2026 Q2 Portfolio Activity
In 2026 Q2, Benson Investment Management Company, Inc. maintained a portfolio of 9 distinct positions. The most significant new addition was LAZARD ACTIVE ETF TR, now representing 18.95% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 52.8%.
Position History
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Total Positions
9
Quarter
2026 Q2
Top Holding
SCHX (36.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Benson Investment Management Company, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 36.10% | 34.32% |
#1
Prev: #1
|
9.0 |
—
|
79,602 | 52.8% |
P
S
|
230,404 | $6,780,790 |
$26.83
+13.9%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | ||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 21.19% | 33.37% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
96,470 | $3,979,388 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IEQ
LAZARD ACTIVE E...
|
Bond/Debt | 18.95% | — |
#3
Prev: #—
|
8.5 |
—
|
101,480 | — |
NEW
|
101,480 | $3,558,904 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 9.11% | 14.93% |
#4
1
Prev: #3
|
5.1 |
—
|
no change | no change |
P
S
|
42,645 | $1,711,344 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
WFC/PRL
WELLS FARGO & C...
|
Preferred | 3.79% | 6.31% |
#5
1
Prev: #4
|
3.0 |
—
|
no change | no change |
P
S
|
615 | $711,555 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 3.45% | — |
#6
Prev: #—
|
4.9 |
—
|
5,200 | — |
NEW
|
5,200 | $648,752 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BAC/PRL
BANK OF AMER CO...
|
Preferred | 3.17% | 5.02% |
#7
2
Prev: #5
|
2.3 |
—
|
no change | no change |
P
S
|
475 | $595,888 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.26% | 3.28% |
#8
2
Prev: #6
|
1.9 |
—
|
no change | no change |
P
S
|
569 | $424,912 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.98% | 2.76% |
#9
2
Prev: #7
|
1.3 |
—
|
21 | 4.0% |
P
S
|
542 | $372,251 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-9 of 9 holdings