Benchmark Investment Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Benchmark Investment Advisors LLC reported 76 stock positions worth $172.0 million. Its top holding was Nvidia (NVDA) at 16.0% of the portfolio, followed by AppLovin Class A (APP, 3.5%) and Alphabet Class A (GOOGL, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001910971
- Portfolio Value
- $172.0M (Q1 2026)
- SEC Filing
- 0001104659-26-060063 ↗ filed May 13, 2026
Holdings Value
Holdings 76 stocks · $172.0M
| NVDA Nvidia Corp. | 15.98% | 157,646 | $27.5M | — |
| APP AppLovin Corp. Class A | 3.48% | 15,060 | $6.0M | — |
| GOOGL Alphabet Inc. Class A | 3.44% | 20,570 | $5.9M | — |
| KLAC KLA Corp. | 3.41% | 3,981 | $5.9M | — |
| AVGO Broadcom Inc. | 3.35% | 18,641 | $5.8M | — |
| TSM Taiwan Semiconductor-SP ADR | 3.31% | 16,867 | $5.7M | — |
| META Meta Platforms Inc. Class A | 2.98% | 8,947 | $5.1M | — |
| LRCX Lam Research Corp. | 2.56% | 20,589 | $4.4M | — |
| URI United Rentals Inc. | 2.41% | 5,697 | $4.2M | — |
| MSFT Microsoft Corp. | 2.32% | 10,761 | $4.0M | — |
| FIX Comfort Systems USA Inc. | 2.29% | 2,857 | $3.9M | — |
| V Visa Inc. Class A | 2.18% | 12,430 | $3.8M | — |
| MU Micron Technology Inc. | 2.17% | 11,025 | $3.7M | — |
| VRT Vertiv Holdings Co. Class A | 2.15% | 14,739 | $3.7M | — |
| AMAT Applied Materials Inc. | 2.15% | 10,803 | $3.7M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.13% | 9,369 | $3.7M | — |
| AMZN Amazon.com Inc. | 2.12% | 17,472 | $3.6M | — |
| PLTR Palantir Technologies Inc. Class A | 2.09% | 24,525 | $3.6M | — |
| EME Emcor Group Inc. | 2.06% | 4,810 | $3.6M | — |
| BKNG Booking Holdings Inc. | 1.87% | 765 | $3.2M | — |
| SPOT Spotify Technology SA | 1.82% | 6,460 | $3.1M | — |
| ANET Arista Networks Inc. | 1.75% | 24,508 | $3.0M | — |
| SNDK Sandisk Corp. | 1.73% | 4,694 | $3.0M | — |
| MA Mastercard Inc. Class A | 1.68% | 5,798 | $2.9M | — |
| PANW Palo Alto Networks Inc. | 1.67% | 17,969 | $2.9M | — |
| NFLX Netflix Inc. | 1.67% | 29,835 | $2.9M | — |
| AAPL Apple Inc. | 1.59% | 10,782 | $2.7M | — |
| JPM JPMorgan Chase & Co. | 1.54% | 8,986 | $2.6M | — |
| UBER Uber Technologies Inc. | 1.51% | 36,055 | $2.6M | — |
| APH Amphenol Corp. Class A | 1.50% | 20,458 | $2.6M | — |
| MP MP Materials Corp. | 1.47% | 52,234 | $2.5M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.35% | 1,753 | $2.3M | — |
| LLY Eli Lilly & Co. | 1.10% | 2,058 | $1.9M | — |
| GDX Vaneck Gold Miners ETF | 1.06% | 19,862 | $1.8M | — |
| DVYE iShares Emerging Markets Div | 1.06% | 52,819 | $1.8M | — |
| NOW ServiceNow Inc. | 0.96% | 15,850 | $1.7M | — |
| GE General Electric filed as GE AEROSPACE | 0.86% | 5,210 | $1.5M | — |
| VOO Vanguard S&P 500 ETF | 0.86% | 2,468 | $1.5M | — |
| GEV GE Vernova Inc. | 0.66% | 1,300 | $1.1M | — |
| WELL Welltower Inc. | 0.58% | 5,060 | $1.0M | — |
| PH Parker Hannifin Corp. | 0.56% | 1,085 | $971K | — |
| AZO AutoZone Inc. | 0.46% | 234 | $790K | — |
| IAU iShares Gold Trust | 0.44% | 8,630 | $761K | — |
| BRO Brown & Brown Inc. | 0.43% | 11,377 | $742K | — |
| CRM Salesforce Inc. | 0.41% | 3,788 | $707K | — |
| JPC Nuveen Prefered & Income Opp | 0.39% | 88,000 | $664K | — |
| CDNS Cadence Design SYS Inc. | 0.38% | 2,344 | $651K | — |
| VNQ Vanguard Real Estate ETF | 0.37% | 7,245 | $643K | — |
| NTNX Nutanix Inc. Class A | 0.32% | 14,563 | $554K | — |
| MCK McKesson Corp. | 0.31% | 622 | $538K | — |
| MELI MercadoLibre Inc. | 0.31% | 304 | $526K | — |
| IVE iShares S&P 500 Value ETF | 0.30% | 2,467 | $521K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,046 | $501K | — |
| HD Home Depot Inc. | 0.28% | 1,469 | $483K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 820 | $473K | — |
| ADI Analog Devices Inc. | 0.26% | 1,394 | $443K | — |
| ROP Roper Technologies Inc. | 0.25% | 1,214 | $430K | — |
| O Realty Income Corp. | 0.24% | 6,800 | $416K | — |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.23% | 5,000 | $404K | — |
| GWW WW Grainger Inc. | 0.23% | 359 | $392K | — |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 2,038 | $391K | — |
| OUST Ouster Inc. | 0.22% | 20,508 | $377K | — |
| IWM iShares Russell 2000 ETF | 0.21% | 1,430 | $355K | — |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.19% | 8,970 | $333K | — |
| ALAB Astera Labs Inc. | 0.19% | 3,019 | $331K | — |
| ELV Elevance Health Inc. | 0.16% | 945 | $277K | — |
| FICO Fair Isaac Corp. | 0.15% | 248 | $264K | — |
| FTNT Fortinet Inc. | 0.15% | 3,055 | $250K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 377 | $245K | — |
| PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 09-18-26 @570 | 0.14% | 74 | $241K | — |
| GS Goldman Sachs Group Inc. | 0.13% | 269 | $228K | — |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 462 | $227K | — |
| ISRG Intuitive Surgical Inc. | 0.12% | 465 | $214K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 1,722 | $204K | — |
| SYK Stryker Corp. | 0.12% | 617 | $203K | — |
| CCFLU CCF Holdings LLC filed as CCF HLDGS LLC UNIT CL A | 0.00% | 45,844 | $596 | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.
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 |