Benchmark Investment Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Benchmark Investment Advisors LLC reported 86 stock positions worth $153.7 million. Its top holding was Nvidia (NVDA) at 20.9% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Broadcom (AVGO, 3.8%). Compared with Q3 2024, it opened 12 new positions, sold out of 12, added to 28 and reduced 36. The biggest buy was AppLovin Class A (APP, shares +3%) and the biggest sale Lam Research (LRCX, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001910971
- Portfolio Value
- $153.7M (Q4 2024)
- SEC Filing
- 0001104659-25-012608 ↗ filed Feb 13, 2025
Holdings Value
Holdings 86 stocks · $153.7M
| NVDA Nvidia Corp. | 20.90% | 239,211 | $32.1M | Reduce -1.4% |
| MSFT Microsoft Corp. | 4.24% | 15,456 | $6.5M | Add +16.0% |
| AVGO Broadcom Inc. | 3.82% | 25,289 | $5.9M | Reduce -2.6% |
| APP AppLovin Corp. Class A | 3.58% | 17,013 | $5.5M | Add +2.8% |
| AAPL Apple Inc. | 3.33% | 20,414 | $5.1M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 3.05% | 24,765 | $4.7M | Reduce -0.2% |
| KLAC KLA Corp. | 2.88% | 7,019 | $4.4M | Add +83.0% |
| META Meta Platforms Inc. Class A | 2.80% | 7,340 | $4.3M | Add +15.3% |
| URI United Rentals Inc. | 2.59% | 5,651 | $4.0M | Add +38.6% |
| AMZN Amazon.com Inc. | 2.50% | 17,511 | $3.8M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.27% | 17,690 | $3.5M | Reduce -2.5% |
| UBER Uber Technologies Inc. | 2.26% | 57,615 | $3.5M | Add +25.0% |
| PANW Palo Alto Networks Inc. | 2.02% | 17,043 | $3.1M | Add +1.9% |
| MA Mastercard Inc. Class A | 1.84% | 5,360 | $2.8M | Add +1.3% |
| ROP Roper Technologies Inc. | 1.83% | 5,405 | $2.8M | Add +13.3% |
| V Visa Inc. Class A | 1.75% | 8,529 | $2.7M | Add +0.1% |
| ANET Arista Networks Inc. | 1.65% | 22,979 | $2.5M | Add +4.8% |
| FISV Fiserv Inc. | 1.59% | 11,898 | $2.4M | Add +1.9% |
| EME Emcor Group Inc. | 1.50% | 5,080 | $2.3M | New |
| PH Parker Hannifin Corp. | 1.39% | 3,356 | $2.1M | Add +4.3% |
| AMAT Applied Materials Inc. | 1.22% | 11,492 | $1.9M | Reduce -3.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.20% | 5,371 | $1.8M | Add +12.0% |
| JPM JPMorgan Chase & Co. | 1.13% | 7,275 | $1.7M | Add +0.7% |
| BRO Brown & Brown Inc. | 1.10% | 16,541 | $1.7M | Add +157.3% |
| UNH Unitedhealth Group Inc. | 1.06% | 3,229 | $1.6M | Reduce -3.5% |
| BKNG Booking Holdings Inc. | 1.06% | 328 | $1.6M | Reduce -1.5% |
| CPRT Copart Inc. | 1.00% | 26,786 | $1.5M | Reduce -31.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.97% | 1,417 | $1.5M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.96% | 7,763 | $1.5M | Add +3.5% |
| SNPS Synopsys Inc. | 0.92% | 2,915 | $1.4M | Reduce -12.4% |
| MRK Merck & Co. Inc. | 0.89% | 13,803 | $1.4M | Add +16.6% |
| VOO Vanguard S&P 500 ETF | 0.85% | 2,432 | $1.3M | Add +0.6% |
| LRCX Lam Research Corp. | 0.83% | 17,756 | $1.3M | Reduce -46.2% |
| NOW ServiceNow Inc. | 0.82% | 1,193 | $1.3M | New |
| NFLX Netflix Inc. | 0.81% | 1,394 | $1.2M | Add +108.7% |
| AZO AutoZone Inc. | 0.80% | 384 | $1.2M | Reduce -2.3% |
| DVYE iShares Emerging Markets Div | 0.75% | 44,910 | $1.2M | Add +14.1% |
| IWM iShares Russell 2000 ETF | 0.70% | 4,888 | $1.1M | Add +144.4% |
| HD Home Depot Inc. | 0.66% | 2,621 | $1.0M | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 0.66% | 11,410 | $1.0M | Reduce -4.3% |
| CDW CDW Corp. | 0.66% | 5,802 | $1.0M | Reduce -3.9% |
| KRE SS SPDR S&P Regional Bank | 0.63% | 16,143 | $974K | Add +1.6% |
| ELV Elevance Health Inc. | 0.57% | 2,362 | $871K | Reduce -3.8% |
| IVE iShares S&P 500 Value ETF | 0.53% | 4,285 | $818K | Reduce -14.1% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 4,756 | $793K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.49% | 4,340 | $760K | Reduce -3.3% |
| INDA iShares MSCI India ETF | 0.47% | 13,800 | $726K | New |
| JPC Nuveen Prefered & Income Opp | 0.45% | 88,000 | $692K | No change |
