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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
ABBVAbbvie Inc
Recent Activity
New Position
1.96%
$4.708M
26,496 shares@ $177.7 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.1%
1.96%
$4.698M
125,173 shares@ $37.54 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 3.1%
1.87%
$4.502M
17,085 shares@ $263.5 avg price
JAZZJazz Pharmaceuticals Plc
Recent Activity
Decreased -0.35%
1.87%
$4.496M
36,512 shares@ $123.16 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -0.18%
1.87%
$4.492M
21,360 shares@ $210.29 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.66%
1.77%
$4.239M
8,149 shares@ $520.23 avg price
MUMicron Technology Inc
Recent Activity
New Position
1.74%
$4.178M
49,640 shares@ $84.16 avg price
SNXTd Synnex Corporation
Recent Activity
Increased 0.63%
1.63%
$3.912M
33,360 shares@ $117.29 avg price
ALLEAllegion Plc
Recent Activity
Decreased -0.39%
1.51%
$3.627M
27,756 shares@ $130.68 avg price
CSLCarlisle Cos Inc
Recent Activity
Decreased -0.45%
1.46%
$3.498M
9,483 shares@ $368.85 avg price