Benchmark Investment Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Benchmark Investment Advisors LLC reported 86 stock positions worth $154.3 million. Its top holding was Nvidia (NVDA) at 15.9% of the portfolio, followed by Meta Platforms Class A (META, 3.9%) and Microsoft (MSFT, 3.7%). Compared with Q4 2024, it opened 7 new positions, sold out of 7, added to 34 and reduced 35. The biggest buy was CrowdStrike Class A (CRWD, shares +91%) and the biggest sale Nvidia (NVDA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001910971
- Portfolio Value
- $154.3M (Q1 2025)
- SEC Filing
- 0001104659-25-049175 ↗ filed May 15, 2025
Holdings Value
Holdings 86 stocks · $154.3M
| NVDA Nvidia Corp. | 15.93% | 226,913 | $24.6M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 3.86% | 10,333 | $6.0M | Add +40.8% |
| MSFT Microsoft Corp. | 3.66% | 15,032 | $5.6M | Reduce -2.7% |
| APP AppLovin Corp. Class A | 3.61% | 21,019 | $5.6M | Add +23.6% |
| AVGO Broadcom Inc. | 3.49% | 32,213 | $5.4M | Add +27.4% |
| AMZN Amazon.com Inc. | 3.07% | 24,936 | $4.7M | Add +42.4% |
| GOOGL Alphabet Inc. Class A | 2.97% | 29,627 | $4.6M | Add +19.6% |
| V Visa Inc. Class A | 2.77% | 12,190 | $4.3M | Add +42.9% |
| URI United Rentals Inc. | 2.61% | 6,425 | $4.0M | Add +13.7% |
| PANW Palo Alto Networks Inc. | 2.49% | 22,508 | $3.8M | Add +32.1% |
| AAPL Apple Inc. | 2.42% | 16,791 | $3.7M | Reduce -17.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.34% | 10,248 | $3.6M | Add +90.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.98% | 18,376 | $3.1M | Add +3.9% |
| MA Mastercard Inc. Class A | 1.94% | 5,474 | $3.0M | Add +2.1% |
| FISV Fiserv Inc. | 1.93% | 13,468 | $3.0M | Add +13.2% |
| KLAC KLA Corp. | 1.91% | 4,335 | $2.9M | Reduce -38.2% |
| ANET Arista Networks Inc. | 1.87% | 37,344 | $2.9M | Add +62.5% |
| UBER Uber Technologies Inc. | 1.86% | 39,304 | $2.9M | Reduce -31.8% |
| JPM JPMorgan Chase & Co. | 1.56% | 9,804 | $2.4M | Add +34.8% |
| EME Emcor Group Inc. | 1.55% | 6,454 | $2.4M | Add +27.1% |
| ROP Roper Technologies Inc. | 1.53% | 4,004 | $2.4M | Reduce -25.9% |
| VRT Vertiv Holdings Co. Class A | 1.43% | 30,654 | $2.2M | Add +628.3% |
| PH Parker Hannifin Corp. | 1.23% | 3,122 | $1.9M | Reduce -7.0% |
| AMAT Applied Materials Inc. | 1.17% | 12,397 | $1.8M | Add +7.9% |
| FIX Comfort Systems USA Inc. | 1.13% | 5,398 | $1.7M | Add +405.4% |
| CPRT Copart Inc. | 1.11% | 30,306 | $1.7M | Add +13.1% |
| NFLX Netflix Inc. | 1.09% | 1,812 | $1.7M | Add +30.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.04% | 1,622 | $1.6M | Add +14.5% |
| BKNG Booking Holdings Inc. | 1.02% | 342 | $1.6M | Add +4.3% |
| AZO AutoZone Inc. | 1.02% | 413 | $1.6M | Add +7.5% |
| SPOT Spotify Technology SA | 1.00% | 2,809 | $1.5M | Add +142.4% |
| NOW ServiceNow Inc. | 0.99% | 1,926 | $1.5M | Add +61.4% |
| SPGI S&P Global Inc. | 0.90% | 2,736 | $1.4M | Add +362.9% |
| BRO Brown & Brown Inc. | 0.86% | 10,648 | $1.3M | Reduce -35.6% |
| DVYE iShares Emerging Markets Div | 0.84% | 47,410 | $1.3M | Add +5.6% |
| VOO Vanguard S&P 500 ETF | 0.81% | 2,441 | $1.3M | Add +0.4% |
| SNPS Synopsys Inc. | 0.77% | 2,772 | $1.2M | Reduce -4.9% |
| MRK Merck & Co. Inc. | 0.76% | 13,104 | $1.2M | Reduce -5.1% |
| CRM Salesforce Inc. | 0.70% | 4,025 | $1.1M | Add +259.4% |
| UNH Unitedhealth Group Inc. | 0.69% | 2,032 | $1.1M | Reduce -37.1% |
| CYBR Cyberark Software Ltd./Israel | 0.69% | 3,147 | $1.1M | New |
| TTWO Take-Two Interactive Softwre | 0.67% | 4,954 | $1.0M | New |
| VNQ Vanguard Real Estate ETF | 0.64% | 10,824 | $980K | Reduce -5.1% |
| GE General Electric filed as GE AEROSPACE | 0.62% | 4,756 | $952K | No change |
| CDW CDW Corp. | 0.60% | 5,803 | $930K | Add +0.0% |
| KRE SS SPDR S&P Regional Bank | 0.59% | 15,971 | $908K | Reduce -1.1% |
| HD Home Depot Inc. | 0.55% | 2,334 | $856K | Reduce -10.9% |
