Benson Investment Management Company, Inc.

CIK: 0001694896SEC EDGAR →

Portfolio Value

$286.5M

Holdings

50

As of

Q4 2025

New Positions

8

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

58,414$18.3M
6.40%
2

MICROSOFT CORP

25,490$12.3M
4.30%
3

NVIDIA CORPORATION

61,705$11.5M
4.02%
4

AMAZON COM INC

43,422$10.0M
3.50%
5

BERKSHIRE HATHAWAY INC DEL

17,367$8.7M
3.05%
6

META PLATFORMS INC

12,501$8.3M
2.88%
7

TAIWAN SEMICONDUCTOR MFG LTD

26,531$8.1M
2.81%
8

BANK NEW YORK MELLON CORP

63,149$7.3M
2.56%
9

CISCO SYS INC

92,330$7.1M
2.48%
10

ASTRAZENECA PLC

76,087$7.0M
2.44%

Quarterly Changes

Top Buys

SWNEW
$6.4M
LINNEW
$6.2M
KDPNEW
$6.0M
CVSNEW
$5.9M
BXNEW
$5.9M

Top Sells

GQ9CLOSED
$14.7M
GLWCLOSED
$7.4M
DELLCLOSED
$6.3M
HPECLOSED
$5.6M
ICECLOSED
$5.6M

New Positions (9)

$6.4M · 165K shares
$6.2M · 14K shares
$6.0M · 212K shares
$5.9M · 75K shares
$5.9M · 38K shares
$5.8M · 25K shares
$5.6M · 217K shares
$5.4M · 112K shares
$4.1M · 6K shares

Closed Positions (13)

$14.7M · 41K shares
$7.4M · 91K shares
$6.3M · 44K shares
$5.6M · 229K shares
$5.6M · 33K shares
$5.0M · 50K shares
$4.7M · 32K shares
$4.5M · 32K shares
$4.3M · 176K shares
$3.5M · 72K shares
$3.3M · 40K shares
$3.2M · 37K shares
$2.5M · 60K shares

Sector Breakdown

Sector# HoldingsValue%
Technology14$97.6M34.1%
Financial Services15$63.5M22.2%
Communication Services3$27.2M9.5%
Healthcare3$18.4M6.4%
Consumer Cyclical2$16.4M5.7%
Industrials3$16.3M5.7%
Basic Materials2$12.0M4.2%
Utilities2$12.0M4.2%
Unknown3$11.4M4.0%
Consumer Defensive2$6.2M2.2%
Energy1$5.6M1.9%