Benchmark Financial, LLC

CIK

2107260

Location

WILMINGTON, DE

Portfolio Value

Micro $10,900,016

Diversification

Diversified

Filing Date

Global Rank

#7,715 / 8,232 ▲ 197

Top Industry

Software - Infrastructure 12.6%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+8.2%

SPY

+9.1%

Annualised alpha

-3.3%

Max drawdown

−8.1%

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

18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−2.6 pts

Top 5

47.9%

−4.1 pts

Top 10

77.4%

−3.2 pts

HHI

718

Diversified−75

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	30.0%	$3,269,765	4
Technology	19.8%	$2,161,831	3
Healthcare	14.5%	$1,578,790	3
Energy	9.6%	$1,047,802	3
Consumer Cyclical	8.7%	$944,713	2
Consumer Defensive	7.3%	$794,154	1
Unclassified	7.1%	$777,156	1
Communication Services	3.0%	$325,805	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+101	3,458	$1,280,047
COST	Costco Wholesale Corp /New	+54	797	$794,154
SPY	Spdr S&P 500 ETF Trust	+1	1,195	$777,156
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	−200	2,478	$605,722
AMZN	Amazon Com Inc	−150	1,573	$327,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,000	$206,900
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

18 positions · $10,900,016 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	3,458	+101	$1,280,047	−21.2%	11.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,247	0	$1,076,762	−4.7%	9.88%
CLSK	Cleanspark, Inc. Financial Services	Held	124,000	0	$1,055,240	−15.9%	9.68%
PDI	PIMCO Dynamic Income Fund Financial Services	Held	59,542	0	$1,018,763	−3.4%	9.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	797	+54	$794,154	+23.9%	7.29%
SPY	Spdr S&P 500 ETF Trust	Added	1,195	+1	$777,156	−4.6%	7.13%
INCY	Incyte Corp Healthcare	Held	7,446	0	$700,817	−4.7%	6.43%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,660	0	$617,105	−17.3%	5.66%
JNJ	Johnson & Johnson Healthcare	Reduced	2,478	-200	$605,722	+9.3%	5.56%
AAPL	Apple Inc. Technology	Held	2,009	0	$509,864	−6.6%	4.68%
COP	Conocophillips Energy	Held	3,664	0	$483,648	+41.0%	4.44%
BSY	Bentley Systems Inc Technology	Held	10,590	0	$371,920	−8.0%	3.41%
PSX	Phillips 66 Energy	Held	1,961	0	$357,254	+41.2%	3.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,573	-150	$327,608	−17.6%	3.01%
GOOGL	Alphabet Inc. Communication Services	Held	1,133	0	$325,805	−8.1%	2.99%
LLY	ELI LILLY & Co Healthcare	Held	296	0	$272,251	−14.4%	2.50%
CVX	Chevron Corp Energy	NEW	1,000	NEW	$206,900	NEW	1.90%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Held	10,000	0	$119,000	−6.7%	1.09%