$200 Million is the total value of Benson Investment Management Company, Inc.'s 58 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | JP MORGAN CHASE & CO | $675,000 | -13.9% | 4,950 | 0.0% | 0.34% | -11.1% | |
| BAC | BANK OF AMERICA CORP | $621,000 | -7.5% | 15,076 | 0.0% | 0.31% | -4.3% | |
| GOOGL | ALPHABET CL Acap stk cl a | $300,000 | -4.2% | 108 | 0.0% | 0.15% | -1.3% | |
| BKSC | BANK OF SOUTH CAROLINA CORP | $272,000 | -7.5% | 14,593 | 0.0% | 0.14% | -4.9% | |
| PG | PROCTOR & GAMBLE CO | $251,000 | -6.7% | 1,644 | 0.0% | 0.13% | -3.1% | |
| UNP | UNION PACIFIC CORP | $180,000 | +8.4% | 660 | 0.0% | 0.09% | +11.1% | |
| SNY | SANOFI ADRsponsored adr | $120,000 | +2.6% | 2,340 | 0.0% | 0.06% | +5.3% | |
| NEE | NEXTERA ENERGY INC | $117,000 | -9.3% | 1,384 | 0.0% | 0.06% | -6.3% | |
| ORCL | ORACLE CORP | $103,000 | -4.6% | 1,240 | 0.0% | 0.05% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLC ADRsponsored adr | $90,000 | -1.1% | 2,061 | 0.0% | 0.04% | +2.3% | |
| SPY | SPDR S&P 500 ETFtr unit | $48,000 | -5.9% | 107 | 0.0% | 0.02% | -4.0% | |
| WY | WEYERHAEUSER CO | $33,000 | -8.3% | 877 | 0.0% | 0.02% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $26,000 | -10.3% | 353 | 0.0% | 0.01% | -7.1% | |
| DOW | DOW INC | $22,000 | +10.0% | 353 | 0.0% | 0.01% | +10.0% | |
| VMC | VULCAN MATERIALS CO | $18,000 | -14.3% | 100 | 0.0% | 0.01% | -10.0% | |
| TRV | TRAVELERS COMPANIES INC | $10,000 | +11.1% | 56 | 0.0% | 0.01% | +25.0% | |
| TCHP | T. ROWE PROCE BLUE CHIP GROWTH ETFprice blue chip | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CLASS Acl a | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
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.