StockDriftsStockDriftsTop 7 Benson Investment Management Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 36.1% | 230.4K | $6.8M | +52.79%(+79.60K) | $26.59(+14.85%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 21.19% | 96.5K | $4.0M | +0.00%(+0) | $37.75(+14.76%) | 2026-06-30 | |
| IDEQ | LAZARD ACTIVE ETF TR | 18.95% | 101.5K | $3.6M | new | $32.85(+8.66%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 9.11% | 42.6K | $1.7M | +0.00%(+0) | $38.72(+13.09%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.45% | 5.2K | $649K | new | $116.51(+9.40%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.26% | 569 | $425K | +0.00%(+0) | $572.69(+35.07%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.98% | 542 | $372K | +4.03%(+21) | $558.47(+27.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.35% | +74.31% | +10.50% | +64.72% |
| Top 20 Holdings Unweighted | +20.56% | +75.22% | +10.64% | +65.76% |
Benson Investment Management Company, Inc. reports $18.78M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (36.1%), DFAI (21.2%) and IDEQ (18.9%). The top 20 holdings account for 93.04% of reported assets. Its disclosed equity book has returned +74.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Benson Investment Management Company, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694896). View Benson Investment Management Company, Inc.’s 13F filings on SEC