§ 13F · FUND PROFILE
Benson Investment Management Company, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $293M (13F)Positions · 54Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 151K | $4M | 34.3% | NEW |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 96K | $4M | 33.4% | +527% |
| 3 | DISV | DIMENSIONAL ETF TRUST | 43K | $2M | 14.9% | NEW |
| 4 | WFC 7.5 PERP L | WELLS FARGO & CO | 615 | $710K | 6.3% | −36% |
| 5 | BAC 7.25 PERP L | BANK AMERICA CORP | 475 | $566K | 5.0% | NEW |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 569 | $370K | 3.3% | −20% |
| 7 | VOO | VANGUARD INDEX FDS | 521 | $311K | 2.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENSON SIGNAL
AC read
Benson Investment Management Company, Inc. is a Other fund managing $293 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed