Benson Investment Management Company, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 48Value: $229.7MLatest: 2025Q1

Benson Investment Management Company, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 48 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

Shares:48.1K

Value:$10.7M

% of Portfolio:4.6% ($10.7M/$229.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:17.6K

Value:$9.4M

% of Portfolio:4.1% ($9.4M/$229.7M)

MICROSOFT CORP

MSFT|594918104

Shares:24.8K

Value:$9.3M

% of Portfolio:4.1% ($9.3M/$229.7M)

Alphabet Inc.

GOOG|02079K107

Shares:57.9K

Value:$9.0M

% of Portfolio:3.9% ($9.0M/$229.7M)

AMAZON COM INC

AMZN|023135106

Shares:42.8K

Value:$8.1M

% of Portfolio:3.5% ($8.1M/$229.7M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:62.5K

Value:$6.8M

% of Portfolio:2.9% ($6.8M/$229.7M)

NVIDIA CORP

NVDA|67066G104

Shares:61.0K

Value:$6.6M

% of Portfolio:2.9% ($6.6M/$229.7M)

Meta Platforms, Inc.

META|30303M102

Shares:11.3K

Value:$6.5M

% of Portfolio:2.8% ($6.5M/$229.7M)

Equitable Holdings, Inc.

EQH|29452E101

Shares:124.1K

Value:$6.5M

% of Portfolio:2.8% ($6.5M/$229.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:22.4K

Value:$6.5M

% of Portfolio:2.8% ($6.5M/$229.7M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:33.6K

Value:$5.8M

% of Portfolio:2.5% ($5.8M/$229.7M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:45.5K

Value:$5.6M

% of Portfolio:2.5% ($5.6M/$229.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:10.1K

Value:$5.5M

% of Portfolio:2.4% ($5.5M/$229.7M)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:355.8K

Value:$5.5M

% of Portfolio:2.4% ($5.5M/$229.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:12.4K

Value:$5.4M

% of Portfolio:2.4% ($5.4M/$229.7M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:32.4K

Value:$5.4M

% of Portfolio:2.3% ($5.4M/$229.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:59.4K

Value:$5.3M

% of Portfolio:2.3% ($5.3M/$229.7M)

METLIFE INC

MET|59156R108

Shares:66.4K

Value:$5.3M

% of Portfolio:2.3% ($5.3M/$229.7M)

Zoetis Inc.

ZTS|98978V103

Shares:32.3K

Value:$5.3M

% of Portfolio:2.3% ($5.3M/$229.7M)

