Benchmark Investment Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Benchmark Investment Advisors LLC reported 89 stock positions worth $138.1 million. Its top holding was Nvidia (NVDA) at 23.0% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Alphabet Class A (GOOGL, 3.3%). Compared with Q1 2024, it opened 7 new positions, sold out of 9, added to 32 and reduced 39. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale Apple (AAPL, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001910971
- Portfolio Value
- $138.1M (Q2 2024)
- SEC Filing
- 0001104659-24-088215 ↗ filed Aug 12, 2024
Holdings Value
Holdings 89 stocks · $138.1M
| NVDA Nvidia Corp. | 23.02% | 257,351 | $31.8M | Reduce -3.1% |
| MSFT Microsoft Corp. | 4.28% | 13,227 | $5.9M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 3.28% | 24,842 | $4.5M | Reduce -2.4% |
| AAPL Apple Inc. | 3.25% | 21,322 | $4.5M | Reduce -44.1% |
| AVGO Broadcom Inc. | 2.91% | 2,507 | $4.0M | Reduce -1.8% |
| URI United Rentals Inc. | 2.65% | 5,650 | $3.7M | Add +40.2% |
| LRCX Lam Research Corp. | 2.51% | 3,261 | $3.5M | Add +11.0% |
| AMZN Amazon.com Inc. | 2.44% | 17,410 | $3.4M | Reduce -8.1% |
| KLAC KLA Corp. | 2.30% | 3,847 | $3.2M | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.28% | 18,101 | $3.1M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 2.16% | 5,908 | $3.0M | Add +1.6% |
| MA Mastercard Inc. Class A | 2.12% | 6,642 | $2.9M | Add +20.2% |
| UBER Uber Technologies Inc. | 2.08% | 39,433 | $2.9M | Add +25.0% |
| PANW Palo Alto Networks Inc. | 2.03% | 8,273 | $2.8M | Add +0.4% |
| AMAT Applied Materials Inc. | 2.01% | 11,776 | $2.8M | Add +1.8% |
| V Visa Inc. Class A | 1.61% | 8,464 | $2.2M | Add +6.7% |
| CPRT Copart Inc. | 1.53% | 38,964 | $2.1M | Add +49.1% |
| SNPS Synopsys Inc. | 1.38% | 3,212 | $1.9M | Add +2.0% |
| ANET Arista Networks Inc. | 1.33% | 5,235 | $1.8M | Add +14.2% |
| FISV Fiserv Inc. | 1.25% | 11,576 | $1.7M | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 1.21% | 3,279 | $1.7M | Add +8.1% |
| ROP Roper Technologies Inc. | 1.21% | 2,958 | $1.7M | Add +4.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.20% | 1,626 | $1.7M | Add +41.0% |
| PH Parker Hannifin Corp. | 1.13% | 3,075 | $1.6M | Add +11.3% |
| ADI Analog Devices Inc. | 1.08% | 6,506 | $1.5M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.02% | 6,970 | $1.4M | Add +19.1% |
| CDW CDW Corp. | 1.02% | 6,270 | $1.4M | Reduce -4.0% |
| BKNG Booking Holdings Inc. | 0.97% | 337 | $1.3M | Add +8.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.95% | 1,453 | $1.3M | Add +4.2% |
| MCHP Microchip Technology Inc. | 0.95% | 14,277 | $1.3M | Add +2.9% |
| ELV Elevance Health Inc. | 0.93% | 2,373 | $1.3M | Reduce -8.7% |
| VOO Vanguard S&P 500 ETF | 0.87% | 2,409 | $1.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.85% | 3,061 | $1.2M | New |
| AZO AutoZone Inc. | 0.85% | 394 | $1.2M | Add +0.5% |
| APP AppLovin Corp. Class A | 0.79% | 13,105 | $1.1M | Add +202.0% |
| MCK McKesson Corp. | 0.71% | 1,678 | $980K | Add +2.3% |
| HD Home Depot Inc. | 0.67% | 2,704 | $931K | Add +2.3% |
| IVE iShares S&P 500 Value ETF | 0.66% | 5,020 | $914K | Reduce -3.4% |
| ADBE Adobe Inc. | 0.63% | 1,556 | $864K | Reduce -55.2% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 1,556 | $861K | Reduce -0.6% |
| HIMS Hims & Hers Health Inc. | 0.57% | 39,166 | $791K | New |
| RSP Invesco S&P 500 Equal Weight | 0.55% | 4,645 | $763K | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.55% | 9,054 | $758K | Reduce -11.1% |
| GE General Electric filed as GE AEROSPACE | 0.55% | 4,756 | $756K | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.55% | 6,079 | $753K | Add +39.1% |
| KRE SS SPDR S&P Regional Bank | 0.53% | 15,010 | $737K | Reduce -53.0% |
| GOOG Alphabet Inc. Class C | 0.53% | 4,000 | $734K | No change |
| JNJ Johnson & Johnson | 0.49% | 4,642 | $678K | Add +2.9% |
| JPC Nuveen Prefered & Income Opp | 0.48% | 88,000 | $657K | No change |
