Benson Investment Management Company, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Benson Investment Management Company, Inc. reported 53 stock positions worth $291.6 million. Its top holding was SPDR Gold Shares (GLD) at 5.0% of the portfolio, followed by Alphabet Class C (GOOG, 4.8%) and Microsoft (MSFT, 4.4%). Compared with Q2 2025, it opened 8 new positions, sold out of 6, added to 30 and reduced 10. The biggest buy was a new position in Intl Business Machines (IBM) and the biggest sale an exit from Oracle (ORCL).

Most Recent 13F
Q2 2026
Location
Roanoke, VA
CIK
0001694896
Portfolio Value
$291.6M (Q3 2025)
SEC Filing
0001172661-25-004245 ↗ filed Oct 10, 2025

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 $291.6M Q3 2025 Q4 2025: $285.3M Q4 2025 Q1 2026: $10.0M Q1 2026 Q2 2026: $17.5M Q2 2026

Holdings 53 stocks · $291.6M
GLD SPDR Gold Shares 5.04% 41,302 $14.7M Add +0.6%
GOOG Alphabet Inc. Class C 4.83% 57,806 $14.1M Reduce -0.1%
MSFT Microsoft Corp. 4.39% 24,733 $12.8M Reduce -0.0%
NVDA Nvidia Corp. 3.91% 61,025 $11.4M Add +0.1%
AMZN Amazon.com Inc. 3.22% 42,782 $9.4M Add +0.5%
META Meta Platforms Inc. Class A 3.06% 12,168 $8.9M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 2.93% 16,994 $8.5M Add +0.5%
GLW Corning Inc. 2.55% 90,676 $7.4M Reduce -11.3%
TSM Taiwan Semiconductor-SP ADR 2.51% 26,233 $7.3M Reduce -19.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2.33% 62,444 $6.8M Reduce -0.1%
LHX L3HARRIS Technologies Inc. 2.24% 21,427 $6.5M Add +0.1%
XYL Xylem Inc. 2.22% 43,816 $6.5M Add +0.1%
TDY Teledyne Technologies Inc. 2.20% 10,953 $6.4M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.19% 22,622 $6.4M New
AAPL Apple Inc. 2.16% 24,714 $6.3M Add +0.5%
DELL Dell Technologies -C 2.15% 44,246 $6.3M Reduce -0.4%
CSCO Cisco Systems Inc. 2.14% 91,220 $6.2M Add +0.3%
L Loews Corp. 2.09% 60,735 $6.1M Add +0.3%
GS Goldman Sachs Group Inc. 2.08% 7,612 $6.1M Reduce -22.7%
NEE Nextera Energy Inc. 2.05% 79,270 $6.0M Add +12.8%
ASML ASML Holding NV-NY Reg SHS 2.04% 6,147 $6.0M Reduce -12.2%
AZN Astrazeneca PLC-Spons ADR 1.98% 75,297 $5.8M Add +18.6%
HIG Hartford Insurance Group Inc. 1.98% 43,246 $5.8M Add +0.3%
MSI Motorola Solutions Inc. 1.95% 12,437 $5.7M Add +0.6%
COF Capital One Financial Corp. 1.95% 26,735 $5.7M Add +0.4%
HPE Hewlett Packard Enterprise 1.93% 229,496 $5.6M Add +1.0%
ICE Intercontinental Exchange Inc. 1.91% 33,016 $5.6M Add +0.2%
MET Metlife Inc. 1.89% 66,959 $5.5M Add +1.1%
KEYS Keysight Technologies Inc. 1.87% 31,240 $5.5M New
OKE Oneok Inc. 1.85% 73,875 $5.4M New
SSNC Ss&c Technologies Holdings 1.83% 60,132 $5.3M Add +1.5%
EQH Equitable Holdings Inc. 1.82% 104,242 $5.3M Reduce -6.8%
ACM Aecom 1.78% 39,832 $5.2M Reduce -13.4%
AMRZ Amrize Ltd. 1.78% 106,955 $5.2M New
ZBH Zimmer Biomet Holdings Inc. 1.70% 50,430 $5.0M New
RGA Reinsurance Group of America 1.66% 25,241 $4.8M Add +0.5%
BKH Black Hills Corp. 1.66% 78,665 $4.8M Add +0.7%
ZTS Zoetis Inc. 1.62% 32,318 $4.7M Add +0.4%
OC Owens Corning 1.54% 31,675 $4.5M Add +0.4%
NCLH Norwegian Cruise Line Holdin 1.48% 175,765 $4.3M New
AUB Atlantic Union Bankshares Co. 1.30% 107,665 $3.8M Add +0.3%
DT Dynatrace Inc. 1.19% 71,693 $3.5M Add +0.2%
KEX Kirby Corp. 1.13% 39,575 $3.3M New
EEFT Euronet Worldwide Inc. 1.10% 36,538 $3.2M Add +0.8%
G Genpact Ltd. 0.87% 60,428 $2.5M Add +0.6%
JPM JPMorgan Chase & Co. 0.54% 4,950 $1.6M No change
BRK.A Berkshire Hathaway Inc. Class A 0.52% 2 $1.5M No change
GOOGL Alphabet Inc. Class A 0.17% 2,060 $501K No change
DFAI Dimensional International Co. 0.16% 13,180 $479K Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 712 $474K No change
VFMF Vanguard US Multifactor ETF 0.14% 2,729 $394K New
VOO Vanguard S&P 500 ETF 0.09% 428 $262K Add +4.9%
PG The Procter & Gamble Co. 0.09% 1,644 $253K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 960$1.2MAdd +2.1%

Total filed on the 13F, all lines: $292.7M.

