Benchmark Investment Advisors LLC

13F filer · CIK 0001910971

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$228MU.S. long equity reported on 13F

Positions622 new · 6 closed

Net flow last quarter-$6.79MBuys minus sells

Top 10 positions weight49.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202662 positions
NVDANvidia Corp	$31.2M	13.68%	0.00%	-1.1%	Q4 2021
KLACKla Corp	$12M	5.27%	0.00%	0.0%	Q4 2021
MUMicron Technology Inc	$11.6M	5.08%	0.00%	-9.0%	Q1 2022
AVGOBroadcom Inc.	$9.17M	4.02%	0.00%	+30.2%	Q3 2022
SNDKSandisk Corp	$9.13M	4.00%	0.00%	-14.4%	Q1 2026
LRCXLam Research Corp	$8.83M	3.87%	0.00%	-1.0%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.04M	3.53%	0.00%	-0.2%	Q4 2021
AMATApplied Materials Inc	$7.9M	3.46%	0.00%	+1.1%	Q4 2021
GOOGLAlphabet Inc.	$7.35M	3.22%	0.00%	0.0%	Q4 2021
APPAppLovin Corp	$7.23M	3.17%	0.00%	-6.8%	Q1 2024
FIXComfort Systems USA Inc	$5.87M	2.58%	0.01%	+3.7%	Q4 2024
VRTVertiv Holdings Co	$5.24M	2.30%	0.00%	+6.2%	Q4 2024
URIUnited Rentals, Inc.	$5.15M	2.26%	0.01%	-20.3%	Q1 2022
METAMeta Platforms, Inc.	$5.13M	2.25%	Not reported	+1.8%	Q4 2021
PANWPalo Alto Networks Inc	$5.09M	2.23%	0.00%	-16.9%	Q4 2021
AMZNAmazon Com Inc	$4.84M	2.12%	0.00%	+16.3%	Q4 2021
MSFTMicrosoft Corp	$4.33M	1.90%	0.00%	+7.8%	Q4 2021
VVisa Inc.	$4.28M	1.88%	0.00%	+0.4%	Q4 2021
ANETArista Networks, Inc.	$4.22M	1.85%	0.00%	+1.4%	Q4 2023
APHAmphenol Corp	$4.21M	1.85%	0.00%	+16.8%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$4.19M	1.84%	0.00%	-41.5%	Q2 2024
EMEEMCOR Group, Inc.	$3.95M	1.73%	0.01%	-1.0%	Q4 2024
PLTRPalantir Technologies Inc.	$3.69M	1.62%	0.00%	+28.9%	Q1 2026
