Benson Investment Management Company, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Benson Investment Management Company, Inc. reported 51 stock positions worth $262.8 million. Its top holding was SPDR Gold Shares (GLD) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Alphabet Class C (GOOG, 3.9%). Compared with Q1 2025, it opened 15 new positions, sold out of 11, added to 8 and reduced 24. The biggest buy was a new position in Cisco Systems (CSCO) and the biggest sale an exit from Agnico Eagle Mines (AEM).
- Most Recent 13F
- Q2 2026
- Location
- Roanoke, VA
- CIK
- 0001694896
- Portfolio Value
- $262.8M (Q2 2025)
- SEC Filing
- 0001172661-25-002714 ↗ filed Jul 24, 2025
Holdings Value
Holdings 51 stocks · $262.8M
| GLD SPDR Gold Shares | 4.76% | 41,062 | $12.5M | Add +83.3% |
| MSFT Microsoft Corp. | 4.68% | 24,743 | $12.3M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 3.91% | 57,879 | $10.3M | Add +0.1% |
| NVDA Nvidia Corp. | 3.66% | 60,940 | $9.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.55% | 42,564 | $9.3M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 3.42% | 12,166 | $9.0M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.12% | 16,902 | $8.2M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.79% | 32,411 | $7.3M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 2.65% | 9,845 | $7.0M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 2.40% | 90,910 | $6.3M | New |
| EQH Equitable Holdings Inc. | 2.39% | 111,902 | $6.3M | Reduce -9.8% |
| ICE Intercontinental Exchange Inc. | 2.30% | 32,953 | $6.0M | Reduce -2.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.17% | 62,483 | $5.7M | Reduce -0.3% |
| COF Capital One Financial Corp. | 2.16% | 26,640 | $5.7M | New |
| XYL Xylem Inc. | 2.15% | 43,749 | $5.7M | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS | 2.14% | 7,003 | $5.6M | New |
| TDY Teledyne Technologies Inc. | 2.13% | 10,938 | $5.6M | New |
| ORCL Oracle Corp. | 2.13% | 25,566 | $5.6M | Reduce -17.4% |
| L Loews Corp. | 2.11% | 60,565 | $5.6M | New |
| HIG Hartford Insurance Group Inc. | 2.08% | 43,101 | $5.5M | Reduce -5.2% |
| DELL Dell Technologies -C | 2.07% | 44,421 | $5.4M | Add +0.2% |
| GLW Corning Inc. | 2.05% | 102,231 | $5.4M | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 2.04% | 21,395 | $5.4M | Reduce -0.1% |
| MET Metlife Inc. | 2.03% | 66,254 | $5.3M | Reduce -0.1% |
| MSI Motorola Solutions Inc. | 1.98% | 12,368 | $5.2M | Reduce -0.6% |
| ACM Aecom | 1.98% | 46,005 | $5.2M | Reduce -3.2% |
| AAPL Apple Inc. | 1.92% | 24,599 | $5.0M | Reduce -48.8% |
| ZTS Zoetis Inc. | 1.91% | 32,178 | $5.0M | Reduce -0.2% |
| RGA Reinsurance Group of America | 1.90% | 25,106 | $5.0M | Reduce -0.0% |
| APH Amphenol Corp. Class A | 1.88% | 50,099 | $4.9M | Reduce -25.3% |
| SSNC Ss&c Technologies Holdings | 1.87% | 59,233 | $4.9M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.86% | 70,305 | $4.9M | Add +12.6% |
| MRK Merck & Co. Inc. | 1.78% | 59,175 | $4.7M | Reduce -0.3% |
| HPE Hewlett Packard Enterprise | 1.77% | 227,291 | $4.6M | Add +0.3% |
| AZN Astrazeneca PLC-Spons ADR | 1.69% | 63,482 | $4.4M | New |
| BKH Black Hills Corp. | 1.67% | 78,135 | $4.4M | New |
| OC Owens Corning | 1.65% | 31,535 | $4.3M | New |
| PRIM Primoris Services Corp. | 1.55% | 52,342 | $4.1M | New |
| TKR Timken Co. | 1.51% | 54,615 | $4.0M | Reduce -0.2% |
| DT Dynatrace Inc. | 1.50% | 71,553 | $4.0M | Add +2.8% |
| EEFT Euronet Worldwide Inc. | 1.40% | 36,238 | $3.7M | New |
| AUB Atlantic Union Bankshares Co. | 1.28% | 107,310 | $3.4M | New |
| SON Sonoco Products Co. | 1.25% | 75,245 | $3.3M | New |
| G Genpact Ltd. | 1.01% | 60,073 | $2.6M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 2 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 0.55% | 4,950 | $1.4M | No change |
| DFAI Dimensional International Co. | 0.17% | 13,164 | $455K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 712 | $440K | Add +91.4% |
| GOOGL Alphabet Inc. Class A | 0.14% | 2,060 | $363K | No change |
| PG The Procter & Gamble Co. | 0.10% | 1,644 | $262K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 408 | $232K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 940 | $1.1M | Add +116.1% |
Total filed on the 13F, all lines: $263.9M.
