$196 Million is the total value of Benson Investment Management Company, Inc.'s 61 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $1,141,000 | +10.5% | 4,880 | 0.0% | 0.58% | -3.6% | |
| JPM | JP MORGAN CHASE & CO | $770,000 | +2.1% | 4,950 | 0.0% | 0.39% | -10.9% | |
| BAC | BANK OF AMERICA CORP | $622,000 | +6.7% | 15,076 | 0.0% | 0.32% | -6.8% | |
| BKSC | BANK OF SOUTH CAROLINA CORP | $299,000 | -9.4% | 14,593 | 0.0% | 0.15% | -20.8% | |
| GOOGL | ALPHABET CL Acap stk cl a | $252,000 | +18.9% | 103 | 0.0% | 0.13% | +3.2% | |
| PG | PROCTOR & GAMBLE CO | $222,000 | -0.4% | 1,644 | 0.0% | 0.11% | -13.1% | |
| UNP | UNION PACIFIC CORP | $145,000 | 0.0% | 660 | 0.0% | 0.07% | -12.9% | |
| SNY | SANOFI ADRsponsored adr | $123,000 | +6.0% | 2,340 | 0.0% | 0.06% | -7.4% | |
| NEE | NEXTERA ENERGY INC | $101,000 | -3.8% | 1,384 | 0.0% | 0.05% | -16.4% | |
| GSK | GLAXOSMITHKLINE PLC ADRsponsored adr | $82,000 | +10.8% | 2,061 | 0.0% | 0.04% | -2.3% | |
| PFE | PFIZER INC | $39,000 | +8.3% | 1,000 | 0.0% | 0.02% | -4.8% | |
| WY | WEYERHAEUSER CO | $30,000 | -3.2% | 877 | 0.0% | 0.02% | -16.7% | |
| DOW | DOW INC | $22,000 | -4.3% | 353 | 0.0% | 0.01% | -15.4% | |
| TRV | TRAVELERS COMPANIES INC | $8,000 | 0.0% | 56 | 0.0% | 0.00% | -20.0% | |
| SNAP | SNAP INC CLASS Acl a | $7,000 | +40.0% | 100 | 0.0% | 0.00% | +33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-19
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.