Benson Investment Management Company, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Benson Investment Management Company, Inc. disclosed 8 stock positions valued at approximately $18.78M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $18.78M
Holdings by Sector
Benson Investment Management Company, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 8 of 8 holdings in the latest reporting period.