| IVE iShares S&P 500 Value ETF | 0.51% | 4,114 | $784K | Reduce -4.0% |
| ELV Elevance Health Inc. | 0.50% | 1,784 | $776K | Reduce -24.5% |
| WELL Welltower Inc. | 0.50% | 5,060 | $775K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.49% | 4,330 | $750K | Reduce -0.2% |
| JPC Nuveen Prefered & Income Opp | 0.45% | 88,000 | $700K | No change |
| LRCX Lam Research Corp. | 0.44% | 9,426 | $685K | Reduce -46.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 1,276 | $680K | No change |
| IWM iShares Russell 2000 ETF | 0.44% | 3,383 | $675K | Reduce -30.8% |
| INDA iShares MSCI India ETF | 0.43% | 12,800 | $659K | Reduce -7.3% |
| OXY Occidental Petroleum Corp. | 0.40% | 12,400 | $612K | Reduce -4.6% |
| MCK McKesson Corp. | 0.39% | 893 | $601K | Reduce -24.2% |
| GOOG Alphabet Inc. Class C | 0.38% | 3,771 | $589K | Reduce -51.4% |
| NTNX Nutanix Inc. Class A | 0.38% | 8,353 | $583K | Add +34.6% |
| FCX Freeport-McMoran Inc. | 0.38% | 15,400 | $583K | Reduce -6.1% |
| PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 06-20-25 @474.78 | 0.38% | 273 | $581K | New |
| HSY The Hershey Co. | 0.33% | 3,000 | $513K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.29% | 679 | $450K | Reduce -28.8% |
| IAU iShares Gold Trust | 0.28% | 7,355 | $434K | Reduce -2.5% |
| CDNS Cadence Design SYS Inc. | 0.28% | 1,670 | $425K | Reduce -12.1% |
| O Realty Income Corp. | 0.27% | 7,256 | $421K | No change |
| JNJ Johnson & Johnson | 0.26% | 2,393 | $397K | Reduce -10.5% |
| ADI Analog Devices Inc. | 0.26% | 1,961 | $395K | Reduce -9.0% |
| ACN Accenture PLC Class A | 0.25% | 1,245 | $389K | Add +22.3% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.24% | 5,000 | $369K | No change |
| GEV GE Vernova Inc. | 0.23% | 1,188 | $363K | No change |
| NKE Nike Inc. Class B | 0.23% | 5,700 | $362K | New |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,797 | $349K | Add +0.1% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.21% | 8,970 | $318K | No change |
| FTNT Fortinet Inc. | 0.20% | 3,235 | $311K | Reduce -0.6% |
| PFF iShares Preferred & Income S | 0.20% | 9,996 | $307K | Reduce -7.8% |
| CSCO Cisco Systems Inc. | 0.19% | 4,814 | $297K | Reduce -7.0% |
| ADBE Adobe Inc. | 0.18% | 731 | $280K | Reduce -48.6% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 544 | $270K | Reduce -11.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 556 | $270K | New |
| IWB iShares Russell 1000 ETF | 0.17% | 842 | $258K | No change |
| ISRG Intuitive Surgical Inc. | 0.17% | 519 | $257K | Add +3.2% |
| SYK Stryker Corp. | 0.15% | 614 | $229K | No change |
| XLV SS Health Care Select Sector | 0.14% | 1,470 | $215K | Reduce -15.7% |
| LLY Eli Lilly & Co. | 0.13% | 249 | $206K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -5.1% | 15.93% | −4.97 |
| KLAC KLA Corp. | Reduce -38.2% | 1.91% | −0.97 |
| AAPL Apple Inc. | Reduce -17.8% | 2.42% | −0.91 |
| MSFT Microsoft Corp. | Reduce -2.7% | 3.66% | −0.58 |
| GOOG Alphabet Inc. Class C | Reduce -51.4% | 0.38% | −0.58 |
| UBER Uber Technologies Inc. | Reduce -31.8% | 1.86% | −0.41 |
| LRCX Lam Research Corp. | Reduce -46.9% | 0.44% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -37.1% | 0.69% | −0.37 |
| ROP Roper Technologies Inc. | Reduce -25.9% | 1.53% | −0.30 |
| IWM iShares Russell 2000 ETF | Reduce -30.8% | 0.44% | −0.27 |
| BRO Brown & Brown Inc. | Reduce -35.6% | 0.86% | −0.24 |
| ADBE Adobe Inc. | Reduce -48.6% | 0.18% | −0.23 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.18 |
| PH Parker Hannifin Corp. | Reduce -7.0% | 1.23% | −0.16 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.16 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.15 |
| SNPS Synopsys Inc. | Reduce -4.9% | 0.77% | −0.15 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.15 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.14 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -28.8% | 0.29% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -5.1% | 0.76% | −0.13 |
