Portfolio (Quarterly)
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Benson Investment Management Company, Inc.
· CIK 0001694896| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | Financial Services | 41,302.0 | $14.7M | 5.01% | NEW | — | $355.47 | +20.2% |
| 2 | GOOG | ALPHABET INC | Communication Services | 57,806.0 | $14.1M | 4.81% | NEW | — | $243.55 | +63.1% |
| 3 | MSFT | MICROSOFT CORP | Technology | 24,733.0 | $12.8M | 4.38% | NEW | — | $517.95 | -21.0% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 61,025.0 | $11.4M | 3.89% | NEW | — | $186.58 | +26.3% |
| 5 | AMZN | AMAZON COM INC | Consumer Cyclical | 42,782.0 | $9.4M | 3.21% | NEW | — | $219.57 | +20.3% |
| 6 | META | META PLATFORMS INC | Communication Services | 12,168.0 | $8.9M | 3.05% | NEW | — | $734.38 | -15.8% |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 16,994.0 | $8.5M | 2.92% | NEW | — | $502.74 | — |
| 8 | GLW | CORNING INC | Technology | 90,676.0 | $7.4M | 2.54% | NEW | — | $82.03 | +153.9% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 26,233.0 | $7.3M | 2.50% | NEW | — | $279.29 | +49.6% |
| 10 | BK | BANK NEW YORK MELLON CORP | Financial Services | 62,444.0 | $6.8M | 2.32% | NEW | — | $108.96 | +23.9% |
| 11 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 21,427.0 | $6.5M | 2.23% | NEW | — | $305.41 | +0.7% |
| 12 | XYL | XYLEM INC | Industrials | 43,816.0 | $6.5M | 2.21% | NEW | — | $147.50 | -25.8% |
| 13 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 10,953.0 | $6.4M | 2.19% | NEW | — | $586.04 | +9.0% |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 22,622.0 | $6.4M | 2.18% | NEW | — | $282.16 | -22.6% |
| 15 | AAPL | APPLE INC | Technology | 24,714.0 | $6.3M | 2.15% | NEW | — | $254.63 | +17.9% |
| 16 | DELL | DELL TECHNOLOGIES INC | Technology | 44,246.0 | $6.3M | 2.14% | NEW | — | $141.77 | +74.9% |
| 17 | CSCO | CISCO SYS INC | Technology | 91,220.0 | $6.2M | 2.13% | NEW | — | $68.42 | +68.9% |
| 18 | L | LOEWS CORP | Financial Services | 60,735.0 | $6.1M | 2.08% | NEW | — | $100.39 | +4.8% |
| 19 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 7,612.0 | $6.1M | 2.07% | NEW | — | $796.35 | +21.7% |
| 20 | NEE | NEXTERA ENERGY INC | Utilities | 79,270.0 | $6.0M | 2.04% | NEW | — | $75.49 | +26.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.0%
Financial Services
26.8%
Industrials
9.6%
Communication Services
8.7%
Consumer Cyclical
5.1%
Utilities
4.0%
Healthcare
3.6%
Energy
2.0%
Consumer Defensive
0.1%