Q2 2026 13F · SEC CIK 1694896
Benson Investment Management Company, Inc.
Asset managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $18.8M
- Reported positions
- 9
- Top holdings a year, 3 yrs
- +26.4%
- Average holding period
- 3 qtrs
Benson Investment Management Company, Inc. is an asset manager that reported 9 positions worth $18.8M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Schwab Stratgc Tr (SCHX, 36.1%), Dimensional International Core Equity Ma (DFAI, 21.2%), Lazard Active ETF Tr (IDEQ, 18.9%). A portfolio copying its top holdings returned 26.4% a year over the last 3 years, against 20.4% for the S&P 500.
Benson Investment Management Company, Inc. holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SCHXSchwab Stratgc Tr | 36.1% | +52.8% | $6.8M |
| DFAIDimensional International Core Equity Ma | 21.2% | +0.0% | $4.0M |
| IDEQLazard Active ETF Tr | 18.9% | — | $3.6M |
| DISVDimensional ETF Trust | 9.1% | +0.0% | $1.7M |
| WFC-PLWells Fargo Co New Perp Pfd Cnv A | 3.8% | +0.0% | $712K |
| AVUVAvantis US Small Cap Value ETF | 3.5% | — | $649K |
| BAC-PLBank of Amer Corp | 3.2% | +0.0% | $596K |
| SPYSpdr S&p 500 ETF Tr | 2.3% | +0.0% | $425K |
| VOOVanguard S&p 500 ETF | 2.0% | +4.0% | $372K |
What Benson Investment Management Company, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- IDEQ Lazard Active ETF Tr18.9% of 13F
- AVUV Avantis US Small Cap Value ETF3.5% of 13F
Added to
- SCHX Schwab Stratgc Tr+52.8% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +29.0% /yr
- S&P 500 +20.1%
- 3 years
- +26.4% /yr
- S&P 500 +20.4%
- 5 years
- +13.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $18.8M | 9 |
| Q1 2026 | $11.3M | 7 |
| Q4 2025 | $286.5M | 50 |
| Q3 2025 | $292.7M | 54 |
| Q2 2025 | $263.9M | 52 |
| Q1 2025 | $229.7M | 48 |
| Q4 2024 | $240.7M | 46 |
| Q3 2024 | $253.0M | 49 |
| Q2 2024 | $241.7M | 48 |
| Q1 2024 | $235.1M | 48 |
| Q4 2023 | $195.5M | 44 |
| Q3 2023 | $178.1M | 45 |
Questions about Benson Investment Management Company, Inc.'s portfolio
What stocks does Benson Investment Management Company, Inc. own?
Benson Investment Management Company, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 9 positions worth $18.8M. The largest are Schwab Stratgc Tr (SCHX) at 36.1%, Dimensional International Core Equity Ma (DFAI) at 21.2%, Lazard Active ETF Tr (IDEQ) at 18.9%, Dimensional ETF Trust (DISV) at 9.1% and Wells Fargo Co New Perp Pfd Cnv A (WFC-PL) at 3.8%.
What did Benson Investment Management Company, Inc. buy last quarter?
In Q2 2026, Benson Investment Management Company, Inc. added a new position in Lazard Active ETF Tr (IDEQ), a new position in Avantis US Small Cap Value ETF (AVUV) and Schwab Stratgc Tr (SCHX) (+52.8% shares), compared with its Q1 2026 filing.
What did Benson Investment Management Company, Inc. sell last quarter?
Benson Investment Management Company, Inc. sold out of nothing and cut no large position by more than 5% in Q2 2026.
How has Benson Investment Management Company, Inc.'s portfolio performed?
A portfolio copying Benson Investment Management Company, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.0% against +20.1%. Over 5 years: +13.6% a year against +11.6%.
When is Benson Investment Management Company, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Benson Investment Management Company, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.