§ 13F · FUND PROFILE
Benson Investment Management Company, Inc..
AUM · $19M (13F)Positions · 9Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 230K | $7M | 36.1% | +53% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 96K | $4M | 21.2% | ±0% |
| 3 | IDEQ | LAZARD ACTIVE ETF TR | 101K | $4M | 18.9% | NEW |
| 4 | DISV | DIMENSIONAL ETF TRUST | 43K | $2M | 9.1% | ±0% |
| 5 | WFC 7.5 PERP L | WELLS FARGO & CO | 615 | $712K | 3.8% | ±0% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 5K | $649K | 3.5% | NEW |
| 7 | BAC 7.25 PERP L | BANK OF AMER CORP | 475 | $596K | 3.2% | ±0% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 569 | $425K | 2.3% | ±0% |
| 9 | VOO | VANGUARD INDEX FDS | 542 | $372K | 2.0% | +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 $19 million in assets. The fund runs a focused portfolio of just 9 positions.
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