ASMLAsml Holding NV	$3.55M	1.56%	0.00%	+1.8%	Q1 2024
BKNGBooking Holdings Inc.	$3.23M	1.42%	0.00%	-5.3%	Q4 2021
MPMP Materials Corp. / DE	$3.02M	1.32%	0.03%	+3.2%	Q1 2026
MAMastercard Inc	$2.97M	1.30%	0.00%	-0.3%	Q4 2021
AAPLApple Inc.	$2.93M	1.28%	0.00%	-6.2%	Q4 2021
JPMJPMorgan Chase & Co	$2.89M	1.27%	0.00%	-1.6%	Q4 2021
SPOTSpotify Technology S.A.	$2.73M	1.20%	0.00%	-7.9%	Q4 2024
LLYELI LILLY & Co	$2.54M	1.12%	0.00%	+3.0%	Q2 2024
UBERUber Technologies, Inc	$2.53M	1.11%	0.00%	-2.7%	Q2 2023
NFLXNetflix Inc	$2.04M	0.89%	0.00%	-4.2%	Q4 2021
GEGeneral Electric Co	$1.95M	0.85%	0.00%	Not reported	Q4 2022
NOWServiceNow, Inc.	$1.83M	0.80%	0.00%	+16.6%	Q4 2024
MRVLMarvell Technology, Inc.	$1.76M	0.77%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$1.53M	0.67%	0.00%	+0.2%	Q2 2024
WELLWelltower Inc.	$1.15M	0.50%	0.00%	Not reported	Q4 2021
PHParker-Hannifin Corp	$1.03M	0.45%	0.00%	-3.1%	Q3 2023
NTNXNutanix, Inc.	$733K	0.32%	0.01%	-1.3%	Q4 2024
AZOAutozone Inc	$713K	0.31%	0.00%	-4.7%	Q4 2021
OUSTOuster, Inc.	$698K	0.31%	0.02%	-45.6%	Q3 2025
JPCNuveen Preferred & Income Opportunities Fund	$693K	0.30%	Not reported	Not reported	Q1 2024
QQQInvesco QQQ Trust, Series 1	$621K	0.27%	Not reported	+2.8%	Q4 2021
ADIAnalog Devices Inc	$541K	0.24%	0.00%	-2.3%	Q4 2022
CRMSalesforce, Inc.	$537K	0.24%	0.00%	-9.6%	Q4 2021
IAUIshares Gold Trust	$531K	0.23%	0.00%	-18.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$523K	0.23%	Not reported	Not reported	Q4 2021
GWWW.W. Grainger, Inc.	$482K	0.21%	0.00%	-1.1%	Q3 2023
FTNTFortinet, Inc.	$465K	0.20%	0.00%	-1.0%	Q4 2022

