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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
AAPLApple Inc
Recent Activity
Decreased -0.75%
5.6%
$13.482M
53,837 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.33%
4.87%
$11.701M
27,760 shares@ $421.5 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.4%
4.62%
$11.11M
58,340 shares@ $190.45 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.6%
4%
$9.62M
43,848 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.32%
3.41%
$8.204M
61,095 shares@ $134.3 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.53%
3.39%
$8.15M
17,980 shares@ $453.28 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.66%
2.99%
$7.197M
12,292 shares@ $585.52 avg price
USFDUs Foods Hldg Corp
Recent Activity
Decreased -0.72%
2.66%
$6.394M
94,780 shares@ $67.47 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -0.64%
2.57%
$6.176M
289,255 shares@ $21.35 avg price
EQHEquitable Hldgs Inc
Recent Activity
Decreased -0.97%
2.54%
$6.096M
129,225 shares@ $47.17 avg price