Benson Investment Management Company, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Benson Investment Management Company, Inc. reported 46 stock positions worth $240.7 million. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Alphabet Class C (GOOG, 4.6%). Compared with Q3 2024, it opened 11 new positions, sold out of 14, added to 8 and reduced 23. The biggest buy was a new position in Goldman Sachs (GS) and the biggest sale an exit from Intl Business Machines (IBM).
- Most Recent 13F
- Q2 2026
- Location
- Roanoke, VA
- CIK
- 0001694896
- Portfolio Value
- $240.7M (Q4 2024)
- SEC Filing
- 0001172661-25-000179 ↗ filed Jan 13, 2025
Holdings Value
Holdings 46 stocks · $240.7M
| AAPL Apple Inc. | 5.60% | 53,837 | $13.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.86% | 27,760 | $11.7M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 4.61% | 58,340 | $11.1M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 4.00% | 43,848 | $9.6M | Reduce -0.6% |
| NVDA Nvidia Corp. | 3.41% | 61,095 | $8.2M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.39% | 17,980 | $8.1M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 2.99% | 12,292 | $7.2M | Reduce -0.7% |
| USFD US Foods Holding Corp. | 2.66% | 94,780 | $6.4M | Reduce -0.7% |
| HPE Hewlett Packard Enterprise | 2.57% | 289,255 | $6.2M | Reduce -0.7% |
| EQH Equitable Holdings Inc. | 2.53% | 129,225 | $6.1M | Reduce -1.0% |
| CRH CRH PLC | 2.51% | 65,213 | $6.0M | Reduce -0.6% |
| SMFG Sumitomo Mitsui-Spons ADR | 2.47% | 410,275 | $5.9M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 2.45% | 10,312 | $5.9M | New |
| SSNC Ss&c Technologies Holdings | 2.32% | 73,602 | $5.6M | New |
| ADP Automatic Data Processing | 2.29% | 18,847 | $5.5M | Reduce -0.4% |
| MET Metlife Inc. | 2.26% | 66,482 | $5.4M | Add +1.6% |
| GLD SPDR Gold Shares | 2.26% | 22,445 | $5.4M | New |
| RGA Reinsurance Group of America | 2.23% | 25,159 | $5.4M | Reduce -0.4% |
| GLW Corning Inc. | 2.23% | 113,047 | $5.4M | Reduce -14.5% |
| HII Huntington Ingalls Industrie | 2.15% | 27,439 | $5.2M | New |
| ICE Intercontinental Exchange Inc. | 2.15% | 34,720 | $5.2M | New |
| ACM Aecom | 2.14% | 48,339 | $5.2M | Reduce -0.7% |
| FTV Fortive Corp. | 2.14% | 68,540 | $5.1M | New |
| DELL Dell Technologies -C | 2.13% | 44,410 | $5.1M | Reduce -0.3% |
| FLUT Flutter Entertainment PLC-Di | 2.12% | 19,793 | $5.1M | New |
| XYL Xylem Inc. | 2.12% | 43,910 | $5.1M | New |
| AEM Agnico Eagle Mines Ltd. | 2.11% | 64,886 | $5.1M | Reduce -0.4% |
| HIG Hartford Insurance Group Inc. | 2.10% | 46,324 | $5.1M | Add +0.1% |
| HOLX Hologic Inc. | 2.01% | 67,025 | $4.8M | New |
| LDOS Leidos Holdings Inc. | 1.97% | 32,928 | $4.7M | Reduce -0.6% |
| ABBV Abbvie Inc. | 1.96% | 26,496 | $4.7M | New |
| CMCSA Comcast Corp. Class A | 1.95% | 125,173 | $4.7M | Reduce -0.1% |
| GD General Dynamics Corp. | 1.87% | 17,085 | $4.5M | Add +3.1% |
| JAZZ Jazz Pharmaceuticals PLC | 1.87% | 36,512 | $4.5M | Reduce -0.3% |
| LHX L3HARRIS Technologies Inc. | 1.87% | 21,360 | $4.5M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 1.76% | 8,149 | $4.2M | Add +0.7% |
| MU Micron Technology Inc. | 1.74% | 49,640 | $4.2M | New |
| SNX TD Synnex Corp. | 1.63% | 33,360 | $3.9M | Add +0.6% |
| ALLE Allegion PLC | 1.51% | 27,756 | $3.6M | Reduce -0.4% |
| CSL Carlisle Cos Inc. | 1.45% | 9,483 | $3.5M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 2 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.49% | 4,950 | $1.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,028 | $526K | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.16% | 2,060 | $390K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,644 | $276K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 372 | $218K | Add +4.2% |
