Benson Investment Management Company, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Benson Investment Management Company, Inc. reported 7 stock positions worth $17.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 38.8% of the portfolio, followed by Dimensional International (DFAI, 22.8%) and Lazard Intl Dynamic Eqy ETF (IDEQ, 20.4%). Compared with Q1 2026, it opened 2 new positions and added to 2. The biggest buy was a new position in Lazard Intl Dynamic Eqy ETF (IDEQ).

Most Recent 13F
Q2 2026
Location
Roanoke, VA
CIK
0001694896
Portfolio Value
$17.5M (Q2 2026)
SEC Filing
0001172661-26-002616 ↗ filed Jul 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $235.1M Q1 2024 Q2 2024: $241.7M Q2 2024 Q3 2024: $253.0M Q3 2024 Q4 2024: $240.7M Q4 2024 Q1 2025: $229.2M Q1 2025 Q2 2025: $262.8M Q2 2025 Q3 2025: $291.6M Q3 2025 Q4 2025: $285.3M Q4 2025 Q1 2026: $10.0M Q1 2026 Q2 2026: $17.5M $17.5M Q2 2026

Holdings 7 stocks · $17.5M
SCHX Schwab US Large-Cap ETF 38.80% 230,404 $6.8M Add +52.8%
DFAI Dimensional International Co. 22.77% 96,470 $4.0M No change
IDEQ Lazard Intl Dynamic Eqy ETF 20.36% 101,480 $3.6M New
DISV Dimensional International SM 9.79% 42,645 $1.7M No change
AVUV Avantis US Small Cap Value 3.71% 5,200 $649K New
SPY SS SPDR S&P 500 ETF Trust-US 2.43% 569 $425K No change
VOO Vanguard S&P 500 ETF 2.13% 542 $372K Add +4.0%
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 615$712KNo change
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 475$596KNo change

Total filed on the 13F, all lines: $18.8M.

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
IDEQ Lazard Intl Dynamic Eqy ETF New 20.36% +20.36
AVUV Avantis US Small Cap Value New 3.71% +3.71
SCHX Schwab US Large-Cap ETF Add +52.8% 38.80% +0.09
VOO Vanguard S&P 500 ETF Add +4.0% 2.13% −0.99

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$17.5MSCHX, DFAI, IDEQ, DISV, AVUV
Q1 2026 5$10.0MSCHX, DFAI, DISV, SPY, VOO
Q4 2025 49$285.3MGOOG, MSFT, NVDA, AMZN, BRK.B
Q3 2025 53$291.6MGLD, GOOG, MSFT, NVDA, AMZN
Q2 2025 51$262.8MGLD, MSFT, GOOG, NVDA, AMZN
Q1 2025 47$229.2MAAPL, BRK.B, MSFT, GOOG, AMZN
Q4 2024 46$240.7MAAPL, MSFT, GOOG, AMZN, NVDA
Q3 2024 49$253.0MAAPL, MSFT, GOOG, BRK.B, AMZN
Q2 2024 48$241.7MMSFT, AAPL, GOOG, AMZN, NVDA
Q1 2024 48$235.1MMSFT, AAPL, GOOG, AMZN, BRK.B