Benchmark Investment Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Benchmark Investment Advisors LLC reported 90 stock positions worth $126.7 million. Its top holding was Nvidia (NVDA) at 18.9% of the portfolio, followed by Apple (AAPL, 5.2%) and Microsoft (MSFT, 4.6%). Compared with Q4 2023, it opened 12 new positions, sold out of 6, added to 25 and reduced 42. The biggest buy was a new position in SS SPDR S&P Regional Bank (KRE) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001910971
- Portfolio Value
- $126.7M (Q1 2024)
- SEC Filing
- 0001104659-24-061799 ↗ filed May 15, 2024
Holdings Value
Holdings 90 stocks · $126.7M
| NVDA Nvidia Corp. | 18.94% | 26,559 | $24.0M | Reduce -1.8% |
| AAPL Apple Inc. | 5.16% | 38,114 | $6.5M | Reduce -2.8% |
| MSFT Microsoft Corp. | 4.57% | 13,755 | $5.8M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 3.03% | 25,443 | $3.8M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 2.70% | 18,943 | $3.4M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.67% | 2,553 | $3.4M | Reduce -7.0% |
| URI United Rentals Inc. | 2.29% | 4,029 | $2.9M | Add +4.7% |
| LRCX Lam Research Corp. | 2.25% | 2,939 | $2.9M | Add +5.7% |
| META Meta Platforms Inc. Class A | 2.23% | 5,815 | $2.8M | Add +4.2% |
| KLAC KLA Corp. | 2.14% | 3,888 | $2.7M | Add +2.8% |
| MA Mastercard Inc. Class A | 2.10% | 5,526 | $2.7M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.95% | 18,189 | $2.5M | Reduce -24.6% |
| UBER Uber Technologies Inc. | 1.92% | 31,544 | $2.4M | Add +12.2% |
| AMAT Applied Materials Inc. | 1.88% | 11,565 | $2.4M | Add +2.5% |
| PANW Palo Alto Networks Inc. | 1.85% | 8,242 | $2.3M | Reduce -4.9% |
| V Visa Inc. Class A | 1.75% | 7,935 | $2.2M | Reduce -1.0% |
| FISV Fiserv Inc. | 1.50% | 11,901 | $1.9M | Reduce -37.0% |
| SNPS Synopsys Inc. | 1.42% | 3,149 | $1.8M | Add +4.4% |
| ADBE Adobe Inc. | 1.38% | 3,472 | $1.8M | Reduce -12.4% |
| CDW CDW Corp. | 1.32% | 6,532 | $1.7M | Reduce -1.2% |
| KRE SS SPDR S&P Regional Bank | 1.27% | 31,914 | $1.6M | New |
| ROP Roper Technologies Inc. | 1.25% | 2,829 | $1.6M | Add +3.2% |
| PH Parker Hannifin Corp. | 1.21% | 2,763 | $1.5M | Add +11.1% |
| CPRT Copart Inc. | 1.19% | 26,135 | $1.5M | Add +50.2% |
| UNH Unitedhealth Group Inc. | 1.18% | 3,034 | $1.5M | Reduce -9.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.12% | 1,394 | $1.4M | Add +26.0% |
| ELV Elevance Health Inc. | 1.06% | 2,598 | $1.3M | Reduce -36.2% |
| ANET Arista Networks Inc. | 1.05% | 4,586 | $1.3M | Add +64.1% |
| ADI Analog Devices Inc. | 0.99% | 6,355 | $1.3M | Reduce -17.9% |
| MCHP Microchip Technology Inc. | 0.98% | 13,880 | $1.2M | Reduce -21.0% |
| AZO AutoZone Inc. | 0.97% | 392 | $1.2M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.93% | 5,853 | $1.2M | Add +19.9% |
| VOO Vanguard S&P 500 ETF | 0.91% | 2,409 | $1.2M | Reduce -5.3% |
| BKNG Booking Holdings Inc. | 0.89% | 312 | $1.1M | Reduce -5.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.88% | 1,153 | $1.1M | New |
| HD Home Depot Inc. | 0.80% | 2,643 | $1.0M | Reduce -3.1% |