| MCK McKesson Corp. | 0.44% | 1,178 | $671K | Reduce -24.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.43% | 953 | $661K | Reduce -58.8% |
| OXY Occidental Petroleum Corp. | 0.42% | 13,000 | $642K | New |
| WELL Welltower Inc. | 0.41% | 5,060 | $638K | No change |
| ADBE Adobe Inc. | 0.41% | 1,422 | $632K | Add +2.4% |
| FCX Freeport-McMoran Inc. | 0.41% | 16,400 | $625K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,276 | $578K | No change |
| CDNS Cadence Design SYS Inc. | 0.37% | 1,900 | $571K | Reduce -12.0% |
| SPOT Spotify Technology SA | 0.34% | 1,159 | $518K | New |
| VRT Vertiv Holdings Co. Class A | 0.31% | 4,209 | $478K | New |
| ADI Analog Devices Inc. | 0.30% | 2,156 | $458K | Reduce -65.3% |
| FIX Comfort Systems USA Inc. | 0.29% | 1,068 | $453K | New |
| GEV GE Vernova Inc. | 0.25% | 1,188 | $391K | No change |
| O Realty Income Corp. | 0.25% | 7,256 | $388K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.25% | 2,673 | $387K | Reduce -38.6% |
| NTNX Nutanix Inc. Class A | 0.25% | 6,204 | $380K | New |
| CRM Salesforce Inc. | 0.24% | 1,120 | $374K | Reduce -0.9% |
| IAU iShares Gold Trust | 0.24% | 7,545 | $374K | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.23% | 1,018 | $358K | New |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,795 | $351K | Add +0.2% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.23% | 5,000 | $347K | No change |
| PFF iShares Preferred & Income S | 0.22% | 10,838 | $341K | Reduce -19.7% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 613 | $319K | Reduce -6.5% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.20% | 8,970 | $310K | No change |
| FTNT Fortinet Inc. | 0.20% | 3,255 | $308K | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.20% | 5,177 | $306K | Reduce -5.1% |
| SPGI S&P Global Inc. | 0.19% | 591 | $294K | Reduce -0.8% |
| SRPT Sarepta Therapeutics Inc. | 0.18% | 2,275 | $277K | No change |
| IWB iShares Russell 1000 ETF | 0.18% | 842 | $271K | No change |
| ISRG Intuitive Surgical Inc. | 0.17% | 503 | $263K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.16% | 1,444 | $241K | New |
| XLV SS Health Care Select Sector | 0.16% | 1,743 | $240K | Reduce -5.5% |
| EA Electronic Arts Inc. | 0.15% | 1,588 | $232K | Reduce -14.8% |
| RELX Relx PLC - Spon ADR | 0.15% | 5,000 | $227K | No change |
| SYK Stryker Corp. | 0.14% | 614 | $221K | Add +0.2% |
| XLE SS Energy Select Sector | 0.14% | 2,489 | $213K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 411 | $210K | Reduce -21.3% |
| CCFLU CCF Holdings LLC filed as CCF HLDGS LLC UNIT CL A | 0.00% | 45,844 | $1K | New |
Portfolio Sells Q3 2024 → Q4 2024
| LRCX Lam Research Corp. | Reduce -46.2% | 0.83% | −1.08 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -58.8% | 0.43% | −0.94 |
| ADI Analog Devices Inc. | Reduce -65.3% | 0.30% | −0.72 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.61 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.50 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.50 |
| AMAT Applied Materials Inc. | Reduce -3.4% | 1.22% | −0.50 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.46 |
| CPRT Copart Inc. | Reduce -31.7% | 1.00% | −0.46 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.38 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.37 |
| ELV Elevance Health Inc. | Reduce -3.8% | 0.57% | −0.34 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 1.06% | −0.33 |
| CDW CDW Corp. | Reduce -3.9% | 0.66% | −0.32 |
| SNPS Synopsys Inc. | Reduce -12.4% | 0.92% | −0.28 |
| JNJ Johnson & Johnson | Reduce -38.6% | 0.25% | −0.25 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.22 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.19 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.18 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.17 |
| IVE iShares S&P 500 Value ETF | Reduce -14.1% | 0.53% | −0.17 |
| AAPL Apple Inc. | Reduce -3.0% | 3.33% | −0.17 |
