Benson Investment Management Company, Inc.: 13F holdings
CIK 16948962026Q2
| Positions | 9 |
|---|
| Reported value | $18.8m |
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| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 9 (+2 vs prior quarter) |
|---|
| Reported value | $18.8m (+66.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 230,404 | $6.8m | 36.1% |
| DFAI DIMENSIONAL ETF TRUST | 96,470 | $4.0m | 21.2% |
| LAZARD ACTIVE ETF TR | 101,480 | $3.6m | 18.9% |
| DISV DIMENSIONAL ETF TRUST | 42,645 | $1.7m | 9.1% |
| WELLS FARGO & CO | 615 | $711,555 | 3.8% |
| AVUV AMERICAN CENTY ETF TR | 5,200 | $648,752 | 3.5% |
| BANK OF AMER CORP | 475 | $595,888 | 3.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 569 | $424,912 | 2.3% |
| VOO VANGUARD INDEX FDS | 542 | $372,251 | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1694896")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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