Benson Investment Management Company, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Benson Investment Management Company, Inc. reported 49 stock positions worth $285.3 million. Its top holding was Alphabet Class C (GOOG) at 6.4% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Nvidia (NVDA, 4.0%). Compared with Q3 2025, it opened 9 new positions, sold out of 13 and added to 34. The biggest buy was a new position in Smurfit Westrock (SW) and the biggest sale an exit from SPDR Gold Shares (GLD).
- Most Recent 13F
- Q2 2026
- Location
- Roanoke, VA
- CIK
- 0001694896
- Portfolio Value
- $285.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000313 ↗ filed Jan 27, 2026
Holdings Value
Holdings 49 stocks · $285.3M
| GOOG Alphabet Inc. Class C | 6.42% | 58,414 | $18.3M | Add +1.1% |
| MSFT Microsoft Corp. | 4.32% | 25,490 | $12.3M | Add +3.1% |
| NVDA Nvidia Corp. | 4.03% | 61,705 | $11.5M | Add +1.1% |
| AMZN Amazon.com Inc. | 3.51% | 43,422 | $10.0M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.06% | 17,367 | $8.7M | Add +2.2% |
| META Meta Platforms Inc. Class A | 2.89% | 12,501 | $8.3M | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 2.83% | 26,531 | $8.1M | Add +1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.57% | 63,149 | $7.3M | Add +1.1% |
| CSCO Cisco Systems Inc. | 2.49% | 92,330 | $7.1M | Add +1.2% |
| AZN Astrazeneca PLC-Spons ADR | 2.45% | 76,087 | $7.0M | Add +1.1% |
| HIG Hartford Insurance Group Inc. | 2.40% | 49,726 | $6.9M | Add +15.0% |
| AAPL Apple Inc. | 2.38% | 24,981 | $6.8M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.38% | 22,882 | $6.8M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 2.37% | 7,708 | $6.8M | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 2.33% | 6,224 | $6.7M | Add +1.3% |
| COF Capital One Financial Corp. | 2.32% | 27,332 | $6.6M | Add +2.2% |
| L Loews Corp. | 2.27% | 61,480 | $6.5M | Add +1.2% |
| NEE Nextera Energy Inc. | 2.25% | 80,085 | $6.4M | Add +1.0% |
| KEYS Keysight Technologies Inc. | 2.25% | 31,555 | $6.4M | Add +1.0% |
| SW Smurfit Westrock PLC | 2.23% | 164,665 | $6.4M | New |
| LHX L3HARRIS Technologies Inc. | 2.23% | 21,662 | $6.4M | Add +1.1% |
| LIN Linde PLC | 2.17% | 14,498 | $6.2M | New |
| XYL Xylem Inc. | 2.12% | 44,376 | $6.0M | Add +1.3% |
| SSNC Ss&c Technologies Holdings | 2.11% | 68,782 | $6.0M | Add +14.4% |
| KDP Keurig Dr Pepper Inc. | 2.09% | 212,480 | $6.0M | New |
| CVS CVS Health Corp. | 2.08% | 74,870 | $5.9M | New |
| AMRZ Amrize Ltd. | 2.06% | 108,445 | $5.9M | Add +1.4% |
| BX Blackstone Inc. | 2.05% | 37,990 | $5.9M | New |
| JBL Jabil Inc. | 2.02% | 25,241 | $5.8M | New |
| EQH Equitable Holdings Inc. | 2.01% | 120,375 | $5.7M | Add +15.5% |
| TDY Teledyne Technologies Inc. | 1.99% | 11,099 | $5.7M | Add +1.3% |
| SONY Sony Group Corp. - SP ADR | 1.95% | 217,150 | $5.6M | New |
| OKE Oneok Inc. | 1.95% | 75,530 | $5.6M | Add +2.2% |
| BKH Black Hills Corp. | 1.94% | 79,555 | $5.5M | Add +1.1% |
| MET Metlife Inc. | 1.90% | 68,799 | $5.4M | Add +2.8% |
| SNY Sanofi-ADR | 1.90% | 111,920 | $5.4M | New |
| RGA Reinsurance Group of America | 1.82% | 25,561 | $5.2M | Add +1.3% |
| MSI Motorola Solutions Inc. | 1.70% | 12,632 | $4.8M | Add +1.6% |
| INTU Intuit Inc. | 1.44% | 6,211 | $4.1M | New |
| ACM Aecom | 1.35% | 40,432 | $3.9M | Add +1.5% |
| AUB Atlantic Union Bankshares Co. | 1.35% | 109,055 | $3.8M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.56% | 4,950 | $1.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 2 | $1.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.23% | 2,060 | $645K | No change |
| DFAI Dimensional International Co. | 0.21% | 15,378 | $586K | Add +16.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 712 | $485K | No change |
| VFMF Vanguard US Multifactor ETF | 0.14% | 2,729 | $411K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 502 | $315K | Add +17.3% |
| PG The Procter & Gamble Co. | 0.08% | 1,644 | $236K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 960 | $1.2M | No change |
Total filed on the 13F, all lines: $286.5M.
