Benchmark Investment Advisors LLC

CIK

1910971

Location

CHICAGO, IL

Portfolio Value

Small $153,461,795

Diversification

Diversified

Filing Date

Global Rank

#4,785 / 8,603 ▼ 17 · as of Mar 2026

Top Industry

Semiconductors 28.6%

3Y Alpha vs SPY

+7.9%

Period ended 3 months ago

Filed May 13, 2026 · 57d

16 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+110.4%

SPY

+76.5%

Annualised alpha

+7.3%

Max drawdown

−23.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025

Top Position

17.9%

−4.3 pts

Top 5

33.1%

−8.8 pts

Top 10

47.2%

−9.9 pts

HHI

506

Diversified−197

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	55.1%	$84,617,271	27
Communication Services	15.0%	$23,028,989	5
Industrials	12.6%	$19,311,095	8
Financial Services	7.4%	$11,431,420	7
Consumer Cyclical	3.6%	$5,566,889	5
Healthcare	2.2%	$3,351,973	6
Basic Materials	1.6%	$2,520,812	1
Real Estate	1.4%	$2,154,061	4
Unclassified	1.0%	$1,479,285	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+27,110	29,835	$2,868,635
NOW	ServiceNow, Inc.	+14,587	15,850	$1,657,117
APH	Amphenol Corp /De/	+13,013	20,458	$2,584,868
MU	Micron Technology Inc	+7,098	11,025	$3,724,686
UBER	Uber Technologies, Inc	+4,279	36,055	$2,593,436
NTNX	Nutanix, Inc.	+3,851	14,563	$553,539
CRWD	CrowdStrike Holdings, Inc.	+2,830	9,369	$914,437
SPOT	Spotify Technology S.A.	+2,773	6,460	$3,132,518
ANET	Arista Networks, Inc.	+2,134	24,508	$3,009,092
META	Meta Platforms, Inc.	+1,734	8,947	$5,118,847
LLY	ELI LILLY & Co	+1,564	2,058	$1,892,886
URI	United Rentals, Inc.	+1,504	5,697	$4,150,606
JPM	Jpmorgan Chase & Co	+1,410	8,986	$2,643,321
IAU	Ishares Gold Trust	+1,310	8,630	$760,820
ALAB	Astera Labs, Inc.	+1,257	3,019	$330,882
EME	EMCOR Group, Inc.	+592	4,810	$3,551,271
APP	AppLovin Corp	+484	15,060	$5,993,880
CDNS	Cadence Design Systems Inc	+464	2,344	$651,327
GE	General Electric Co	+454	5,210	$1,478,441
ASML	Asml Holding NV	+426	1,753	$2,315,414
FIX	Comfort Systems USA Inc	+292	2,857	$3,939,774
QQQ	Invesco Qqq Trust, Series 1	+187	820	$473,287
AAPL	Apple Inc.	+130	10,782	$2,736,363
BKNG	Booking Holdings Inc.	+124	765	$128,835
GEV	GE Vernova Inc.	+112	1,300	$1,134,770
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−22,886	157,646	$27,493,462
AMAT	Applied Materials Inc /De	−6,477	10,803	$3,692,357
AVGO	Broadcom Inc.	−5,960	18,641	$5,769,575
BRO	Brown & Brown, Inc.	−5,764	11,377	$741,894
GOOGL	Alphabet Inc.	−2,364	20,570	$5,915,109
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,103	16,867	$5,700,202
ROP	Roper Technologies Inc	−1,106	1,214	$429,586
MELI	Mercadolibre Inc	−669	304	$525,622
V	Visa Inc.	−636	12,430	$3,756,843
AMZN	Amazon Com Inc	−603	17,472	$3,638,893
KLAC	Kla Corp	−527	3,981	$586,166
MA	Mastercard Inc	−387	5,798	$2,897,028
LRCX	Lam Research Corp	−383	20,589	$4,399,045
GWW	W.W. Grainger, Inc.	−356	359	$391,600
PANW	Palo Alto Networks Inc	−317	17,969	$2,880,790
HD	Home Depot, Inc.	−315	1,469	$483,139
ELV	Elevance Health, Inc.	−261	945	$276,648
PH	Parker-Hannifin Corp	−152	1,085	$971,335
MSFT	Microsoft Corp	−147	10,761	$3,983,399
CRM	Salesforce, Inc.	−105	3,788	$707,105
VRT	Vertiv Holdings Co	−103	14,739	$3,693,298
AZO	Autozone Inc	−94	234	$790,400
SPY	Spdr S&P 500 ETF Trust	−86	377	$245,178
FTNT	Fortinet, Inc.	−80	3,055	$249,654
ISRG	Intuitive Surgical Inc	−57	465	$214,360
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	24,525	$3,587,517
SNDK	Sandisk Corp	4,694	$2,982,285
MP	MP Materials Corp. / DE	52,234	$2,520,812
JPC	Nuveen Preferred & Income Opportunities Fund	88,000	$663,520
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	13,545	$1,136,831
FISV	Fiserv Inc	8,254	$1,064,188
SNPS	Synopsys Inc	1,925	$949,775
CDW	CDW Corp	4,013	$639,190
SPGI	S&P Global Inc.	638	$293,775
CSCO	Cisco Systems, Inc.	3,764	$257,532
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $153,461,795 total · as of Mar 31, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	157,646	-22,886	$27,493,462	−18.4%	17.92%
