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Benson Investment Management Company, Inc.

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13F filer, CIK 1694896, Roanoke, VA

Benson Investment Management Company, Inc. reported $11,264,636 across 7 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001473

Period
2026-03-31
Reported value
$11.3M
Holdings
7
Top 10 weight
100%
New
3
Sold out
46

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXnew+150,802$3.87M
DFAIadded+81,092$3.16M
DISVnew+42,645$1.68M
BANK OF AMER CORPnew+475$566K
VOOadded+19$11.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGexited-58,414-$18.3M
MSFTexited-25,490-$12.3M
NVDAexited-61,705-$11.5M
AMZNexited-43,422-$10M
BRK-Bexited-17,367-$8.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001473, largest first. % of portfolio is the value over $11,264,636, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,802 shares 150,802$3.87M34.32%newTimeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,164 shares; 2025Q3: 13,180 shares; 2025Q4: 15,378 shares; 2026Q1: 96,470 shares 96,470$3.76M33.37%+81,092Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,645 shares 42,645$1.68M14.93%newTimeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 940 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 615 shares 615$710K6.31%-345
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475$566K5.02%new
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 569 shares 569$370K3.28%-143Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 428 shares; 2025Q4: 502 shares; 2026Q1: 521 shares 521$311K2.76%+19Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGALPHABET INC58,414$18.3Mshares
MSFTMICROSOFT CORP25,490$12.3Mshares
NVDANVIDIA CORPORATION61,705$11.5Mshares
AMZNAMAZON COM INC43,422$10Mshares
BRK-BBERKSHIRE HATHAWAY INC DEL17,367$8.73Mshares
METAMETA PLATFORMS INC12,501$8.25Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC26,531$8.06Mshares
BNYBANK OF NY MELLON CORP63,149$7.33Mshares
CSCOCISCO SYS INC92,330$7.11Mshares
AZNASTRAZENECA PLC-SPONS ADR76,087$6.99Mshares
HIGHARTFORD INSURANCE GROUP INC49,726$6.85Mshares
AAPLAPPLE INC24,981$6.79Mshares
IBMINTERNATIONAL BUSINESS MACHS22,882$6.78Mshares
GSGOLDMAN SACHS GROUP INC7,708$6.78Mshares
ASMLASML HLDG NV6,224$6.66Mshares
COFCAPITAL ONE FINL CORP27,332$6.62Mshares
LLOEWS CORP61,480$6.47Mshares
NEENEXTERA ENERGY INC80,085$6.43Mshares
KEYSKEYSIGHT TECHNOLOGIES INC31,555$6.41Mshares
SWSMURFIT WESTROCK PLC164,665$6.37Mshares
LHXL3HARRIS TECHNOLOGIES INC21,662$6.36Mshares
LINLINDE PLC14,498$6.18Mshares
XYLXYLEM INC44,376$6.04Mshares
SSNCSS&C TECH HLDGS68,782$6.01Mshares
KDPKEURIG DR PEPPER INC212,480$5.95Mshares
CVSCVS HEALTH CORP74,870$5.94Mshares
AMRZAMRIZE LTD108,445$5.86Mshares
BXBLACKSTONE INC37,990$5.86Mshares
JBLJABIL INC25,241$5.76Mshares
EQHEQUITABLE HLDGS INC120,375$5.74Mshares
TDYTELEDYNE TECHNOLOGIES INC11,099$5.67Mshares
SONYSONY GROUP CORP217,150$5.56Mshares
OKEONEOK INC NEW75,530$5.55Mshares
BKHBLACK HILLS CORP79,555$5.52Mshares
METMETLIFE INC68,799$5.43Mshares
SNYSANOFI SA111,920$5.42Mshares
RGAREINSURANCE GROUP AMER INC25,561$5.2Mshares
MSIMOTOROLA SOLUTIONS INC12,632$4.84Mshares
INTUINTUIT6,211$4.11Mshares
ACMAECOM40,432$3.85Mshares
AUBATLANTIC UN BANKSHARES CORP109,055$3.85Mshares
JPMJPMORGAN CHASE & CO4,950$1.59Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL2$1.51Mshares
GOOGLALPHABET INC2,060$645Kshares
VFMFVANGUARD WELLINGTON FD2,729$411Kshares
PGPROCTER & GAMBLE CO1,644$236Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001473 base2026-04-13acceptance time not in the bulk data set