| IVE iShares S&P 500 Value ETF | 0.77% | 5,194 | $970K | Reduce -49.5% |
| FTNT Fortinet Inc. | 0.74% | 13,723 | $937K | Reduce -44.8% |
| TMO Thermo Fisher Scientific Inc. | 0.72% | 1,566 | $910K | Reduce -19.3% |
| MCK McKesson Corp. | 0.70% | 1,641 | $881K | Add +2.4% |
| VNQ Vanguard Real Estate ETF | 0.69% | 10,181 | $880K | Add +250.2% |
| GE General Electric | 0.68% | 4,880 | $857K | No change |
| DVN Devon Energy Corp. | 0.64% | 16,038 | $805K | Reduce -29.6% |
| RSP Invesco S&P 500 Equal Weight | 0.62% | 4,617 | $782K | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.56% | 4,513 | $714K | Add +11.6% |
| TSLA Tesla Inc. | 0.56% | 4,018 | $706K | Reduce -27.2% |
| HSY The Hershey Co. | 0.54% | 3,500 | $681K | No change |
| JPC Nuveen Prefered & Income Opp | 0.50% | 88,000 | $633K | New |
| GOOG Alphabet Inc. Class C | 0.48% | 4,000 | $609K | No change |
| TTWO Take-Two Interactive Softwre | 0.48% | 4,064 | $603K | Add +17.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 1,398 | $588K | Reduce -11.2% |
| MRK Merck & Co. Inc. | 0.46% | 4,369 | $577K | Add +23.5% |
| CDNS Cadence Design SYS Inc. | 0.45% | 1,842 | $573K | Add +11.7% |
| AOS Smith (a.o.) Corp. | 0.44% | 6,266 | $561K | New |
| SPGI S&P Global Inc. | 0.44% | 1,297 | $552K | Add +91.3% |
| ACN Accenture PLC Class A | 0.43% | 1,579 | $547K | Reduce -20.4% |
| NKE Nike Inc. Class B | 0.43% | 5,810 | $546K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 5,588 | $513K | New |
| CVX Chevron Corp. | 0.39% | 3,112 | $491K | Reduce -39.4% |
| ACLS Axcelis Technologies Inc. | 0.37% | 4,257 | $475K | Add +2.4% |
| WELL Welltower Inc. | 0.37% | 5,060 | $473K | No change |
| DVYE iShares Emerging Markets Div | 0.37% | 17,972 | $470K | Reduce -0.6% |
| NFLX Netflix Inc. | 0.35% | 732 | $445K | Add +21.0% |
| PFF iShares Preferred & Income S | 0.35% | 13,612 | $439K | Reduce -11.9% |
| DG Dollar General Corp. | 0.33% | 2,674 | $417K | Reduce -35.4% |
| BR Broadridge Financial Solutio | 0.32% | 2,000 | $410K | No change |
| O Realty Income Corp. | 0.32% | 7,421 | $401K | No change |
| CSCO Cisco Systems Inc. | 0.29% | 7,285 | $364K | Reduce -15.6% |
| EA Electronic Arts Inc. | 0.28% | 2,719 | $361K | Reduce -3.3% |
| IAU iShares Gold Trust | 0.28% | 8,520 | $358K | Reduce -2.9% |
| CRM Salesforce Inc. | 0.27% | 1,125 | $339K | Reduce -13.7% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 1,752 | $320K | Add +0.1% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.25% | 5,000 | $314K | No change |
| XLV SS Health Care Select Sector | 0.25% | 2,105 | $311K | Reduce -55.3% |
| HCI Hci Group Inc. | 0.24% | 2,660 | $309K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.24% | 2,380 | $308K | Reduce -10.7% |
| APP AppLovin Corp. Class A | 0.24% | 4,340 | $300K | New |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.23% | 8,970 | $292K | No change |
| XLE SS Energy Select Sector | 0.20% | 2,735 | $258K | Reduce -47.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 565 | $251K | Reduce -17.5% |
