Benchmark Investment Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Benchmark Investment Advisors LLC reported 78 stock positions worth $172.2 million. Its top holding was Nvidia (NVDA) at 19.6% of the portfolio, followed by AppLovin Class A (APP, 6.0%) and Broadcom (AVGO, 4.7%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001910971
Portfolio Value
$172.2M (Q3 2025)
SEC Filing
0001104659-25-111202 ↗ filed Nov 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $126.7M Q1 2024 Q2 2024: $138.1M Q2 2024 Q3 2024: $140.3M Q3 2024 Q4 2024: $153.7M Q4 2024 Q1 2025: $154.3M Q1 2025 Q3 2025: $172.2M $172.2M Q3 2025 Q1 2026: $172.0M Q1 2026 Q2 2026: $228.0M Q2 2026

Holdings 78 stocks · $172.2M

NVDA Nvidia Corp. 19.58% 180,532 $33.7M —
APP AppLovin Corp. Class A 6.02% 14,576 $10.4M —
AVGO Broadcom Inc. 4.72% 24,601 $8.1M —
MSFT Microsoft Corp. 3.28% 10,908 $5.6M —
GOOGL Alphabet Inc. Class A 3.24% 22,934 $5.6M —
TSM Taiwan Semiconductor-SP ADR 3.08% 18,970 $5.3M —
META Meta Platforms Inc. Class A 3.07% 7,213 $5.3M —
KLAC KLA Corp. 2.83% 4,508 $4.9M —
V Visa Inc. Class A 2.60% 13,066 $4.5M —
URI United Rentals Inc. 2.33% 4,193 $4.0M —
AMZN Amazon.com Inc. 2.30% 18,075 $4.0M —
PANW Palo Alto Networks Inc. 2.16% 18,286 $3.7M —
AMAT Applied Materials Inc. 2.09% 17,280 $3.6M —
MA Mastercard Inc. Class A 2.04% 6,185 $3.5M —
BKNG Booking Holdings Inc. 2.01% 641 $3.5M —
NFLX Netflix Inc. 1.90% 2,725 $3.3M —
ANET Arista Networks Inc. 1.89% 22,374 $3.3M —
CRWD CrowdStrike Holdings Inc. Class A 1.86% 6,539 $3.2M —
UBER Uber Technologies Inc. 1.81% 31,776 $3.1M —
LRCX Lam Research Corp. 1.63% 20,972 $2.8M —
EME Emcor Group Inc. 1.59% 4,218 $2.7M —
AAPL Apple Inc. 1.58% 10,652 $2.7M —
SPOT Spotify Technology SA 1.49% 3,687 $2.6M —
JPM JPMorgan Chase & Co. 1.39% 7,576 $2.4M —
VRT Vertiv Holdings Co. Class A 1.30% 14,842 $2.2M —
MELI MercadoLibre Inc. 1.29% 973 $2.2M —
FIX Comfort Systems USA Inc. 1.23% 2,565 $2.1M —
BRO Brown & Brown Inc. 0.94% 17,141 $1.6M —
VOO Vanguard S&P 500 ETF 0.87% 2,446 $1.5M —
DVYE iShares Emerging Markets Div 0.84% 48,900 $1.4M —
GE General Electric filed as GE AEROSPACE 0.83% 4,756 $1.4M —
AZO AutoZone Inc. 0.82% 328 $1.4M —
ASML ASML Holding NV-NY Reg SHS 0.75% 1,327 $1.3M —
MRK Merck & Co. Inc. 0.69% 13,545 $1.2M —
NOW ServiceNow Inc. 0.67% 1,263 $1.2M —
ROP Roper Technologies Inc. 0.67% 2,320 $1.2M —
FISV Fiserv Inc. 0.62% 8,254 $1.1M —
SNPS Synopsys Inc. 0.55% 1,925 $950K —
PH Parker Hannifin Corp. 0.54% 1,237 $938K —
CRM Salesforce Inc. 0.54% 3,893 $932K —
APH Amphenol Corp. Class A 0.54% 7,445 $921K —
WELL Welltower Inc. 0.52% 5,060 $901K —
NTNX Nutanix Inc. Class A 0.46% 10,712 $797K —
MU Micron Technology Inc. 0.43% 3,927 $736K —
GEV GE Vernova Inc. 0.42% 1,188 $731K —
HD Home Depot Inc. 0.42% 1,784 $723K —
VNQ Vanguard Real Estate ETF 0.40% 7,556 $691K —
RSP Invesco S&P 500 Equal Weight 0.40% 3,612 $685K —
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.40% 715 $681K —
IVE iShares S&P 500 Value ETF 0.39% 3,232 $667K —
CDNS Cadence Design SYS Inc. 0.38% 1,880 $660K —
CDW CDW Corp. 0.37% 4,013 $639K —
OUST Ouster Inc. 0.35% 20,463 $608K —
GOOG Alphabet Inc. Class C 0.32% 2,264 $551K —
IAU iShares Gold Trust 0.31% 7,320 $533K —
BRK.B Berkshire Hathaway Inc. Class B 0.31% 1,046 $526K —
MCK McKesson Corp. 0.27% 605 $468K —
O Realty Income Corp. 0.24% 6,800 $413K —
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.23% 5,000 $398K —
ELV Elevance Health Inc. 0.23% 1,206 $390K —
QQQ Invesco QQQ Trust Series 1 0.22% 633 $380K —
LLY Eli Lilly & Co. 0.22% 494 $377K —
ADI Analog Devices Inc. 0.21% 1,439 $354K —
ALAB Astera Labs Inc. 0.20% 1,762 $345K —
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.19% 8,970 $331K —
IWM iShares Russell 2000 ETF 0.19% 1,344 $325K —
SPGI S&P Global Inc. 0.18% 638 $311K —
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 463 $308K —
KRE SS SPDR S&P Regional Bank 0.17% 4,721 $299K —
FTNT Fortinet Inc. 0.15% 3,135 $264K —
CSCO Cisco Systems Inc. 0.15% 3,764 $258K —
FICO Fair Isaac Corp. 0.14% 163 $244K —
ISRG Intuitive Surgical Inc. 0.14% 522 $233K —
TMO Thermo Fisher Scientific Inc. 0.13% 475 $230K —
SYK Stryker Corp. 0.13% 616 $228K —
GS Goldman Sachs Group Inc. 0.12% 270 $215K —
VIG Vanguard Dividend Apprec ETF 0.12% 943 $203K —
IJS iShares S&P Small-Cap 600 Va 0.11% 1,721 $190K —

Portfolio Sells Q3 2025

No earlier filing to compare with.

Portfolio Buys Q3 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 70$228.0MNVDA, KLAC, MU, AVGO, SNDK
Q1 2026 76$172.0MNVDA, APP, GOOGL, KLAC, AVGO
Q3 2025 78$172.2MNVDA, APP, AVGO, MSFT, GOOGL
Q1 2025 86$154.3MNVDA, META, MSFT, APP, AVGO
Q4 2024 86$153.7MNVDA, MSFT, AVGO, APP, AAPL
Q3 2024 86$140.3MNVDA, MSFT, AAPL, AVGO, GOOGL
Q2 2024 89$138.1MNVDA, MSFT, GOOGL, AAPL, AVGO
Q1 2024 90$126.7MNVDA, AAPL, MSFT, GOOGL, AMZN