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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
SMFGSumitomo Mitsui Finl Group I
Recent Activity
Increased 0.01%
2.47%
$5.945M
410,275 shares@ $14.5 avg price
METMetlife Inc
Recent Activity
Increased 1.63%
2.27%
$5.444M
66,482 shares@ $81.88 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Increased 0.08%
2.11%
$5.068M
46,324 shares@ $109.41 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 3.1%
1.87%
$4.502M
17,085 shares@ $263.5 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.66%
1.77%
$4.239M
8,149 shares@ $520.23 avg price
SNXTd Synnex Corporation
Recent Activity
Increased 0.63%
1.63%
$3.912M
33,360 shares@ $117.29 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.4%
0.22%
$525,544
1,028 shares@ $511.23 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.21%
0.1%
$217,859
372 shares@ $585.65 avg price