Benchmark Investment Advisors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Benchmark Investment Advisors LLC reported 86 stock positions worth $140.3 million. Its top holding was Nvidia (NVDA) at 21.0% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Apple (AAPL, 3.5%). Compared with Q2 2024, it opened 4 new positions, sold out of 7, added to 34 and reduced 33. The biggest buy was AppLovin Class A (APP, shares +26%) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001910971
- Portfolio Value
- $140.3M (Q3 2024)
- SEC Filing
- 0001104659-24-117601 ↗ filed Nov 13, 2024
Holdings Value
Holdings 86 stocks · $140.3M
| NVDA Nvidia Corp. | 20.98% | 242,503 | $29.4M | Reduce -5.8% |
| MSFT Microsoft Corp. | 4.08% | 13,321 | $5.7M | Add +0.7% |
| AAPL Apple Inc. | 3.50% | 21,053 | $4.9M | Reduce -1.3% |
| AVGO Broadcom Inc. | 3.19% | 25,978 | $4.5M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 2.93% | 24,822 | $4.1M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 2.60% | 6,367 | $3.6M | Add +7.8% |
| UBER Uber Technologies Inc. | 2.47% | 46,084 | $3.5M | Add +16.9% |
| URI United Rentals Inc. | 2.35% | 4,078 | $3.3M | Reduce -27.8% |
| AMZN Amazon.com Inc. | 2.31% | 17,364 | $3.2M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.25% | 18,147 | $3.2M | Add +0.3% |
| KLAC KLA Corp. | 2.12% | 3,836 | $3.0M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 2.04% | 8,361 | $2.9M | Add +1.1% |
| LRCX Lam Research Corp. | 1.92% | 3,301 | $2.7M | Add +1.2% |
| ROP Roper Technologies Inc. | 1.89% | 4,771 | $2.7M | Add +61.3% |
| MA Mastercard Inc. Class A | 1.86% | 5,291 | $2.6M | Reduce -20.3% |
| AMAT Applied Materials Inc. | 1.71% | 11,902 | $2.4M | Add +1.1% |
| V Visa Inc. Class A | 1.67% | 8,517 | $2.3M | Add +0.6% |
| APP AppLovin Corp. Class A | 1.54% | 16,545 | $2.2M | Add +26.3% |
| ANET Arista Networks Inc. | 1.50% | 5,479 | $2.1M | Add +4.7% |
| FISV Fiserv Inc. | 1.50% | 11,680 | $2.1M | Add +0.9% |
| CPRT Copart Inc. | 1.46% | 39,213 | $2.1M | Add +0.6% |
| PH Parker Hannifin Corp. | 1.45% | 3,218 | $2.0M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 1.39% | 3,346 | $2.0M | Add +2.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.37% | 2,315 | $1.9M | Add +42.4% |
| SNPS Synopsys Inc. | 1.20% | 3,329 | $1.7M | Add +3.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.09% | 1,479 | $1.5M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 1.09% | 7,226 | $1.5M | Add +3.7% |
| ADI Analog Devices Inc. | 1.02% | 6,209 | $1.4M | Reduce -4.6% |
| BKNG Booking Holdings Inc. | 1.00% | 333 | $1.4M | Reduce -1.2% |
| CDW CDW Corp. | 0.97% | 6,040 | $1.4M | Reduce -3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.96% | 4,796 | $1.3M | Add +56.7% |
| MRK Merck & Co. Inc. | 0.96% | 11,836 | $1.3M | Add +94.7% |
| ELV Elevance Health Inc. | 0.91% | 2,454 | $1.3M | Add +3.4% |
| VOO Vanguard S&P 500 ETF | 0.91% | 2,418 | $1.3M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.89% | 7,500 | $1.3M | Add +87.5% |
| AZO AutoZone Inc. | 0.88% | 393 | $1.2M | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 0.83% | 11,920 | $1.2M | Add +31.6% |
| DVYE iShares Emerging Markets Div | 0.81% | 39,372 | $1.1M | Add +120.3% |
| HD Home Depot Inc. | 0.78% | 2,689 | $1.1M | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 0.70% | 4,990 | $984K | Reduce -0.6% |
| KRE SS SPDR S&P Regional Bank | 0.64% | 15,888 | $899K | Add +5.8% |
| GE General Electric filed as GE AEROSPACE | 0.64% | 4,756 | $897K | No change |
| SMCI Super Micro Computer Inc. | 0.61% | 2,055 | $856K | New |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 4,488 | $804K | Reduce -3.4% |
| MCK McKesson Corp. | 0.55% | 1,559 | $771K | Reduce -7.1% |