Portfolio Sells Q1 2025 → Q2 2025
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −2.96 |
| AAPL Apple Inc. | Reduce -48.8% | 1.92% | −2.74 |
| SMFG Sumitomo Mitsui-Spons ADR | Sold out | 0.00% | −2.40 |
| FTV Fortive Corp. | Sold out | 0.00% | −2.15 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −2.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.97 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.97 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −1.89 |
| HOLX Hologic Inc. | Sold out | 0.00% | −1.80 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.77 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −1.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 3.12% | −0.96 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 1.78% | −0.54 |
| EQH Equitable Holdings Inc. | Reduce -9.8% | 2.39% | −0.43 |
| ZTS Zoetis Inc. | Reduce -0.2% | 1.91% | −0.41 |
| MSI Motorola Solutions Inc. | Reduce -0.6% | 1.98% | −0.40 |
| HIG Hartford Insurance Group Inc. | Reduce -5.2% | 2.08% | −0.38 |
| MET Metlife Inc. | Reduce -0.1% | 2.03% | −0.30 |
| SSNC Ss&c Technologies Holdings | Reduce -0.1% | 1.87% | −0.29 |
| RGA Reinsurance Group of America | Reduce -0.0% | 1.90% | −0.26 |
| ICE Intercontinental Exchange Inc. | Reduce -2.1% | 2.30% | −0.23 |
| TKR Timken Co. | Reduce -0.2% | 1.51% | −0.21 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.20 |
| XYL Xylem Inc. | Reduce -0.2% | 2.15% | −0.13 |
| BNY Bank of New York Mellon Corp. | Reduce -0.3% | 2.17% | −0.13 |
| APH Amphenol Corp. Class A | Reduce -25.3% | 1.88% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 3.55% | −0.00 |
| GLW Corning Inc. | Reduce -0.1% | 2.05% | +0.00 |
| ACM Aecom | Reduce -3.2% | 1.98% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.1% | 2.04% | +0.09 |
| ORCL Oracle Corp. | Reduce -17.4% | 2.13% | +0.24 |
| GS Goldman Sachs Group Inc. | Reduce -2.2% | 2.65% | +0.25 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.0% | 2.79% | +0.45 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.68% | +0.62 |
| NVDA Nvidia Corp. | Reduce -0.1% | 3.66% | +0.78 |
Portfolio Buys Q1 2025 → Q2 2025
| CSCO Cisco Systems Inc. | New | 2.40% | +2.40 |
| COF Capital One Financial Corp. | New | 2.16% | +2.16 |
| ASML ASML Holding NV-NY Reg SHS | New | 2.14% | +2.14 |
| TDY Teledyne Technologies Inc. | New | 2.13% | +2.13 |
| L Loews Corp. | New | 2.11% | +2.11 |
| GLD SPDR Gold Shares | Add +83.3% | 4.76% | +1.95 |
| AZN Astrazeneca PLC-Spons ADR | New | 1.69% | +1.69 |
| BKH Black Hills Corp. | New | 1.67% | +1.67 |
| OC Owens Corning | New | 1.65% | +1.65 |
| PRIM Primoris Services Corp. | New | 1.55% | +1.55 |
| EEFT Euronet Worldwide Inc. | New | 1.40% | +1.40 |
| AUB Atlantic Union Bankshares Co. | New | 1.28% | +1.28 |
| SON Sonoco Products Co. | New | 1.25% | +1.25 |
| G Genpact Ltd. | New | 1.01% | +1.01 |
| META Meta Platforms Inc. Class A | Add +7.8% | 3.42% | +0.58 |
| DELL Dell Technologies -C | Add +0.2% | 2.07% | +0.31 |
| HPE Hewlett Packard Enterprise | Add +0.3% | 1.77% | +0.24 |
| DFAI Dimensional International Co. | New | 0.17% | +0.17 |
| VOO Vanguard S&P 500 ETF | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +91.4% | 0.17% | +0.08 |
| DT Dynatrace Inc. | Add +2.8% | 1.50% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 3.91% | −0.04 |
| NEE Nextera Energy Inc. | Add +12.6% | 1.86% | −0.07 |
Notes & Other Activity Q1 2025 → Q2 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +116.1% | 940 | $1.1M |
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 |