Q1 2026Reported May 13, 202666 positions
NVDANvidia Corp	$27.5M	15.98%	0.00%	-12.7%	Q4 2021
APPAppLovin Corp	$5.99M	3.48%	0.00%	+3.3%	Q1 2024
GOOGLAlphabet Inc.	$5.92M	3.44%	0.00%	-10.3%	Q4 2021
KLACKla Corp	$5.86M	3.41%	0.00%	-11.7%	Q4 2021
AVGOBroadcom Inc.	$5.77M	3.35%	0.00%	-24.2%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.7M	3.31%	0.00%	-11.1%	Q4 2021
METAMeta Platforms, Inc.	$5.12M	2.98%	Not reported	+24.0%	Q4 2021
LRCXLam Research Corp	$4.4M	2.56%	0.00%	-1.8%	Q4 2021
URIUnited Rentals, Inc.	$4.15M	2.41%	0.01%	+35.9%	Q1 2022
MSFTMicrosoft Corp	$3.98M	2.32%	0.00%	-1.4%	Q4 2021
FIXComfort Systems USA Inc	$3.94M	2.29%	0.01%	+11.4%	Q4 2024
VVisa Inc.	$3.76M	2.18%	0.00%	-4.9%	Q4 2021
MUMicron Technology Inc	$3.72M	2.17%	0.00%	+180.8%	Q1 2022
VRTVertiv Holdings Co	$3.69M	2.15%	0.00%	-0.7%	Q4 2024
AMATApplied Materials Inc	$3.69M	2.15%	0.00%	-37.5%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$3.66M	2.13%	0.00%	+43.3%	Q2 2024
AMZNAmazon Com Inc	$3.64M	2.12%	0.00%	-3.3%	Q4 2021
PLTRPalantir Technologies Inc.	$3.59M	2.09%	0.00%	New	Q1 2026
EMEEMCOR Group, Inc.	$3.55M	2.06%	0.01%	+14.0%	Q4 2024
BKNGBooking Holdings Inc.	$3.22M	1.87%	0.00%	+19.3%	Q4 2021
SPOTSpotify Technology S.A.	$3.13M	1.82%	0.00%	+75.2%	Q4 2024
ANETArista Networks, Inc.	$3.01M	1.75%	0.00%	+9.5%	Q4 2023
SNDKSandisk Corp	$2.98M	1.73%	0.00%	New	Q1 2026
MAMastercard Inc	$2.9M	1.68%	0.00%	-6.3%	Q4 2021
PANWPalo Alto Networks Inc	$2.88M	1.67%	0.00%	-1.7%	Q4 2021
NFLXNetflix Inc	$2.87M	1.67%	0.00%	+9.5%	Q4 2021
AAPLApple Inc.	$2.74M	1.59%	0.00%	+1.2%	Q4 2021
JPMJPMorgan Chase & Co	$2.64M	1.54%	0.00%	+18.6%	Q4 2021
UBERUber Technologies, Inc	$2.59M	1.51%	0.00%	+13.5%	Q2 2023
APHAmphenol Corp	$2.58M	1.50%	0.00%	+174.8%	Q3 2025
MPMP Materials Corp. / DE	$2.52M	1.47%	0.03%	New	Q1 2026
ASMLAsml Holding NV	$2.32M	1.35%	0.00%	+32.1%	Q1 2024
LLYELI LILLY & Co	$1.89M	1.10%	0.00%	+316.6%	Q2 2024
NOWServiceNow, Inc.	$1.66M	0.96%	0.00%	+151.0%	Q4 2024
GEGeneral Electric Co	$1.48M	0.86%	0.00%	+9.6%	Q4 2022
GEVGE Vernova Inc.	$1.13M	0.66%	0.00%	+9.4%	Q2 2024
WELLWelltower Inc.	$1M	0.58%	0.00%	Not reported	Q4 2021
PHParker-Hannifin Corp	$971K	0.56%	0.00%	-12.3%	Q3 2023
AZOAutozone Inc	$790K	0.46%	0.00%	-28.7%	Q4 2021
IAUIshares Gold Trust	$761K	0.44%	0.00%	+17.9%	Q4 2021
BROBrown & Brown, Inc.	$742K	0.43%	0.00%	-33.6%	Q2 2024
CRMSalesforce, Inc.	$707K	0.41%	0.00%	-2.7%	Q4 2021
JPCNuveen Preferred & Income Opportunities Fund	$664K	0.39%	Not reported	Not reported	Q1 2024
CDNSCadence Design Systems Inc	$651K	0.38%	0.00%	+24.7%	Q4 2023
NTNXNutanix, Inc.	$554K	0.32%	0.01%	+36.0%	Q4 2024
MCKMckesson Corp	$538K	0.31%	0.00%	+2.8%	Q3 2022
MELIMercadolibre Inc	$526K	0.31%	0.00%	-68.8%	Q3 2025
BRK.BBerkshire Hathaway Inc	$501K	0.29%	Not reported	Not reported	Q4 2021
HDHome Depot, Inc.	$483K	0.28%	0.00%	-17.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$473K	0.28%	Not reported	+29.5%	Q4 2021

