$175 Million is the total value of Benson Investment Management Company, Inc.'s 49 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $4,107,752 | -10.9% | 8,692 | 0.0% | 2.35% | -13.6% | |
| GOOG | ALPHABET INCcap stk cl c | $4,042,480 | +17.2% | 38,870 | 0.0% | 2.31% | +13.6% | |
| HON | HONEYWELL INTL INC | $3,604,332 | -10.8% | 18,859 | 0.0% | 2.06% | -13.6% | |
| AXP | AMERICAN EXPRESS CO | $3,534,879 | +11.6% | 21,430 | 0.0% | 2.02% | +8.2% | |
| NXST | NEXSTAR MEDIA GROUP INC | $3,075,938 | -1.4% | 17,815 | 0.0% | 1.76% | -4.4% | |
| MET | METLIFE INC | $2,949,841 | -19.9% | 50,912 | 0.0% | 1.69% | -22.4% | |
| PANW | PALO ALTO NETWORKS INC | $2,689,100 | +43.1% | 13,463 | 0.0% | 1.54% | +38.8% | |
| PCH | POTLATCHDELTIC CORPORATION | $2,489,850 | +12.5% | 50,300 | 0.0% | 1.42% | +9.1% | |
| AMZN | AMAZON COM INC | $1,239,480 | +23.0% | 12,000 | 0.0% | 0.71% | +19.2% | |
| JPM | JPMORGAN CHASE & CO | $645,035 | -2.8% | 4,950 | 0.0% | 0.37% | -5.9% | |
| PG | PROCTER AND GAMBLE CO | $244,446 | -1.9% | 1,644 | 0.0% | 0.14% | -4.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
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.