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Benson Investment Management Company, Inc.
RIA/Wealth
Benson Investment Management Company, Inc. is a RIA/Wealth led by Nancy M Westbrock, reporting $2.4B in AUM as of Q3 2025 with 35% Technology concentration.
CEONancy M Westbrock
- Portfolio Value
- $291.6M
- Positions
- 53
- Top Holding
- GLD at 5.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Benson Investment Management Company, Inc.'s portfolio (34.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $14.7M | 5.04% | +$85.3K Bought | — 41.3K shares | |
Internet Content & Information Communication Services | $14.1M | 4.83% | -$17.8K Sold | 0.00% 57.8K shares | |
Software - Infrastructure Technology | $12.8M | 4.39% | -$5.2K Sold | 0.00% 24.7K shares | |
Semiconductors Technology | $11.4M | 3.91% | +$15.9K Bought | 0.00% 61.0K shares | |
Specialty Retail Consumer Cyclical | $9.4M | 3.22% | +$47.9K Bought | 0.00% 42.8K shares | |
Internet Content & Information Communication Services | $8.9M | 3.06% | +$1.5K Bought | 0.00% 12.2K shares | |
Insurance - Diversified Financial Services | $8.5M | 2.93% | +$46.3K Bought | 0.00% 17.0K shares | |
Hardware, Equipment & Parts Technology | $7.4M | 2.55% | -$947.9K Sold | 0.01% 90.7K shares | |
Semiconductors Technology | $7.3M | 2.51% | -$1.7M Sold | — 26.2K shares | |
Asset Management Financial Services | $6.8M | 2.33% | -$4.2K Sold | 0.01% 62.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Benson Investment Management Company, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Benson Investment Management Company, Inc.
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