Benson Investment Management Company, Inc.
CIK: 1694896SEC EDGAR →
Portfolio Value
$16.0B
Holdings
9
As of
Q2 2026
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 230,404 | $6.8B | 42.29% |
| 2 | DIMENSIONAL ETF TRUST | 96,470 | $4.0B | 24.82% |
| 3 | LAZARD ACTIVE ETF TR | 101,480 | $3.6B | 22.20% |
| 4 | DIMENSIONAL ETF TRUST | 42,645 | $1.7B | 10.67% |
| 5 | WELLS FARGO & CO | 615 | $712K | 0.00% |
| 6 | AMERICAN CENTY ETF TR | 5,200 | $649K | 0.00% |
| 7 | BANK OF AMER CORP | 475 | $596K | 0.00% |
| 8 | STATE STR SPDR S&P 500 ETF T | 569 | $425K | 0.00% |
| 9 | VANGUARD INDEX FDS | 542 | $372K | 0.00% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $16.0B | 100.0% |
| Unknown | 2 | $1.3M | 0.0% |