Benson-Investment-Management-Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "DT",
  "EQH",
  "ICE",
  "META",
  "LHX",
  "MSFT",
  "FTV",
  "HIG",
  "HOLX",
  "ORCL",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "PG",
  "MRK",
  "GLD",
  "SSNC",
  "SMFG",
  "TMO",
  "MET",
  null,
  "TSM",
  "VRT",
  "TKR",
  "APH",
  "NVO",
  "AMZN",
  "MSI",
  "RGA",
  "ACM",
  null,
  "XYL",
  "AEM",
  "BK",
  "BRK-A",
  "BRK-B",
  "CHRD",
  "CMCSA",
  "GLW",
  "DELL",
  "NEE",
  "QQQ",
  "GOOG",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 48
Total Value: 229722850
Accession Number: 0001172661-25-001473
Form Type: 13F-HR
CIK: benson-investment-management-company
Manager Name: Benson-Investment-Management-Company

Data Enrichment

96% identified

46 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $229.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Dynatrace, Inc.

DT|268150109

Shares:69.6K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$229.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$229.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.0K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$229.7M)

949746804

Shares:435

Value:$522.3K

% of Portfolio:0.2% ($522.3K/$229.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:993

Value:$465.6K

% of Portfolio:0.2% ($465.6K/$229.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.1K

Value:$318.6K

% of Portfolio:0.1% ($318.6K/$229.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.6K

Value:$280.2K

% of Portfolio:0.1% ($280.2K/$229.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:372

Value:$207.9K

% of Portfolio:0.1% ($207.9K/$229.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Dynatrace, Inc.(DTcusip268150109)	69.6K	QoQ NEW(+69.6K) YoY NEW(+69.6K)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$229.7M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$229.7M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$229.7M)	QoQ +2.33% (+$27.7K) YoY +22.46% (+$222.8K)
(cusip949746804)✕	435	QoQ NEW(+435) YoY NEW(+435)	All Managers (Combined)	$522.3K	0.2% ($522.3K/$229.7M)	QoQ NEW(+$522.3K) YoY NEW(+$522.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	993	QoQ -3.40% (-35) YoY -2.64% (-27)	All Managers (Combined)	$465.6K	0.2% ($465.6K/$229.7M)	QoQ -11.39% (-$59.9K) YoY +2.81% (-$12.7K)
Alphabet Inc.(GOOGLcusip02079K305)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$318.6K	0.1% ($318.6K/$229.7M)	QoQ -18.30% (-$71.4K) YoY +2.45% (+$7.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$280.2K	0.1% ($280.2K/$229.7M)	QoQ +1.65% (+$4.6K) YoY +5.03% (+$13.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	372	QoQ 0.00% (-0) YoY NEW(+372)	All Managers (Combined)	$207.9K	0.1% ($207.9K/$229.7M)	QoQ -4.55% (-$9.9K) YoY NEW(+$207.9K)