Benchmark Investment Advisors LLC

CIK

1910971

Location

CHICAGO, IL

Portfolio Value

Small $216,916,764

Diversification

Diversified

Filing Date

Global Rank

#4,370 / 8,633 ▲ 514

Top Industry

Semiconductors 28.9%

3Y Alpha vs SPY

+162.7%

Period ended 51 days ago

Filed Aug 12, 2026 · 8d

17 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+2091.8%

SPY

+76.2%

Annualised alpha

+159.0%

Max drawdown

−23.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

−2.6 pts

Top 5

33.7%

+2.2 pts

Top 10

51.8%

+5.9 pts

HHI

446

Diversified−27

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.7%	$136,042,613	27
Industrials	11.6%	$25,199,990	8
Communication Services	11.3%	$24,484,444	5
Financial Services	5.4%	$11,627,165	6
Consumer Cyclical	4.3%	$9,238,616	4
Healthcare	1.6%	$3,576,708	4
Basic Materials	1.4%	$3,018,378	1
Real Estate	1.1%	$2,295,992	4
Unclassified	0.7%	$1,432,858	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+35,825	39,806	$12,009,868
BKNG	Booking Holdings Inc.	+17,345	18,110	$3,227,926
PLTR	Palantir Technologies Inc.	+7,097	31,622	$3,689,338
AVGO	Broadcom Inc.	+5,622	24,263	$9,165,348
APH	Amphenol Corp /De/	+3,435	23,893	$0
AMZN	Amazon Com Inc	+2,839	20,311	$4,840,923
NOW	ServiceNow, Inc.	+2,625	18,475	$1,834,198
MP	MP Materials Corp. / DE	+1,656	53,890	$3,018,378
VRT	Vertiv Holdings Co	+912	15,651	$5,240,267
MSFT	Microsoft Corp	+839	11,600	$4,327,032
ANET	Arista Networks, Inc.	+335	24,843	$4,220,328
META	Meta Platforms, Inc.	+163	9,110	$5,131,571
AMAT	Applied Materials Inc /De	+117	10,920	$7,895,160
FIX	Comfort Systems USA Inc	+105	2,962	$5,870,535
LLY	ELI LILLY & Co	+62	2,120	$2,542,791
V	Visa Inc.	+54	12,484	$4,283,135
ASML	Asml Holding NV	+31	1,784	$3,549,160
QQQ	Invesco Qqq Trust, Series 1	+23	843	$620,785
GEV	GE Vernova Inc.	+3	1,303	$1,530,842
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OUST	Ouster, Inc.	−9,346	11,162	$697,848
CRWD	CrowdStrike Holdings, Inc.	−3,883	5,486	$4,186,586
PANW	Palo Alto Networks Inc	−3,040	14,929	$5,091,087
NVDA	Nvidia Corp	−1,747	155,899	$31,193,830
IAU	Ishares Gold Trust	−1,594	7,036	$531,288
CDNS	Cadence Design Systems Inc	−1,268	1,076	$403,844
NFLX	Netflix Inc	−1,256	28,579	$2,040,540
URI	United Rentals, Inc.	−1,154	4,543	$5,146,719
APP	AppLovin Corp	−1,026	14,034	$7,230,737
MU	Micron Technology Inc	−988	10,037	$11,585,608
UBER	Uber Technologies, Inc	−954	35,101	$2,532,888
SNDK	Sandisk Corp	−678	4,016	$9,131,299
AAPL	Apple Inc.	−666	10,116	$2,927,165
SPOT	Spotify Technology S.A.	−509	5,951	$2,732,282
CRM	Salesforce, Inc.	−362	3,426	$536,717
LRCX	Lam Research Corp	−211	20,378	$8,830,398
NTNX	Nutanix, Inc.	−188	14,375	$732,550
HD	Home Depot, Inc.	−173	1,296	$457,073
JPM	Jpmorgan Chase & Co	−146	8,840	$2,893,597
EME	EMCOR Group, Inc.	−46	4,764	$3,953,548
MCK	Mckesson Corp	−38	584	$441,270
PH	Parker-Hannifin Corp	−34	1,051	$1,028,004
ADI	Analog Devices Inc	−32	1,362	$540,945
FTNT	Fortinet, Inc.	−30	3,025	$464,700
ROP	Roper Technologies Inc	−30	1,184	$400,653
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	5,902	$1,758,146
CSCO	Cisco Systems, Inc.	2,521	$296,116
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BRO	Brown & Brown, Inc.	11,377	$741,894
MELI	Mercadolibre Inc	304	$525,622
ALAB	Astera Labs, Inc.	3,019	$330,882
FICO	Fair Isaac Corp	248	$264,749
ISRG	Intuitive Surgical Inc	465	$214,360
SYK	Stryker Corp	617	$202,740
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $216,916,764 total · filing declares 70 positions · $228,018,344 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	155,899	-1,747	$31,193,830	+13.5%	14.38%
KLAC	Kla Corp Technology	Added	39,806	+35,825	$12,009,868	+104.9%	5.54%
MU	Micron Technology Inc Technology	Reduced	10,037	-988	$11,585,608	+211.0%	5.34%
