Benson Investment Management Company, Inc.

All 13F Filings

Location
Roanoke, VA
Most recent 13F
Q2 2026
Holdings value ($000)
18,784
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/14/2026 9 18,784 13F-HR Benson Investment Management Company, Inc.
Q1 2026 4/13/2026 7 11,265 13F-HR Benson Investment Management Company, Inc.
Q4 2025 1/27/2026 50 286,498 13F-HR Benson Investment Management Company, Inc.
Q3 2025 10/10/2025 54 292,745 13F-HR Benson Investment Management Company, Inc.
Q2 2025 7/24/2025 52 263,900 13F-HR Benson Investment Management Company, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.308 K 7.0% 32 0 32
ETFs 17.48 K 93.0% 7.488 K 0 7.488 K
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
18,784
Holdings
9
QoQ value change ($000)
7,519 (66.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.