| ADBE Adobe Inc. | 0.51% | 1,389 | $719K | Reduce -10.7% |
| JPC Nuveen Prefered & Income Opp | 0.51% | 88,000 | $710K | No change |
| HIMS Hims & Hers Health Inc. | 0.50% | 38,366 | $707K | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.50% | 4,357 | $706K | Reduce -6.1% |
| MU Micron Technology Inc. | 0.50% | 6,755 | $701K | New |
| BRO Brown & Brown Inc. | 0.47% | 6,430 | $666K | Add +90.1% |
| HSY The Hershey Co. | 0.46% | 3,400 | $652K | No change |
| WELL Welltower Inc. | 0.46% | 5,060 | $648K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,276 | $587K | No change |
| CDNS Cadence Design SYS Inc. | 0.42% | 2,158 | $585K | Add +4.2% |
| MCHP Microchip Technology Inc. | 0.38% | 6,665 | $535K | Reduce -53.3% |
| NKE Nike Inc. Class B | 0.37% | 5,810 | $514K | No change |
| NFLX Netflix Inc. | 0.34% | 668 | $474K | Reduce -6.2% |
| O Realty Income Corp. | 0.33% | 7,321 | $464K | No change |
| PFF iShares Preferred & Income S | 0.32% | 13,490 | $448K | Add +0.6% |
| IWM iShares Russell 2000 ETF | 0.31% | 2,000 | $442K | New |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.30% | 5,000 | $420K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 656 | $406K | Reduce -57.8% |
| IAU iShares Gold Trust | 0.27% | 7,615 | $378K | Reduce -7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 1,791 | $355K | Add +2.2% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.23% | 8,970 | $329K | No change |
| CRM Salesforce Inc. | 0.22% | 1,130 | $309K | Add +0.4% |
| SOUN Soundhound AI Inc. Class A | 0.22% | 66,300 | $309K | New |
| SPGI S&P Global Inc. | 0.22% | 596 | $308K | Reduce -53.5% |
| GEV GE Vernova Inc. | 0.22% | 1,188 | $303K | No change |
| CSCO Cisco Systems Inc. | 0.21% | 5,453 | $290K | Reduce -3.9% |
| XLV SS Health Care Select Sector | 0.20% | 1,845 | $284K | Reduce -1.6% |
| SRPT Sarepta Therapeutics Inc. | 0.20% | 2,275 | $284K | No change |
| EA Electronic Arts Inc. | 0.19% | 1,864 | $267K | Reduce -26.6% |
| ACLS Axcelis Technologies Inc. | 0.19% | 2,527 | $265K | No change |
| IWB iShares Russell 1000 ETF | 0.19% | 842 | $265K | Add +2.4% |
| FTNT Fortinet Inc. | 0.18% | 3,310 | $257K | Reduce -45.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 522 | $255K | Reduce -12.4% |
| IVV iShares Core S&P 500 ETF | 0.18% | 441 | $254K | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 0.18% | 505 | $248K | Reduce -1.0% |
| CVX Chevron Corp. | 0.17% | 1,660 | $245K | Reduce -29.2% |
| RELX Relx PLC - Spon ADR | 0.17% | 5,000 | $237K | No change |
| TTWO Take-Two Interactive Softwre | 0.16% | 1,496 | $230K | Reduce -63.1% |
| SYK Stryker Corp. | 0.16% | 613 | $222K | No change |
| LLY Eli Lilly & Co. | 0.16% | 249 | $221K | No change |
| XLE SS Energy Select Sector | 0.16% | 2,482 | $218K | Reduce -7.5% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -5.8% | 20.98% | −2.04 |
| MCHP Microchip Technology Inc. | Reduce -53.3% | 0.38% | −0.56 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.46 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.44 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 2.93% | −0.34 |
| TMO Thermo Fisher Scientific Inc. | Reduce -57.8% | 0.29% | −0.33 |
| URI United Rentals Inc. | Reduce -27.8% | 2.35% | −0.29 |
| TTWO Take-Two Interactive Softwre | Reduce -63.1% | 0.16% | −0.29 |
| MA Mastercard Inc. Class A | Reduce -20.3% | 1.86% | −0.26 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.23 |
| SPGI S&P Global Inc. | Reduce -53.5% | 0.22% | −0.19 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.18 |
| KLAC KLA Corp. | Reduce -0.3% | 2.12% | −0.18 |
| MCK McKesson Corp. | Reduce -7.1% | 0.55% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.31% | −0.13 |