AVGO	Broadcom Inc. Technology	Added	24,263	+5,622	$9,165,348	+58.9%	4.23%
SNDK	Sandisk Corp Technology	Reduced	4,016	-678	$9,131,299	+206.2%	4.21%
LRCX	Lam Research Corp Technology	Reduced	20,378	-211	$8,830,398	+100.7%	4.07%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,839	-28	$8,041,801	+41.1%	3.71%
AMAT	Applied Materials Inc /De Technology	Added	10,920	+117	$7,895,160	+113.8%	3.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,565	-5	$7,349,314	+24.2%	3.39%
APP	AppLovin Corp Communication Services	Reduced	14,034	-1,026	$7,230,737	+20.6%	3.33%
FIX	Comfort Systems USA Inc Industrials	Added	2,962	+105	$5,870,535	+49.0%	2.71%
VRT	Vertiv Holdings Co Industrials	Added	15,651	+912	$5,240,267	+41.9%	2.42%
URI	United Rentals, Inc. Industrials	Reduced	4,543	-1,154	$5,146,719	+24.0%	2.37%
META	Meta Platforms, Inc. Communication Services	Added	9,110	+163	$5,131,571	+0.2%	2.37%
PANW	Palo Alto Networks Inc Technology	Reduced	14,929	-3,040	$5,091,087	+76.7%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,311	+2,839	$4,840,923	+33.0%	2.23%
MSFT	Microsoft Corp Technology	Added	11,600	+839	$4,327,032	+8.6%	1.99%
V	Visa Inc. Financial Services	Added	12,484	+54	$4,283,135	+14.0%	1.97%
ANET	Arista Networks, Inc. Technology	Added	24,843	+335	$4,220,328	+40.3%	1.95%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,486	-3,883	$4,186,586	+14.5%	1.93%
EME	EMCOR Group, Inc. Industrials	Reduced	4,764	-46	$3,953,548	+11.3%	1.82%
PLTR	Palantir Technologies Inc. Technology	Added	31,622	+7,097	$3,689,338	+2.8%	1.70%
ASML	Asml Holding NV Technology	Added	1,784	+31	$3,549,160	+53.3%	1.64%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	18,110	+17,345	$3,227,926	+0.2%	1.49%
MP	MP Materials Corp. / DE Basic Materials	Added	53,890	+1,656	$3,018,378	+19.7%	1.39%
MA	Mastercard Inc Financial Services	Reduced	5,780	-18	$2,968,608	+2.5%	1.37%
AAPL	Apple Inc. Technology	Reduced	10,116	-666	$2,927,165	+7.0%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,840	-146	$2,893,597	+9.5%	1.33%
SPOT	Spotify Technology S.A. Communication Services	Reduced	5,951	-509	$2,732,282	−12.8%	1.26%
LLY	ELI LILLY & Co Healthcare	Added	2,120	+62	$2,542,791	+34.3%	1.17%
UBER	Uber Technologies, Inc Technology	Reduced	35,101	-954	$2,532,888	−2.3%	1.17%
NFLX	Netflix Inc Communication Services	Reduced	28,579	-1,256	$2,040,540	−28.9%	0.94%
GE	General Electric Co Industrials	Held	5,210	0	$1,947,133	+31.7%	0.90%
NOW	ServiceNow, Inc. Technology	Added	18,475	+2,625	$1,834,198	+10.7%	0.85%
MRVL	Marvell Technology, Inc. Technology	NEW	5,902	NEW	$1,758,146	NEW	0.81%
GEV	GE Vernova Inc. Industrials	Added	1,303	+3	$1,530,842	+34.9%	0.71%
WELL	Welltower Inc. Real Estate	Held	5,060	0	$1,148,468	+14.8%	0.53%
PH	Parker-Hannifin Corp Industrials	Reduced	1,051	-34	$1,028,004	+5.8%	0.47%
NTNX	Nutanix, Inc. Technology	Reduced	14,375	-188	$732,550	+32.3%	0.34%
AZO	Autozone Inc Consumer Cyclical	Reduced	223	-11	$712,694	−9.8%	0.33%
OUST	Ouster, Inc. Technology	Reduced	11,162	-9,346	$697,848	+85.2%	0.32%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	88,000	0	$693,440	+4.5%	0.32%
QQQ	Invesco Qqq Trust, Series 1	Added	843	+23	$620,785	+31.2%	0.29%
ADI	Analog Devices Inc Technology	Reduced	1,362	-32	$540,945	+22.0%	0.25%
CRM	Salesforce, Inc. Technology	Reduced	3,426	-362	$536,717	−24.1%	0.25%
IAU	Ishares Gold Trust	Reduced	7,036	-1,594	$531,288	−30.2%	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,046	0	$523,407	+4.4%	0.24%
GWW	W.W. Grainger, Inc. Industrials	Reduced	355	-4	$482,942	+23.3%	0.22%
FTNT	Fortinet, Inc. Technology	Reduced	3,025	-30	$464,700	+86.1%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,296	-173	$457,073	−5.4%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.