| VNQ Vanguard Real Estate ETF | Reduce -4.3% | 0.66% | −0.17 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.16 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.16 |
| GWW WW Grainger Inc. | Reduce -4.2% | 0.97% | −0.12 |
| HD Home Depot Inc. | Reduce -2.5% | 0.66% | −0.11 |
| MCK McKesson Corp. | Reduce -24.4% | 0.44% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -19.7% | 0.22% | −0.10 |
| AZO AutoZone Inc. | Reduce -2.3% | 0.80% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.5% | 0.21% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.4% | 20.90% | −0.08 |
| O Realty Income Corp. | Reduce -0.9% | 0.25% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.3% | 0.49% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -5.5% | 0.16% | −0.05 |
| CDNS Cadence Design SYS Inc. | Reduce -12.0% | 0.37% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -21.3% | 0.14% | −0.04 |
| EA Electronic Arts Inc. | Reduce -14.8% | 0.15% | −0.04 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.19% | −0.03 |
| IAU iShares Gold Trust | Reduce -0.9% | 0.24% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -5.1% | 0.20% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -0.4% | 0.17% | −0.01 |
| FTNT Fortinet Inc. | Reduce -1.7% | 0.20% | +0.02 |
| CRM Salesforce Inc. | Reduce -0.9% | 0.24% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.5% | 2.27% | +0.03 |
| BKNG Booking Holdings Inc. | Reduce -1.5% | 1.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 3.05% | +0.12 |
| AVGO Broadcom Inc. | Reduce -2.6% | 3.82% | +0.62 |
Portfolio Buys Q3 2024 → Q4 2024
| APP AppLovin Corp. Class A | Add +2.8% | 3.58% | +2.05 |
| EME Emcor Group Inc. | New | 1.50% | +1.50 |
| NOW ServiceNow Inc. | New | 0.82% | +0.82 |
| KLAC KLA Corp. | Add +83.0% | 2.88% | +0.76 |
| BRO Brown & Brown Inc. | Add +157.3% | 1.10% | +0.62 |
| INDA iShares MSCI India ETF | New | 0.47% | +0.47 |
| NFLX Netflix Inc. | Add +108.7% | 0.81% | +0.47 |
| OXY Occidental Petroleum Corp. | New | 0.42% | +0.42 |
| FCX Freeport-McMoran Inc. | New | 0.41% | +0.41 |
| IWM iShares Russell 2000 ETF | Add +144.4% | 0.70% | +0.39 |
| SPOT Spotify Technology SA | New | 0.34% | +0.34 |
| VRT Vertiv Holdings Co. Class A | New | 0.31% | +0.31 |
| FIX Comfort Systems USA Inc. | New | 0.29% | +0.29 |
| NTNX Nutanix Inc. Class A | New | 0.25% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +12.0% | 1.20% | +0.24 |
| URI United Rentals Inc. | Add +38.6% | 2.59% | +0.24 |
| ACN Accenture PLC Class A | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | Add +15.3% | 2.80% | +0.20 |
| AMZN Amazon.com Inc. | Add +0.8% | 2.50% | +0.19 |
| ORCL Oracle Corp. | New | 0.16% | +0.16 |
| MSFT Microsoft Corp. | Add +16.0% | 4.24% | +0.15 |
| ANET Arista Networks Inc. | Add +4.8% | 1.65% | +0.15 |
| FISV Fiserv Inc. | Add +1.9% | 1.59% | +0.10 |
| V Visa Inc. Class A | Add +0.1% | 1.75% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.96% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 1.13% | +0.05 |
| CCFLU CCF Holdings LLC | New | 0.00% | +0.00 |
| KRE SS SPDR S&P Regional Bank | Add +1.6% | 0.63% | −0.01 |
| SYK Stryker Corp. | Add +0.2% | 0.14% | −0.01 |
| XLE SS Energy Select Sector | Add +0.3% | 0.14% | −0.02 |
| PANW Palo Alto Networks Inc. | Add +1.9% | 2.02% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 0.23% | −0.02 |
| MA Mastercard Inc. Class A | Add +1.3% | 1.84% | −0.03 |
| DVYE iShares Emerging Markets Div | Add +14.1% | 0.75% | −0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.85% | −0.06 |
| PH Parker Hannifin Corp. | Add +4.3% | 1.39% | −0.06 |
| ROP Roper Technologies Inc. | Add +13.3% | 1.83% | −0.06 |
| MRK Merck & Co. Inc. | Add +16.6% | 0.89% | −0.06 |
| ADBE Adobe Inc. | Add +2.4% | 0.41% | −0.10 |
| UBER Uber Technologies Inc. | Add +25.0% | 2.26% | −0.21 |
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 |