Benson Investment Management Company
Roanoke, VAfiles as Benson Investment Management Company, Inc.
$19m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 24.2% of the portfolio this quarter.
Value
$19m
Stocks
9
Top 10 share
100.0%
Turnover
24.2%
What changed this quarter
New
Bought for the first time this quarter.
- Lazard Active ETF TRIDEQ18.9% of the fund
- American Centy ETF TRAVUV3.5% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHX36.1% of the fund+53%
- Vanguard Index FDSVOO2.0% of the fund+4%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Schwab Strategic TRSCHX
- Share
- 36.1%
- Value
- $7m
- Shares
- 230,404
+53%
- Dimensional ETF TrustDFAI
- Share
- 21.2%
- Value
- $4m
- Shares
- 96,470
Held
- Lazard Active ETF TRIDEQ
- Share
- 18.9%
- Value
- $4m
- Shares
- 101,480
New
- Dimensional ETF TrustDISV
- Share
- 9.1%
- Value
- $2m
- Shares
- 42,645
Held
- Wells Fargo
- Share
- 3.8%
- Value
- $711,555
- Shares
- 615
Held
- American Centy ETF TRAVUV
- Share
- 3.5%
- Value
- $648,752
- Shares
- 5,200
New
- Bank of Amer
- Share
- 3.2%
- Value
- $595,888
- Shares
- 475
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.3%
- Value
- $424,912
- Shares
- 569
Held
- Vanguard Index FDSVOO
- Share
- 2.0%
- Value
- $372,251
- Shares
- 542
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHX | 36.1% | $7m | 230,404 | +53% |
| Dimensional ETF TrustDFAI | 21.2% | $4m | 96,470 | Held |
| Lazard Active ETF TRIDEQ | 18.9% | $4m | 101,480 | New |
| Dimensional ETF TrustDISV | 9.1% | $2m | 42,645 | Held |
| Wells Fargo | 3.8% | $711,555 | 615 | Held |
| American Centy ETF TRAVUV | 3.5% | $648,752 | 5,200 | New |
| Bank of Amer | 3.2% | $595,888 | 475 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.3% | $424,912 | 569 | Held |
| Vanguard Index FDSVOO | 2.0% | $372,251 | 542 | +4% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 92.9% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.