Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Benson Investment Management Company, Inc. (CIK 1694896) reported $11.3M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($3.9M, 34.32%), DFAI ($3.8M, 33.37%), DISV ($1.7M, 14.93%), WFC/PRL ($710,325, 6.31%), BAC-PL ($565,991, 5.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $3.9M | 34.32% | 150,802 | New |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $3.8M | 33.37% | 96,470 | Added |
| 3 | DISV | DIMENSIONAL ETF TRUST | $1.7M | 14.93% | 42,645 | New |
| 4 | WFC/PRL | WELLS FARGO & CO | $710,325 | 6.31% | 615 | Trimmed |
| 5 | BAC-PL | BANK AMERICA CORP | $565,991 | 5.02% | 475 | New |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $370,043 | 3.28% | 569 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $311,324 | 2.76% | 521 | Added |
| 8 | TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 9 | SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | Exited |
| 10 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 11 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 12 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 13 | AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | Exited |
| 14 | AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | Exited |
| 15 | BK | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | Exited |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 18 | BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | Exited |
| 19 | BX | BLACKSTONE INC | $0 | 0.00% | 0 | Exited |
| 20 | ASML | ASML HOLDING N V | $0 | 0.00% | 0 | Exited |
| 21 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 22 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | Exited |
| 23 | EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 24 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 25 | GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31