| HD Home Depot Inc. | Reduce -10.9% | 0.55% | −0.11 |
| CDNS Cadence Design SYS Inc. | Reduce -12.1% | 0.28% | −0.10 |
| ELV Elevance Health Inc. | Reduce -24.5% | 0.50% | −0.06 |
| MCK McKesson Corp. | Reduce -24.2% | 0.39% | −0.05 |
| INDA iShares MSCI India ETF | Reduce -7.3% | 0.43% | −0.05 |
| KRE SS SPDR S&P Regional Bank | Reduce -1.1% | 0.59% | −0.05 |
| ADI Analog Devices Inc. | Reduce -9.0% | 0.26% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.3% | 0.18% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -6.1% | 0.38% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -5.1% | 0.64% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -4.0% | 0.51% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -7.8% | 0.20% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -4.6% | 0.40% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -15.7% | 0.14% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.2% | 0.49% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.0% | 0.19% | −0.01 |
| CCFLU CCF Holdings LLC | Sold out | 0.00% | −0.00 |
| FTNT Fortinet Inc. | Reduce -0.6% | 0.20% | +0.00 |
| JNJ Johnson & Johnson | Reduce -10.5% | 0.26% | +0.01 |
| IAU iShares Gold Trust | Reduce -2.5% | 0.28% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| CRWD CrowdStrike Holdings Inc. Class A | Add +90.8% | 2.34% | +1.15 |
| VRT Vertiv Holdings Co. Class A | Add +628.3% | 1.43% | +1.12 |
| META Meta Platforms Inc. Class A | Add +40.8% | 3.86% | +1.06 |
| V Visa Inc. Class A | Add +42.9% | 2.77% | +1.01 |
| FIX Comfort Systems USA Inc. | Add +405.4% | 1.13% | +0.83 |
| SPGI S&P Global Inc. | Add +362.9% | 0.90% | +0.71 |
| CYBR Cyberark Software Ltd./Israel | New | 0.69% | +0.69 |
| TTWO Take-Two Interactive Softwre | New | 0.67% | +0.67 |
| SPOT Spotify Technology SA | Add +142.4% | 1.00% | +0.66 |
| AMZN Amazon.com Inc. | Add +42.4% | 3.07% | +0.57 |
| PANW Palo Alto Networks Inc. | Add +32.1% | 2.49% | +0.47 |
| CRM Salesforce Inc. | Add +259.4% | 0.70% | +0.46 |
| JPM JPMorgan Chase & Co. | Add +34.8% | 1.56% | +0.42 |
| PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 06-20-25 @474.78 | New | 0.38% | +0.38 |
| FISV Fiserv Inc. | Add +13.2% | 1.93% | +0.34 |
| HSY The Hershey Co. | New | 0.33% | +0.33 |
| NFLX Netflix Inc. | Add +30.0% | 1.09% | +0.29 |
| NKE Nike Inc. Class B | New | 0.23% | +0.23 |
| ANET Arista Networks Inc. | Add +62.5% | 1.87% | +0.22 |
| AZO AutoZone Inc. | Add +7.5% | 1.02% | +0.22 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.17% | +0.17 |
| NOW ServiceNow Inc. | Add +61.4% | 0.99% | +0.17 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| NTNX Nutanix Inc. Class A | Add +34.6% | 0.38% | +0.13 |
| CPRT Copart Inc. | Add +13.1% | 1.11% | +0.11 |
| MA Mastercard Inc. Class A | Add +2.1% | 1.94% | +0.11 |
| DVYE iShares Emerging Markets Div | Add +5.6% | 0.84% | +0.08 |
| GWW WW Grainger Inc. | Add +14.5% | 1.04% | +0.07 |
| EME Emcor Group Inc. | Add +27.1% | 1.55% | +0.05 |
| APP AppLovin Corp. Class A | Add +23.6% | 3.61% | +0.02 |
| URI United Rentals Inc. | Add +13.7% | 2.61% | +0.02 |
| ACN Accenture PLC Class A | Add +22.3% | 0.25% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.23% | −0.00 |
| ISRG Intuitive Surgical Inc. | Add +3.2% | 0.17% | −0.00 |
| BKNG Booking Holdings Inc. | Add +4.3% | 1.02% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.81% | −0.04 |
| AMAT Applied Materials Inc. | Add +7.9% | 1.17% | −0.05 |
| CDW CDW Corp. | Add +0.0% | 0.60% | −0.05 |
| GOOGL Alphabet Inc. Class A | Add +19.6% | 2.97% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.9% | 1.98% | −0.30 |
| AVGO Broadcom Inc. | Add +27.4% | 3.49% | −0.32 |
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 |