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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
IBMInternational Business Machs
Recent Activity
Exited
0%
$7.128M
32,242 shares@ $221.08 avg price
AXPAmerican Express Co
Recent Activity
Exited
0%
$5.948M
21,932 shares@ $271.2 avg price
CEGConstellation Energy Corp
Recent Activity
Exited
0%
$5.657M
21,756 shares@ $260.02 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$5.388M
16,722 shares@ $322.22 avg price
BDXBecton Dickinson & Co
Recent Activity
Exited
0%
$5.38M
22,315 shares@ $241.11 avg price
SBLKStar Bulk Carriers Corp.
Recent Activity
Exited
0%
$5.259M
222,010 shares@ $23.7 avg price
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$5.221M
70,875 shares@ $73.67 avg price
ACGLArch Cap Group Ltd
Recent Activity
Exited
0%
$5.205M
46,525 shares@ $111.88 avg price
INGIng Groep N.v.
Recent Activity
Exited
0%
$5.204M
286,550 shares@ $18.16 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$5.182M
6,350 shares@ $816.08 avg price