Filed: 7/14/2026ACC: 0001172661-26-002616
📋 What this filing means
BENSON INVESTMENT MANAGEMENT COMPANY, INC. filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $18.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$18.78M
Total AUM (reported)
478.40K
Total Shares
Allocation by class
US LRG CAP ETF$6.78M36.1%
INTL CORE EQT MK$3.98M21.2%
INTL DYNAMIC EQT$3.56M18.9%
INTL SMALL CAP V$1.71M9.1%
PERP PFD CNV A$711.6K3.8%
US SML CP VALU$648.8K3.5%
7.25%CNV PFD L$595.9K3.2%
Portfolio Concentration
Top 3$14.32M76.2%
4–10$4.46M23.8%
Top 3 weight
76.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 478.40K
Sole
Full voting authority
478.40K
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
SCHWAB STRATEGIC TR
SOLEShares230.40K
TypeSH
Market value$6.78M
36.10%
Sole
230.40K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares96.47K
TypeSH
Market value$3.98M
21.19%
Sole
96.47K
Shared
0.00
None
0.00
LAZARD ACTIVE ETF TR
SOLEShares101.48K
TypeSH
Market value$3.56M
18.95%
Sole
101.48K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares42.65K
TypeSH
Market value$1.71M
9.11%
Sole
42.65K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares615.00
TypeSH
Market value$711.6K
3.79%
Sole
615.00
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares5.20K
TypeSH
Market value$648.8K
3.45%
Sole
5.20K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares475.00
TypeSH
Market value$595.9K
3.17%
Sole
475.00
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares569.00
TypeSH
Market value$424.9K
2.26%
Sole
569.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares542.00
TypeSH
Market value$372.3K
1.98%
Sole
542.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 230.40K | SH | $6.78M 36.10% | 230.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 96.47K | SH | $3.98M 21.19% | 96.47K | 0.00 | 0.00 |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 101.48K | SH | $3.56M 18.95% | 101.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 42.65K | SH | $1.71M 9.11% | 42.65K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | PERP PFD CNV A | 615.00 | SH | $711.6K 3.79% | 615.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 5.20K | SH | $648.8K 3.45% | 5.20K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | 7.25%CNV PFD L | 475.00 | SH | $595.9K 3.17% | 475.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 569.00 | SH | $424.9K 2.26% | 569.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 542.00 | SH | $372.3K 1.98% | 542.00 | 0.00 | 0.00 |