| IVV iShares Core S&P 500 ETF | 0.19% | 466 | $245K | Reduce -13.7% |
| IWB iShares Russell 1000 ETF | 0.19% | 822 | $237K | No change |
| VLO Valero Energy Corp. | 0.18% | 1,358 | $232K | Reduce -44.5% |
| AMD Advanced Micro Devices | 0.18% | 1,280 | $231K | New |
| EOG EOG Resources Inc. | 0.18% | 1,803 | $231K | Reduce -19.8% |
| SYK Stryker Corp. | 0.17% | 612 | $219K | New |
| RELX Relx PLC - Spon ADR | 0.17% | 5,000 | $216K | New |
| LEAD Siren Divcon Leaders Dividen | 0.17% | 3,244 | $214K | New |
| ISRG Intuitive Surgical Inc. | 0.16% | 515 | $206K | New |
| KYN Kayne Anderson Energy Infra | 0.08% | 10,000 | $100K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.8% | 5.16% | −1.84 |
| IVE iShares S&P 500 Value ETF | Reduce -49.5% | 0.77% | −0.89 |
| FISV Fiserv Inc. | Reduce -37.0% | 1.50% | −0.82 |
| ADBE Adobe Inc. | Reduce -12.4% | 1.38% | −0.81 |
| ELV Elevance Health Inc. | Reduce -36.2% | 1.06% | −0.72 |
| TSLA Tesla Inc. | Reduce -27.2% | 0.56% | −0.71 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.66 |
| FTNT Fortinet Inc. | Reduce -44.8% | 0.74% | −0.61 |
| PANW Palo Alto Networks Inc. | Reduce -4.9% | 1.85% | −0.52 |
| MCHP Microchip Technology Inc. | Reduce -21.0% | 0.98% | −0.49 |
| UNH Unitedhealth Group Inc. | Reduce -9.3% | 1.18% | −0.45 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.43 |
| ADI Analog Devices Inc. | Reduce -17.9% | 0.99% | −0.43 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.6% | 1.95% | −0.37 |
| XLV SS Health Care Select Sector | Reduce -55.3% | 0.25% | −0.35 |
| CVX Chevron Corp. | Reduce -39.4% | 0.39% | −0.32 |
| DVN Devon Energy Corp. | Reduce -29.6% | 0.64% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 3.03% | −0.29 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -19.3% | 0.72% | −0.24 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.23 |
| ACN Accenture PLC Class A | Reduce -20.4% | 0.43% | −0.21 |
| TGT Target Corp. | Sold out | 0.00% | −0.20 |
| XLE SS Energy Select Sector | Reduce -47.6% | 0.20% | −0.20 |
| BKNG Booking Holdings Inc. | Reduce -5.7% | 0.89% | −0.19 |
| DG Dollar General Corp. | Reduce -35.4% | 0.33% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.19 |
| V Visa Inc. Class A | Reduce -1.0% | 1.75% | −0.19 |
| AVGO Broadcom Inc. | Reduce -7.0% | 2.67% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -15.6% | 0.29% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -5.3% | 0.91% | −0.12 |
| VLO Valero Energy Corp. | Reduce -44.5% | 0.18% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.8% | 0.62% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -11.9% | 0.35% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 2.10% | −0.09 |
| HD Home Depot Inc. | Reduce -3.1% | 0.80% | −0.08 |
| CDW CDW Corp. | Reduce -1.2% | 1.32% | −0.07 |
| DVYE iShares Emerging Markets Div | Reduce -0.6% | 0.37% | −0.07 |
| EA Electronic Arts Inc. | Reduce -3.3% | 0.28% | −0.07 |
| EOG EOG Resources Inc. | Reduce -19.8% | 0.18% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.5% | 0.20% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.2% | 0.46% | −0.06 |
