Benchmark Financial, LLC
Net seller this quarter
$123M
21
-$1.02M
17.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NOBL | $8.38M | 6.83% | Not reported | +0.4% | Q4 2025 |
 SPMD | $4.6M | 3.74% | Not reported | -2.0% | Q4 2025 |
 AMJB | $1.68M | 1.37% | Not reported | -0.2% | Q4 2025 |
 MSFT | $1.25M | 1.02% | 0.00% | -2.9% | Q4 2025 |
 BRK.B | $1.12M | 0.92% | Not reported | Not reported | Q4 2025 |
 PDI | $994K | 0.81% | Not reported | Not reported | Q4 2025 |
| SPY | $893K | 0.73% | Not reported | +0.1% | Q4 2025 |
 INCY | $844K | 0.69% | 0.00% | Not reported | Q4 2025 |
 BSY | $812K | 0.66% | Not reported | +156.5% | Q4 2025 |
 TSLA | $728K | 0.59% | 0.00% | +4.2% | Q4 2025 |
 COST | $710K | 0.58% | 0.00% | -4.8% | Q4 2025 |
 JNJ | $629K | 0.51% | 0.00% | Not reported | Q4 2025 |
 AAPL | $610K | 0.50% | 0.00% | +5.0% | Q4 2025 |
 GOOGL | $402K | 0.33% | 0.00% | -0.6% | Q4 2025 |
 AMZN | $389K | 0.32% | 0.00% | +3.7% | Q4 2025 |
 COP | $380K | 0.31% | 0.00% | -0.2% | Q4 2025 |
 PSX | $332K | 0.27% | 0.00% | Not reported | Q4 2025 |
 LLY | $331K | 0.27% | 0.00% | -6.8% | Q4 2025 |
 IREN | $274K | 0.22% | 0.00% | New | Q2 2026 |
 AVGO | $271K | 0.22% | 0.00% | New | Q2 2026 |
| PCN | $120K | 0.10% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| NOBL | $7.88M | 7.07% | Not reported | +9.6% | Q4 2025 |
| SPMD | $4.11M | 3.69% | Not reported | +9.8% | Q4 2025 |
| AMJB | $1.69M | 1.51% | Not reported | +8.3% | Q4 2025 |
| MSFT | $1.28M | 1.15% | 0.00% | +3.0% | Q4 2025 |
| BRK.B | $1.08M | 0.97% | Not reported | Not reported | Q4 2025 |
 CLSK | $1.06M | 0.95% | 0.05% | Not reported | Q4 2025 |
| PDI | $1.02M | 0.91% | Not reported | Not reported | Q4 2025 |
| COST | $795K | 0.71% | 0.00% | +7.3% | Q4 2025 |
| SPY | $777K | 0.70% | Not reported | +0.1% | Q4 2025 |
| INCY | $701K | 0.63% | 0.00% | Not reported | Q4 2025 |
| TSLA | $617K | 0.55% | 0.00% | Not reported | Q4 2025 |
| JNJ | $606K | 0.54% | 0.00% | -7.5% | Q4 2025 |
| AAPL | $510K | 0.46% | 0.00% | Not reported | Q4 2025 |
| COP | $484K | 0.43% | 0.00% | Not reported | Q4 2025 |
| BSY | $372K | 0.33% | Not reported | Not reported | Q4 2025 |
| PSX | $357K | 0.32% | 0.00% | Not reported | Q4 2025 |
| AMZN | $328K | 0.29% | 0.00% | -8.7% | Q4 2025 |
| GOOGL | $326K | 0.29% | 0.00% | Not reported | Q4 2025 |
| LLY | $272K | 0.24% | 0.00% | Not reported | Q4 2025 |
 CVX | $207K | 0.19% | 0.00% | New | Q1 2026 |
| PCN | $119K | 0.11% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| NOBL | $7.06M | 7.03% | Not reported | New | Q4 2025 |
| SPMD | $3.66M | 3.65% | Not reported | New | Q4 2025 |
| MSFT | $1.62M | 1.62% | 0.00% | New | Q4 2025 |
| AMJB | $1.35M | 1.34% | Not reported | New | Q4 2025 |
| CLSK | $1.25M | 1.25% | 0.05% | New | Q4 2025 |
| BRK.B | $1.13M | 1.13% | Not reported | New | Q4 2025 |
| PDI | $1.05M | 1.05% | Not reported | New | Q4 2025 |
| SPY | $814K | 0.81% | Not reported | New | Q4 2025 |
| TSLA | $747K | 0.74% | 0.00% | New | Q4 2025 |
| INCY | $735K | 0.73% | 0.00% | New | Q4 2025 |
| COST | $641K | 0.64% | 0.00% | New | Q4 2025 |
| JNJ | $554K | 0.55% | 0.00% | New | Q4 2025 |
| AAPL | $546K | 0.54% | 0.00% | New | Q4 2025 |
| BSY | $404K | 0.40% | Not reported | New | Q4 2025 |
| AMZN | $398K | 0.40% | 0.00% | New | Q4 2025 |
| GOOGL | $355K | 0.35% | 0.00% | New | Q4 2025 |
| COP | $343K | 0.34% | 0.00% | New | Q4 2025 |
| LLY | $318K | 0.32% | 0.00% | New | Q4 2025 |
| PSX | $253K | 0.25% | 0.00% | New | Q4 2025 |
| PCN | $128K | 0.13% | Not reported | New | Q4 2025 |