Benchmark Investment Advisors LLC
Sector Allocation
- Technology72.2%$164.5M
- Industrials8.8%$20.2M
- Financials5.2%$11.8M
- Consumer Discretionary4.3%$9.7M
- Other3.6%$8.1M
- Communication Services2.1%$4.8M
- Healthcare1.4%$3.1M
- Materials1.3%$3.0M
- Real Estate1.0%$2.3M
- Consumer Staples0.2%$441,120
AUM History
13fpro.ai/research/fund/benchmark-investment-advisors-llc-1910971
Conviction and streaks
Concentrating · top 10 = 49.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$31.2MKLAC
$12.0MMU
$11.6MAVGO
$9.2MSNDK
$9.1MLRCX
$8.8MTSM
$8.0MAMAT
$7.9MGOOGL
$7.3MAPP
$7.2MFIX
$5.9MVRT
$5.2MURI
$5.1MMETA
$5.1MPANW
$5.1MAMZN
$4.8MMSFT
$4.3MV
$4.3MANET
$4.2MAPH
$4.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/benchmark-investment-advisors-llc-1910971
Benchmark Investment Advisors LLC 13F holdings — Q2 2026
$228.0M portfolio (+32.5% QoQ) · 70 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
$31.2M
13.7% of stocks
-1%This quarter-3.6%Since filed3+ qtrsHeld$12.0M
5.3% of stocks
+900%This quarter-28.4%Since filed3+ qtrsHeld$11.6M
5.1% of stocks
-9%This quarter-0.8%Since filed3+ qtrsHeld$9.2M
4.0% of stocks
+30%This quarter-20.9%Since filed3+ qtrsHeld$9.1M
4.0% of stocks
-14%This quarter-6.6%Since filed2 qtrsHeld$8.8M
3.9% of stocks
-1%This quarter-27.2%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.0M
3.5% of stocks
-0.2%This quarter-1.1%Since filed3+ qtrsHeld$7.9M
3.5% of stocks
+1%This quarter-29.3%Since filed3+ qtrsHeld$7.3M
3.2% of stocks
-0.0%This quarter-8.2%Since filed3+ qtrsHeld$7.2M
3.2% of stocks
-7%This quarter-14.2%Since filed3+ qtrsHeld
All holdings — Benchmark Investment Advisors LLC (Q2 2026)
70 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COMFORT SYSTEMS USA INC | Industrials | $5.9M | 2.6% | 2,962 | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Vertiv Holdings Co | Technology | $5.2M | 2.3% | 16K | +6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | UNITED RENTALS, INC. | Industrials | $5.1M | 2.3% | 4,543 | -20% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $5.1M | 2.3% | 9,110 | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palo Alto Networks Inc | Technology | $5.1M | 2.2% | 15K | -17% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $4.8M | 2.1% | 20K | +16% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICROSOFT CORP | Technology | $4.3M | 1.9% | 12K | +8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VISA INC. | Financials | $4.3M | 1.9% | 12K | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Arista Networks, Inc. | Technology | $4.2M | 1.9% | 25K | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMPHENOL CORP /DE/ | Technology | $4.2M | 1.9% | 24K | +17% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CrowdStrike Holdings, Inc. | Technology | $4.2M | 1.8% | 5,486 | -41% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EMCOR Group, Inc. | Industrials | $4.0M | 1.7% | 4,764 | -1.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Palantir Technologies Inc. | Technology | $3.7M | 1.6% | 32K | +29% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ASML HOLDING NV | Technology | $3.5M | 1.6% | 1,784 | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Booking Holdings Inc. | Consumer Discretionary | $3.2M | 1.4% | 18K | +2267% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MP | MP Materials Corp. / DE | Materials | $3.0M | 1.3% | 54K | +3% | |||
| 27 | $MA | Mastercard Inc | Financials | $3.0M | 1.3% | 5,780 | -0.3% | |||
| 28 | $AAPL | Apple Inc. | Technology | $2.9M | 1.3% | 10K | -6% | |||
| 29 | $JPM | JPMORGAN CHASE & CO | Financials | $2.9M | 1.3% | 8,840 | -2% | |||
| 30 | $SPOT | Spotify Technology S.A. | Communication Services | $2.7M | 1.2% | 5,951 | -8% | |||
| 31 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $2.7M | 1.2% | 36K | +80% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 1.1% | 2,120 | +3% | |||
| 33 | $UBER | Uber Technologies, Inc | Technology | $2.5M | 1.1% | 35K | -3% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $2.0M | 0.9% | 29K | -4% | |||
| 35 | $GE | GENERAL ELECTRIC CO | Industrials | $1.9M | 0.8% | 5,210 | — | |||
| 36 | $NOW | ServiceNow, Inc. | Technology | $1.8M | 0.8% | 18K | +17% | |||
| 37 | $MRVL | Marvell Technology, Inc. | Technology | $1.8M | 0.8% | 5,902 | New | |||
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.7M | 0.8% | 2,475 | +0.3% | |||
| 39 | $GEV | GE Vernova Inc. | Industrials | $1.5M | 0.7% | 1,303 | +0.2% | |||
