Benson Investment Management Company, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Benson Investment Management Company, Inc. reported 47 stock positions worth $229.2 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 4.1%) and Microsoft (MSFT, 4.1%). Compared with Q4 2024, it opened 13 new positions, sold out of 12, added to 3 and reduced 26. The biggest buy was a new position in Motorola Solutions (MSI) and the biggest sale an exit from US Foods (USFD).
- Most Recent 13F
- Q2 2026
- Location
- Roanoke, VA
- CIK
- 0001694896
- Portfolio Value
- $229.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001473 ↗ filed Apr 10, 2025
Holdings Value
Holdings 47 stocks · $229.2M
| AAPL Apple Inc. | 4.66% | 48,082 | $10.7M | Reduce -10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.09% | 17,583 | $9.4M | Reduce -2.2% |
| MSFT Microsoft Corp. | 4.06% | 24,797 | $9.3M | Reduce -10.7% |
| GOOG Alphabet Inc. Class C | 3.94% | 57,850 | $9.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.55% | 42,819 | $8.1M | Reduce -2.4% |
| AEM Agnico Eagle Mines Ltd. | 2.96% | 62,476 | $6.8M | Reduce -3.7% |
| NVDA Nvidia Corp. | 2.88% | 61,010 | $6.6M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 2.84% | 11,280 | $6.5M | Reduce -8.2% |
| EQH Equitable Holdings Inc. | 2.82% | 124,107 | $6.5M | Reduce -4.0% |
| GLD SPDR Gold Shares | 2.82% | 22,405 | $6.5M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 2.53% | 33,645 | $5.8M | Reduce -3.1% |
| HIG Hartford Insurance Group Inc. | 2.46% | 45,464 | $5.6M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 2.40% | 10,069 | $5.5M | Reduce -2.4% |
| SMFG Sumitomo Mitsui-Spons ADR | 2.40% | 355,750 | $5.5M | Reduce -13.3% |
| MSI Motorola Solutions Inc. | 2.38% | 12,448 | $5.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.35% | 32,417 | $5.4M | New |
| MRK Merck & Co. Inc. | 2.32% | 59,360 | $5.3M | New |
| MET Metlife Inc. | 2.32% | 66,352 | $5.3M | Reduce -0.2% |
| ZTS Zoetis Inc. | 2.32% | 32,253 | $5.3M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.29% | 62,704 | $5.3M | New |
| XYL Xylem Inc. | 2.28% | 43,820 | $5.2M | Reduce -0.2% |
| SSNC Ss&c Technologies Holdings | 2.16% | 59,283 | $5.0M | Reduce -19.4% |
| RGA Reinsurance Group of America | 2.16% | 25,109 | $4.9M | Reduce -0.2% |
| FTV Fortive Corp. | 2.15% | 67,385 | $4.9M | Reduce -1.7% |
| GLW Corning Inc. | 2.04% | 102,302 | $4.7M | Reduce -9.5% |
| CMCSA Comcast Corp. Class A | 2.02% | 125,558 | $4.6M | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.97% | 65,019 | $4.5M | New |
| VRT Vertiv Holdings Co. Class A | 1.97% | 62,410 | $4.5M | New |
| LHX L3HARRIS Technologies Inc. | 1.95% | 21,405 | $4.5M | Add +0.2% |
| NEE Nextera Energy Inc. | 1.93% | 62,440 | $4.4M | New |
| ACM Aecom | 1.92% | 47,533 | $4.4M | Reduce -1.7% |
| APH Amphenol Corp. Class A | 1.92% | 67,041 | $4.4M | New |
| FLUT Flutter Entertainment PLC-Di | 1.89% | 19,563 | $4.3M | Reduce -1.2% |
| ORCL Oracle Corp. | 1.89% | 30,953 | $4.3M | New |
| HOLX Hologic Inc. | 1.80% | 66,935 | $4.1M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 1.77% | 8,164 | $4.1M | Add +0.2% |
| DELL Dell Technologies -C | 1.76% | 44,335 | $4.0M | Reduce -0.2% |
| TKR Timken Co. | 1.72% | 54,715 | $3.9M | New |
| CHRD Chord Energy Corp. | 1.55% | 31,517 | $3.6M | New |
| HPE Hewlett Packard Enterprise | 1.53% | 226,641 | $3.5M | Reduce -21.6% |
| DT Dynatrace Inc. | 1.43% | 69,593 | $3.3M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.70% | 2 | $1.6M | No change |
| JPM JPMorgan Chase & Co. | 0.53% | 4,950 | $1.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 993 | $466K | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.14% | 2,060 | $319K | No change |
| PG The Procter & Gamble Co. | 0.12% | 1,644 | $280K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 372 | $208K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $522K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 435 | $522K | New |
Total filed on the 13F, all lines: $229.7M.