Q3 2025Reported Nov 13, 202569 positions
NVDANvidia Corp	$33.7M	19.58%	0.00%	-20.4%	Q4 2021
APPAppLovin Corp	$10.4M	6.02%	0.00%	-30.7%	Q1 2024
AVGOBroadcom Inc.	$8.12M	4.72%	0.00%	-23.6%	Q3 2022
MSFTMicrosoft Corp	$5.65M	3.28%	0.00%	-27.4%	Q4 2021
GOOGLAlphabet Inc.	$5.58M	3.24%	0.00%	-22.6%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.3M	3.08%	0.00%	+3.2%	Q4 2021
METAMeta Platforms, Inc.	$5.29M	3.07%	Not reported	-30.2%	Q4 2021
KLACKla Corp	$4.87M	2.83%	0.00%	+4.0%	Q4 2021
VVisa Inc.	$4.48M	2.60%	0.00%	+7.2%	Q4 2021
URIUnited Rentals, Inc.	$4.01M	2.33%	0.01%	-34.7%	Q1 2022
AMZNAmazon Com Inc	$3.97M	2.30%	0.00%	-27.5%	Q4 2021
PANWPalo Alto Networks Inc	$3.72M	2.16%	0.00%	-18.8%	Q4 2021
AMATApplied Materials Inc	$3.6M	2.09%	0.00%	+39.4%	Q4 2021
MAMastercard Inc	$3.52M	2.04%	0.00%	+13.0%	Q4 2021
BKNGBooking Holdings Inc.	$3.47M	2.01%	0.00%	+87.4%	Q4 2021
NFLXNetflix Inc	$3.27M	1.90%	0.00%	+50.4%	Q4 2021
ANETArista Networks, Inc.	$3.26M	1.89%	0.00%	-40.1%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$3.21M	1.86%	0.00%	-36.2%	Q2 2024
UBERUber Technologies, Inc	$3.11M	1.81%	0.00%	-19.2%	Q2 2023
LRCXLam Research Corp	$2.81M	1.63%	0.00%	+122.5%	Q4 2021
EMEEMCOR Group, Inc.	$2.74M	1.59%	0.01%	-34.7%	Q4 2024
AAPLApple Inc.	$2.71M	1.58%	0.00%	-36.6%	Q4 2021
SPOTSpotify Technology S.A.	$2.57M	1.49%	0.00%	+31.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.39M	1.39%	0.00%	-22.7%	Q4 2021
VRTVertiv Holdings Co	$2.25M	1.30%	0.00%	-51.6%	Q4 2024
MELIMercadolibre Inc	$2.23M	1.29%	0.00%	New	Q3 2025
FIXComfort Systems USA Inc	$2.12M	1.23%	0.01%	-52.5%	Q4 2024
BROBrown & Brown, Inc.	$1.62M	0.94%	0.01%	+61.0%	Q2 2024
GEGeneral Electric Co	$1.43M	0.83%	0.00%	Not reported	Q4 2022
AZOAutozone Inc	$1.41M	0.82%	0.00%	-20.6%	Q4 2021
ASMLAsml Holding NV	$1.28M	0.75%	0.00%	+95.4%	Q1 2024
MRKMerck & Co., Inc.	$1.18M	0.69%	0.00%	+3.4%	Q4 2021
NOWServiceNow, Inc.	$1.16M	0.67%	0.00%	-34.4%	Q4 2024
ROPRoper Technologies Inc	$1.16M	0.67%	0.00%	-42.1%	Q4 2021
FISVFiserv Inc	$1.06M	0.62%	0.00%	-38.7%	Q4 2021
SNPSSynopsys Inc	$950K	0.55%	0.00%	-30.6%	Q2 2023
PHParker-Hannifin Corp	$938K	0.54%	0.00%	-60.4%	Q3 2023
CRMSalesforce, Inc.	$932K	0.54%	0.00%	-3.3%	Q4 2021
APHAmphenol Corp	$921K	0.54%	0.00%	New	Q3 2025
WELLWelltower Inc.	$901K	0.52%	0.00%	Not reported	Q4 2021
NTNXNutanix, Inc.	$797K	0.46%	0.00%	+28.2%	Q4 2024
MUMicron Technology Inc	$736K	0.43%	0.00%	Not reported	Q1 2022
GEVGE Vernova Inc.	$731K	0.42%	0.00%	Not reported	Q2 2024
HDHome Depot, Inc.	$723K	0.42%	0.00%	-23.6%	Q4 2021
GWWW.W. Grainger, Inc.	$681K	0.40%	0.00%	-55.9%	Q3 2023
CDNSCadence Design Systems Inc	$660K	0.38%	0.00%	+12.6%	Q4 2023
CDWCDW Corp	$639K	0.37%	0.00%	-30.9%	Q4 2021
OUSTOuster, Inc.	$608K	0.35%	0.03%	New	Q3 2025
GOOGAlphabet Inc.	$551K	0.32%	Not reported	-40.0%	Q4 2021
IAUIshares Gold Trust	$533K	0.31%	0.00%	-0.5%	Q4 2021

