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Benson Investment Management Company, Inc. — 13F Holdings & Portfolio

CIK 1694896 · latest 13F-HR filed 2026-07-14

Backtest portfolio

Benson Investment Management Company, Inc. manages $18.8M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (36.10%), DFAI (21.19%), IDEQ (18.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 5, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
P.O. BOX 21605
ROANOKE, VA 24018
Phone
(540) 989-3030
Filing Manager
Benson Investment Management Company, Inc.
Roanoke, VA
Signatory
Robert D. Benson, Jr.
President
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AUM

$18.8M

Long-equity book

Holdings

9

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+2 / −0 / ↑5 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$2.9M +75.4%
  • DIMENSIONAL ETF TRUST$220.9K +5.9%
  • VANGUARD INDEX FDS$60.9K +19.6%
  • STATE STR SPDR S&P 500 ETF T$54.9K +14.8%
  • BANK OF AMER CORP$29.9K +5.3%
Show all 5 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • LAZARD ACTIVE ETF TR$3.6M
  • AMERICAN CENTY ETF TR$648.8K
Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHX 808524201 $6.8M 36.10% 230,404 SH
2 DIMENSIONAL ETF TRUST DFAI 25434V203 $4.0M 21.19% 96,470 SH
3 LAZARD ACTIVE ETF TR IDEQ 52110K400 $3.6M 18.95% 101,480 SH
4 DIMENSIONAL ETF TRUST DISV 25434V781 $1.7M 9.11% 42,645 SH
5 WELLS FARGO & CO WFCPL 949746804 $711.6K 3.79% 615 SH
6 AMERICAN CENTY ETF TR AVUV 025072877 $648.8K 3.45% 5,200 SH
7 BANK OF AMER CORP BACPL 060505682 $595.9K 3.17% 475 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $424.9K 2.26% 569 SH
9 VANGUARD INDEX FDS VOO 922908363 $372.3K 1.98% 542 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $18.8M 9 0001172661-26-002616
2026-03-31 2026-04-13 $11.3M 7 0001172661-26-001473
2025-12-31 2026-01-27 $286.5M 50 0001172661-26-000313