Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, APP, GOOGL, KLAC, AVGO, and represent 29.66% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: PLTR, SNDK, NFLX, MP, MU, GDX, APH, NOW, LLY, SPOT.
- Started 7 new stock positions in JPC, SNDK, Put 100 Invesco Qqq Tr Unit Ser 1 Exp 09-18-26 @570, CCFLU, PLTR, MP, GDX.
- Reduced shares in these 10 stocks: NVDA, AMAT, AVGO, , MELI, FISV, SNPS, KLAC, TSM, GOOGL.
- Sold out of its positions in GOOG, CDW, CSCO, FISV, MRK, SPGI, KRE, SNPS, VIG.
- Benchmark Investment Advisors was a net buyer of stock by $10M.
- Benchmark Investment Advisors has $172M in assets under management (AUM), dropping by -0.09%.
- Central Index Key (CIK): 0001910971
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Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.0 | $28M | -12% | 158k | 174.40 |
|
| Applovin Corp Com Cl A (APP) | 3.5 | $6.0M | +3% | 15k | 397.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $5.9M | -10% | 21k | 287.56 |
|
| Kla Corp Com New (KLAC) | 3.4 | $5.9M | -11% | 4.0k | 1472.38 |
|
| Broadcom (AVGO) | 3.4 | $5.8M | -24% | 19k | 309.52 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.3 | $5.7M | -11% | 17k | 337.94 |
|
| Meta Platforms Cl A (META) | 3.0 | $5.1M | +24% | 8.9k | 572.11 |
|
| Lam Research Corp Com New (LRCX) | 2.6 | $4.4M | 21k | 213.66 |
|
|
| United Rentals (URI) | 2.4 | $4.2M | +35% | 5.7k | 728.51 |
|
| Microsoft Corporation (MSFT) | 2.3 | $4.0M | 11k | 370.17 |
|
|
| Comfort Systems USA (FIX) | 2.3 | $3.9M | +11% | 2.9k | 1379.08 |
|
| Visa Com Cl A (V) | 2.2 | $3.8M | -4% | 12k | 302.24 |
|
| Micron Technology (MU) | 2.2 | $3.7M | +180% | 11k | 337.85 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.1 | $3.7M | 15k | 250.58 |
|
|
| Applied Materials (AMAT) | 2.1 | $3.7M | -37% | 11k | 341.80 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $3.7M | +43% | 9.4k | 390.40 |
|
| Amazon (AMZN) | 2.1 | $3.6M | -3% | 18k | 208.27 |
|
| Palantir Technologies Cl A (PLTR) | 2.1 | $3.6M | NEW | 25k | 146.28 |
|
| Emcor (EME) | 2.1 | $3.6M | +14% | 4.8k | 738.35 |
|
| Booking Holdings (BKNG) | 1.9 | $3.2M | +19% | 765.00 | 4209.37 |
|
| Spotify Technology S A SHS (SPOT) | 1.8 | $3.1M | +75% | 6.5k | 484.89 |
|
| Arista Networks Com Shs (ANET) | 1.7 | $3.0M | +9% | 25k | 122.78 |
|
| Sandisk Corp (SNDK) | 1.7 | $3.0M | NEW | 4.7k | 635.37 |
|
| Mastercard Incorporated Cl A (MA) | 1.7 | $2.9M | -6% | 5.8k | 499.66 |
|
| Palo Alto Networks (PANW) | 1.7 | $2.9M | 18k | 160.32 |
|
|
| Netflix (NFLX) | 1.7 | $2.9M | +994% | 30k | 96.15 |
|
| Apple (AAPL) | 1.6 | $2.7M | 11k | 253.80 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.6M | +18% | 9.0k | 294.17 |
|
| Uber Technologies (UBER) | 1.5 | $2.6M | +13% | 36k | 71.93 |
|
| Amphenol Corp Cl A (APH) | 1.5 | $2.6M | +174% | 21k | 126.35 |
|
| Mp Materials Corp Com Cl A (MP) | 1.5 | $2.5M | NEW | 52k | 48.26 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.3 | $2.3M | +32% | 1.8k | 1320.62 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $1.9M | +316% | 2.1k | 919.71 |
|
| Vaneck Etf Tr Gold Miners Etf Gold Miners Etf (GDX) | 1.1 | $1.8M | NEW | 20k | 91.77 |
|
