Benchmark Investment Advisors LLC Top Holdings and 13F Report (2026) About Benchmark Investment Advisors LLCInvestment ActivityBenchmark Investment Advisors LLC has $228.02 million in total holdings as of June 30, 2026.Benchmark Investment Advisors LLC owns shares of 70 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 10.17% of the portfolio was purchased this quarter.About 6.81% of the portfolio was sold this quarter.This quarter, Benchmark Investment Advisors LLC has purchased 76 new stocks and bought additional shares in 22 stocks.Benchmark Investment Advisors LLC sold shares of 37 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $31,193,852KLA $12,009,778Micron Technology $11,585,068Broadcom $9,165,530SANDISK CORP $9,131,552 Largest New Holdings this Quarter 573874104 - Marvell Technology $1,758,238 Holding17275R102 - Cisco Systems $296,160 Holding78464A698 - SPDR S&P Regional Banking ETF $221,874 Holding Largest Purchases this Quarter KLA 35,825 shares (about $10.81M)Booking 17,345 shares (about $3.09M)Broadcom 5,622 shares (about $2.12M)Marvell Technology 5,902 shares (about $1.76M)VanEck Gold Miners ETF 15,827 shares (about $1.19M) Largest Sales this Quarter CrowdStrike 3,883 shares (about $2.96M)SANDISK CORP 678 shares (about $1.54M)United Rentals 1,154 shares (about $1.31M)Micron Technology 988 shares (about $1.14M)Palo Alto Networks 3,040 shares (about $1.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$31,193,852$349,557 â–¼-1.1%155,89913.7%TechnologyKLACKLA$12,009,778$10,808,680 â–²899.9%39,8065.3%TechnologyMUMicron Technology$11,585,068$1,140,385 â–¼-9.0%10,0375.1%TechnologyAVGOBroadcom$9,165,530$2,123,753 â–²30.2%24,2634.0%TechnologySANDISK CORP$9,131,552$1,541,632 â–¼-14.4%4,0164.0%COMLAM RESEARCH CORP$8,830,451$91,433 â–¼-1.0%20,3783.9%COM NEWTSMTaiwan Semiconductor Manufacturing$8,041,965$13,372 â–¼-0.2%16,8393.5%TechnologyAMATApplied Materials$7,895,183$84,591 â–²1.1%10,9203.5%TechnologyGOOGLAlphabet$7,349,266$1,787 â–¼0.0%20,5653.2%Communication ServicesAPPLOVIN CORP$7,230,688$528,622 â–¼-6.8%14,0343.2%COM CL AFIXComfort Systems USA$5,871,495$208,139 â–²3.7%2,9622.6%IndustrialsVRTVertiv$5,240,295$305,357 â–²6.2%15,6512.3%IndustrialsURIUnited Rentals$5,146,399$1,307,274 â–¼-20.3%4,5432.3%IndustrialsMETAMeta Platforms$5,131,798$91,820 â–²1.8%9,1102.3%Communication ServicesPANWPalo Alto Networks$5,090,936$1,036,670 â–¼-16.9%14,9292.2%TechnologyAMZNAmazon.com$4,841,010$676,659 â–²16.2%20,3112.1%Consumer DiscretionaryMSFTMicrosoft$4,327,024$312,963 â–²7.8%11,6001.9%TechnologyVVisa$4,283,033$18,526 â–²0.4%12,4841.9%FinanceARISTA NETWORKS INC$4,220,287$56,909 â–²1.4%24,8431.9%COM SHSAPHAmphenol$4,212,834$605,662 â–²16.8%23,8931.8%TechnologyCRWDCrowdStrike$4,186,288$2,963,062 â–¼-41.4%5,4861.8%TechnologyEMEEMCOR Group$3,953,651$38,175 â–¼-1.0%4,7641.7%IndustrialsPALANTIR TECHNOLOGIES INC$3,689,389$828,018 â–²28.9%31,6221.6%CL AASMLASML$3,549,985$61,687 â–²1.8%1,7841.6%TechnologyBKNGBooking$3,227,964$3,091,609 â–²2,267.3%18,1101.4%Consumer DiscretionaryMPMP Materials$3,018,354$92,752 â–²3.2%53,8901.3%MaterialsMAMastercard$2,968,786$9,245 â–¼-0.3%5,7801.3%FinanceAAPLApple$2,927,125$192,711 â–¼-6.2%10,1161.3%TechnologyJPMJPMorgan Chase & Co.