| 40 | $WELL | WELLTOWER INC. | Real Estate | $1.1M | 0.5% | 5,060 | — | |||
| 41 | $PH | Parker-Hannifin Corp | Industrials | $1.0M | 0.5% | 1,051 | -3% | |||
| 42 | $NTNX | Nutanix, Inc. | Technology | $733K | 0.3% | 14K | -1% | |||
| 43 | $AZO | AUTOZONE INC | Consumer Discretionary | $713K | 0.3% | 223 | -5% | |||
| 44 | $OUST | Ouster, Inc. | Industrials | $698K | 0.3% | 11K | -46% | |||
| 45 | $JPC | Nuveen Preferred & Income Opportunities Fund | Other | $693K | 0.3% | 88K | — | |||
| 46 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $690K | 0.3% | 7,152 | -1% | |||
| 47 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $621K | 0.3% | 843 | +3% | |||
| 48 | — | ISHARES TR - S&P 500 VAL ETF | — | $559K | 0.3% | 2,464 | -0.1% | |||
| 49 | $ADI | ANALOG DEVICES INC | Technology | $541K | 0.2% | 1,362 | -2% | |||
| 50 | $CRM | Salesforce, Inc. | Technology | $537K | 0.2% | 3,426 | -10% | |||
| 51 | $IAU | ISHARES GOLD TRUST | Financials | $531K | 0.2% | 7,036 | -18% | |||
| 52 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $523K | 0.2% | 1,046 | — | |||
| 53 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $482K | 0.2% | 355 | -1% | |||
| 54 | $FTNT | Fortinet, Inc. | Technology | $465K | 0.2% | 3,025 | -1.0% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $457K | 0.2% | 1,296 | -12% | |||
| 56 | $MCK | MCKESSON CORP | Consumer Staples | $441K | 0.2% | 584 | -6% | |||
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | — | $430K | 0.2% | 1,431 | +0.1% | |||
| 58 | $O | REALTY INCOME CORP | Real Estate | $421K | 0.2% | 6,800 | — | |||
| 59 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $404K | 0.2% | 1,076 | -54% | |||
| 60 | $ROP | ROPER TECHNOLOGIES INC | Technology | $401K | 0.2% | 1,184 | -2% | |||
| 61 | $NHI | NATIONAL HEALTH INVESTORS INC | Real Estate | $381K | 0.2% | 5,000 | — | |||
| 62 | $ELV | Elevance Health, Inc. | Healthcare | $363K | 0.2% | 940 | -0.5% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $360K | 0.2% | 1,693 | -17% | |||
| 64 | $LTC | LTC PROPERTIES INC | Real Estate | $345K | 0.1% | 8,970 | — | |||
| 65 | $CSCO | CISCO SYSTEMS, INC. | Technology | $296K | 0.1% | 2,521 | New | |||
| 66 | $SPY | SPDR S&P 500 ETF TRUST | — | $281K | 0.1% | 376 | -0.3% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $264K | 0.1% | 262 | -3% | |||
| 68 | — | ISHARES TR - SP SMCP600VL ETF | — | $235K | 0.1% | 1,722 | — | |||
| 69 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $229K | 0.1% | 457 | -1% | |||
| 70 | — | SPDR SERIES TRUST - ST STR SP REGBNK | — | $222K | 0.1% | 2,964 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 22 added to, 37 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (22)
now $12.0M · held 3+ qtrs
$BKNGBooking Holdings Inc.+2267%
now $3.2M · held 3+ qtrs
now $9.2M · held 3+ qtrs
- VANECK ETF TRUST - GOLD MINERS ETF+80%
now $2.7M
$PLTRPalantir Technologies Inc.+29%
now $3.7M · held 2 qtrs, 2 adds in a row
now $4.8M · held 3+ qtrs
+16 more in the Excel export
Trimmed (37)
$CRWDCrowdStrike Holdings, Inc.-41%
now $4.2M · held 3+ qtrs
now $9.1M · held 2 qtrs
now $5.1M · held 3+ qtrs
now $11.6M · held 3+ qtrs
now $5.1M · held 3+ qtrs, 2 trims in a row
$OUSTOuster, Inc.-46%
now $698K · held 3+ qtrs
+31 more in the Excel export
Sold out (9)
- ISHARES INC EMERGING MARKETS DIVID ETFwas $1.8M
$BROBROWN & BROWN, INC.was $742K
held 2+ qtrs
$MELIMERCADOLIBRE INCwas $526K
held 2+ qtrs
$ALABAstera Labs, Inc.was $331K
held 2+ qtrs
$FICOFAIR ISAAC CORPwas $264K
held 2+ qtrs
- PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 09-18-26 @570was $241K
+3 more in the Excel export
Holdings by quarter
Every 13F Benchmark Investment Advisors LLC has filed, 17 earlier quarters. Pick one to see what it held then.
Is it too late to follow Benchmark Investment Advisors?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Benchmark Investment Advisors's top 20 holdings: 81/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-12.1%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Benchmark Investment Advisors LLC disclosed 70 positions worth $228.0M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 13.7% of the equity portfolio, followed by $KLAC and $MU. During the quarter the fund opened 3 new positions and exited 9 — including a new stake in $MRVL. The portfolio is most concentrated in Technology (72.2% of disclosed assets). All figures are sourced directly from Benchmark Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1910971.
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