Q1 2025Reported May 15, 202572 positions
NVDANvidia Corp	$24.6M	15.93%	0.00%	-5.1%	Q4 2021
METAMeta Platforms, Inc.	$5.96M	3.86%	Not reported	+40.8%	Q4 2021
MSFTMicrosoft Corp	$5.64M	3.66%	0.00%	-2.7%	Q4 2021
APPAppLovin Corp	$5.57M	3.61%	0.01%	+23.6%	Q1 2024
AVGOBroadcom Inc.	$5.39M	3.49%	0.00%	+27.4%	Q3 2022
AMZNAmazon Com Inc	$4.74M	3.07%	0.00%	+42.4%	Q4 2021
GOOGLAlphabet Inc.	$4.58M	2.97%	0.00%	+19.6%	Q4 2021
VVisa Inc.	$4.27M	2.77%	0.00%	+42.9%	Q4 2021
URIUnited Rentals, Inc.	$4.03M	2.61%	0.01%	+13.7%	Q1 2022
PANWPalo Alto Networks Inc	$3.84M	2.49%	0.00%	+32.1%	Q4 2021
AAPLApple Inc.	$3.73M	2.42%	0.00%	-17.8%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$3.61M	2.34%	0.02%	+90.8%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.05M	1.98%	0.00%	+3.9%	Q4 2021
MAMastercard Inc	$3M	1.94%	0.00%	+2.1%	Q4 2021
FISVFiserv Inc	$2.97M	1.93%	0.00%	+13.2%	Q4 2021
KLACKla Corp	$2.95M	1.91%	0.00%	-38.2%	Q4 2021
ANETArista Networks, Inc.	$2.89M	1.87%	0.00%	+62.5%	Q4 2023
UBERUber Technologies, Inc	$2.86M	1.86%	0.00%	-31.8%	Q2 2023
JPMJPMorgan Chase & Co	$2.4M	1.56%	0.00%	+34.8%	Q4 2021
EMEEMCOR Group, Inc.	$2.39M	1.55%	0.01%	+27.1%	Q4 2024
ROPRoper Technologies Inc	$2.36M	1.53%	0.00%	-25.9%	Q4 2021
VRTVertiv Holdings Co	$2.21M	1.43%	0.01%	+628.3%	Q4 2024
PHParker-Hannifin Corp	$1.9M	1.23%	0.00%	-7.0%	Q3 2023
AMATApplied Materials Inc	$1.8M	1.17%	0.00%	+7.9%	Q4 2021
FIXComfort Systems USA Inc	$1.74M	1.13%	0.02%	+405.4%	Q4 2024
CPRTCopart Inc	$1.72M	1.11%	0.00%	+13.1%	Q4 2023
NFLXNetflix Inc	$1.69M	1.09%	0.00%	+30.0%	Q4 2021
GWWW.W. Grainger, Inc.	$1.6M	1.04%	0.00%	+14.5%	Q3 2023
BKNGBooking Holdings Inc.	$1.58M	1.02%	0.00%	+4.3%	Q4 2021
AZOAutozone Inc	$1.57M	1.02%	0.00%	+7.6%	Q4 2021
SPOTSpotify Technology S.A.	$1.54M	1.00%	0.00%	+142.4%	Q4 2024
NOWServiceNow, Inc.	$1.53M	0.99%	0.00%	+61.4%	Q4 2024
SPGIS&P Global Inc.	$1.39M	0.90%	0.00%	+362.9%	Q4 2023
BROBrown & Brown, Inc.	$1.32M	0.86%	0.00%	-35.6%	Q2 2024
SNPSSynopsys Inc	$1.19M	0.77%	0.00%	-4.9%	Q2 2023
MRKMerck & Co., Inc.	$1.18M	0.76%	0.00%	-5.1%	Q4 2021
CRMSalesforce, Inc.	$1.08M	0.70%	0.00%	+259.4%	Q4 2021
UNHUnitedhealth Group Inc	$1.06M	0.69%	0.00%	-37.1%	Q4 2021
TTWOTake Two Interactive Software Inc	$1.03M	0.67%	0.00%	Not reported	Q1 2022
GEGeneral Electric Co	$952K	0.62%	0.00%	Not reported	Q4 2022
CDWCDW Corp	$930K	0.60%	0.00%	0.0%	Q4 2021
HDHome Depot, Inc.	$856K	0.55%	0.00%	-11.0%	Q4 2021
ELVElevance Health, Inc.	$776K	0.50%	0.00%	-24.5%	Q4 2021
WELLWelltower Inc.	$775K	0.50%	0.00%	Not reported	Q4 2021
JPCNuveen Preferred & Income Opportunities Fund	$700K	0.45%	Not reported	Not reported	Q1 2024
LRCXLam Research Corp	$685K	0.44%	0.00%	-46.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$680K	0.44%	Not reported	Not reported	Q4 2021
OXYOccidental Petroleum Corp	$612K	0.40%	0.00%	-4.6%	Q4 2024
MCKMckesson Corp	$601K	0.39%	0.00%	-24.2%	Q3 2022
GOOGAlphabet Inc.	$589K	0.38%	Not reported	-51.4%	Q4 2021

Premium opens every quarter this fund has filed