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Benson Investment Management Company, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Benson Investment Management Company, Inc. with $291.6M in long positions as of Q3 2025, 35% allocated to Technology, and 35% concentrated in top 10 positions.

Portfolio Value
$291.6M
Top 10 Concentration
35%
Top Sector
Technology (35%)
US Exposure
97%
Market Cap Focus
Large Cap
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 35.00%TechnologyFinancial Services: 23.00%Financial ServicesIndustrials: 8.90%IndustrialsCommunication Services: 8.10%Communication ServicesConsumer Cyclical: 4.70%Utilities: 3.70%Healthcare: 3.30%Energy: 1.80%ETF: 0.60%Consumer Defensive: 0.10%
Technology
35.00%
Financial Services
23.00%
Industrials
8.90%
Communication Services
8.10%
Consumer Cyclical
4.70%
Utilities
3.70%
Healthcare
3.30%
Energy
1.80%
ETF
0.60%
Consumer Defensive
0.10%

Industry Breakdown

33 industries across all sectors

Internet Content & Information: 8.07%Internet Content & InformationInsurance - Diversified: 7.24%Hardware, Equipment & Parts: 6.63%Semiconductors: 6.42%Communication Equipment: 6.02%Software - Infrastructure: 5.49%Specialty Retail: 3.22%Information Technology Services: 3.06%Software - Application: 3.02%Asset Management: 2.33%Aerospace & Defense: 2.24%Industrial - Machinery: 2.22%Consumer Electronics: 2.16%Computer Hardware: 2.15%Insurance - Property & Casualty: 2.09%Financial - Capital Markets: 2.08%Regulated Electric: 2.05%Financial - Credit Services: 1.95%Financial - Data & Stock Exchanges: 1.91%Insurance - Life: 1.89%Oil & Gas Midstream: 1.85%Engineering & Construction: 1.78%Medical - Devices: 1.70%Insurance - Reinsurance: 1.66%9 more: 9.92%9 more
Internet Content & Information
Communication Services
8.07%
Insurance - Diversified
Financial Services
7.24%
Hardware, Equipment & Parts
Technology
6.63%
Semiconductors
Technology
6.42%
Communication Equipment
Technology
6.02%
Software - Infrastructure
Technology
5.49%
Specialty Retail
Consumer Cyclical
3.22%
Information Technology Services
Technology
3.06%
Software - Application
Technology
3.02%
Asset Management
Financial Services
2.33%
Aerospace & Defense
Industrials
2.24%
Industrial - Machinery
Industrials
2.22%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 32.22%Mega Cap (> $200B)Large Cap ($10B - $200B): 47.34%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 6.07%Nano Cap (< $50M): 2.24%N/A (ETF or Unknown): 12.12%N/A (ETF or Unknown)
Mega Cap (> $200B)
32.22%
Large Cap ($10B - $200B)
47.34%
Mid Cap ($2B - $10B)
6.07%
Nano Cap (< $50M)
2.24%
N/A (ETF or Unknown)
12.12%

Portfolio Concentration

Top 10 Holdings %
34.78%
Top 20 Holdings %
56.3%
Top 50 Holdings %
99.69%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
96.62%
International
3.38%
Countries
3
Largest Int'l Market
Taiwan - 2.51%
United States of America
96.62% ($281.7M)
51 holdings
Taiwan
2.51% ($7.3M)
1 holdings
Bermuda
0.87% ($2.5M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
15.2 quarters
Avg. Top 20
10.4 quarters
Avg. All Positions
7.3 quarters
Median Holding Period
2 quarters
Persistence Rate
39.62%
Persistent Holdings Weight
43.99%
Persistent Positions
21
Longest Held
Procter & Gamble Company logo
Procter & Gamble CompanyPG - 35 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
1.40%
Avg. Position Weight
1.89%
Largest Position
GLD
SPDR Gold Trust, SPDR Gold SharesGLD - 5.04%
Largest Ownership Stake
Black Hills Corporation logo
Black Hills CorporationBKH - 0.11%
Avg. Ownership Stake
0.01%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2016)

Avg. New Position
1.82%
Avg. Ownership Stake
0.01%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 8.04% (Q4 2021)
Largest Ownership Stake
Tredegar Corporation logo
Tredegar CorporationTG - 0.30% (Q3 2021)

Portfolio Turnover

Current Quarter

Turnover Ratio
12.1%
Value Traded
$35.41M
Positions Added
5
Positions Exited
6

Historical (Since Q4 2016)

Avg. Turnover Ratio
20.9%
Avg. Positions Added
9
Avg. Positions Exited
11
Highest Turnover
50.0%
Q4 2016
Lowest Turnover
6.4%
Q2 2019

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