Benson Investment Management Company, Inc.

All 13F Filings

Location
Roanoke, VA
Most recent 13F
Q1 2026
Holdings value ($000)
11,265
Description
Website
Founded
Chairman
CEO
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
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 1.276 K 11.3% 0 284.9 K -284.9 K
ETFs 9.988 K 88.7% 9.673 K 0 9.673 K
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Fund Snapshot

Q1 2026
Latest filed
4/13/2026
Total value ($000)
11,265
Holdings
7
QoQ value change ($000)
-275,233 (-96.1%)
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.