Skip to content
Disclosery

Benson Investment Management Company, Inc.

Follow

13F filer, CIK 1694896, Roanoke, VA

Benson Investment Management Company, Inc. reported $18,783,784 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002616

Period
2026-06-30
Reported value
$18.8M
Holdings
9
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IDEQnew+101,480$3.56M
SCHXadded+79,602$2.34M
AVUVnew+5,200$649K
VOOadded+21$14.4K

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

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-002616, largest first. % of portfolio is the value over $18,783,784, 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,802 shares; 2026Q2: 230,404 shares 230,404$6.78M36.1%+79,602Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,164 shares; 2025Q3: 13,180 shares; 2025Q4: 15,378 shares; 2026Q1: 96,470 shares; 2026Q2: 96,470 shares 96,470$3.98M21.19%0Timeline
IDEQLAZARD ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,480 shares 101,480$3.56M18.95%newTimeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,645 shares; 2026Q2: 42,645 shares 42,645$1.71M9.11%0Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 940 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615$712K3.79%0
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,200 shares 5,200$649K3.45%newTimeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares; 2026Q2: 475 shares 475$596K3.17%0
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569$425K2.26%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 428 shares; 2025Q4: 502 shares; 2026Q1: 521 shares; 2026Q2: 542 shares 542$372K1.98%+21Timeline

How Q2 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 0001172661-26-002616 base2026-07-14acceptance time not in the bulk data set