Filed: 4/13/2026ACC: 0001172661-26-001473
📋 What this filing means
BENSON INVESTMENT MANAGEMENT COMPANY, INC. filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $11.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$11.26M
Total AUM (reported)
292.10K
Total Shares
Allocation by class
US LRG CAP ETF$3.87M34.3%
INTL CORE EQT MK$3.76M33.4%
INTL SMALL CAP V$1.68M14.9%
PERP PFD CNV A$710.3K6.3%
7.25%CNV PFD L$566.0K5.0%
TR UNIT$370.0K3.3%
S&P 500 ETF SHS$311.3K2.8%
Portfolio Concentration
Top 3$9.31M82.6%
4–10$1.96M17.4%
Top 3 weight
82.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 292.10K
Sole
Full voting authority
292.10K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
SCHWAB STRATEGIC TR
SOLEShares150.80K
TypeSH
Market value$3.87M
34.32%
Sole
150.80K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares96.47K
TypeSH
Market value$3.76M
33.37%
Sole
96.47K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares42.65K
TypeSH
Market value$1.68M
14.93%
Sole
42.65K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares615.00
TypeSH
Market value$710.3K
6.31%
Sole
615.00
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares475.00
TypeSH
Market value$566.0K
5.02%
Sole
475.00
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares569.00
TypeSH
Market value$370.0K
3.28%
Sole
569.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares521.00
TypeSH
Market value$311.3K
2.76%
Sole
521.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 150.80K | SH | $3.87M 34.32% | 150.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 96.47K | SH | $3.76M 33.37% | 96.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 42.65K | SH | $1.68M 14.93% | 42.65K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | PERP PFD CNV A | 615.00 | SH | $710.3K 6.31% | 615.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 475.00 | SH | $566.0K 5.02% | 475.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 569.00 | SH | $370.0K 3.28% | 569.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 521.00 | SH | $311.3K 2.76% | 521.00 | 0.00 | 0.00 |