Portfolio Sells Q3 2025 → Q4 2025
| GLD SPDR Gold Shares | Sold out | 0.00% | −5.04 |
| GLW Corning Inc. | Sold out | 0.00% | −2.55 |
| DELL Dell Technologies -C | Sold out | 0.00% | −2.15 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −1.93 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −1.91 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −1.70 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.62 |
| OC Owens Corning | Sold out | 0.00% | −1.54 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −1.48 |
| DT Dynatrace Inc. | Sold out | 0.00% | −1.19 |
| KEX Kirby Corp. | Sold out | 0.00% | −1.13 |
| EEFT Euronet Worldwide Inc. | Sold out | 0.00% | −1.10 |
| G Genpact Ltd. | Sold out | 0.00% | −0.87 |
Portfolio Buys Q3 2025 → Q4 2025
| SW Smurfit Westrock PLC | New | 2.23% | +2.23 |
| LIN Linde PLC | New | 2.17% | +2.17 |
| KDP Keurig Dr Pepper Inc. | New | 2.09% | +2.09 |
| CVS CVS Health Corp. | New | 2.08% | +2.08 |
| BX Blackstone Inc. | New | 2.05% | +2.05 |
| JBL Jabil Inc. | New | 2.02% | +2.02 |
| SONY Sony Group Corp. - SP ADR | New | 1.95% | +1.95 |
| SNY Sanofi-ADR | New | 1.90% | +1.90 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 6.42% | +1.60 |
| INTU Intuit Inc. | New | 1.44% | +1.44 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.1% | 2.45% | +0.47 |
| HIG Hartford Insurance Group Inc. | Add +15.0% | 2.40% | +0.42 |
| KEYS Keysight Technologies Inc. | Add +1.0% | 2.25% | +0.37 |
| COF Capital One Financial Corp. | Add +2.2% | 2.32% | +0.37 |
| CSCO Cisco Systems Inc. | Add +1.2% | 2.49% | +0.35 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 2.83% | +0.31 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 2.37% | +0.30 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.3% | 2.33% | +0.29 |
| AMZN Amazon.com Inc. | Add +1.5% | 3.51% | +0.29 |
| SSNC Ss&c Technologies Holdings | Add +14.4% | 2.11% | +0.28 |
| AMRZ Amrize Ltd. | Add +1.4% | 2.06% | +0.28 |
| BKH Black Hills Corp. | Add +1.1% | 1.94% | +0.27 |
| BNY Bank of New York Mellon Corp. | Add +1.1% | 2.57% | +0.24 |
| AAPL Apple Inc. | Add +1.1% | 2.38% | +0.22 |
| NEE Nextera Energy Inc. | Add +1.0% | 2.25% | +0.20 |
| EQH Equitable Holdings Inc. | Add +15.5% | 2.01% | +0.19 |
| IBM Intl Business Machines Corp. | Add +1.1% | 2.38% | +0.19 |
| L Loews Corp. | Add +1.2% | 2.27% | +0.18 |
| RGA Reinsurance Group of America | Add +1.3% | 1.82% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 3.06% | +0.13 |
| NVDA Nvidia Corp. | Add +1.1% | 4.03% | +0.13 |
| OKE Oneok Inc. | Add +2.2% | 1.95% | +0.10 |
| AUB Atlantic Union Bankshares Co. | Add +1.3% | 1.35% | +0.05 |
| DFAI Dimensional International Co. | Add +16.7% | 0.21% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +17.3% | 0.11% | +0.02 |
| MET Metlife Inc. | Add +2.8% | 1.90% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +1.1% | 2.23% | −0.02 |
| MSFT Microsoft Corp. | Add +3.1% | 4.32% | −0.07 |
| XYL Xylem Inc. | Add +1.3% | 2.12% | −0.10 |
| META Meta Platforms Inc. Class A | Add +2.7% | 2.89% | −0.17 |
| TDY Teledyne Technologies Inc. | Add +1.3% | 1.99% | −0.21 |
| MSI Motorola Solutions Inc. | Add +1.6% | 1.70% | −0.25 |
| ACM Aecom | Add +1.5% | 1.35% | −0.43 |
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 |