Benson Investment Management Company, Inc.

Est. AUM

$11.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.9M	150802	34.32%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.8M	96470	33.36%	SOLE
3	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.7M	42645	14.92%	SOLE
4	WELLS FARGO & CO	PERP PFD CNV A	$710K	615	6.30%	SOLE
5	BANK AMERICA CORP	7.25%CNV PFD L	$565K	475	5.02%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$370K	569	3.28%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$311K	521	2.76%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.