Robert D. Benson, Jr.

Benson Investment Management Company, Inc.

Assets Managed

$18.784M

Holdings

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

66.76%(2Q avg: -14.65%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Benson Investment Management Company, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 9 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 18.784M in assets, with a quarterly growth rate of 66.76% and a 2-quarter average growth rate of -14.65%. The portfolio is managed by Robert D. Benson, Jr., and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHX Schwab Us Large-cap Etf Recent Activity Increased 52.79%	36.1%	$6.781M 230,404 shares@ $29.44 avg price	Increased 52.79%
DFAI Dimensional International Co Recent Activity	21.19%	$3.979M 96,470 shares@ $41.26 avg price
IEQ Lazard Intl Dynamic Eqy Etf Recent Activity New Position	18.95%	$3.559M 101,480 shares@ $35.08 avg price	New Position
DISV Dimensional International Sm Recent Activity	9.12%	$1.711M 42,645 shares@ $40.14 avg price
ur-1⤦ Wells Fargo & Co 7.50pcnt Pfd Recent Activity	3.79%	$711,555 615 shares@ $1157.0 avg price
AVUV Avantis Us Small Cap Value Recent Activity New Position	3.46%	$648,752 5,200 shares@ $124.76 avg price	New Position
ur-8⤦ Bank Of Amer Corp Recent Activity	3.18%	$595,888 475 shares@ $1254.51 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity	2.27%	$424,912 569 shares@ $746.77 avg price
VOO Vanguard S&p 500 Etf Recent Activity Increased 4.04%	1.99%	$372,251 542 shares@ $686.81 avg price	Increased 4.04%

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