Benson Investment Management Company, Inc.
CIK 0001694896 · ROANOKE, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Benson Investment Management Company, Inc. reported 9 positions worth $18.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SCHX (36.1%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$18.8M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $6.8M | 36.10% | 230,404 | — | — | |
| ▸ 2 | DFAI | SH | $4.0M | 21.19% | 96,470 | — | — | |
| ▸ 3 | IDEQ | SH | $3.6M | 18.95% | 101,480 | — | — | |
| ▸ 4 | DISV | SH | $1.7M | 9.11% | 42,645 | — | — | |
| ▸ 5 | WFC 7.5 PERP L | SH | $711.6K | 3.79% | 615 | — | — | |
| ▸ 6 | AVUV | SH | $648.8K | 3.45% | 5,200 | — | — | |
| ▸ 7 | BAC 7.25 PERP L | SH | $595.9K | 3.17% | 475 | — | — | |
| ▸ 8 | SPY | SH | $424.9K | 2.26% | 569 | — | — | |
| ▸ 9 | VOO | SH | $372.3K | 1.98% | 542 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Benson Investment Management Company, Inc. hold as of Q2 2026?
Benson Investment Management Company, Inc. reported 9 positions worth $18.8M in its Q2 2026 13F filing. Largest positions: SCHX (36.1%), DFAI (21.2%), IDEQ (18.9%), DISV (9.1%) and WFC 7.5 PERP L (3.8%).
What did Benson Investment Management Company, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Benson Investment Management Company, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.