Benson Investment Management Company, Inc. Portfolio Stock Holdings
Benson Investment Management Company, Inc. disclosed 9 stock positions valued at approximately $18.8 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $18.8M
Holdings by Sector
Benson Investment Management Company, Inc. Portfolio Holdings in Q2 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 36.10% | 230,404 | +79,602 | +52.79% | $6,780,790 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 21.19% | 96,470 | - | - | $3,979,388 |
| DIMENSIONAL ETF TRUST | DISV | Other | 9.11% | 42,645 | - | - | $1,711,344 |
| WELLS FARGO & CO | WFC-L | Other | 3.79% | 615 | - | - | $711,555 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.45% | 5,200 | +5,200 | +100.00% | $648,752 |
| BANK OF AMER CORP | BAC.PRN | Other | 3.17% | 475 | - | - | $595,888 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.26% | 569 | - | - | $424,912 |
| VANGUARD INDEX FDS | VOO | Other | 1.98% | 542 | +21 | +4.03% | $372,251 |