$142 Million is the total value of Benson Investment Management Company, Inc.'s 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HIG | New | HARTFORD FINANCIAL SERVICES GROUP INC | $4,076,000 | – | 65,808 | +100.0% | 2.87% | – |
| PH | New | PARKER-HANNIFIN CORP | $3,448,000 | – | 14,228 | +100.0% | 2.43% | – |
| VOD | New | VODAFONE GROUP ADRsponsored adr | $3,428,000 | – | 302,520 | +100.0% | 2.42% | – |
| WELL | New | WELLTOWER INC | $2,809,000 | – | 43,668 | +100.0% | 1.98% | – |
| GRMN | New | GARMIN LTD | $2,092,000 | – | 26,055 | +100.0% | 1.47% | – |
| SWK | New | STANLEY BLACK & DECKER | $1,908,000 | – | 25,367 | +100.0% | 1.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-20
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.