Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, KLAC, MU, AVGO, SNDK, and represent 32.05% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$11M), BKNG, AVGO, MRVL, GDX, PLTR, AMZN, APH, MSFT, VRT.
- Started 3 new stock positions in CSCO, KRE, MRVL.
- Reduced shares in these 10 stocks: CRWD, DVYE, SNDK, URI, MU, PANW, BRO, OUST, APP, MELI.
- Sold out of its positions in ALAB, BRO, CCFLU, FICO, ISRG, DVYE, MELI, SYK, Put 100 Invesco Qqq Tr Unit Ser 1 Exp 09-18-26 @570.
- Benchmark Investment Advisors was a net buyer of stock by $7.7M.
- Benchmark Investment Advisors has $228M in assets under management (AUM), dropping by 32.54%.
- Central Index Key (CIK): 0001910971
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Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.7 | $31M | 156k | 200.09 |
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| Kla Corp Com New (KLAC) | 5.3 | $12M | +899% | 40k | 301.71 |
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| Micron Technology (MU) | 5.1 | $12M | -8% | 10k | 1154.24 |
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| Broadcom (AVGO) | 4.0 | $9.2M | +30% | 24k | 377.76 |
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| Sandisk Corp (SNDK) | 4.0 | $9.1M | -14% | 4.0k | 2273.79 |
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| Lam Research Corp Com New (LRCX) | 3.9 | $8.8M | 20k | 433.33 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.5 | $8.0M | 17k | 477.58 |
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| Applied Materials (AMAT) | 3.5 | $7.9M | 11k | 723.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $7.3M | 21k | 357.37 |
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| Applovin Corp Com Cl A (APP) | 3.2 | $7.2M | -6% | 14k | 515.23 |
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| Comfort Systems USA (FIX) | 2.6 | $5.9M | +3% | 3.0k | 1982.27 |
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| Vertiv Holdings Com Cl A (VRT) | 2.3 | $5.2M | +6% | 16k | 334.82 |
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| United Rentals (URI) | 2.3 | $5.1M | -20% | 4.5k | 1132.82 |
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| Meta Platforms Cl A (META) | 2.3 | $5.1M | 9.1k | 563.31 |
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| Palo Alto Networks (PANW) | 2.2 | $5.1M | -16% | 15k | 341.01 |
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| Amazon (AMZN) | 2.1 | $4.8M | +16% | 20k | 238.34 |
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| Microsoft Corporation (MSFT) | 1.9 | $4.3M | +7% | 12k | 373.02 |
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| Visa Com Cl A (V) | 1.9 | $4.3M | 13k | 343.08 |
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| Arista Networks Com Shs (ANET) | 1.9 | $4.2M | 25k | 169.88 |
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| Amphenol Corp Cl A (APH) | 1.8 | $4.2M | +16% | 24k | 176.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $4.2M | -41% | 5.5k | 763.09 |
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| Emcor (EME) | 1.7 | $4.0M | 4.8k | 829.90 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $3.7M | +28% | 32k | 116.67 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.6 | $3.5M | 1.8k | 1989.90 |
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| Booking Holdings (BKNG) | 1.4 | $3.2M | +2267% | 18k | 178.24 |
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| Mp Materials Corp Com Cl A (MP) | 1.3 | $3.0M | +3% | 54k | 56.01 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $3.0M | 5.8k | 513.63 |
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| Apple (AAPL) | 1.3 | $2.9M | -6% | 10k | 289.36 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.9M | 8.8k | 327.33 |
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| Spotify Technology S A SHS (SPOT) | 1.2 | $2.7M | -7% | 6.0k | 459.09 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.2 | $2.7M | +79% | 36k | 75.45 |
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| Eli Lilly & Co. (LLY) | 1.1 | $2.5M | +3% | 2.1k | 1199.58 |
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| Uber Technologies (UBER) | 1.1 | $2.5M | -2% | 35k | 72.16 |
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| Netflix (NFLX) | 0.9 | $2.0M | -4% | 29k | 71.40 |
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| Ge Aerospace Com New (GE) | 0.9 | $1.9M | 5.2k | 373.73 |
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| Servicenow (NOW) | 0.8 | $1.8M | +16% | 19k | 99.28 |
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| Marvell Technology (MRVL) | 0.8 | $1.8M | NEW | 5.9k | 297.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.7M | 2.5k | 686.70 |
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| Ge Vernova (GEV) | 0.7 | $1.5M | 1.3k | 1174.86 |
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| Welltower Inc Com reit (WELL) | 0.5 | $1.1M | 5.1k | 226.97 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $1.0M | -3% | 1.1k | 977.68 |
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| Nutanix Cl A (NTNX) | 0.3 | $733k | 14k | 50.96 |
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| AutoZone (AZO) | 0.3 | $713k | -4% | 223.00 | 3195.94 |
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| Ouster Com New (OUST) | 0.3 | $698k | -45% | 11k | 62.52 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.3 | $693k | 88k | 7.88 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $690k | 7.2k | 96.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $621k | +2% | 843.00 | 736.65 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $559k | 2.5k | 227.03 |
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| Analog Devices (ADI) | 0.2 | $541k | -2% | 1.4k | 397.21 |
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| salesforce (CRM) | 0.2 | $537k | -9% | 3.4k | 156.66 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $531k | -18% | 7.0k | 75.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $523k | 1.0k | 500.39 |
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| W.W. Grainger (GWW) | 0.2 | $482k | 355.00 | 1358.54 |
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| Fortinet (FTNT) | 0.2 | $465k | 3.0k | 153.62 |
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| Home Depot (HD) | 0.2 | $457k | -11% | 1.3k | 352.76 |
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| McKesson Corporation (MCK) | 0.2 | $441k | -6% | 584.00 | 755.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $430k | 1.4k | 300.37 |
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| Realty Income (O) | 0.2 | $421k | 6.8k | 61.96 |
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| Cadence Design Systems (CDNS) | 0.2 | $404k | -54% | 1.1k | 375.32 |
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| Roper Industries (ROP) | 0.2 | $401k | -2% | 1.2k | 338.46 |
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| National Health Investors (NHI) | 0.2 | $381k | 5.0k | 76.26 |
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| Anthem (ELV) | 0.2 | $363k | 940.00 | 386.56 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $360k | -16% | 1.7k | 212.78 |
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| LTC Properties (LTC) | 0.2 | $345k | 9.0k | 38.45 |
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| Cisco Systems (CSCO) | 0.1 | $296k | NEW | 2.5k | 117.48 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $281k | 376.00 | 746.76 |
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| Goldman Sachs (GS) | 0.1 | $265k | -2% | 262.00 | 1009.48 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $235k | 1.7k | 136.69 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $229k | 457.00 | 501.00 |
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.1 | $222k | NEW | 3.0k | 74.86 |
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Past Filings by Benchmark Investment Advisors
SEC 13F filings are viewable for Benchmark Investment Advisors going back to 2021
- Benchmark Investment Advisors 2026 Q2 filed Aug. 12, 2026
- 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