Benchmark Financial, LLC
Filing Date
Global Rank
#8,060
/ 8,578
▲ 82
Top Industry
Software - Infrastructure
12.6%
3Y Alpha vs SPY
-8.1%
Period ended 3 months ago
Filed Apr 22, 2026 · 55d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.8%
SPY
+11.2%
Annualised alpha
-8.5%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 30.0% | $3,269,765 |
| Technology | 19.8% | $2,161,831 |
| Healthcare | 14.5% | $1,578,790 |
| Energy | 9.6% | $1,047,802 |
| Consumer Cyclical | 8.7% | $944,713 |
| Consumer Defensive | 7.3% | $794,154 |
| Unclassified | 7.1% | $777,156 |
| Communication Services | 3.0% | $325,805 |
Last Quarter's Activity
Export CSVNew 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 exitedNo qualifying positions this quarter.
1 positions ·
$794,154 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 797 | $794,154 | 100.00% |