Benchmark Investment Advisors LLC
13F Reported Value
ⓘ$228.0M
Holdings
70
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (68.3% of disclosed assets). All figures are sourced directly from Benchmark Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1910971.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$31.2M155,899 sh - 78.6#51
Quality
$12.0M39,806 sh - 86.2#4
Quality
$11.6M10,037 sh - 84.5
Quality
$9.2M24,263 sh - 87.7
Quality
$9.1M4,016 sh - 79.4
Quality
$8.8M20,378 sh - $8.0M16,839 sh
- 72.3
Quality
$7.9M10,920 sh - 78.2
Quality
$7.3M20,565 sh - 84.4
Quality
$7.2M14,034 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $31.2M | 155,899 |
 KLA CORP$KLAC | 78.6#51 | $12.0M | 39,806 |
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $11.6M | 10,037 |
 Broadcom Inc.$AVGO | 84.5 | $9.2M | 24,263 |
 Sandisk Corp$SNDK | 87.7 | $9.1M | 4,016 |
 LAM RESEARCH CORP$LRCX | 79.4 | $8.8M | 20,378 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $8.0M | 16,839 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $7.9M | 10,920 |
 Alphabet Inc.$GOOG | 78.2 | $7.3M | 20,565 |
 AppLovin Corp$APP | 84.4 | $7.2M | 14,034 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Benchmark Investment Advisors LLC's 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Technology
$155.8M
Industrials
$29.1M
Financials
$11.8M
Consumer Discretionary
$9.7M
Other
$8.1M
Communication Services
$4.8M
Materials
$3.0M
Healthcare
$2.9M
Full Holdings — Benchmark Investment Advisors LLC (Q2 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $31.2M | 13.7% | -1% | 85.9 |
| 2 | $KLAC | KLA CORP | $12.0M | 5.3% | +900% | 78.6 |
| 3 | $MU | MICRON TECHNOLOGY INC | $11.6M | 5.1% | -9% | 86.2 |
| 4 | $AVGO | Broadcom Inc. | $9.2M | 4.0% | +30% | 84.5 |
| 5 | $SNDK | Sandisk Corp | $9.1M | 4.0% | -14% | 87.7 |
| 6 | $LRCX | LAM RESEARCH CORP | $8.8M | 3.9% | -1% | 79.4 |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.0M | 3.5% | -0% | — |
| 8 | $AMAT | APPLIED MATERIALS INC /DE | $7.9M | 3.5% | +1% | 72.3 |
| 9 | $GOOG | Alphabet Inc. | $7.3M | 3.2% | -0% | 78.2 |
| 10 | $APP | AppLovin Corp | $7.2M | 3.2% | -7% | 84.4 |
| 11 |  $FIX | COMFORT SYSTEMS USA INC | $5.9M | 2.6% | +4% | 77.7 |
| 12 |  $VRT | Vertiv Holdings Co | $5.2M | 2.3% | +6% | 81 |
| 13 |  $URI | UNITED RENTALS, INC. | $5.1M | 2.3% | -20% | 63.9 |
| 14 |  $META | Meta Platforms, Inc. | $5.1M | 2.3% | +2% | 79.6 |
| 15 |  $PANW | Palo Alto Networks Inc | $5.1M | 2.2% | -17% | 65.5 |
| 16 |  $AMZN | AMAZON COM INC | $4.8M | 2.1% | +16% | 68.7 |
| 17 |  $MSFT | MICROSOFT CORP | $4.3M | 1.9% | +8% | 79.8 |
| 18 |  $V | VISA INC. | $4.3M | 1.9% | +0% | 82.9 |
| 19 |  $ANET | Arista Networks, Inc. | $4.2M | 1.9% | +1% | 81.9 |
| 20 |  $APH | AMPHENOL CORP /DE/ | $4.2M | 1.9% | +17% | 79.3 |
| 21 |  $CRWD | CrowdStrike Holdings, Inc. | $4.2M | 1.8% | -41% | 67.7 |
| 22 |  $EME | EMCOR Group, Inc. | $4.0M | 1.7% | -1% | 69.3 |
| 23 |  $PLTR | Palantir Technologies Inc. | $3.7M | 1.6% | +29% | 84.6 |
| 24 |  $ASML | ASML HOLDING NV | $3.5M | 1.6% | +2% | — |
| 25 |  $BKNG | Booking Holdings Inc. | $3.2M | 1.4% | +2267% | 58.5 |
| 26 |  $MP | MP Materials Corp. / DE | $3.0M | 1.3% | +3% | 34.2 |
