Benchmark Financial, LLC
Top Portfolio Positions
18 positions ·
$10,900,016 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
3,458 | $1,280,047 | 11.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,247 | $1,076,762 | 9.88% | |
| CLSK |
Cleanspark, Inc.
Financial Services
|
124,000 | $1,055,240 | 9.68% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
59,542 | $1,018,763 | 9.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
797 | $794,154 | 7.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,195 | $777,156 | 7.13% | |
| INCY |
Incyte Corp
Healthcare
|
7,446 | $700,817 | 6.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,660 | $617,105 | 5.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,478 | $605,722 | 5.56% | |
| AAPL |
Apple Inc.
Technology
|
2,009 | $509,864 | 4.68% |
Portfolio Trend
2 quarters · across all stocks
Holdings in PCN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,000 | 10,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $127,600 | 10,000 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||