Benson Investment Management Company
Benson Investment Management Company reported 7 stocks worth $17.8M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SCHX (38.8%), DFAI (22.5%) and IDEQ (20.0%). Compared with Q2 2026, the fund added to IDEQ and AVUV and trimmed SCHX and VOO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $6.9M | 38.8% | 230K | −327 (−0%) | 3 of 8 | |
| 2 |  DFAI Dimensional Intern Core | $4M | 22.5% | 96K | No change | 6 of 8 | |
| 3 |  IDEQ Lazard Intl | $3.6M | 20.0% | 102K | +146 (+0%) | 2 of 8 | |
| 4 |  DISV Dimensional ETF Trust | $1.8M | 10.4% | 43K | No change | 3 of 8 | |
| 5 |  AVUV American Centy ETF TR | $671K | 3.8% | 5,700 | +500 (+10%) | 2 of 8 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $434K | 2.4% | 569 | No change | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $365K | 2.0% | 512 | −30 (−6%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
WELLS FARGO CO NEW | $712K | 615 |
BANK AMERICA CORP | $596K | 475 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benson Investment Management Company 13F FAQ
What does Benson Investment Management Company own?
Benson Investment Management Company reported 7 stocks worth $17.8M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SCHX (38.8%), DFAI (22.5%) and IDEQ (20.0%). The table above lists every position in the filing (the top 10 without an account).
What did Benson Investment Management Company buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 2 added to, 2 trimmed and 2 sold out.
When will Benson Investment Management Company file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Benson Investment Management Company's portfolio worth?
The Q3 2026 filing reports $17.8M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.