Portfolio Sells Q2 2025 → Q3 2025
ORCL Oracle Corp. Sold out 0.00% −2.13
APH Amphenol Corp. Class A Sold out 0.00% −1.88
MRK Merck & Co. Inc. Sold out 0.00% −1.78
PRIM Primoris Services Corp. Sold out 0.00% −1.55
TKR Timken Co. Sold out 0.00% −1.51
SON Sonoco Products Co. Sold out 0.00% −1.25
EQH Equitable Holdings Inc. Reduce -6.8% 1.82% −0.57
GS Goldman Sachs Group Inc. Reduce -22.7% 2.08% −0.57
MSFT Microsoft Corp. Reduce -0.0% 4.39% −0.29
TSM Taiwan Semiconductor-SP ADR Reduce -19.1% 2.51% −0.28
ACM Aecom Reduce -13.4% 1.78% −0.19
ASML ASML Holding NV-NY Reg SHS Reduce -12.2% 2.04% −0.09
DELL Dell Technologies -C Reduce -0.4% 2.15% +0.08
BNY Bank of New York Mellon Corp. Reduce -0.1% 2.33% +0.17
GLW Corning Inc. Reduce -11.3% 2.55% +0.51
GOOG Alphabet Inc. Class C Reduce -0.1% 4.83% +0.92

Portfolio Buys Q2 2025 → Q3 2025
IBM Intl Business Machines Corp. New 2.19% +2.19
KEYS Keysight Technologies Inc. New 1.87% +1.87
OKE Oneok Inc. New 1.85% +1.85
AMRZ Amrize Ltd. New 1.78% +1.78
ZBH Zimmer Biomet Holdings Inc. New 1.70% +1.70
NCLH Norwegian Cruise Line Holdin New 1.48% +1.48
KEX Kirby Corp. New 1.13% +1.13
AZN Astrazeneca PLC-Spons ADR Add +18.6% 1.98% +0.29
GLD SPDR Gold Shares Add +0.6% 5.04% +0.27
NVDA Nvidia Corp. Add +0.1% 3.91% +0.24
AAPL Apple Inc. Add +0.5% 2.16% +0.24
LHX L3HARRIS Technologies Inc. Add +0.1% 2.24% +0.20
NEE Nextera Energy Inc. Add +12.8% 2.05% +0.20
HPE Hewlett Packard Enterprise Add +1.0% 1.93% +0.16
VFMF Vanguard US Multifactor ETF New 0.14% +0.14
TDY Teledyne Technologies Inc. Add +0.1% 2.20% +0.07
XYL Xylem Inc. Add +0.1% 2.22% +0.06
AUB Atlantic Union Bankshares Co. Add +0.3% 1.30% +0.03
VOO Vanguard S&P 500 ETF Add +4.9% 0.09% +0.00
BKH Black Hills Corp. Add +0.7% 1.66% −0.01
DFAI Dimensional International Co. Add +0.1% 0.16% −0.01
L Loews Corp. Add +0.3% 2.09% −0.02
MSI Motorola Solutions Inc. Add +0.6% 1.95% −0.03
SSNC Ss&c Technologies Holdings Add +1.5% 1.83% −0.04
HIG Hartford Insurance Group Inc. Add +0.3% 1.98% −0.10
OC Owens Corning Add +0.4% 1.54% −0.11
MET Metlife Inc. Add +1.1% 1.89% −0.14
G Genpact Ltd. Add +0.6% 0.87% −0.14
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 2.93% −0.19
COF Capital One Financial Corp. Add +0.4% 1.95% −0.21
RGA Reinsurance Group of America Add +0.5% 1.66% −0.23
CSCO Cisco Systems Inc. Add +0.3% 2.14% −0.26
ZTS Zoetis Inc. Add +0.4% 1.62% −0.29
EEFT Euronet Worldwide Inc. Add +0.8% 1.10% −0.30
DT Dynatrace Inc. Add +0.2% 1.19% −0.31
AMZN Amazon.com Inc. Add +0.5% 3.22% −0.33
META Meta Platforms Inc. Class A Add +0.0% 3.06% −0.35
ICE Intercontinental Exchange Inc. Add +0.2% 1.91% −0.39

Notes & Other Activity Q2 2025 → Q3 2025
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Add +2.1% 960 $1.2M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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