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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
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.57%
$1.362M
2 shares@ $680920.0 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.5%
$1.187M
4,950 shares@ $239.72 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.4%
0.22%
$525,544
1,028 shares@ $511.23 avg price
GOOGLAlphabet Inc
Recent Activity
0.17%
$389,958
2,060 shares@ $189.3 avg price
PGProcter And Gamble Co
Recent Activity
0.12%
$275,617
1,644 shares@ $167.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.21%
0.1%
$217,859
372 shares@ $585.65 avg price