Bank of New York Mellon Corp

BK|064058100

Shares:62.7K

Value:$5.3M

% of Portfolio:2.3% ($5.3M/$229.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	48.1K	QoQ -10.68% (-5.8K) YoY -11.97% (-6.5K)	All Managers (Combined)	$10.7M	4.6% ($10.7M/$229.7M)	QoQ -20.77% (-$2.8M) YoY +14.02% (-$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	17.6K	QoQ -2.20% (-397) YoY -3.37% (-614)	All Managers (Combined)	$9.4M	4.1% ($9.4M/$229.7M)	QoQ +14.90% (-$1.2M) YoY +22.37% (-$1.7M)
MICROSOFT CORP(MSFTcusip594918104)	24.8K	QoQ -10.67% (-3.0K) YoY -11.12% (-3.1K)	All Managers (Combined)	$9.3M	4.1% ($9.3M/$229.7M)	QoQ -20.44% (-$2.4M) YoY -20.70% (-$2.4M)
Alphabet Inc.(GOOGcusip02079K107)	57.9K	QoQ -0.83% (-490) YoY -2.69% (-1.6K)	All Managers (Combined)	$9.0M	3.9% ($9.0M/$229.7M)	QoQ -18.65% (-$2.1M) YoY -0.16% (-$14.7K)
AMAZON COM INC(AMZNcusip023135106)	42.8K	QoQ -2.34% (-1.0K) YoY -3.67% (-1.6K)	All Managers (Combined)	$8.1M	3.5% ($8.1M/$229.7M)	QoQ -15.31% (-$1.5M) YoY +1.60% (-$128.3K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	62.5K	QoQ -3.71% (-2.4K) YoY -29.50% (-26.2K)	All Managers (Combined)	$6.8M	2.9% ($6.8M/$229.7M)	QoQ +33.46% (-$1.7M) YoY +28.11% (-$1.5M)
NVIDIA CORP(NVDAcusip67066G104)	61.0K	QoQ -0.13% (-85) YoY +621.32% (-52.6K)	All Managers (Combined)	$6.6M	2.9% ($6.6M/$229.7M)	QoQ -19.40% (-$1.6M) YoY -13.47% (-$1.0M)
Meta Platforms, Inc.(METAcusip30303M102)	11.3K	QoQ -8.23% (-1.0K) YoY NEW(+11.3K)	All Managers (Combined)	$6.5M	2.8% ($6.5M/$229.7M)	QoQ -9.66% (-$695.7K) YoY NEW(+$6.5M)
Equitable Holdings, Inc.(EQHcusip29452E101)	124.1K	QoQ -3.96% (-5.1K) YoY -5.34% (-7.0K)	All Managers (Combined)	$6.5M	2.8% ($6.5M/$229.7M)	QoQ +6.05% (-$369.2K) YoY +29.71% (-$1.5M)
SPDR GOLD TRUST(GLDcusip78463V107)	22.4K	QoQ -0.17% (-40) YoY NEW(+22.4K)	All Managers (Combined)	$6.5M	2.8% ($6.5M/$229.7M)	QoQ +18.79% (-$1.0M) YoY NEW(+$6.5M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	33.6K	QoQ -3.09% (-1.1K) YoY NEW(+33.6K)	All Managers (Combined)	$5.8M	2.5% ($5.8M/$229.7M)	QoQ +12.17% (-$630.1K) YoY NEW(+$5.8M)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	45.5K	QoQ -1.85% (-860) YoY -22.23% (-13.0K)	All Managers (Combined)	$5.6M	2.5% ($5.6M/$229.7M)	QoQ +11.24% (-$569.8K) YoY -6.42% (-$386.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	10.1K	QoQ -2.35% (-243) YoY NEW(+10.1K)	All Managers (Combined)	$5.5M	2.4% ($5.5M/$229.7M)	QoQ -6.84% (-$404.3K) YoY NEW(+$5.5M)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	355.8K	QoQ -13.28% (-54.5K) YoY NEW(+355.8K)	All Managers (Combined)	$5.5M	2.4% ($5.5M/$229.7M)	QoQ -7.48% (-$445.0K) YoY NEW(+$5.5M)
Motorola Solutions, Inc.(MSIcusip620076307)	12.4K	QoQ NEW(+12.4K) YoY -11.23% (-1.6K)	All Managers (Combined)	$5.4M	2.4% ($5.4M/$229.7M)	QoQ NEW(+$5.4M) YoY +9.47% (-$471.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	32.4K	QoQ NEW(+32.4K) YoY -12.98% (-4.8K)	All Managers (Combined)	$5.4M	2.3% ($5.4M/$229.7M)	QoQ NEW(+$5.4M) YoY +6.17% (-$313.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	59.4K	QoQ NEW(+59.4K) YoY NEW(+59.4K)	All Managers (Combined)	$5.3M	2.3% ($5.3M/$229.7M)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
METLIFE INC(METcusip59156R108)	66.4K	QoQ -0.19% (-130) YoY NEW(+66.4K)	All Managers (Combined)	$5.3M	2.3% ($5.3M/$229.7M)	QoQ -2.13% (-$116.1K) YoY NEW(+$5.3M)
Zoetis Inc.(ZTScusip98978V103)	32.3K	QoQ NEW(+32.3K) YoY NEW(+32.3K)	All Managers (Combined)	$5.3M	2.3% ($5.3M/$229.7M)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
Bank of New York Mellon Corp(BKcusip064058100)	62.7K	QoQ NEW(+62.7K) YoY NEW(+62.7K)	All Managers (Combined)	$5.3M	2.3% ($5.3M/$229.7M)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)