APP	AppLovin Corp Communication Services	Added	15,060	+484	$5,993,880	−42.8%	3.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,570	-2,364	$5,915,109	+6.1%	3.85%
AVGO	Broadcom Inc. Technology	Reduced	18,641	-5,960	$5,769,575	−28.9%	3.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,867	-2,103	$5,700,202	+7.6%	3.71%
META	Meta Platforms, Inc. Communication Services	Added	8,947	+1,734	$5,118,847	−3.4%	3.34%
LRCX	Lam Research Corp Technology	Reduced	20,589	-383	$4,399,045	+56.7%	2.87%
URI	United Rentals, Inc. Industrials	Added	5,697	+1,504	$4,150,606	+3.7%	2.70%
MSFT	Microsoft Corp Technology	Reduced	10,761	-147	$3,983,399	−29.5%	2.60%
FIX	Comfort Systems USA Inc Industrials	Added	2,857	+292	$3,939,774	+86.1%	2.57%
V	Visa Inc. Financial Services	Reduced	12,430	-636	$3,756,843	−15.8%	2.45%
MU	Micron Technology Inc Technology	Added	11,025	+7,098	$3,724,686	+466.9%	2.43%
VRT	Vertiv Holdings Co Industrials	Reduced	14,739	-103	$3,693,298	+64.9%	2.41%
AMAT	Applied Materials Inc /De Technology	Reduced	10,803	-6,477	$3,692,357	+4.4%	2.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,472	-603	$3,638,893	−8.3%	2.37%
PLTR	Palantir Technologies Inc. Technology	NEW	24,525	NEW	$3,587,517	NEW	2.34%
EME	EMCOR Group, Inc. Industrials	Added	4,810	+592	$3,551,271	+29.6%	2.31%
SPOT	Spotify Technology S.A. Communication Services	Added	6,460	+2,773	$3,132,518	+21.7%	2.04%
ANET	Arista Networks, Inc. Technology	Added	24,508	+2,134	$3,009,092	−7.7%	1.96%
SNDK	Sandisk Corp Technology	NEW	4,694	NEW	$2,982,285	NEW	1.94%
MA	Mastercard Inc Financial Services	Reduced	5,798	-387	$2,897,028	−17.7%	1.89%
PANW	Palo Alto Networks Inc Technology	Reduced	17,969	-317	$2,880,790	−22.6%	1.88%
NFLX	Netflix Inc Communication Services	Added	29,835	+27,110	$2,868,635	+778.1%	1.87%
AAPL	Apple Inc. Technology	Added	10,782	+130	$2,736,363	+0.9%	1.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,986	+1,410	$2,643,321	+10.6%	1.72%
UBER	Uber Technologies, Inc Technology	Added	36,055	+4,279	$2,593,436	−16.7%	1.69%
APH	Amphenol Corp /De/ Technology	Added	20,458	+13,013	$2,584,868	+180.6%	1.68%
MP	MP Materials Corp. / DE Basic Materials	NEW	52,234	NEW	$2,520,812	NEW	1.64%
ASML	Asml Holding NV Technology	Added	1,753	+426	$2,315,414	+80.2%	1.51%
LLY	ELI LILLY & Co Healthcare	Added	2,058	+1,564	$1,892,886	+402.2%	1.23%
NOW	ServiceNow, Inc. Technology	Added	15,850	+14,587	$1,657,117	+612.9%	1.08%
GE	General Electric Co Industrials	Added	5,210	+454	$1,478,441	+3.3%	0.96%
GEV	GE Vernova Inc. Industrials	Added	1,300	+112	$1,134,770	+55.3%	0.74%
WELL	Welltower Inc. Real Estate	Held	5,060	0	$1,000,412	+11.0%	0.65%
PH	Parker-Hannifin Corp Industrials	Reduced	1,085	-152	$971,335	+3.6%	0.63%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,369	+2,830	$914,437	+14.1%	0.60%
AZO	Autozone Inc Consumer Cyclical	Reduced	234	-94	$790,400	−43.8%	0.52%
IAU	Ishares Gold Trust	Added	8,630	+1,310	$760,820	+42.8%	0.50%
BRO	Brown & Brown, Inc. Financial Services	Reduced	11,377	-5,764	$741,894	−53.9%	0.48%
CRM	Salesforce, Inc. Technology	Reduced	3,788	-105	$707,105	−23.4%	0.46%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	NEW	88,000	NEW	$663,520	NEW	0.43%
CDNS	Cadence Design Systems Inc Technology	Added	2,344	+464	$651,327	−1.4%	0.42%
KLAC	Kla Corp Technology	Reduced	3,981	-527	$586,166	+20.6%	0.38%
NTNX	Nutanix, Inc. Technology	Added	14,563	+3,851	$553,539	−30.5%	0.36%
MCK	Mckesson Corp Healthcare	Added	622	+17	$538,253	+15.2%	0.35%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	304	-669	$525,622	−76.9%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,046	0	$501,243	−4.7%	0.33%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,469	-315	$483,139	−33.2%	0.31%
QQQ	Invesco Qqq Trust, Series 1	Added	820	+187	$473,287	+24.5%	0.31%
ADI	Analog Devices Inc Technology	Reduced	1,394	-45	$443,487	+25.4%	0.29%