Portfolio Sells Q4 2024 → Q1 2025
| USFD US Foods Holding Corp. | Sold out | 0.00% | −2.66 |
| CRH CRH PLC | Sold out | 0.00% | −2.51 |
| ADP Automatic Data Processing | Sold out | 0.00% | −2.29 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −2.15 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −1.97 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −1.96 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.87 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −1.87 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.74 |
| SNX TD Synnex Corp. | Sold out | 0.00% | −1.63 |
| ALLE Allegion PLC | Sold out | 0.00% | −1.51 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −1.45 |
| HPE Hewlett Packard Enterprise | Reduce -21.6% | 1.53% | −1.04 |
| AAPL Apple Inc. | Reduce -10.7% | 4.66% | −0.94 |
| MSFT Microsoft Corp. | Reduce -10.7% | 4.06% | −0.80 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 3.94% | −0.67 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.88% | −0.52 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 3.55% | −0.44 |
| DELL Dell Technologies -C | Reduce -0.2% | 1.76% | −0.36 |
| FLUT Flutter Entertainment PLC-Di | Reduce -1.2% | 1.89% | −0.23 |
| ACM Aecom | Reduce -1.7% | 1.92% | −0.22 |
| HOLX Hologic Inc. | Reduce -0.1% | 1.80% | −0.20 |
| GLW Corning Inc. | Reduce -9.5% | 2.04% | −0.19 |
| SSNC Ss&c Technologies Holdings | Reduce -19.4% | 2.16% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -8.2% | 2.84% | −0.15 |
| RGA Reinsurance Group of America | Reduce -0.2% | 2.16% | −0.08 |
| SMFG Sumitomo Mitsui-Spons ADR | Reduce -13.3% | 2.40% | −0.07 |
| GS Goldman Sachs Group Inc. | Reduce -2.4% | 2.40% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 0.20% | −0.02 |
| FTV Fortive Corp. | Reduce -1.7% | 2.15% | +0.02 |
| MET Metlife Inc. | Reduce -0.2% | 2.32% | +0.06 |
| XYL Xylem Inc. | Reduce -0.2% | 2.28% | +0.17 |
| EQH Equitable Holdings Inc. | Reduce -4.0% | 2.82% | +0.29 |
| HIG Hartford Insurance Group Inc. | Reduce -1.9% | 2.46% | +0.35 |
| ICE Intercontinental Exchange Inc. | Reduce -3.1% | 2.53% | +0.38 |
| GLD SPDR Gold Shares | Reduce -0.2% | 2.82% | +0.56 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 4.09% | +0.70 |
| AEM Agnico Eagle Mines Ltd. | Reduce -3.7% | 2.96% | +0.85 |
Portfolio Buys Q4 2024 → Q1 2025
| MSI Motorola Solutions Inc. | New | 2.38% | +2.38 |
| TSM Taiwan Semiconductor-SP ADR | New | 2.35% | +2.35 |
| MRK Merck & Co. Inc. | New | 2.32% | +2.32 |
| ZTS Zoetis Inc. | New | 2.32% | +2.32 |
| BNY Bank of New York Mellon Corp. | New | 2.29% | +2.29 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.97% | +1.97 |
| VRT Vertiv Holdings Co. Class A | New | 1.97% | +1.97 |
| NEE Nextera Energy Inc. | New | 1.93% | +1.93 |
| APH Amphenol Corp. Class A | New | 1.92% | +1.92 |
| ORCL Oracle Corp. | New | 1.89% | +1.89 |
| TKR Timken Co. | New | 1.72% | +1.72 |
| CHRD Chord Energy Corp. | New | 1.55% | +1.55 |
| DT Dynatrace Inc. | New | 1.43% | +1.43 |
| LHX L3HARRIS Technologies Inc. | Add +0.2% | 1.95% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +0.3% | 2.02% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 1.77% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 435 | $522K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |