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Robert D. Benson, Jr.

@Benson Investment Management Company, Inc.

Latest period2024 - Q4ReportedManaged Assets$240.748MTotal holdings46
Assets growth rate-4.85%Assets growth rate (2-Q avg)-0.08%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Benson Investment Management Company, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Benson Investment Management Company, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 240.748M in assets, with a quarterly growth rate of -4.85% and a 2-quarter average growth rate of -0.08%. The portfolio is managed by Robert D. Benson, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSGoldman Sachs Group Inc
Recent Activity
New Position
2.46%
$5.905M
10,312 shares@ $572.62 avg price
SSNCSs&c Technologies Hldgs Inc
Recent Activity
New Position
2.32%
$5.578M
73,602 shares@ $75.79 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
2.26%
$5.435M
22,445 shares@ $242.14 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
New Position
2.16%
$5.185M
27,439 shares@ $188.98 avg price
ICEIntercontinental Exchange In
Recent Activity
New Position
2.15%
$5.174M
34,720 shares@ $149.01 avg price
FTVFortive Corp
Recent Activity
New Position
2.14%
$5.14M
68,540 shares@ $75.0 avg price
FLUTFlutter Entmt Plc
Recent Activity
New Position
2.13%
$5.116M
19,793 shares@ $258.46 avg price
XYLXylem Inc
Recent Activity
New Position
2.12%
$5.094M
43,910 shares@ $116.02 avg price
HOLXHologic Inc
Recent Activity
New Position
2.01%
$4.832M
67,025 shares@ $72.09 avg price
ABBVAbbvie Inc
Recent Activity
New Position
1.96%
$4.708M
26,496 shares@ $177.7 avg price