Institutional Fund
Benson Investment Management Company, Inc.
Roanoke, VACIK 16948965 filings on record
Portfolio Value
$11.26M
Q1 2026
Holdings
7
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-96.1%
from $286.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr34.3%
- Dimensional ETF Trust33.4%
- Dimensional ETF Trust14.9%
- Wells Fargo Co New6.3%
- Bank America Corp5.0%
- Spdr S&P 500 ETF Tr3.3%
- Other2.8%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 150.8K | $3.87M | 34.3% | +150.8K | New |
| 2 | Dimensional ETF Trust | 96.5K | $3.76M | 33.4% | +81.1K | Added |
| 3 | Dimensional ETF Trust | 42.6K | $1.68M | 14.9% | +42.6K | New |
| 4 | Wells Fargo Co New | 615 | $710.3K | 6.3% | −345 | Reduced |
| 5 | Bank America Corp | 475 | $566.0K | 5.0% | +475 | New |
| 6 | Spdr S&P 500 ETF Tr | 569 | $370.0K | 3.3% | −143 | Reduced |
| 7 | Vanguard Index Fds | 521 | $311.3K | 2.8% | +19 | Added |