| Ishares Inc Emerging Markets Divid Etf Em Mkts Div Etf (DVYE) | 1.1 | $1.8M | +8% | 53k | 34.38 |
|
| Servicenow (NOW) | 1.0 | $1.7M | +1154% | 16k | 104.55 |
|
| Ge Aerospace Com New (GE) | 0.9 | $1.5M | +9% | 5.2k | 283.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | 2.5k | 597.45 |
|
|
| Ge Vernova (GEV) | 0.7 | $1.1M | +9% | 1.3k | 872.90 |
|
| Welltower Inc Com reit (WELL) | 0.6 | $1.0M | 5.1k | 197.71 |
|
|
| Parker-Hannifin Corporation (PH) | 0.6 | $971k | -12% | 1.1k | 894.91 |
|
| AutoZone (AZO) | 0.5 | $790k | -28% | 234.00 | 3377.78 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $761k | +17% | 8.6k | 88.16 |
|
| Brown & Brown (BRO) | 0.4 | $742k | -33% | 11k | 65.21 |
|
| salesforce (CRM) | 0.4 | $707k | -2% | 3.8k | 186.65 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.4 | $664k | NEW | 88k | 7.54 |
|
| Cadence Design Systems (CDNS) | 0.4 | $651k | +24% | 2.3k | 277.87 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $643k | -4% | 7.2k | 88.70 |
|
| Nutanix Cl A (NTNX) | 0.3 | $554k | +35% | 15k | 38.01 |
|
| McKesson Corporation (MCK) | 0.3 | $538k | +2% | 622.00 | 864.81 |
|
| MercadoLibre (MELI) | 0.3 | $526k | -68% | 304.00 | 1729.79 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $521k | -23% | 2.5k | 211.13 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $501k | 1.0k | 479.20 |
|
|
| Home Depot (HD) | 0.3 | $483k | -17% | 1.5k | 328.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $474k | +29% | 820.00 | 577.38 |
|
| Analog Devices (ADI) | 0.3 | $443k | -3% | 1.4k | 318.05 |
|
| Roper Industries (ROP) | 0.2 | $430k | -47% | 1.2k | 353.87 |
|
| Realty Income (O) | 0.2 | $416k | 6.8k | 61.18 |
|
|
| National Health Investors (NHI) | 0.2 | $404k | 5.0k | 80.86 |
|
|
| W.W. Grainger (GWW) | 0.2 | $392k | -49% | 359.00 | 1091.70 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $391k | -43% | 2.0k | 191.91 |
|
| Ouster Com New (OUST) | 0.2 | $377k | 21k | 18.37 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $355k | +6% | 1.4k | 248.08 |
|
| LTC Properties (LTC) | 0.2 | $333k | 9.0k | 37.16 |
|
|
| Astera Labs (ALAB) | 0.2 | $331k | +71% | 3.0k | 109.59 |
|
| Anthem (ELV) | 0.2 | $277k | -21% | 945.00 | 292.78 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $264k | +52% | 248.00 | 1065.45 |
|
| Fortinet (FTNT) | 0.1 | $250k | -2% | 3.1k | 81.72 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $245k | -18% | 377.00 | 650.21 |
|
| Put 100 Invesco Qqq Tr Unit Ser 1 Exp 09-18-26 @570 Put | 0.1 | $241k | NEW | 74.00 | 3260.00 |
|
| Goldman Sachs (GS) | 0.1 | $228k | 269.00 | 846.92 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $227k | -2% | 462.00 | 491.05 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $214k | -10% | 465.00 | 460.99 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $204k | 1.7k | 118.42 |
|
|
| Stryker Corporation (SYK) | 0.1 | $203k | 617.00 | 328.48 |
|
|
| Ccf Hldgs Llc Unit Cl A Cl A (CCFLU) | 0.0 | $595.972000 | NEW | 46k | 0.01 |
|
Past Filings by Benchmark Investment Advisors
SEC 13F filings are viewable for Benchmark Investment Advisors going back to 2021
- Benchmark Investment Advisors 2026 Q1 filed May 13, 2026
- 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