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BIMC

Benson Investment Management Company Portfolio holdings

AUM $18.8M
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
+9.97%
1 Year Est. Return
+23.67%
3 Year Est. Return
+91.63%
5 Year Est. Return
+104.19%
10 Year Est. Return
–
AUM
$18.8M
AUM Growth
+$7.52M
Cap. Flow
+$6.4M
Cap. Flow %
34.1%
Top 10 Hldgs %
100%
Holding
9
New
2
Increased
2
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IDEQ
Lazard International Dynamic Equity ETF
IDEQ
+$3.5M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.27M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$620K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$71.7B
$6.78M 36.1%
230,404
+79,602
+53% +$2.27M
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$3.98M 21.19%
96,470
– –
IDEQ
3
Lazard International Dynamic Equity ETF
IDEQ
$1.56B
$3.56M 18.95%
+101,480
New +$3.5M
DISV icon
4
Dimensional International Small Cap Value ETF
DISV
$4.85B
$1.71M 9.11%
42,645
– –
WFC.PRL icon
5
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.69B
$712K 3.79%
615
– –
AVUV icon
6
Avantis US Small Cap Value ETF
AVUV
$29.9B
$649K 3.45%
+5,200
New +$620K
BAC.PRL icon
7
Bank of America Series L
BAC.PRL
$3.95B
$596K 3.17%
475
– –
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$425K 2.26%
569
– –
VOO icon
9
Vanguard S&P 500 ETF
VOO
$979B
$372K 1.98%
542
+21
+4% +$14K

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HIM
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HAM
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LFA
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PMAM
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BCPE
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Benson Investment Management Company's Q2 2026 Portfolio in Review

As of Q2 2026, Benson Investment Management Company held 9 positions worth $18.8M, up 67% from $11.3M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Benson Investment Management Company deployed $6.4M of net new capital in Q2 2026, opening 2 new positions and adding to 2 existing holdings. Its largest new stake was Lazard International Dynamic Equity ETF: 101,480 shares worth $3.56M.

  • Benson Investment Management Company's largest Q2 2026 buy was Lazard International Dynamic Equity ETF: 101,480 shares worth $3.56M.
  • Benson Investment Management Company added most to Schwab US Large- Cap ETF in Q2 2026, an estimated $2.27M increase.
  • Benson Investment Management Company's ten largest holdings make up 100% of its $18.8M portfolio in Q2 2026.
  • Benson Investment Management Company opened 2 new positions and closed 0 in Q2 2026.
  • Benson Investment Management Company's portfolio value rose 67% quarter-over-quarter to $18.8M.

Based on Benson Investment Management Company's 13F filing for Q2 2026, filed 14 Jul 2026.