Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, APP, AVGO, MSFT, GOOGL, and represent 36.83% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MELI, BKNG, LRCX, NFLX, AMAT, APH, MU, ASML, BRO, SPOT.
- Started 10 new stock positions in APH, FICO, IJS, OUST, QQQ, MELI, GS, ALAB, SPY, MU.
- Reduced shares in these 10 stocks: NVDA (-$8.7M), APP, AVGO, VRT, FIX, META, ANET, MSFT, URI, CRWD.
- Sold out of its positions in ADBE, CPRT, FCX, HSY, IWB, PFF, INDA, JNJ, NKE, JPC. OXY, XLV, TTWO, UNH, VRTX, Put 100 Invesco Qqq Tr Unit Ser 1 Exp 06-20-25 @474.78, ACN, CYBR.
- Benchmark Investment Advisors was a net seller of stock by $-46M.
- Benchmark Investment Advisors has $172M in assets under management (AUM), dropping by 11.57%.
- Central Index Key (CIK): 0001910971
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Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 19.6 | $34M | -20% | 181k | 186.73 |
|
| Applovin Corp Com Cl A (APP) | 6.0 | $10M | -30% | 15k | 711.09 |
|
| Broadcom (AVGO) | 4.7 | $8.1M | -23% | 25k | 330.10 |
|
| Microsoft Corporation (MSFT) | 3.3 | $5.6M | -27% | 11k | 517.96 |
|
| Alphabet Inc A Cap Stk Cl A (GOOGL) | 3.2 | $5.6M | -22% | 23k | 243.10 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.1 | $5.3M | +3% | 19k | 279.29 |
|
| Meta Platforms Cl A (META) | 3.1 | $5.3M | -30% | 7.2k | 733.42 |
|
| Kla Corp Com New (KLAC) | 2.8 | $4.9M | +3% | 4.5k | 1079.55 |
|
| Visa Com Cl A (V) | 2.6 | $4.5M | +7% | 13k | 343.23 |
|
| United Rentals (URI) | 2.3 | $4.0M | -34% | 4.2k | 955.84 |
|
| Amazon (AMZN) | 2.3 | $4.0M | -27% | 18k | 219.57 |
|
| Palo Alto Networks (PANW) | 2.2 | $3.7M | -18% | 18k | 203.63 |
|
| Applied Materials (AMAT) | 2.1 | $3.6M | +39% | 17k | 208.45 |
|
| Mastercard Incorporated Cl A (MA) | 2.0 | $3.5M | +12% | 6.2k | 568.86 |
|
| Booking Holdings (BKNG) | 2.0 | $3.5M | +87% | 641.00 | 5406.86 |
|
| Netflix (NFLX) | 1.9 | $3.3M | +50% | 2.7k | 1199.05 |
|
| Arista Networks Com Shs (ANET) | 1.9 | $3.3M | -40% | 22k | 145.71 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $3.2M | -36% | 6.5k | 490.41 |
|
| Uber Technologies (UBER) | 1.8 | $3.1M | -19% | 32k | 97.96 |
|
| Lam Research Corp Com New (LRCX) | 1.6 | $2.8M | +122% | 21k | 133.90 |
|
| Emcor (EME) | 1.6 | $2.7M | -34% | 4.2k | 649.64 |
|
| Apple (AAPL) | 1.6 | $2.7M | -36% | 11k | 254.66 |
|
| Spotify Technology S A SHS (SPOT) | 1.5 | $2.6M | +31% | 3.7k | 698.00 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.4M | -22% | 7.6k | 315.44 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.3 | $2.2M | -51% | 15k | 151.32 |
|
| MercadoLibre (MELI) | 1.3 | $2.2M | NEW | 973.00 | 2290.93 |
|
| Comfort Systems USA (FIX) | 1.2 | $2.1M | -52% | 2.6k | 824.98 |
|
| Brown & Brown (BRO) | 0.9 | $1.6M | +60% | 17k | 94.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | 2.4k | 612.44 |
|
|
| iShares Emerging Markets Dividend Index Fund Exchange Traded Fund Em Mkts Div Etf (DVYE) | 0.8 | $1.4M | +3% | 49k | 29.54 |
|
| Ge Aerospace Com New (GE) | 0.8 | $1.4M | 4.8k | 300.82 |
|
|
| AutoZone (AZO) | 0.8 | $1.4M | -20% | 328.00 | 4287.98 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $1.3M | +95% | 1.3k | 967.76 |
|
| Merck & Co (MRK) | 0.7 | $1.2M | +3% | 14k | 87.43 |
|
| Servicenow (NOW) | 0.7 | $1.2M | -34% | 1.3k | 920.12 |
|
| Roper Industries (ROP) | 0.7 | $1.2M | -42% | 2.3k | 498.89 |
|
| Fiserv (FI) | 0.6 | $1.1M | -38% | 8.3k | 128.93 |
|
| Synopsys (SNPS) | 0.6 | $950k | -30% | 1.9k | 493.39 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $938k | -60% | 1.2k | 757.94 |
|
| salesforce (CRM) | 0.5 | $932k | -3% | 3.9k | 239.42 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $921k | NEW | 7.4k | 123.75 |