| 27 |  $MA | Mastercard Inc | $3.0M | 1.3% | -0% | 85.1 |
| 28 |  $AAPL | Apple Inc. | $2.9M | 1.3% | -6% | 76.4 |
| 29 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 1.3% | -2% | 70.7 |
| 30 |  $SPOT | Spotify Technology S.A. | $2.7M | 1.2% | -8% | — |
| 31 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.7M | 1.2% | +80% | — |
| 32 |  $LLY | ELI LILLY & Co | $2.5M | 1.1% | +3% | 87.5 |
| 33 |  $UBER | Uber Technologies, Inc | $2.5M | 1.1% | -3% | 73.5 |
| 34 |  $NFLX | NETFLIX INC | $2.0M | 0.9% | -4% | 78.8 |
| 35 |  $GE | GENERAL ELECTRIC CO | $1.9M | 0.8% | +0% | 73.8 |
| 36 |  $NOW | ServiceNow, Inc. | $1.8M | 0.8% | +17% | 72.9 |
| 37 |  $MRVL | Marvell Technology, Inc. | $1.8M | 0.8% | NEW | 76.5 |
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.7M | 0.8% | +0% | — |
| 39 |  $GEV | GE Vernova Inc. | $1.5M | 0.7% | +0% | 81.1 |
| 40 |  $WELL | WELLTOWER INC. | $1.1M | 0.5% | +0% | 59.8 |
| 41 |  $PH | Parker-Hannifin Corp | $1.0M | 0.5% | -3% | 65.8 |
| 42 |  $NTNX | Nutanix, Inc. | $732,547 | 0.3% | -1% | 70.2 |
| 43 |  $AZO | AUTOZONE INC | $712,695 | 0.3% | -5% | 66.2 |
| 44 |  $OUST | Ouster, Inc. | $697,822 | 0.3% | -46% | 36.2 |
| 45 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $693,440 | 0.3% | +0% | — |
| 46 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $689,619 | 0.3% | -1% | — |
| 47 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $620,994 | 0.3% | +3% | — |
| 48 | — | ISHARES TR - S&P 500 VAL ETF | $559,410 | 0.3% | -0% | — |
| 49 |  $ADI | ANALOG DEVICES INC | $541,001 | 0.2% | -2% | 79.2 |
| 50 |  $CRM | Salesforce, Inc. | $536,716 | 0.2% | -10% | 77 |
| 51 |  $IAU | ISHARES GOLD TRUST | $531,264 | 0.2% | -18% | — |
| 52 |  $BRK.B | BERKSHIRE HATHAWAY INC | $523,408 | 0.2% | +0% | 73.8 |
| 53 |  $GWW | W.W. GRAINGER, INC. | $482,281 | 0.2% | -1% | 61.8 |
| 54 |  $FTNT | Fortinet, Inc. | $464,701 | 0.2% | -1% | 80.1 |
| 55 |  $HD | HOME DEPOT, INC. | $457,178 | 0.2% | -12% | 60.3 |
| 56 |  $MCK | MCKESSON CORP | $441,120 | 0.2% | -6% | 63.4 |
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | $429,835 | 0.2% | +0% | — |
| 58 |  $O | REALTY INCOME CORP | $421,328 | 0.2% | +0% | 73.7 |
| 59 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $403,844 | 0.2% | -54% | 72.6 |
| 60 |  $ROP | ROPER TECHNOLOGIES INC | $400,736 | 0.2% | -2% | 71.9 |
| 61 |  $NHI | NATIONAL HEALTH INVESTORS INC | $381,300 | 0.2% | +0% | 71.6 |
| 62 |  $ELV | Elevance Health, Inc. | $363,369 | 0.2% | -1% | 59 |
| 63 |  $IVZ | Invesco Ltd. | $360,243 | 0.2% | -17% | — |
| 64 |  $LTC | LTC PROPERTIES INC | $344,897 | 0.1% | +0% | 51 |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $296,160 | 0.1% | NEW | 70.3 |
| 66 |  $SPY | SPDR S&P 500 ETF TRUST | $280,781 | 0.1% | -0% | — |
| 67 |  $GS | GOLDMAN SACHS GROUP INC | $264,484 | 0.1% | -3% | 73.5 |
| 68 | — | ISHARES TR - SP SMCP600VL ETF | $235,376 | 0.1% | +0% | — |
| 69 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $228,957 | 0.1% | -1% | 65.1 |
| 70 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $221,874 | 0.1% | NEW | — |
New Positions (3)
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