Benson Investment Management Company, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$11.3M
Q ending 2026-03-31
Prior quarter
$286.5M
Q ending 2025-12-31
Change
-96.1% QoQ · -95.1% YoY
Positions
7
reported holdings
Largest positions
All 7 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $3.9M | 151K |
| Dimensional Etf Trust | DFAI | Shares | $3.8M | 96K |
| Dimensional Etf Trust | DISV | Shares | $1.7M | 43K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $710K | 615 |
| Bank America Corp | BAC 7.25 PERP L | Shares | $566K | 475 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $370K | 569 |
| Vanguard Index Fds | VOO | Shares | $311K | 521 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.