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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 $17,774,480 across 7 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13.

Accepted , ingested 13F-HR 0001172661-26-004486

Period
2026-09-30
Reported value
$17.8M
Holdings
7
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+500$58.9K
IDEQadded+146$5.11K

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
WELLS FARGO & COexited-615-$712K
BANK OF AMER CORPexited-475-$596K
VOOreduced-30-$21.4K
SCHXreduced-327-$9.81K

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, Q3 2026

Share positions as resolved from 13F-HR 0001172661-26-004486, largest first. % of portfolio is the value over $17,774,480, 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,802 shares; 2026Q2: 230,404 shares; 2026Q3: 230,077 shares 230,077$6.9M38.83%-327Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,470 shares 96,470$4M22.49%0Timeline
IDEQLAZARD ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,480 shares; 2026Q3: 101,626 shares 101,626$3.56M20.02%+146Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,645 shares; 2026Q2: 42,645 shares; 2026Q3: 42,645 shares 42,645$1.85M10.39%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,200 shares; 2026Q3: 5,700 shares 5,700$671K3.78%+500Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 569 shares; 2026Q2: 569 shares; 2026Q3: 569 shares 569$434K2.44%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 428 shares; 2025Q4: 502 shares; 2026Q1: 521 shares; 2026Q2: 542 shares; 2026Q3: 512 shares 512$365K2.05%-30Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
WELLS FARGO & COWELLS FARGO & CO615$712Kshares
BANK OF AMER CORPBANK OF AMER CORP475$596Kshares

How Q3 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 0001172661-26-004486 base2026-10-13