Free Trial

Benson Investment Management Company, Inc. Top Holdings and 13F Report (2025)

About Benson Investment Management Company, Inc.

Investment Activity

  • Benson Investment Management Company, Inc. has $229.72 million in total holdings as of March 31, 2025.
  • Benson Investment Management Company, Inc. owns shares of 48 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 26.21% of the portfolio was purchased this quarter.
  • About 28.29% of the portfolio was sold this quarter.
  • This quarter, Benson Investment Management Company, Inc. has purchased 46 new stocks and bought additional shares in 3 stocks.
  • Benson Investment Management Company, Inc. sold shares of 26 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple
$10,680,402
Microsoft
$9,308,546
Alphabet
$9,037,906
Amazon.com
$8,146,743

Largest New Holdings this Quarter

620076307 - Motorola Solutions
$5,449,859 Holding
874039100 - Taiwan Semiconductor Manufacturing
$5,381,222 Holding
58933Y105 - Merck & Co., Inc.
$5,328,154 Holding
98978V103 - Zoetis
$5,310,456 Holding
064058100 - Bank of New York Mellon
$5,258,984 Holding

Largest Purchases this Quarter

Motorola Solutions
12,448 shares (about $5.45M)
Taiwan Semiconductor Manufacturing
32,417 shares (about $5.38M)
Merck & Co., Inc.
59,360 shares (about $5.33M)
Zoetis
32,253 shares (about $5.31M)
Bank of New York Mellon
62,704 shares (about $5.26M)

Largest Sales this Quarter

Apple
5,755 shares (about $1.28M)
SS&C Technologies
14,319 shares (about $1.20M)
Microsoft
2,963 shares (about $1.11M)
Hewlett Packard Enterprise
62,614 shares (about $966.13K)
Sumitomo Mitsui Financial Group
54,525 shares (about $842.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenson Investment Management Company, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$10,680,402$1,278,352 -10.7%48,0824.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,364,354$211,434 -2.2%17,5834.1%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$9,308,546$1,112,281 -10.7%24,7974.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$9,037,906$76,553 -0.8%57,8503.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,146,743$195,778 -2.3%42,8193.5%Retail/Wholesale
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$6,773,023$261,268 -3.7%62,4762.9%Basic Materials
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,612,264$9,212 -0.1%61,0102.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,501,341$583,276 -8.2%11,2802.8%Computer and Technology
Equitable Holdings, Inc. stock logo
EQH
Equitable
$6,464,734$266,597 -4.0%124,1072.8%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,455,777$11,526 -0.2%22,4052.8%Finance
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$5,803,763$185,438 -3.1%33,6452.5%Finance
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$5,637,634$106,642 -1.9%45,4642.5%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,500,594$132,748 -2.4%10,0692.4%Finance
Sumitomo Mitsui Financial Group, Inc. stock logo
SMFG
Sumitomo Mitsui Financial Group
$5,499,895$842,957 -13.3%355,7502.4%Finance
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$5,449,859$5,449,859 New Holding12,4482.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,381,222$5,381,222 New Holding32,4172.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,328,154$5,328,154 New Holding59,3602.3%Medical
MetLife, Inc. stock logo
MET
MetLife
$5,327,402$10,438 -0.2%66,3522.3%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$5,310,456$5,310,456 New Holding32,2532.3%Medical
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$5,258,984$5,258,984 New Holding62,7042.3%Finance
Xylem Inc. stock logo
XYL
Xylem
$5,234,737$10,751 -0.2%43,8202.3%Business Services
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$4,951,909$1,196,066 -19.5%59,2832.2%Computer and Technology
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$4,943,962$9,845 -0.2%25,1092.2%Finance
Fortive Co. stock logo
FTV
Fortive
$4,931,234$84,523 -1.7%67,3852.1%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$4,683,386$491,906 -9.5%102,3022.0%Computer and Technology
Comcast Co. stock logo
CMCSA
Comcast
$4,633,090$14,206 0.3%125,5582.0%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$4,514,919$4,514,919 New Holding65,0192.0%Medical
Vertiv Holdings Co stock logo
VRT
Vertiv
$4,506,002$4,506,002 New Holding62,4102.0%Computer and Technology
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$4,480,281$9,419 0.2%21,4052.0%Aerospace
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,426,372$4,426,372 New Holding62,4401.9%Utilities
AECOM stock logo
ACM
AECOM
$4,407,735$74,740 -1.7%47,5331.9%Construction
Amphenol Co. stock logo
APH
Amphenol
$4,397,219$4,397,219 New Holding67,0411.9%Computer and Technology
FLUTTER ENTMT PLC
$4,334,183$50,957 -1.2%19,5631.9%SHS
Oracle Co. stock logo
ORCL
Oracle
$4,327,539$4,327,539 New Holding30,9531.9%Computer and Technology
Hologic, Inc. stock logo
HOLX
Hologic
$4,134,575$5,559 -0.1%66,9351.8%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,062,406$7,464 0.2%8,1641.8%Medical
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$4,041,135$6,836 -0.2%44,3351.8%Computer and Technology
The Timken Company stock logo
TKR
Timken
$3,932,367$3,932,367 New Holding54,7151.7%Computer and Technology
Chord Energy Co. stock logo
CHRD
Chord Energy
$3,552,596$3,552,596 New Holding31,5171.5%Energy
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$3,497,071$966,134 -21.6%226,6411.5%Computer and Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$3,281,310$3,281,310 New Holding69,5931.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,596,8830.0%20.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,214,2350.0%4,9500.5%Finance
WFC.PL
Wells Fargo & Co. Pfd. Series L
$522,348$522,348 New Holding4350.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$465,638$16,412 -3.4%9930.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$318,5580.0%2,0600.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$280,1700.0%1,6440.1%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$207,9370.0%3720.1%Finance
US Foods Holding Corp. stock logo
USFD
US Foods
$0$6,393,859 -100.0%00.0%Consumer Staples
CRH PLC
$0$6,033,507 -100.0%00.0%ORD
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$0$5,517,082 -100.0%00.0%Business Services
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$0$5,185,148 -100.0%00.0%Aerospace
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$0$4,743,608 -100.0%00.0%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$0$4,708,339 -100.0%00.0%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$0$4,501,727 -100.0%00.0%Aerospace
Jazz Pharmaceuticals plc stock logo
JAZZ
Jazz Pharmaceuticals
$0$4,496,453 -100.0%00.0%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$4,177,702 -100.0%00.0%Computer and Technology
TD SYNNEX Co. stock logo
SNX
TD SYNNEX
$0$3,912,461 -100.0%00.0%Computer and Technology
Allegion plc stock logo
ALLE
Allegion
$0$3,627,154 -100.0%00.0%Industrials
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$0$3,497,710 -100.0%00.0%Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data