCHX (+150.8K shares, valued at $3.9M), DISV (+42.6K shares, valued at $1.7M), BAC-PL (+475 shares, valued at $566.0K).


1M P&L
+382.5K+3.73%
3M P&L
+282.8K+2.73%
HY P&L
+1.3M+13.59%

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/A11.0M
100.0%

Top Industries by Stock Count

1N/A6 stocks
100.0%
Stock Holdings
SCHX
SCHWAB STRATEGIC TR
New
Shares150.8K
Event2026-03-31
Filed2026-04-13
DFAI
DIMENSIONAL ETF TRUST
527.32%
Shares96.5K
Event2026-03-31
Filed2026-04-13
DISV
DIMENSIONAL ETF TRUST
New
Shares42.6K
Event2026-03-31
Filed2026-04-13
WFC-PL
WELLS FARGO & CO
-35.94%
Shares615
Event2026-03-31
Filed2026-04-13
BAC-PL
BANK AMERICA CORP
New
Shares475
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
-20.08%
Shares569
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.78%
Shares521
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available