Portfolio Sells Q3 2024 → Q4 2024
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −2.82 |
| AXP American Express Co. | Sold out | 0.00% | −2.35 |
| CEG Constellation Energy | Sold out | 0.00% | −2.24 |
| AMGN Amgen Inc. | Sold out | 0.00% | −2.13 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −2.13 |
| SBLK Star Bulk Carriers Corp. | Sold out | 0.00% | −2.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −2.06 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −2.06 |
| ING ING Groep N.V.-Sponsored ADR | Sold out | 0.00% | −2.06 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −2.05 |
| BALL Ball Corp. | Sold out | 0.00% | −1.64 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −1.45 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −1.33 |
| GFF Griffon Corp. | Sold out | 0.00% | −1.26 |
| CSL Carlisle Cos Inc. | Reduce -0.5% | 1.45% | −0.24 |
| LDOS Leidos Holdings Inc. | Reduce -0.6% | 1.97% | −0.16 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.2% | 1.87% | −0.15 |
| GLW Corning Inc. | Reduce -14.5% | 2.23% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -0.1% | 1.95% | −0.12 |
| ALLE Allegion PLC | Reduce -0.4% | 1.51% | −0.10 |
| AEM Agnico Eagle Mines Ltd. | Reduce -0.4% | 2.11% | +0.03 |
| DELL Dell Technologies -C | Reduce -0.3% | 2.13% | +0.04 |
| RGA Reinsurance Group of America | Reduce -0.4% | 2.23% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 3.39% | +0.10 |
| CRH CRH PLC | Reduce -0.6% | 2.51% | +0.10 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.86% | +0.12 |
| ACM Aecom | Reduce -0.7% | 2.14% | +0.16 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 2.99% | +0.19 |
| HPE Hewlett Packard Enterprise | Reduce -0.7% | 2.57% | +0.21 |
| ADP Automatic Data Processing | Reduce -0.4% | 2.29% | +0.22 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -0.3% | 1.87% | +0.25 |
| USFD US Foods Holding Corp. | Reduce -0.7% | 2.66% | +0.34 |
| EQH Equitable Holdings Inc. | Reduce -1.0% | 2.53% | +0.36 |
| NVDA Nvidia Corp. | Reduce -0.3% | 3.41% | +0.47 |
| AAPL Apple Inc. | Reduce -0.8% | 5.60% | +0.60 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 4.61% | +0.74 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 4.00% | +0.75 |
Portfolio Buys Q3 2024 → Q4 2024
| GS Goldman Sachs Group Inc. | New | 2.45% | +2.45 |
| SSNC Ss&c Technologies Holdings | New | 2.32% | +2.32 |
| GLD SPDR Gold Shares | New | 2.26% | +2.26 |
| HII Huntington Ingalls Industrie | New | 2.15% | +2.15 |
| ICE Intercontinental Exchange Inc. | New | 2.15% | +2.15 |
| FTV Fortive Corp. | New | 2.14% | +2.14 |
| FLUT Flutter Entertainment PLC-Di | New | 2.12% | +2.12 |
| XYL Xylem Inc. | New | 2.12% | +2.12 |
| HOLX Hologic Inc. | New | 2.01% | +2.01 |
| ABBV Abbvie Inc. | New | 1.96% | +1.96 |
| MU Micron Technology Inc. | New | 1.74% | +1.74 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +0.0% | 2.47% | +0.42 |
| MET Metlife Inc. | Add +1.6% | 2.26% | +0.13 |
| SNX TD Synnex Corp. | Add +0.6% | 1.63% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 0.22% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.2% | 0.09% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +0.1% | 2.10% | −0.05 |
| GD General Dynamics Corp. | Add +3.1% | 1.87% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 1.76% | −0.22 |
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 |