Benson Investment Management Company, Inc.

CIK: 0001694896SEC EDGAR →

Portfolio Value

$286.5B

Holdings

50

As of

Q4 2025

New Positions

8

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

58,414$18.3B
6.40%
2

MICROSOFT CORP

25,490$12.3B
4.30%
3

NVIDIA CORPORATION

61,705$11.5B
4.02%
4

AMAZON COM INC

43,422$10.0B
3.50%
5

BERKSHIRE HATHAWAY INC DEL

17,367$8.7B
3.05%
6

META PLATFORMS INC

12,501$8.3B
2.88%
7

TAIWAN SEMICONDUCTOR MFG LTD

26,531$8.1B
2.81%
8

BANK NEW YORK MELLON CORP

63,149$7.3B
2.56%
9

CISCO SYS INC

92,330$7.1B
2.48%
10

ASTRAZENECA PLC

76,087$7.0B
2.44%

Quarterly Changes

Top Buys

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

Top Sells

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

New Positions (9)

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

Closed Positions (13)

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

Sector Breakdown

Sector# HoldingsValue%
Technology14$97.6B34.1%
Financial Services15$63.5B22.2%
Communication Services3$27.2B9.5%
Healthcare3$18.4B6.4%
Consumer Cyclical2$16.4B5.7%
Industrials3$16.3B5.7%
Basic Materials2$12.0B4.2%
Utilities2$12.0B4.2%
Unknown3$11.4B4.0%
Consumer Defensive2$6.2B2.2%
Energy1$5.6B1.9%