Benson Investment Management Company, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Benson Investment Management Company, Inc. reported 48 stock positions worth $235.1 million. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Apple (AAPL, 4.0%) and Alphabet Class C (GOOG, 3.9%). Compared with Q4 2023, it opened 13 new positions, sold out of 9, added to 18 and reduced 14. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- Roanoke, VA
- CIK
- 0001694896
- Portfolio Value
- $235.1M (Q1 2024)
- SEC Filing
- 0001172661-24-001823 ↗ filed Apr 11, 2024
Holdings Value
Holdings 48 stocks · $235.1M
| MSFT Microsoft Corp. | 4.99% | 27,902 | $11.7M | Reduce -9.9% |
| AAPL Apple Inc. | 3.98% | 54,623 | $9.4M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 3.85% | 59,455 | $9.1M | Add +16.9% |
| AMZN Amazon.com Inc. | 3.41% | 44,453 | $8.0M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.25% | 18,197 | $7.7M | Add +0.5% |
| NVDA Nvidia Corp. | 3.25% | 8,458 | $7.6M | New |
| HIG Hartford Insurance Group Inc. | 2.56% | 58,461 | $6.0M | Add +1.2% |
| ADP Automatic Data Processing | 2.55% | 24,035 | $6.0M | New |
| PH Parker Hannifin Corp. | 2.42% | 10,244 | $5.7M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.37% | 29,233 | $5.6M | Reduce -19.1% |
| HON Honeywell International Inc. | 2.31% | 26,465 | $5.4M | Add +18.0% |
| VLO Valero Energy Corp. | 2.30% | 31,664 | $5.4M | Reduce -3.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.27% | 41,581 | $5.3M | Reduce -5.7% |
| AEM Agnico Eagle Mines Ltd. | 2.25% | 88,628 | $5.3M | New |
| ITT Itt Inc. | 2.25% | 38,819 | $5.3M | Add +1.5% |
| GEHC GE Healthcare Technology | 2.24% | 57,966 | $5.3M | Add +1.6% |
| CRH CRH PLC | 2.16% | 58,813 | $5.1M | Reduce -10.7% |
| TSM Taiwan Semiconductor-SP ADR | 2.16% | 37,253 | $5.1M | New |
| AXP American Express Co. | 2.14% | 22,047 | $5.0M | Reduce -4.0% |
| EQH Equitable Holdings Inc. | 2.12% | 131,121 | $5.0M | Reduce -12.0% |
| MSI Motorola Solutions Inc. | 2.12% | 14,024 | $5.0M | Add +1.7% |
| RGA Reinsurance Group of America | 2.08% | 25,333 | $4.9M | New |
| BDX Becton Dickinson and Co. | 2.07% | 19,703 | $4.9M | New |
| ENB Enbridge Inc. | 2.04% | 132,346 | $4.8M | Add +17.6% |
| GD General Dynamics Corp. | 2.04% | 16,948 | $4.8M | Reduce -9.0% |
| FOXA Fox Corp. Class A | 2.04% | 152,995 | $4.8M | New |
| AMGN Amgen Inc. | 2.03% | 16,785 | $4.8M | New |
| CRM Salesforce Inc. | 2.02% | 15,797 | $4.8M | Reduce -14.8% |
| APO Apollo Global Management Inc. | 1.99% | 41,638 | $4.7M | Reduce -14.2% |
| GLW Corning Inc. | 1.99% | 141,779 | $4.7M | New |
| TMO Thermo Fisher Scientific Inc. | 1.95% | 7,895 | $4.6M | Reduce -2.4% |
| LHX L3HARRIS Technologies Inc. | 1.91% | 21,094 | $4.5M | New |
| ACGL Arch Capital Group Ltd. | 1.89% | 48,140 | $4.5M | Add +2.2% |
| MCD McDonald's Corp. | 1.89% | 15,774 | $4.4M | Add +1.3% |
| WH Wyndham Hotels & Resorts Inc. | 1.88% | 57,684 | $4.4M | Add +0.7% |
| PWR Quanta Services Inc. | 1.88% | 17,024 | $4.4M | Reduce -13.1% |
| CSL Carlisle Cos Inc. | 1.86% | 11,152 | $4.4M | Add +1.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.84% | 34,432 | $4.3M | Add +1.9% |
| ARE Alexandria Real Estate Equit | 1.75% | 31,879 | $4.1M | New |
| RPM RPM International Inc. | 1.72% | 34,063 | $4.1M | Add +1.9% |
| BECN Beacon Roofing Supply Inc. | 1.62% | 38,836 | $3.8M | New |
| PANW Palo Alto Networks Inc. | 1.59% | 13,118 | $3.7M | Reduce -27.1% |
| KEX Kirby Corp. | 1.56% | 38,382 | $3.7M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 2 | $1.3M | Reduce -50.0% |
| JPM JPMorgan Chase & Co. | 0.42% | 4,950 | $991K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,020 | $453K | Add +14.0% |
