Benson Investment Management Company, Inc.: Quarterly Holdings Comparison Q3 2023 vs. Q4 2023

Benson Investment Management Company, Inc. recently released its 13F holdings report for the third and fourth quarters of 2023. This report showcases the changes in the company's holdings over this period and provides valuable insights into their investment decisions. In this article, we will examine the key trends and analyze the top holdings that saw significant shifts.

Microsoft Corp (MSFT)

Benson Investment Management Company maintained its position in Microsoft Corp, with negligible changes in the number of shares held. Microsoft is a renowned technology company known for its software products and services. The stable holding in Microsoft suggests that Benson has confidence in the company's future prospects.

Apple Inc (AAPL)

Benson Investment Management Company reduced its holdings in Apple Inc in the fourth quarter of 2023. However, the decrease in shares was minimal, indicating a continued interest in the company. Apple is a major player in the consumer electronics industry, and its innovative products often attract investor attention.

Alphabet Inc (GOOG)

Benson Investment Management Company slightly increased its holdings in Alphabet Inc during the fourth quarter of 2023. Alphabet is the parent company of Google and is involved in various internet-related businesses. The modest increase in shares suggests Benson's positive sentiment towards Alphabet's growth potential.

Amazon.com Inc (AMZN)

Benson Investment Management Company significantly increased its holdings in Amazon.com Inc during the fourth quarter, making it one of the top changes in their portfolio. Amazon is a global e-commerce giant and has been experiencing tremendous growth. Benson's decision to increase its stake in Amazon reflects confidence in the company's future prospects.

Berkshire Hathaway Inc (BRK-B)

Benson Investment Management Company made a slight increase in its holdings of Berkshire Hathaway Inc. Berkshire Hathaway, led by Warren Buffett, is a conglomerate with interests in various industries, including insurance, railways, and utilities. The steady increase in holdings indicates that Benson sees value in the diverse portfolio of Berkshire Hathaway.

International Business Machines Corp (IBM)

Benson Investment Management Company maintained its position in International Business Machines Corp, with negligible changes in the number of shares held. IBM is a global technology company known for its hardware, software, and consulting services. Despite facing challenges in recent years, Benson's decision to hold its IBM shares steady suggests optimism about the company's future.

Palo Alto Networks Inc (PANW)

Benson Investment Management Company slightly increased its holdings in Palo Alto Networks Inc during the fourth quarter of 2023. Palo Alto Networks provides network and cybersecurity solutions to enterprises and organizations. Benson's decision to add to its holdings indicates confidence in the growing demand for cybersecurity products and services.

Equitable Holdings Inc (EQH)

Benson Investment Management Company made a minimal increase in its holdings of Equitable Holdings Inc. Equitable Holdings is a financial services company that offers life insurance, retirement planning, and investment products. The slight increase in shares suggests continued interest in the company's performance.

Salesforce Inc (CRM)

Benson Investment Management Company slightly increased its holdings in Salesforce Inc during the fourth quarter of 2023. Salesforce is a leading provider of customer relationship management (CRM) software and cloud computing solutions. Benson's decision to increase its holdings in Salesforce indicates a positive outlook on the company's growth potential.

General Dynamics Corp (GD)

Benson Investment Management Company maintained its position in General Dynamics Corp, with negligible changes in the number of shares held. General Dynamics is an aerospace and defense company that provides a wide range of products and services. The steady holding suggests Benson's confidence in the company's future prospects.

Honeywell International Inc (HON)

Benson Investment Management Company made a slight increase in its holdings of Honeywell International Inc. Honeywell is a multinational conglomerate that operates in various industries, including aerospace, building technologies, and performance materials. Benson's decision to increase its stake in Honeywell reflects optimism about the company's growth potential.

In conclusion, Benson Investment Management Company's 13F holdings report for Q3 2023 vs. Q4 2023 reveals interesting trends and changes in their portfolio. While some holdings saw minimal adjustments, others experienced significant shifts. The report indicates Benson's confidence in technology companies such as Microsoft, Apple, and Alphabet. Additionally, their increased holdings in Amazon.com reflect a positive outlook on the e-commerce sector. It is crucial to note that these observations are based solely on the reported changes, and investors should conduct thorough research before making any investment decisions.