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Benson Investment Management Company, Inc.
Benson Investment Management Company, Inc. is an investment adviser headquartered in Roanoke, Virginia, United States. Founded by Gary Benson, the firm primarily serves high net worth individuals, providing discretionary investment management services tailored to their financial goals. With one employee, Benson Investment focuses on personalized advisory relationships for local clientele and reports over $240 million in regulatory assets under management as of January 2024. The firm is registered with the SEC under CRD# 132828 and CIK# 0001694896, and operates from 1161 Belcroft Court, Roanoke, VA 24018.
Investment Strategy
Benson Investment Management Company, Inc. specializes in managing portfolios for high net worth individuals, employing a discretionary investment approach. Their strategy primarily involves selecting equities across diversified sectors, with significant allocations to large-cap technology stocks such as Microsoft, Apple, Alphabet, Amazon, and Nvidia. The firm appears to use a combination of fundamental analysis and long-term growth orientation, actively managing positions and occasionally rebalancing holdings to reflect changing market conditions, risk tolerances, and client objectives. Benson Investment prioritizes direct relationships with clients and aligns portfolio management tightly to individual needs and preferences.
Latest 13F Filing Activity
Benson Investment Management Company, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 54 equity positions with a total 13F market value of $293M. The fund increased holdings in International Business Machs, Keysight Technologies Inc., Oneok Inc. New among other positions. Benson Investment Management Company, Inc. reduced exposure to Oracle Corp., Amphenol Corp. New, Merck & Co. Inc. among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 5.02% | $14.7M | 41,302 | $271.11 | $355.47 | +$2.2M |
G GOOG | ALPHABET INC | 4.81% | $14.1M | 57,806 | $76.88 | $243.55 | +$3.8M |
M MSFT | MICROSOFT CORP | 4.38% | $12.8M | 24,733 | $72.78 | $517.95 | +$503.0K |
N NVDA | NVIDIA CORPORATION | 3.89% | $11.4M | 61,025 | $90.51 | $186.58 | +$1.8M |
A AMZN | AMAZON COM INC | 3.21% | $9.4M | 42,782 | $131.59 | $219.57 | +$55.5K |
Industry Allocation
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