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Benchmark Investment Advisors LLC Top Holdings and 13F Report (2026)

About Benchmark Investment Advisors LLC

Investment Activity

  • Benchmark Investment Advisors LLC has $172.04 million in total holdings as of March 31, 2026.
  • Benchmark Investment Advisors LLC owns shares of 76 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 17.58% of the portfolio was purchased this quarter.
  • About 11.61% of the portfolio was sold this quarter.
  • This quarter, Benchmark Investment Advisors LLC has purchased 78 new stocks and bought additional shares in 33 stocks.
  • Benchmark Investment Advisors LLC sold shares of 31 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA
$27,493,482
APPLOVIN CORP
$5,993,784
Alphabet
$5,915,036
KLA
$5,861,535
Broadcom
$5,769,702

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC
$3,587,570 Holding
80004C200 - SANDISK CORP
$2,982,441 Holding
553368101 - MP Materials
$2,520,815 Holding
92189F106 - VanEck Gold Miners ETF
$1,822,756 Holding

Largest Purchases this Quarter

PALANTIR TECHNOLOGIES INC
24,525 shares (about $3.59M)
SANDISK CORP
4,694 shares (about $2.98M)
Netflix
27,110 shares (about $2.61M)
MP Materials
52,234 shares (about $2.52M)
Micron Technology
7,098 shares (about $2.40M)

