Benchmark Investment Advisors LLC

CIK

1910971

Location

CHICAGO, IL

Portfolio Value

Small $232,231,501

Diversification

Diversified

Filing Date

Global Rank

#6,017 / 8,794 ▲ 117 · as of Jun 2026

Top Industry

Semiconductors 27.8%

Period ended 3 months ago

Filed Aug 12, 2026 · 54d

17 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

13.4%

−2.6 pts

Top 5

31.5%

+1.7 pts

Top 10

48.9%

+4.9 pts

HHI

405

Diversified−29

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.2%	$144,468,240	27
Industrials	10.9%	$25,199,990	8
Communication Services	10.5%	$24,484,444	5
Financial Services	5.0%	$11,627,165	6
Consumer Cyclical	4.0%	$9,238,616	4
Unclassified	3.6%	$8,321,968	9
Healthcare	1.5%	$3,576,708	4
Basic Materials	1.3%	$3,018,378	1
Real Estate	1.0%	$2,295,992	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 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
AFK	VanEck Africa Index ETF	+15,827	35,689	$2,692,735
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	$8,425,627
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
VB	Vanguard Morningstar Small-Cap ETF	+7	2,475	$1,699,854
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−52,821	5,617	$1,224,780
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
ABI	VictoryShares Pioneer Asset-Based Income ETF	−345	1,693	$360,219
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
VIG	Vanguard Dividend Appreciation ETF	−93	7,152	$689,667
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	5,902	$1,758,146
CSCO	Cisco Systems, Inc.	2,521	$296,116
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,964	$221,855
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

68 tracked positions · $232,231,501 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 68 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%	13.43%
KLAC	Kla Corp Technology	Added	39,806	+35,825	$12,009,868	+104.9%	5.17%
MU	Micron Technology Inc Technology	Reduced	10,037	-988	$11,585,608	+211.0%	4.99%
AVGO	Broadcom Inc. Technology	Added	24,263	+5,622	$9,165,348	+58.9%	3.95%
SNDK	Sandisk Corp Technology	Reduced	4,016	-678	$9,131,299	+206.2%	3.93%
LRCX	Lam Research Corp Technology	Reduced	20,378	-211	$8,830,398	+100.7%	3.80%
APH	Amphenol Corp /De/ Technology	Added	23,893	+3,435	$8,425,627	+63.0%	3.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,839	-28	$8,041,801	+41.1%	3.46%
AMAT	Applied Materials Inc /De Technology	Added	10,920	+117	$7,895,160	+113.8%	3.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,565	-5	$7,349,314	+24.2%	3.16%
APP	AppLovin Corp Communication Services	Reduced	14,034	-1,026	$7,230,737	+20.6%	3.11%
FIX	Comfort Systems USA Inc Industrials	Added	2,962	+105	$5,870,535	+49.0%	2.53%
VRT	Vertiv Holdings Co Industrials	Added	15,651	+912	$5,240,267	+41.9%	2.26%
URI	United Rentals, Inc. Industrials	Reduced	4,543	-1,154	$5,146,719	+24.0%	2.22%
META	Meta Platforms, Inc. Communication Services	Added	9,110	+163	$5,131,571	+0.2%	2.21%
PANW	Palo Alto Networks Inc Technology	Reduced	14,929	-3,040	$5,091,087	+76.7%	2.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,311	+2,839	$4,840,923	+33.0%	2.08%
MSFT	Microsoft Corp Technology	Added	11,600	+839	$4,327,032	+8.6%	1.86%
V	Visa Inc. Financial Services	Added	12,484	+54	$4,283,135	+14.0%	1.84%
ANET	Arista Networks, Inc. Technology	Added	24,843	+335	$4,220,328	+40.3%	1.82%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,486	-3,883	$4,186,586	+14.5%	1.80%
EME	EMCOR Group, Inc. Industrials	Reduced	4,764	-46	$3,953,548	+11.3%	1.70%
PLTR	Palantir Technologies Inc. Technology	Added	31,622	+7,097	$3,689,338	+2.8%	1.59%
ASML	Asml Holding NV Technology	Added	1,784	+31	$3,549,160	+53.3%	1.53%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	18,110	+17,345	$3,227,926	+0.2%	1.39%
MP	MP Materials Corp. / DE Basic Materials	Added	53,890	+1,656	$3,018,378	+19.7%	1.30%
MA	Mastercard Inc Financial Services	Reduced	5,780	-18	$2,968,608	+2.5%	1.28%
AAPL	Apple Inc. Technology	Reduced	10,116	-666	$2,927,165	+7.0%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,840	-146	$2,893,597	+9.5%	1.25%
SPOT	Spotify Technology S.A. Communication Services	Reduced	5,951	-509	$2,732,282	−12.8%	1.18%
AFK	VanEck Africa Index ETF	Added	35,689	+15,827	$2,692,735	+47.7%	1.16%
LLY	ELI LILLY & Co Healthcare	Added	2,120	+62	$2,542,791	+34.3%	1.09%
UBER	Uber Technologies, Inc Technology	Reduced	35,101	-954	$2,532,888	−2.3%	1.09%
NFLX	Netflix Inc Communication Services	Reduced	28,579	-1,256	$2,040,540	−28.9%	0.88%
GE	General Electric Co Industrials	Held	5,210	0	$1,947,133	+31.7%	0.84%
NOW	ServiceNow, Inc. Technology	Added	18,475	+2,625	$1,834,198	+10.7%	0.79%
MRVL	Marvell Technology, Inc. Technology	NEW	5,902	NEW	$1,758,146	NEW	0.76%
VB	Vanguard Morningstar Small-Cap ETF	Added	2,475	+7	$1,699,854	+15.3%	0.73%
GEV	GE Vernova Inc. Industrials	Added	1,303	+3	$1,530,842	+34.9%	0.66%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	5,617	-52,821	$1,224,780	—	0.53%
WELL	Welltower Inc. Real Estate	Held	5,060	0	$1,148,468	+14.8%	0.49%
PH	Parker-Hannifin Corp Industrials	Reduced	1,051	-34	$1,028,004	+5.8%	0.44%
NTNX	Nutanix, Inc. Technology	Reduced	14,375	-188	$732,550	+32.3%	0.32%
AZO	Autozone Inc Consumer Cyclical	Reduced	223	-11	$712,694	−9.8%	0.31%
OUST	Ouster, Inc. Technology	Reduced	11,162	-9,346	$697,848	+85.2%	0.30%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	88,000	0	$693,440	+4.5%	0.30%
VIG	Vanguard Dividend Appreciation ETF	Reduced	7,152	-93	$689,667	+7.3%	0.30%
QQQ	Invesco Qqq Trust, Series 1	Added	843	+23	$620,785	+31.2%	0.27%
ADI	Analog Devices Inc Technology	Reduced	1,362	-32	$540,945	+22.0%	0.23%
CRM	Salesforce, Inc. Technology	Reduced	3,426	-362	$536,717	−24.1%	0.23%

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.