$206 Million is the total value of Benson Investment Management Company, Inc.'s 57 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $5,482,000 | +28.6% | 12,746 | 0.0% | 2.66% | +21.1% | |
| JPM | JP MORGAN CHASE & CO | $784,000 | -3.2% | 4,950 | 0.0% | 0.38% | -8.9% | |
| BAC | BANK OF AMERICA CORP | $671,000 | +4.8% | 15,076 | 0.0% | 0.32% | -1.5% | |
| GOOGL | ALPHABET CL Acap stk cl a | $313,000 | +8.3% | 108 | 0.0% | 0.15% | +2.0% | |
| BKSC | BANK OF SOUTH CAROLINA CORP | $294,000 | +0.3% | 14,593 | 0.0% | 0.14% | -5.3% | |
| PG | PROCTOR & GAMBLE CO | $269,000 | +17.0% | 1,644 | 0.0% | 0.13% | +10.2% | |
| UNP | UNION PACIFIC CORP | $166,000 | +28.7% | 660 | 0.0% | 0.08% | +22.7% | |
| NEE | NEXTERA ENERGY INC | $129,000 | +18.3% | 1,384 | 0.0% | 0.06% | +12.5% | |
| SNY | SANOFI ADRsponsored adr | $117,000 | +3.5% | 2,340 | 0.0% | 0.06% | -1.7% | |
| ORCL | ORACLE CORP | $108,000 | 0.0% | 1,240 | 0.0% | 0.05% | -7.1% | |
| GSK | GLAXOSMITHKLINE PLC ADRsponsored adr | $91,000 | +15.2% | 2,061 | 0.0% | 0.04% | +7.3% | |
| PFE | PFIZER INC | $59,000 | +37.2% | 1,000 | 0.0% | 0.03% | +31.8% | |
| WY | WEYERHAEUSER CO | $36,000 | +16.1% | 877 | 0.0% | 0.02% | +6.2% | |
| DD | DUPONT DE NEMOURS INC | $29,000 | +20.8% | 353 | 0.0% | 0.01% | +16.7% | |
| DOW | DOW INC | $20,000 | 0.0% | 353 | 0.0% | 0.01% | 0.0% | |
| VMC | VULCAN MATERIALS CO | $21,000 | +23.5% | 100 | 0.0% | 0.01% | +11.1% | |
| TRV | TRAVELERS COMPANIES INC | $9,000 | 0.0% | 56 | 0.0% | 0.00% | -20.0% | |
| TCHP | T. ROWE PROCE BLUE CHIP GROWTH ETFprice blue chip | $5,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% | |
| SNAP | SNAP INC CLASS Acl a | $5,000 | -28.6% | 100 | 0.0% | 0.00% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.