Largest Sales this Quarter

NVIDIA
22,886 shares (about $3.99M)
Applied Materials
6,477 shares (about $2.21M)
Broadcom
5,960 shares (about $1.84M)
MercadoLibre
669 shares (about $1.16M)
KLA
527 shares (about $775.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenchmark Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$27,493,482$3,991,321 â–¼-12.7%157,64616.0%Computer and Technology
APPLOVIN CORP
$5,993,784$192,629 â–²3.3%15,0603.5%COM CL A
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,915,036$679,783 â–¼-10.3%20,5703.4%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$5,861,535$775,943 â–¼-11.7%3,9813.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$5,769,702$1,844,720 â–¼-24.2%18,6413.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,700,062$710,691 â–¼-11.1%16,8673.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,118,678$992,041 â–²24.0%8,9473.0%Computer and Technology
LAM RESEARCH CORP
$4,399,143$81,834 â–¼-1.8%20,5892.6%COM NEW
United Rentals, Inc. stock logo
URI
United Rentals
$4,150,340$1,095,684 â–²35.9%5,6972.4%Construction
Microsoft Corporation stock logo
MSFT
Microsoft
$3,983,391$54,415 â–¼-1.3%10,7612.3%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$3,940,041$402,692 â–²11.4%2,8572.3%Construction
Visa Inc. stock logo
V
Visa
$3,756,878$192,226 â–¼-4.9%12,4302.2%Business Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,724,770$2,398,042 â–²180.7%11,0252.2%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$3,693,360$25,810 â–¼-0.7%14,7392.1%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,692,426$2,213,815 â–¼-37.5%10,8032.1%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$3,657,659$1,104,832 â–²43.3%9,3692.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,638,863$125,586 â–¼-3.3%17,4722.1%Retail/Wholesale
PALANTIR TECHNOLOGIES INC
$3,587,570$3,587,570 â–²New Holding24,5252.1%CL A
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$3,551,459$437,103 â–²14.0%4,8102.1%Construction
Booking Holdings Inc. stock logo
BKNG
Booking
$3,220,166$521,962 â–²19.3%7651.9%Retail/Wholesale
Spotify Technology stock logo
SPOT
Spotify Technology
$3,132,416$1,344,611 â–²75.2%6,4601.8%Computer and Technology
ARISTA NETWORKS INC
$3,009,113$262,014 â–²9.5%24,5081.7%COM SHS
SANDISK CORP
$2,982,441$2,982,441 â–²New Holding4,6941.7%COM
Mastercard Incorporated stock logo
MA
Mastercard
$2,897,040$193,369 â–¼-6.3%5,7981.7%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,880,850$50,822 â–¼-1.7%17,9691.7%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,868,659$2,606,648 â–²994.9%29,8351.7%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$2,736,423$32,993 â–²1.2%10,7821.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,643,429$414,782 â–²18.6%8,9861.5%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,593,411$307,785 â–²13.5%36,0551.5%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$2,584,806$1,644,153 â–²174.8%20,4581.5%Computer and Technology
MP Materials Corp. stock logo
MP
MP Materials
$2,520,815$2,520,815 â–²New Holding52,2341.5%Basic Materials
ASML Holding N.V. stock logo
ASML
ASML
$2,315,044$562,583 â–²32.1%1,7531.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,892,755$1,438,420 â–²316.6%2,0581.1%Medical
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,822,756$1,822,756 â–²New Holding19,8621.1%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$1,815,920$134,735 â–²8.0%52,8191.1%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,657,080$1,525,036 â–²1,154.9%15,8501.0%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,478,442$128,832 â–²9.5%5,2100.9%Aerospace
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,474,514$13,144 â–²0.9%2,4680.9%ETF
GE VERNOVA INC
$1,134,770$97,765 â–²9.4%1,3000.7%COM
Welltower Inc. stock logo
WELL
Welltower
$1,000,4130.0%5,0600.6%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$970,976$136,026 â–¼-12.3%1,0850.6%Industrials
AutoZone, Inc. stock logo
AZO
AutoZone
$790,401$317,512 â–¼-28.7%2340.5%Retail/Wholesale
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$760,793$115,485 â–²17.9%8,6300.4%Finance
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$741,894$375,870 â–¼-33.6%11,3770.4%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$707,017$19,598 â–¼-2.7%3,7880.4%Computer and Technology
Nuveen Preferred & Income Opportunities Fund stock logo
JPC
Nuveen Preferred & Income Opportunities Fund
$663,520$663,520 â–²New Holding88,0000.4%Financial Services
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$651,327$128,932 â–²24.7%2,3440.4%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$642,613$27,585 â–¼-4.1%7,2450.4%ETF
Nutanix stock logo
NTNX
Nutanix
$553,551$146,380 â–²36.0%14,5630.3%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$537,914$14,702 â–²2.8%6220.3%Medical
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$525,857$1,157,231 â–¼-68.8%3040.3%Retail/Wholesale
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$520,869$161,518 â–¼-23.7%2,4670.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$501,2430.0%1,0460.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$483,164$103,606 â–¼-17.7%1,4690.3%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$473,452$107,970 â–²29.5%8200.3%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$443,364$14,312 â–¼-3.1%1,3940.3%Computer and Technology
ROPER TECHNOLOGIES INC
$429,598$391,380 â–¼-47.7%1,2140.2%COM
Realty Income Corporation stock logo
O
Realty Income
$416,0240.0%6,8000.2%Finance
National Health Investors, Inc. stock logo
NHI
National Health Investors
$404,3000.0%5,0000.2%Finance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$391,919$388,644 â–¼-49.8%3590.2%Industrials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$391,115$302,068 â–¼-43.6%2,0380.2%ETF
OUSTER INC
$376,730$827 â–²0.2%20,5080.2%COM NEW
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$354,750$21,335 â–²6.4%1,4300.2%Finance
LTC Properties, Inc. stock logo
LTC
LTC Properties
$333,3250.0%8,9700.2%Finance
ASTERA LABS INC
$330,861$137,758 â–²71.3%3,0190.2%COM
Elevance Health, Inc. stock logo
ELV
Elevance Health
$276,677$76,416 â–¼-21.6%9450.2%Medical
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$264,232$90,563 â–²52.1%2480.2%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$249,655$6,538 â–¼-2.6%3,0550.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$245,128$55,918 â–¼-18.6%3770.1%Finance
PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 09-18-26 @570
$241,240$241,240 â–²New Holding740.1%PUT
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$227,822$847 â–¼-0.4%2690.1%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$226,865$6,384 â–¼-2.7%4620.1%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$214,360$26,276 â–¼-10.9%4650.1%Medical
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$203,924$118 â–²0.1%1,7220.1%ETF
Stryker Corporation stock logo
SYK
Stryker
$202,675$328 â–²0.2%6170.1%Medical
CCF HLDGS LLC UNIT CL A
$596$596 â–²New Holding45,8440.0%CL A
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$1,184,173 â–¼-100.0%00.0%Medical
FISERV INC
$0$1,064,229 â–¼-100.0%00.0%COM
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$949,776 â–¼-100.0%00.0%Computer and Technology
CDW Corporation stock logo
CDW
CDW
$0$639,167 â–¼-100.0%00.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$0$551,397 â–¼-100.0%00.0%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$0$310,564 â–¼-100.0%00.0%Finance
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$0$298,820 â–¼-100.0%00.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$257,535 â–¼-100.0%00.0%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$0$203,459 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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