|
| Welltower Inc Com reit (WELL) | 0.5 | $901k | 5.1k | 178.14 |
|
|
| Nutanix Cl A (NTNX) | 0.5 | $797k | +28% | 11k | 74.40 |
|
| Micron Technology (MU) | 0.4 | $736k | NEW | 3.9k | 187.30 |
|
| Ge Vernova (GEV) | 0.4 | $731k | 1.2k | 614.90 |
|
|
| Home Depot (HD) | 0.4 | $723k | -23% | 1.8k | 405.14 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $691k | -30% | 7.6k | 91.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $685k | -16% | 3.6k | 189.71 |
|
| W.W. Grainger (GWW) | 0.4 | $681k | -55% | 715.00 | 952.91 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $668k | -21% | 3.2k | 206.52 |
|
| Cadence Design Systems (CDNS) | 0.4 | $660k | +12% | 1.9k | 351.26 |
|
| Cdw (CDW) | 0.4 | $639k | -30% | 4.0k | 159.27 |
|
| Ouster Com New (OUST) | 0.4 | $608k | NEW | 21k | 29.70 |
|
| Alphabet Inc C Cap Stk Cl C (GOOG) | 0.3 | $551k | -39% | 2.3k | 243.55 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $533k | 7.3k | 72.77 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $526k | -18% | 1.0k | 502.74 |
|
| McKesson Corporation (MCK) | 0.3 | $468k | -32% | 605.00 | 772.86 |
|
| Realty Income (O) | 0.2 | $413k | -6% | 6.8k | 60.79 |
|
| National Health Investors (NHI) | 0.2 | $398k | 5.0k | 79.50 |
|
|
| Anthem (ELV) | 0.2 | $390k | -32% | 1.2k | 323.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $380k | NEW | 633.00 | 600.00 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $377k | +98% | 494.00 | 763.22 |
|
| Analog Devices (ADI) | 0.2 | $354k | -26% | 1.4k | 245.77 |
|
| Astera Labs (ALAB) | 0.2 | $345k | NEW | 1.8k | 195.78 |
|
| LTC Properties (LTC) | 0.2 | $331k | 9.0k | 36.86 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $325k | -60% | 1.3k | 241.96 |
|
| S&p Global (SPGI) | 0.2 | $311k | -76% | 638.00 | 486.78 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $308k | NEW | 463.00 | 665.85 |
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.2 | $299k | -70% | 4.7k | 63.30 |
|
| Fortinet (FTNT) | 0.2 | $264k | -3% | 3.1k | 84.08 |
|
| Cisco Systems (CSCO) | 0.1 | $258k | -21% | 3.8k | 68.42 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $244k | NEW | 163.00 | 1496.53 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $234k | 522.00 | 447.23 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $230k | -12% | 475.00 | 484.51 |
|
| Stryker Corporation (SYK) | 0.1 | $228k | 616.00 | 369.41 |
|
|
| Goldman Sachs (GS) | 0.1 | $215k | NEW | 270.00 | 795.77 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $204k | -47% | 943.00 | 215.76 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $190k | NEW | 1.7k | 110.58 |
|
Past Filings by Benchmark Investment Advisors
SEC 13F filings are viewable for Benchmark Investment Advisors going back to 2021
- Benchmark Investment Advisors 2025 Q3 filed Nov. 13, 2025
- Benchmark Investment Advisors 2025 Q1 filed May 15, 2025
- Benchmark Investment Advisors 2024 Q4 filed Feb. 13, 2025
- Benchmark Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Benchmark Investment Advisors 2024 Q2 filed Aug. 12, 2024
- Benchmark Investment Advisors 2024 Q1 filed May 15, 2024
- Benchmark Investment Advisors 2023 Q4 restated filed May 15, 2024
- Benchmark Investment Advisors 2023 Q3 filed Nov. 14, 2023
- Benchmark Investment Advisors 2023 Q2 filed Aug. 14, 2023
- Benchmark Investment Advisors 2023 Q1 filed May 15, 2023
- Benchmark Investment Advisors 2022 Q4 filed Feb. 21, 2023
- Benchmark Investment Advisors 2022 Q3 filed Nov. 14, 2022
- Benchmark Investment Advisors 2022 Q2 filed Aug. 8, 2022
- Benchmark Investment Advisors 2022 Q1 filed May 16, 2022
- Benchmark Investment Advisors 2021 Q4 filed Feb. 16, 2022