| CRM Salesforce Inc. | Reduce -13.7% | 0.27% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -13.7% | 0.19% | −0.05 |
| IAU iShares Gold Trust | Reduce -2.9% | 0.28% | −0.03 |
| SRPT Sarepta Therapeutics Inc. | Reduce -10.7% | 0.24% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.70% | +0.03 |
| NVDA Nvidia Corp. | Reduce -1.8% | 18.94% | +6.52 |
Portfolio Buys Q4 2023 → Q1 2024
| KRE SS SPDR S&P Regional Bank | New | 1.27% | +1.27 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.88% | +0.88 |
| JPC Nuveen Prefered & Income Opp | New | 0.50% | +0.50 |
| VNQ Vanguard Real Estate ETF | Add +250.2% | 0.69% | +0.46 |
| AOS Smith (a.o.) Corp. | New | 0.44% | +0.44 |
| ANET Arista Networks Inc. | Add +64.1% | 1.05% | +0.44 |
| NKE Nike Inc. Class B | New | 0.43% | +0.43 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.40% | +0.40 |
| CPRT Copart Inc. | Add +50.2% | 1.19% | +0.40 |
| META Meta Platforms Inc. Class A | Add +4.2% | 2.23% | +0.40 |
| UBER Uber Technologies Inc. | Add +12.2% | 1.92% | +0.31 |
| GWW WW Grainger Inc. | Add +26.0% | 1.12% | +0.27 |
| URI United Rentals Inc. | Add +4.7% | 2.29% | +0.25 |
| APP AppLovin Corp. Class A | New | 0.24% | +0.24 |
| LRCX Lam Research Corp. | Add +5.7% | 2.25% | +0.24 |
| AMAT Applied Materials Inc. | Add +2.5% | 1.88% | +0.19 |
| AMD Advanced Micro Devices | New | 0.18% | +0.18 |
| SYK Stryker Corp. | New | 0.17% | +0.17 |
| RELX Relx PLC - Spon ADR | New | 0.17% | +0.17 |
| LEAD Siren Divcon Leaders Dividen | New | 0.17% | +0.17 |
| ISRG Intuitive Surgical Inc. | New | 0.16% | +0.16 |
| SPGI S&P Global Inc. | Add +91.3% | 0.44% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +19.9% | 0.93% | +0.16 |
| PH Parker Hannifin Corp. | Add +11.1% | 1.21% | +0.15 |
| KLAC KLA Corp. | Add +2.8% | 2.14% | +0.10 |
| MRK Merck & Co. Inc. | Add +23.5% | 0.46% | +0.10 |
| NFLX Netflix Inc. | Add +21.0% | 0.35% | +0.08 |
| AZO AutoZone Inc. | Add +1.0% | 0.97% | +0.05 |
| CDNS Cadence Design SYS Inc. | Add +11.7% | 0.45% | +0.04 |
| MCK McKesson Corp. | Add +2.4% | 0.70% | +0.01 |
| SNPS Synopsys Inc. | Add +4.4% | 1.42% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.25% | −0.02 |
| JNJ Johnson & Johnson | Add +11.6% | 0.56% | −0.02 |
| TTWO Take-Two Interactive Softwre | Add +17.7% | 0.48% | −0.04 |
| ACLS Axcelis Technologies Inc. | Add +2.4% | 0.37% | −0.13 |
| ROP Roper Technologies Inc. | Add +3.2% | 1.25% | −0.13 |
| MSFT Microsoft Corp. | Add +0.5% | 4.57% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $228.0M | NVDA, KLAC, MU, AVGO, SNDK |
| Q1 2026 | 76 | $172.0M | NVDA, APP, GOOGL, KLAC, AVGO |
| Q3 2025 | 78 | $172.2M | NVDA, APP, AVGO, MSFT, GOOGL |
| Q1 2025 | 86 | $154.3M | NVDA, META, MSFT, APP, AVGO |
| Q4 2024 | 86 | $153.7M | NVDA, MSFT, AVGO, APP, AAPL |
| Q3 2024 | 86 | $140.3M | NVDA, MSFT, AAPL, AVGO, GOOGL |
| Q2 2024 | 89 | $138.1M | NVDA, MSFT, GOOGL, AAPL, AVGO |
| Q1 2024 | 90 | $126.7M | NVDA, AAPL, MSFT, GOOGL, AMZN |