Benson Investment Management Q2 2026 Holdings Changes

Observable Portfolio Activity at Benson Investment Management

This report summarizes the notable changes observed in the portfolio of Benson Investment Management Company, Inc. (BIINC) during its most recent reporting period. The data indicates specific adjustments to existing positions and additions of new holdings within the $15.2 million portfolio as of June 30th, 2026.

The investor demonstrated significant buying activity in this quarter. Notably, SCHX, identified as the Schwab Strategic Trust ETF (SCHX), saw a substantial increase in its position. The number of shares held rose by 79,602 units, representing a nearly 53% stake change from the previous period. This action increased SCHX's portfolio allocation to 36.1%. Furthermore, the investor established a new position with AVUV, the American Century ETF Trust (AVUV), acquiring 5,200 shares valued at $648,752. This holding accounts for approximately 3.45% of the total portfolio value.

In contrast to the buying activity, there were no major selling moves reported by BIINC during this period according to the available data. The indicator 'has_large_sells' is listed as false, and no significant sell symbols are disclosed. However, minor adjustments occurred elsewhere; for instance, WFC-L (Wells Fargo & Company - Large Cap) maintained its position unchanged at 615 shares (3.79%). Similarly, holdings like DFAI and DISV remained static in terms of share count.

The investment vehicle also slightly increased its stake in VOO, the Vanguard Index Fund Shares (VOO). The number of shares grew by 21 units, a very small increase of about 4% from prior period holdings. This resulted in VOO's allocation increasing slightly to 1.98%. Conversely, there was no change reported for SPY and BAC.PRN.

The overall portfolio structure shows that the top three holdings by weight control a significant portion of assets, accounting for 73.64% combined as per the 'top5_weight_pct' indicator (though only top three are listed here). The remaining five positions contribute to diversification but represent smaller portions of the total value.

For further details on Benson Investment Management Company Inc.'s portfolio holdings and performance, please refer to their official filings. Investors can access specific information about Benson Investment Management, including the breakdown of these positions by visiting the provided links.