| GOOGL Alphabet Inc. Class A | 0.13% | 2,060 | $311K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,644 | $267K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −2.37 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −2.37 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −2.27 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −2.27 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −2.13 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −2.02 |
| SLB SLB Ltd. | Sold out | 0.00% | −1.99 |
| PEP Pepsico Inc. | Sold out | 0.00% | −1.92 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −1.70 |
| PANW Palo Alto Networks Inc. | Reduce -27.1% | 1.59% | −1.13 |
| MSFT Microsoft Corp. | Reduce -9.9% | 4.99% | −0.96 |
| IBM Intl Business Machines Corp. | Reduce -19.1% | 2.37% | −0.65 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.54% | −0.57 |
| CRM Salesforce Inc. | Reduce -14.8% | 2.02% | −0.47 |
| GD General Dynamics Corp. | Reduce -9.0% | 2.04% | −0.44 |
| EQH Equitable Holdings Inc. | Reduce -12.0% | 2.12% | −0.42 |
| APO Apollo Global Management Inc. | Reduce -14.2% | 1.99% | −0.32 |
| PWR Quanta Services Inc. | Reduce -13.1% | 1.88% | −0.28 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 1.95% | −0.24 |
| CRH CRH PLC | Reduce -10.7% | 2.16% | −0.17 |
| AXP American Express Co. | Reduce -4.0% | 2.14% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.7% | 2.27% | −0.06 |
| VLO Valero Energy Corp. | Reduce -3.2% | 2.30% | +0.12 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | New | 3.25% | +3.25 |
| ADP Automatic Data Processing | New | 2.55% | +2.55 |
| AEM Agnico Eagle Mines Ltd. | New | 2.25% | +2.25 |
| TSM Taiwan Semiconductor-SP ADR | New | 2.16% | +2.16 |
| RGA Reinsurance Group of America | New | 2.08% | +2.08 |
| BDX Becton Dickinson and Co. | New | 2.07% | +2.07 |
| FOXA Fox Corp. Class A | New | 2.04% | +2.04 |
| AMGN Amgen Inc. | New | 2.03% | +2.03 |
| GLW Corning Inc. | New | 1.99% | +1.99 |
| LHX L3HARRIS Technologies Inc. | New | 1.91% | +1.91 |
| ARE Alexandria Real Estate Equit | New | 1.75% | +1.75 |
| BECN Beacon Roofing Supply Inc. | New | 1.62% | +1.62 |
| KEX Kirby Corp. | New | 1.56% | +1.56 |
| HIG Hartford Insurance Group Inc. | Add +1.2% | 2.56% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +16.9% | 3.85% | +0.18 |
| ACGL Arch Capital Group Ltd. | Add +2.2% | 1.89% | +0.10 |
| CSL Carlisle Cos Inc. | Add +1.3% | 1.86% | +0.10 |
| PH Parker Hannifin Corp. | Add +1.2% | 2.42% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.6% | 3.41% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.0% | 0.19% | +0.01 |
| GEHC GE Healthcare Technology | Add +1.6% | 2.24% | −0.01 |
| ENB Enbridge Inc. | Add +17.6% | 2.04% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 3.25% | −0.05 |
| ITT Itt Inc. | Add +1.5% | 2.25% | −0.09 |
| MSI Motorola Solutions Inc. | Add +1.7% | 2.12% | −0.09 |
| HON Honeywell International Inc. | Add +18.0% | 2.31% | −0.10 |
| RPM RPM International Inc. | Add +1.9% | 1.72% | −0.19 |
| SJM The JM Smucker Co. | Add +1.9% | 1.84% | −0.31 |
| MCD McDonald's Corp. | Add +1.3% | 1.89% | −0.47 |
| WH Wyndham Hotels & Resorts Inc. | Add +0.7% | 1.88% | −0.47 |
| AAPL Apple Inc. | Add +1.7% | 3.98% | −1.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $17.5M | SCHX, DFAI, IDEQ, DISV, AVUV |
| Q1 2026 | 5 | $10.0M | SCHX, DFAI, DISV, SPY, VOO |
| Q4 2025 | 49 | $285.3M | GOOG, MSFT, NVDA, AMZN, BRK.B |
| Q3 2025 | 53 | $291.6M | GLD, GOOG, MSFT, NVDA, AMZN |
| Q2 2025 | 51 | $262.8M | GLD, MSFT, GOOG, NVDA, AMZN |
| Q1 2025 | 47 | $229.2M | AAPL, BRK.B, MSFT, GOOG, AMZN |
| Q4 2024 | 46 | $240.7M | AAPL, MSFT, GOOG, AMZN, NVDA |
| Q3 2024 | 49 | $253.0M | AAPL, MSFT, GOOG, BRK.B, AMZN |
| Q2 2024 | 48 | $241.7M | MSFT, AAPL, GOOG, AMZN, NVDA |
| Q1 2024 | 48 | $235.1M | MSFT, AAPL, GOOG, AMZN, BRK.B |