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Benson Investment Management Company, Inc.

hedge fundUpdated 23 days ago

Managed by Benson Investment Management Company, Inc. • Latest filing Q3 2026

Portfolio value
$17.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-97.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$286.5M
Q1 2026$11.3M
Q2 2026$18.8M
Q3 2026$17.8M

Top holdings

7 positions as of Q3 2026

View filing
S

SCHWAB STRATEGIC TR

-0.1%
Value
$6.9M
Shares
230.1K
% Port
38.83%
C

DIMENSIONAL ETF TRUST

Unchanged
Value
$4M
Shares
96.5K
% Port
22.49%
L

LAZARD ACTIVE ETF TR

+0.1%
Value
$3.6M
Shares
101.6K
% Port
20.02%
?
4.N/A

DIMENSIONAL ETF TRUST

Unchanged
Value
$1.8M
Shares
42.6K
% Port
10.39%
?
5.N/A

AMERICAN CENTY ETF TR

+9.6%
Value
$671K
Shares
5.7K
% Port
3.78%
S

STATE STR SPDR S&P 500 ETF T

Unchanged
Value
$434K
Shares
569
% Port
2.44%
V

VANGUARD INDEX FDS

-5.5%
Value
$365K
Shares
512
% Port
2.05%

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