Benson Investment Management Company, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Benson Investment Management Company, Inc. reported 5 stock positions worth $10.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 38.7% of the portfolio, followed by Dimensional International (DFAI, 37.6%) and Dimensional International SM (DISV, 16.8%). Compared with Q4 2025, it opened 2 new positions, sold out of 46, added to 2 and reduced 1. The biggest buy was a new position in Schwab US Large-Cap ETF (SCHX) and the biggest sale an exit from Alphabet Class C (GOOG).
- Most Recent 13F
- Q2 2026
- Location
- Roanoke, VA
- CIK
- 0001694896
- Portfolio Value
- $10.0M (Q1 2026)
- SEC Filing
- 0001172661-26-001473 ↗ filed Apr 13, 2026
Holdings Value
Holdings 5 stocks · $10.0M
| SCHX Schwab US Large-Cap ETF | 38.71% | 150,802 | $3.9M | New |
| DFAI Dimensional International Co. | 37.63% | 96,470 | $3.8M | Add +527.3% |
| DISV Dimensional International SM | 16.84% | 42,645 | $1.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.70% | 569 | $370K | Reduce -20.1% |
| VOO Vanguard S&P 500 ETF | 3.12% | 521 | $311K | Add +3.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 615 | $710K | Reduce -35.9% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 475 | $566K | New |
Total filed on the 13F, all lines: $11.3M.
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −6.42 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −4.32 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −4.03 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −3.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −3.06 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −2.89 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −2.83 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −2.57 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −2.49 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −2.45 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −2.40 |
| AAPL Apple Inc. | Sold out | 0.00% | −2.38 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −2.38 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −2.37 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −2.33 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −2.32 |
| L Loews Corp. | Sold out | 0.00% | −2.27 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −2.25 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −2.25 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −2.23 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −2.23 |
| LIN Linde PLC | Sold out | 0.00% | −2.17 |
| XYL Xylem Inc. | Sold out | 0.00% | −2.12 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −2.11 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −2.09 |
| CVS CVS Health Corp. | Sold out | 0.00% | −2.08 |
| AMRZ Amrize Ltd. | Sold out | 0.00% | −2.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −2.05 |
| JBL Jabil Inc. | Sold out | 0.00% | −2.02 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −2.01 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −1.99 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −1.95 |
| OKE Oneok Inc. | Sold out | 0.00% | −1.95 |
| BKH Black Hills Corp. | Sold out | 0.00% | −1.94 |
| MET Metlife Inc. | Sold out | 0.00% | −1.90 |
| SNY Sanofi-ADR | Sold out | 0.00% | −1.90 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −1.82 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −1.70 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.44 |
| ACM Aecom | Sold out | 0.00% | −1.35 |
| AUB Atlantic Union Bankshares Co. | Sold out | 0.00% | −1.35 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.56 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.53 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.23 |
| VFMF Vanguard US Multifactor ETF | Sold out | 0.00% | −0.14 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.1% | 3.70% | +3.53 |
Portfolio Buys Q4 2025 → Q1 2026
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -35.9% | 615 | $710K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 475 | $566K |
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 |