Q3 2026 13F · SEC CIK 1694896
Benson Investment Management Company, Inc.
Asset managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $17.8M
- Reported positions
- 7
- Top holdings a year, 3 yrs
- +26.4%
- Average holding period
- 4 qtrs
Benson Investment Management Company, Inc. is an asset manager that reported 7 positions worth $17.8M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Schwab Strategic Tr (SCHX, 38.8%), Dimensional ETF Trust (DFAI, 22.5%), Lazard Active ETF Tr (IDEQ, 20.0%). 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 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 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 Strategic Tr | 38.8% | -0.1% | $6.9M |
| DFAIDimensional ETF Trust | 22.5% | +0.0% | $4.0M |
| IDEQLazard Active ETF Tr | 20.0% | +0.1% | $3.6M |
| DISVDimensional ETF Trust | 10.4% | +0.0% | $1.8M |
| AVUVAmerican Centy ETF Tr | 3.8% | +9.6% | $671K |
| SPYState Str Spdr S&p 500 ETF T | 2.4% | +0.0% | $434K |
| VOOVanguard Index Fds | 2.1% | -5.5% | $365K |
What Benson Investment Management Company, Inc. bought and sold in Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
- AVUV American Centy ETF Tr+9.6% shares
Reduced
- VOO Vanguard Index Fds-5.5% shares
Sold out
- WFC-PL Wells Fargo & Cowas 3.8%
- BAC-PL Bank of Amer Corpwas 3.2%
Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 |
|---|---|---|
| Q3 2026 | $17.8M | 7 |
| 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 |
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 Q3 2026 and filed Oct 13, 2026, lists 7 positions worth $17.8M. The largest are Schwab Strategic Tr (SCHX) at 38.8%, Dimensional ETF Trust (DFAI) at 22.5%, Lazard Active ETF Tr (IDEQ) at 20.0%, Dimensional ETF Trust (DISV) at 10.4% and American Centy ETF Tr (AVUV) at 3.8%.
What did Benson Investment Management Company, Inc. buy last quarter?
In Q3 2026, Benson Investment Management Company, Inc. added American Centy ETF Tr (AVUV) (+9.6% shares), compared with its Q2 2026 filing.
What did Benson Investment Management Company, Inc. sell last quarter?
In Q3 2026, Benson Investment Management Company, Inc. sold all of Wells Fargo & Co (WFC-PL), sold all of Bank of Amer Corp (BAC-PL) and Vanguard Index Fds (VOO) (-5.5% shares), compared with its Q2 2026 filing.
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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.