| ADBE Adobe Inc. | Reduce -10.7% | 0.51% | −0.11 |
| CVX Chevron Corp. | Reduce -29.2% | 0.17% | −0.09 |
| FTNT Fortinet Inc. | Reduce -45.7% | 0.18% | −0.08 |
| HIMS Hims & Hers Health Inc. | Reduce -2.0% | 0.50% | −0.07 |
| EA Electronic Arts Inc. | Reduce -26.6% | 0.19% | −0.07 |
| ADI Analog Devices Inc. | Reduce -4.6% | 1.02% | −0.06 |
| CDW CDW Corp. | Reduce -3.7% | 0.97% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.4% | 0.18% | −0.03 |
| XLE SS Energy Select Sector | Reduce -7.5% | 0.16% | −0.02 |
| ASCOT RESOURCES LTD | Sold out | 0.00% | −0.01 |
| NFLX Netflix Inc. | Reduce -6.2% | 0.34% | −0.01 |
| CCFLU CCF Holdings LLC | Sold out | 0.00% | 0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.18% | +0.00 |
| XLV SS Health Care Select Sector | Reduce -1.6% | 0.20% | +0.00 |
| IAU iShares Gold Trust | Reduce -7.1% | 0.27% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -3.9% | 0.21% | +0.01 |
| JNJ Johnson & Johnson | Reduce -6.1% | 0.50% | +0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.0% | 0.18% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.4% | 0.57% | +0.02 |
| BKNG Booking Holdings Inc. | Reduce -1.2% | 1.00% | +0.03 |
| AZO AutoZone Inc. | Reduce -0.3% | 0.88% | +0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -0.6% | 0.70% | +0.04 |
| HD Home Depot Inc. | Reduce -0.6% | 0.78% | +0.10 |
| AAPL Apple Inc. | Reduce -1.3% | 3.50% | +0.24 |
Portfolio Buys Q2 2024 → Q3 2024
| APP AppLovin Corp. Class A | Add +26.3% | 1.54% | +0.75 |
| ROP Roper Technologies Inc. | Add +61.3% | 1.89% | +0.68 |
| SMCI Super Micro Computer Inc. | New | 0.61% | +0.61 |
| MU Micron Technology Inc. | New | 0.50% | +0.50 |
| DVYE iShares Emerging Markets Div | Add +120.3% | 0.81% | +0.45 |
| META Meta Platforms Inc. Class A | Add +7.8% | 2.60% | +0.44 |
| MRK Merck & Co. Inc. | Add +94.7% | 0.96% | +0.41 |
| UBER Uber Technologies Inc. | Add +16.9% | 2.47% | +0.39 |
| GOOG Alphabet Inc. Class C | Add +87.5% | 0.89% | +0.36 |
| PH Parker Hannifin Corp. | Add +4.7% | 1.45% | +0.32 |
| IWM iShares Russell 2000 ETF | New | 0.31% | +0.31 |
| AVGO Broadcom Inc. | Add +3.6% | 3.19% | +0.28 |
| VNQ Vanguard Real Estate ETF | Add +31.6% | 0.83% | +0.28 |
| BRO Brown & Brown Inc. | Add +90.1% | 0.47% | +0.26 |
| FISV Fiserv Inc. | Add +0.9% | 1.50% | +0.25 |
| SOUN Soundhound AI Inc. Class A | New | 0.22% | +0.22 |
| UNH Unitedhealth Group Inc. | Add +2.0% | 1.39% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +42.4% | 1.37% | +0.17 |
| ANET Arista Networks Inc. | Add +4.7% | 1.50% | +0.17 |
| GWW WW Grainger Inc. | Add +1.8% | 1.09% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +56.7% | 0.96% | +0.11 |
| KRE SS SPDR S&P Regional Bank | Add +5.8% | 0.64% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 1.09% | +0.06 |
| V Visa Inc. Class A | Add +0.6% | 1.67% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.91% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +2.2% | 0.25% | +0.02 |
| PFF iShares Preferred & Income S | Add +0.6% | 0.32% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +2.4% | 0.19% | +0.01 |
| CRM Salesforce Inc. | Add +0.4% | 0.22% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 2.04% | +0.01 |
| ELV Elevance Health Inc. | Add +3.4% | 0.91% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 2.25% | −0.03 |
| CDNS Cadence Design SYS Inc. | Add +4.2% | 0.42% | −0.04 |
| CPRT Copart Inc. | Add +0.6% | 1.46% | −0.06 |
| SNPS Synopsys Inc. | Add +3.6% | 1.20% | −0.18 |
| MSFT Microsoft Corp. | Add +0.7% | 4.08% | −0.20 |
| AMAT Applied Materials Inc. | Add +1.1% | 1.71% | −0.30 |
| LRCX Lam Research Corp. | Add +1.2% | 1.92% | −0.59 |
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 |