$2,893,574$47,790 â–¼-1.6%8,8401.3%FinanceSPOTSpotify Technology$2,732,068$233,679 â–¼-7.9%5,9511.2%Communication ServicesGDXVanEck Gold Miners ETF$2,692,703$1,194,133 â–²79.7%35,6891.2%ETFLLYEli Lilly and Company$2,543,101$74,374 â–²3.0%2,1201.1%HealthcareUBERUber Technologies$2,532,924$68,842 â–¼-2.6%35,1011.1%IndustrialsNFLXNetflix$2,040,554$89,679 â–¼-4.2%28,5790.9%Communication ServicesGEGE Aerospace$1,947,1330.0%5,2100.9%IndustrialsNOWServiceNow$1,834,243$260,616 â–²16.6%18,4750.8%TechnologyMRVLMarvell Technology$1,758,238$1,758,238 â–²New Holding5,9020.8%TechnologyVOOVanguard S&P 500 ETF$1,699,583$4,807 â–²0.3%2,4750.7%ETFGE VERNOVA INC$1,530,843$3,525 â–²0.2%1,3030.7%COMWELLWelltower$1,148,4680.0%5,0600.5%Real EstatePHParker-Hannifin$1,027,546$33,241 â–¼-3.1%1,0510.5%IndustrialsNTNXNutanix$732,547$9,580 â–¼-1.3%14,3750.3%TechnologyAZOAutoZone$712,695$35,155 â–¼-4.7%2230.3%Consumer DiscretionaryOUSTER INC$697,822$584,290 â–¼-45.6%11,1620.3%COM NEWJPCNuveen Preferred & Income Opportunities Fund$693,4400.0%88,0000.3%FinanceVNQVanguard Real Estate ETF$689,619$8,967 â–¼-1.3%7,1520.3%ETFQQQInvesco QQQ$620,994$16,943 â–²2.8%8430.3%ETFIVEiShares S&P 500 Value ETF$559,410$681 â–¼-0.1%2,4640.2%ETFADIAnalog Devices$541,001$12,711 â–¼-2.3%1,3620.2%TechnologyCRMSalesforce$536,716$56,711 â–¼-9.6%3,4260.2%TechnologyIAUiShares Gold Trust$531,264$120,357 â–¼-18.5%7,0360.2%ETFBRK.BBerkshire Hathaway$523,4080.0%1,0460.2%FinanceGWWW.W. Grainger$482,281$5,434 â–¼-1.1%3550.2%IndustrialsFTNTFortinet$464,701$4,609 â–¼-1.0%3,0250.2%TechnologyHDHome Depot$457,178$61,028 â–¼-11.8%1,2960.2%Consumer DiscretionaryMCKMcKesson$441,120$28,703 â–¼-6.1%5840.2%HealthcareIWMiShares Russell 2000 ETF$429,835$300 â–²0.1%1,4310.2%ETFORealty Income$421,3280.0%6,8000.2%Real EstateCDNSCadence Design Systems$403,844$475,905 â–¼-54.1%1,0760.2%TechnologyROPER TECHNOLOGIES INC$400,736$10,154 â–¼-2.5%1,1840.2%COMNHINational Health Investors$381,3000.0%5,0000.2%Real EstateELVElevance Health$363,369$1,933 â–¼-0.5%9400.2%HealthcareRSPInvesco S&P 500 Equal Weight ETF$360,243$73,410 â–¼-16.9%1,6930.2%ETFLTCLTC Properties$344,8970.0%8,9700.2%Real EstateCSCOCisco Systems$296,160$296,160 â–²New Holding2,5210.1%TechnologySPYSPDR S&P 500 ETF Trust$280,781$747 â–¼-0.3%3760.1%ETFGSThe Goldman Sachs Group$264,484$7,066 â–¼-2.6%2620.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$235,3760.0%1,7220.1%ETFTMOThermo Fisher Scientific$228,957$2,505 â–¼-1.1%4570.1%HealthcareKRESPDR S&P Regional Banking ETF$221,874$221,874 â–²New Holding2,9640.1%ETFDVYEiShares Emerging Markets Dividend ETF$0$1,815,920 â–¼-100.0%00.0%ETFBROBrown & Brown$0$741,894 â–¼-100.0%00.0%FinanceMELIMercadoLibre$0$525,857 â–¼-100.0%00.0%Consumer DiscretionaryASTERA LABS INC$0$330,861 â–¼-100.0%00.0%COMFICOFair Isaac$0$264,232 â–¼-100.0%00.0%TechnologyPUT 100 INVESCO QQQ TR UNIT SER 1 EXP 09-18-26 @570$0$241,240 â–¼-100.0%00.0%PUTISRGIntuitive Surgical$0$214,360 â–¼-100.0%00.0%HealthcareSYKStryker$0$202,675 â–¼-100.0%00.0%HealthcareCCF HLDGS LLC UNIT CL A$0$596 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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