SEC Filing Analysis: Benson Investment Management Company, Inc.

Executive Summary

• Trading Significance: Medium
• Key Takeaway: Benson Investment Management Company, Inc. has filed its quarterly Form 13F-HR, disclosing $292.7 million in assets under management across 54 holdings as of September 30, 2025. The portfolio shows a strong concentration in large-cap technology and a significant allocation to gold.
• Market Impact: As a standard quarterly disclosure from a medium-sized fund, this filing is unlikely to cause significant market moves in the individual securities. Its value lies in providing insight into the firm's investment strategy and sentiment towards specific sectors.

Filer Information

Field	Value
Filer Name	Benson Investment Management Company, Inc.
CIK	0001694896
Total Portfolio Value	$292,744,802
Number of Holdings	54

Filing Details

Field	Value
Form Type	13F-HR (Holdings Report)
Filing Date	2025-10-10
Period of Report	2025-09-30
Accession Number	0001172661-25-004245

Top 10 Holdings Analysis

This filing is a report of holdings, not individual transactions. The table below summarizes the top 10 largest positions by market value as of the reporting date.

Issuer	CUSIP	Value (USD)	Shares
SPDR GOLD TR	78463V107	$14,681,622	41,302
ALPHABET INC	02079K107	$14,078,651	57,806
MICROSOFT CORP	594918104	$12,810,457	24,733
NVIDIA CORPORATION	67066G104	$11,386,045	61,025
AMAZON COM INC	023135106	$9,393,644	42,782
META PLATFORMS INC	30303M102	$8,935,936	12,168
BERKSHIRE HATHAWAY INC DEL	084670702	$8,543,564	16,994
TAIWAN SEMICONDUCTOR MFG LTD	874039100	$7,326,615	26,233
CORNING INC	219350105	$7,438,152	90,676
BANK NEW YORK MELLON CORP	064058100	$6,803,898	62,444

Investment Strategy Insights

Sector Concentration

• Technology: The portfolio is heavily weighted towards the technology sector, with major holdings in Alphabet, Microsoft, NVIDIA, Amazon, Meta, and Taiwan Semiconductor. This indicates a bullish stance on continued growth in large-cap tech.
• Financials & Industrials: The fund also holds significant positions in established financial and industrial companies like Berkshire Hathaway and Bank of New York Mellon.
• Commodities/Hedging: The largest single position is in the SPDR Gold Trust (GLD), which represents over 5% of the reported portfolio value. This is a substantial allocation to gold, suggesting a strategy to hedge against inflation, currency devaluation, or market volatility.

Key Takeaways

1. Growth with a Hedge: The core of the portfolio is built on high-growth technology stocks, but it is balanced by the firm's largest holding being a gold ETF.
2. Large-Cap Focus: The top holdings are predominantly well-established, large-capitalization companies, indicating a preference for stable industry leaders.
3. Concentrated Bets: While there are 54 holdings, the top 10 positions account for a significant portion of the total AUM, showing conviction in their top picks.

Contextual Analysis

Filing Type: 13F-HR

A Form 13F-HR is a mandatory quarterly report filed by institutional investment managers with at least $100 million in equity assets under management. It discloses their long U.S. equity positions at the end of each calendar quarter. It provides a snapshot of the portfolio and does not show short positions, cash holdings, or non-U.S. securities.

Timing Significance

The data is as of September 30, 2025. While valuable, it is backward-looking, and the firm's positions may have changed between the reporting date and the filing date.

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IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.

Analysis generated on 2025-10-11 | Data source: SEC EDGAR