$101 Million is the total value of Benson Investment Management Company, Inc.'s 91 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 44.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY CL Bcl b new | $3,397,000 | -1.7% | 20,380 | -3.9% | 3.35% | -2.3% |
| MSFT | Sell | MICROSOFT CORP | $2,832,000 | +5.9% | 42,999 | -0.1% | 2.79% | +5.2% |
| FOXA | Sell | 21ST CENTURY FOX CL Acl a | $2,658,000 | +15.2% | 82,055 | -0.3% | 2.62% | +14.5% |
| TOL | Sell | TOLL BROTHERS INC | $2,578,000 | +16.4% | 71,380 | -0.1% | 2.54% | +15.7% |
| HLS | Sell | HOME DEPOT INC | $2,424,000 | -40.3% | 16,508 | -73.0% | 2.39% | -40.6% |
| CB | Sell | CHUBB LTD | $2,398,000 | +3.0% | 17,600 | -0.2% | 2.36% | +2.3% |
| AVGO | Sell | BROADCOM LTD | $2,364,000 | +15.5% | 10,795 | -6.7% | 2.33% | +14.8% |
| HCA | Sell | HCA HOLDINGS INC | $2,339,000 | +10.5% | 26,287 | -8.2% | 2.30% | +9.7% |
| DIS | Sell | DISNEY WALT CO | $2,304,000 | -17.9% | 20,322 | -24.5% | 2.27% | -18.4% |
| TEL | Sell | TE CONNECTIVITY LTD | $2,177,000 | +7.5% | 29,205 | -0.1% | 2.15% | +6.8% |
| GT | Sell | GOODYEAR TIRE & RUBBER CO | $2,052,000 | +6.5% | 57,005 | -8.6% | 2.02% | +5.9% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $1,915,000 | +15.4% | 14,411 | -0.3% | 1.89% | +14.7% |
| BACPRL | Sell | BANK OF AMERICA CL L7.25%cnv pfd l | $1,705,000 | -0.1% | 1,427 | -2.4% | 1.68% | -0.7% |
| BKSC | Sell | BANK OF SOUTH CAROLONA CORP | $366,000 | -10.7% | 17,608 | -10.2% | 0.36% | -11.3% |
| SCHB | Exit | SCHWAB BROAD MARKET ETFus brd mkt etf | $0 | – | -198 | -100.0% | -0.01% | – |
| BNCN | Exit | BNC BANCORP | $0 | – | -43,675 | -100.0% | -1.38% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -87,970 | -100.0% | -1.88% | – |
| LXP | Exit | LEXINGTON REALTY TRUST | $0 | – | -180,640 | -100.0% | -1.94% | – |
| IR | Exit | INGERSOLL RAND PLC | $0 | – | -26,575 | -100.0% | -1.98% | – |
| KEYPRG | Exit | KEYCORP CL Apfd 7.75% sr a | $0 | – | -14,775 | -100.0% | -1.98% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -8,080 | -100.0% | -2.00% | – |
| CI | Exit | CIGNA CORP | $0 | – | -15,360 | -100.0% | -2.03% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -32,524 | -100.0% | -2.10% | – |
| WHR | Exit | WHIRLPOOL INC | $0 | – | -12,650 | -100.0% | -2.28% | – |
| GG | Exit | GOLDCORP INC | $0 | – | -171,420 | -100.0% | -2.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 7.0% |
| MICROSOFT CORP | 28 | Q3 2023 | 6.8% |
| ALPHABET INC | 28 | Q3 2023 | 4.5% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 3.5% |
| AMAZON.COM INC | 28 | Q3 2023 | 6.2% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 2.8% |
| BANK SOUTH CAROLINA CORP | 27 | Q2 2023 | 0.4% |
| PROTCOR & GAMBLE CO | 27 | Q3 2023 | 0.2% |
| UNITEDHEALTH GROUP INC | 26 | Q3 2023 | 3.1% |
| ALPHABET INC | 26 | Q3 2023 | 0.2% |
View Benson Investment Management Company, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-19 |
View Benson Investment Management Company, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.