13F Insight
DOSSIER · 13F-HR · Q2 2026

Benson Investment Management Company, Inc.

$19M in tracked AUM across 9 positions as of Q2 2026.

BI
CIK 0001694896 · last filed Jun 30, 2026
Total AUM
$19M
as of Q2 2026
Holdings
9
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Benson Investment Management Company, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$7M230K36.1%02
DFAI
DIMENSIONAL ETF TRUST
$4M96K21.2%03
IDEQ
LAZARD ACTIVE ETF TR
$4M101K18.9%04
DISV
DIMENSIONAL ETF TRUST
$2M43K9.1%05
WFC 7.5 PERP L
WELLS FARGO & CO
$712K6153.8%06
AVUV
AMERICAN CENTY ETF TR
$649K5K3.5%07
BAC 7.25 PERP L
BANK OF AMER CORP
$596K4753.2%08
SPY
STATE STR SPDR S&P 500 ETF T
$425K5692.3%09
VOO
VANGUARD INDEX FDS
$372K5422.0%

Filing history

2026Q2Jun 30
$19M▲ 66.8%
9 positionsView →2026Q1Mar 31
$11M▼ 96.1%
7 positionsView →2025Q4Dec 31
$286M▼ 2.1%
50 positionsView →2025Q3Sep 30
$293M▲ 10.9%
54 positionsView →2025Q2Jun 30
$264M▲ 14.9%
52 positionsLocked2025Q1Mar 31
$230M▼ 4.6%
48 positionsLocked2024Q4Dec 31
$241M▼ 4.9%
46 positionsLocked2024Q3Sep 30
$253M▲ 4.7%
49 positionsLocked2024Q2Jun 30
$242M▲ 2.8%
48 positionsLocked2024Q1Mar 31
$235M▲ 20.3%
48 positionsLocked2023Q4Dec 31
$195M▲ 9.7%
44 positionsLocked2023Q3Sep 30
$178M▼ 1.1%
45 positionsLocked
Showing 12 of 37