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Benson Investment Management Company, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $17,774,480
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $6,902,310
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $3,996,752
- LAZARD ACTIVE ETF TR · INTL DYNAMIC EQT · 52110K400 · shares: $3,558,943
- DIMENSIONAL ETF TRUST · INTL SMALL CAP V · 25434V781 · shares: $1,846,102
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $671,289
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $433,936
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $365,148
Reported holdings
7 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 230,077 shares | $6,902,310 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 96,470 shares | $3,996,752 |
| LAZARD ACTIVE ETF TR | INTL DYNAMIC EQT | 52110K400 | — | 101,626 shares | $3,558,943 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 42,645 shares | $1,846,102 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 5,700 shares | $671,289 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 569 shares | $433,936 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 512 shares | $365,148 |