Benson Investment Management Company, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Benson Investment Management Company, Inc. disclosed 7 stock positions valued at approximately $17.77M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, DIMENSIONAL ETF TRUST, and LAZARD ACTIVE ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $17.77M
Holdings by Sector
Benson Investment Management Company, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 38.83% | 230,077 | -327 | -0.14% | $6,902,310 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 22.49% | 96,470 | - | - | $3,996,752 |
| LAZARD ACTIVE ETF TR | IDEQ | Other | 20.02% | 101,626 | +146 | +0.14% | $3,558,943 |
| DIMENSIONAL ETF TRUST | DISV | Other | 10.39% | 42,645 | - | - | $1,846,102 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.78% | 5,700 | +500 | +9.62% | $671,289 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.44% | 569 | - | - | $433,936 |
| VANGUARD INDEX FDS | VOO | Other | 2.05% | 512 | -30 | -5.54% | $365,148 |
Showing 7 of 7 holdings in the latest reporting period.