Benchmark Investment Advisors LLC — 13F Holdings & Portfolio
CIK 1910971 · latest 13F-HR filed 2026-05-13
Benchmark Investment Advisors LLC manages $172.0M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (15.98%), APP (3.48%), GOOGL (3.44%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 7 new positions, exited 9, added to 26, and trimmed 29.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$172.0M
Long-equity book
76
Distinct positions
2026-03-31
Filed 2026-05-13
+7 / −9 / ↑26 / ↓29
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$3.0M +406.4%
- COMFORT SYS USA INC$1.8M +86.2%
- AMPHENOL CORP$1.7M +180.6%
- LAM RESEARCH CORP$1.6M +56.7%
- ELI LILLY &CO$1.5M +402.0%
Top Trims
- NVIDIA CORPORATION-$6.2M -18.4%
- APPLOVIN CORP-$4.4M -42.2%
- BROADCOM INC-$2.4M -29.0%
- MERCADOLIBRE INC-$1.7M -76.4%
- MICROSOFT CORP-$1.7M -29.5%
New Positions
- PALANTIR TECHNOLOGIES INC$3.6M
- SANDISK CORP$3.0M
- MP MATERIALS CORP$2.5M
- VANECK ETF TR GOLD MINERS ETF$1.8M
- NUVEEN PFD & INCOME OPPORTUNITIES FD COM$663.5K
Exited Positions
- MERCK &CO INC$1.2M
- FISERV INC$1.1M
- SYNOPSYS INC$949.8K
- CDW CORP$639.2K
- ALPHABET INC C$551.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $27.5M | 15.98% | 157,646 | SH |
| 2 | APPLOVIN CORP | APP | 03831W108 | $6.0M | 3.48% | 15,060 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $5.9M | 3.44% | 20,570 | SH |
| 4 | KLA CORP | KLAC | 482480100 | $5.9M | 3.41% | 3,981 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $5.8M | 3.35% | 18,641 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.7M | 3.31% | 16,867 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $5.1M | 2.98% | 8,947 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $4.4M | 2.56% | 20,589 | SH |
| 9 | UNITED RENTALS INC | URI | 911363109 | $4.2M | 2.41% | 5,697 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $4.0M | 2.32% | 10,761 | SH |
| 11 | COMFORT SYS USA INC | FIX | 199908104 | $3.9M | 2.29% | 2,857 | SH |
| 12 | VISA INC | V | 92826C839 | $3.8M | 2.18% | 12,430 | SH |
| 13 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.7M | 2.17% | 11,025 | SH |
| 14 | VERTIV HOLDINGS CO | VRT | 92537N108 | $3.7M | 2.15% | 14,739 | SH |
| 15 | APPLIED MATLS INC | AMAT | 038222105 | $3.7M | 2.15% | 10,803 | SH |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $3.7M | 2.13% | 9,369 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $3.6M | 2.12% | 17,472 | SH |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.6M | 2.09% | 24,525 | SH |
| 19 | EMCOR GROUP INC | EME | 29084Q100 | $3.6M | 2.06% | 4,810 | SH |
| 20 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $3.2M | 1.87% | 765 | SH |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $3.1M | 1.82% | 6,460 | SH |
| 22 | ARISTA NETWORKS INC | ANET | 040413205 | $3.0M | 1.75% | 24,508 | SH |
| 23 | SANDISK CORP | SNDK | 80004C200 | $3.0M | 1.73% | 4,694 | SH |
| 24 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.9M | 1.68% | 5,798 | SH |
| 25 | PALO ALTO NETWORKS INC | PANW | 697435105 | $2.9M | 1.67% | 17,969 | SH |
| 26 | NETFLIX INC. | NFLX | 64110L106 | $2.9M | 1.67% | 29,835 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $2.7M | 1.59% | 10,782 | SH |
| 28 | JPMORGAN CHASE &CO | JPM | 46625H100 | $2.6M | 1.54% | 8,986 | SH |
| 29 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $2.6M | 1.51% | 36,055 | SH |
| 30 | AMPHENOL CORP | APH | 032095101 | $2.6M | 1.50% | 20,458 | SH |
| 31 | MP MATERIALS CORP | MP | 553368101 | $2.5M | 1.47% | 52,234 | SH |
| 32 | ASML HLDG NV | ASML | N07059210 | $2.3M | 1.35% | 1,753 | SH |
| 33 | ELI LILLY &CO | LLY | 532457108 | $1.9M | 1.10% | 2,058 | SH |
| 34 | VANECK ETF TR GOLD MINERS ETF | GDX | 92189F106 | $1.8M | 1.06% | 19,862 | SH |
| 35 | ISHARES INC EMERGING MARKETS DIVID ETF | DVYE | 464286319 | $1.8M | 1.06% | 52,819 | SH |
| 36 | SERVICENOW INC | NOW | 81762P102 | $1.7M | 0.96% | 15,850 | SH |
| 37 | GE AEROSPACE | GE | 369604301 | $1.5M | 0.86% | 5,210 | SH |
| 38 | VANGUARD INDEX FDS | VOO | 922908363 | $1.5M | 0.86% | 2,468 | SH |
| 39 | GE VERNOVA INC | GEV | 36828A101 | $1.1M | 0.66% | 1,300 | SH |
| 40 | WELLTOWER INC | WELL | 95040Q104 | $1.0M | 0.58% | 5,060 | SH |
| 41 | PARKER-HANNIFIN CORP | PH | 701094104 | $971.0K | 0.56% | 1,085 | SH |
| 42 | AUTOZONE INC | AZO | 053332102 | $790.4K | 0.46% | 234 | SH |
| 43 | ISHARES GOLD TR | IAU | 464285204 | $760.8K | 0.44% | 8,630 | SH |
| 44 | BROWN &BROWN INC | BRO | 115236101 | $741.9K | 0.43% | 11,377 | SH |
| 45 | SALESFORCE INC | CRM | 79466L302 | $707.0K | 0.41% | 3,788 | SH |
| 46 | NUVEEN PFD & INCOME OPPORTUNITIES FD COM | JPC | 67073B106 | $663.5K | 0.39% | 88,000 | SH |
| 47 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $651.3K | 0.38% | 2,344 | SH |
| 48 | VANGUARD INDEX FDS | VNQ | 922908553 | $642.6K | 0.37% | 7,245 | SH |
| 49 | NUTANIX INC | NTNX | 67059N108 | $553.6K | 0.32% | 14,563 | SH |
| 50 | MCKESSON CORP | MCK | 58155Q103 | $537.9K | 0.31% | 622 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $172.0M | 76 | 0001104659-26-060063 |
| 2025-09-30 | 2025-11-13 | $172.2M | 78 | 0001104659-25-111202 |
| 2025-03-31 | 2025-05-15 | $154.3M | 86 | 0001104659-25-049175 |