| CDNS Cadence Design SYS Inc. | 0.46% | 2,071 | $637K | Add +12.4% |
| SBUX Starbucks Corp. | 0.46% | 8,100 | $631K | New |
| TTWO Take-Two Interactive Softwre | 0.46% | 4,051 | $630K | Reduce -0.3% |
| HSY The Hershey Co. | 0.45% | 3,400 | $625K | Reduce -2.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.44% | 6,588 | $605K | Add +17.9% |
| SPGI S&P Global Inc. | 0.41% | 1,283 | $572K | Reduce -1.1% |
| AOS Smith (a.o.) Corp. | 0.40% | 6,684 | $547K | Add +6.7% |
| WELL Welltower Inc. | 0.38% | 5,060 | $528K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,276 | $519K | Reduce -8.7% |
| DVYE iShares Emerging Markets Div | 0.35% | 17,872 | $486K | Reduce -0.6% |
| NFLX Netflix Inc. | 0.35% | 712 | $481K | Reduce -2.7% |
| NKE Nike Inc. Class B | 0.32% | 5,810 | $438K | No change |
| PFF iShares Preferred & Income S | 0.31% | 13,405 | $423K | Reduce -1.5% |
| O Realty Income Corp. | 0.28% | 7,321 | $387K | Reduce -1.4% |
| FTNT Fortinet Inc. | 0.27% | 6,094 | $367K | Reduce -55.6% |
| CVX Chevron Corp. | 0.27% | 2,345 | $367K | Reduce -24.6% |
| IAU iShares Gold Trust | 0.26% | 8,200 | $360K | Reduce -3.8% |
| SRPT Sarepta Therapeutics Inc. | 0.26% | 2,275 | $359K | Reduce -4.4% |
| ACLS Axcelis Technologies Inc. | 0.26% | 2,527 | $359K | Reduce -40.6% |
| EA Electronic Arts Inc. | 0.26% | 2,538 | $354K | Reduce -6.7% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.25% | 5,000 | $339K | No change |
| DG Dollar General Corp. | 0.23% | 2,446 | $323K | Reduce -8.5% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,752 | $320K | No change |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.22% | 8,970 | $309K | No change |
| BRO Brown & Brown Inc. | 0.22% | 3,383 | $302K | New |
| CRM Salesforce Inc. | 0.21% | 1,125 | $289K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 596 | $286K | Add +5.5% |
| XLV SS Health Care Select Sector | 0.20% | 1,875 | $273K | Reduce -10.9% |
| CSCO Cisco Systems Inc. | 0.20% | 5,675 | $270K | Reduce -22.1% |
| TSLA Tesla Inc. | 0.18% | 1,281 | $253K | Reduce -68.1% |
| IVV iShares Core S&P 500 ETF | 0.18% | 448 | $245K | Reduce -3.9% |
| IWB iShares Russell 1000 ETF | 0.18% | 822 | $245K | No change |
| XLE SS Energy Select Sector | 0.18% | 2,682 | $244K | Reduce -1.9% |
| RELX Relx PLC - Spon ADR | 0.17% | 5,000 | $229K | No change |
| ISRG Intuitive Surgical Inc. | 0.16% | 510 | $227K | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.16% | 249 | $225K | New |
| SYK Stryker Corp. | 0.15% | 613 | $208K | Add +0.2% |
| GEV GE Vernova Inc. | 0.15% | 1,188 | $204K | Reduce -2.6% |
| ASCOT RESOURCES LTD | 0.01% | 40,000 | $16K | New |
| CCFLU CCF Holdings LLC filed as CCF HLDGS LLC UNIT CL A | 0.00% | 52,393 | $16 | New |
Portfolio Sells Q1 2024 → Q2 2024
| AAPL Apple Inc. | Reduce -44.1% | 3.25% | −1.91 |
| ADBE Adobe Inc. | Reduce -55.2% | 0.63% | −0.76 |
| KRE SS SPDR S&P Regional Bank | Reduce -53.0% | 0.53% | −0.73 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.64 |
| FTNT Fortinet Inc. | Reduce -55.6% | 0.27% | −0.47 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.43 |
| TSLA Tesla Inc. | Reduce -68.1% | 0.18% | −0.37 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.32 |
| CDW CDW Corp. | Reduce -4.0% | 1.02% | −0.30 |
| MSFT Microsoft Corp. | Reduce -3.8% | 4.28% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -8.1% | 2.44% | −0.26 |
| FISV Fiserv Inc. | Reduce -2.7% | 1.25% | −0.25 |
| HCI Hci Group Inc. | Sold out | 0.00% | −0.24 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.18 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.18 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.18 |
| LEAD Siren Divcon Leaders Dividen | Sold out | 0.00% | −0.17 |
| VNQ Vanguard Real Estate ETF | Reduce -11.1% | 0.55% | −0.15 |
| ELV Elevance Health Inc. | Reduce -8.7% | 0.93% | −0.13 |
| GE General Electric | Reduce -2.5% | 0.55% | −0.13 |
| CVX Chevron Corp. | Reduce -24.6% | 0.27% | −0.12 |
