We are live on ! Find out more
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

No holdings matched the selected filter criteria.

Similar funds

MPW
MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return
HIM
Haveli Investment Management Austin, Texas $18.4M AUM
HAM
Honeycomb Asset Management New York $19.4M AUM 25.86% 1-Year Est. Return
AE
Axon Enterprise Scottsdale, Arizona $18.1M AUM 29.08% 1-Year Est. Return
BCPE
Bain Capital Public Equity Boston, Massachusetts $18M AUM 35.19% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
QC
Quantessence Capital New York $20.5M AUM 71.02% 1-Year Est. Return

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.