| ACLS Axcelis Technologies Inc. | Reduce -40.6% | 0.26% | −0.11 |
| IVE iShares S&P 500 Value ETF | Reduce -3.4% | 0.66% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.62% | −0.10 |
| DG Dollar General Corp. | Reduce -8.5% | 0.23% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -22.1% | 0.20% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.7% | 0.38% | −0.09 |
| HSY The Hershey Co. | Reduce -2.9% | 0.45% | −0.08 |
| KYN Kayne Anderson Energy Infra | Sold out | 0.00% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -10.9% | 0.20% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -1.5% | 0.31% | −0.04 |
| O Realty Income Corp. | Reduce -1.4% | 0.28% | −0.04 |
| EA Electronic Arts Inc. | Reduce -6.7% | 0.26% | −0.03 |
| XLE SS Energy Select Sector | Reduce -1.9% | 0.18% | −0.03 |
| IAU iShares Gold Trust | Reduce -3.8% | 0.26% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.1% | 0.41% | −0.02 |
| TTWO Take-Two Interactive Softwre | Reduce -0.3% | 0.46% | −0.02 |
| DVYE iShares Emerging Markets Div | Reduce -0.6% | 0.35% | −0.02 |
| GEV GE Vernova Inc. | Reduce -2.6% | 0.15% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -3.9% | 0.18% | −0.02 |
| NFLX Netflix Inc. | Reduce -2.7% | 0.35% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -1.0% | 0.16% | +0.00 |
| SRPT Sarepta Therapeutics Inc. | Reduce -4.4% | 0.26% | +0.02 |
| KLAC KLA Corp. | Reduce -1.1% | 2.30% | +0.15 |
| AVGO Broadcom Inc. | Reduce -1.8% | 2.91% | +0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 3.28% | +0.25 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.5% | 2.28% | +0.33 |
| NVDA Nvidia Corp. | Reduce -3.1% | 23.02% | +4.08 |
Portfolio Buys Q1 2024 → Q2 2024
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.85% | +0.85 |
| HIMS Hims & Hers Health Inc. | New | 0.57% | +0.57 |
| APP AppLovin Corp. Class A | Add +202.0% | 0.79% | +0.55 |
| SBUX Starbucks Corp. | New | 0.46% | +0.46 |
| URI United Rentals Inc. | Add +40.2% | 2.65% | +0.35 |
| CPRT Copart Inc. | Add +49.1% | 1.53% | +0.33 |
| ASML ASML Holding NV-NY Reg SHS | Add +41.0% | 1.20% | +0.32 |
| ANET Arista Networks Inc. | Add +14.2% | 1.33% | +0.28 |
| LRCX Lam Research Corp. | Add +11.0% | 2.51% | +0.26 |
| BRO Brown & Brown Inc. | New | 0.22% | +0.22 |
| PANW Palo Alto Networks Inc. | Add +0.4% | 2.03% | +0.18 |
| LLY Eli Lilly & Co. | New | 0.16% | +0.16 |
| UBER Uber Technologies Inc. | Add +25.0% | 2.08% | +0.16 |
| AMAT Applied Materials Inc. | Add +1.8% | 2.01% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +19.1% | 1.02% | +0.10 |
| MRK Merck & Co. Inc. | Add +39.1% | 0.55% | +0.09 |
| ADI Analog Devices Inc. | Add +2.4% | 1.08% | +0.08 |
| BKNG Booking Holdings Inc. | Add +8.0% | 0.97% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +17.9% | 0.44% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +8.1% | 1.21% | +0.02 |
| MA Mastercard Inc. Class A | Add +20.2% | 2.12% | +0.02 |
| MCK McKesson Corp. | Add +2.3% | 0.71% | +0.01 |
| ASCOT RESOURCES LTD | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +12.4% | 0.46% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.21% | +0.01 |
| CCFLU CCF Holdings LLC | New | 0.00% | 0.00 |
| SYK Stryker Corp. | Add +0.2% | 0.15% | −0.02 |
| SNPS Synopsys Inc. | Add +2.0% | 1.38% | −0.04 |
| MCHP Microchip Technology Inc. | Add +2.9% | 0.95% | −0.04 |
| ROP Roper Technologies Inc. | Add +4.6% | 1.21% | −0.04 |
| AOS Smith (a.o.) Corp. | Add +6.7% | 0.40% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +0.6% | 0.55% | −0.06 |
| META Meta Platforms Inc. Class A | Add +1.6% | 2.16% | −0.07 |
| JNJ Johnson & Johnson | Add +2.9% | 0.49% | −0.07 |
| PH Parker Hannifin Corp. | Add +11.3% | 1.13% | −0.09 |
| HD Home Depot Inc. | Add +2.3% | 0.67% | −0.13 |
| AZO AutoZone Inc. | Add +0.5% | 0.85% | −0.13 |
| V Visa Inc. Class A | Add +6.7% | 1.61% | −0.14 |
| GWW WW Grainger Inc. | Add +4.2% | 0.95% | −0.17 |
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 |