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BIA
Benchmark Investment Advisors Portfolio holdings
AUM
$172M
This Fund
S&P 500
This Quarter
Est. Return
+0.78%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$172M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
105.68%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$28.9M |
| 2 |
Applovin
APP
|
+$7.28M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$6.46M |
| 4 |
Broadcom
AVGO
|
+$6.13M |
| 5 |
KLA
KLAC
|
+$5.82M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 53.85% |
| 2 | Communication Services | 13.39% |
| 3 | Industrials | 11.22% |
| 4 | Financials | 6.26% |
| 5 | Consumer Discretionary | 5.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.86T
| $27.5M | 15.98% |
+157,646
| New | +$28.9M |
|
|
2
Applovin
APP
$133B
| $5.99M | 3.48% |
+15,060
| New | +$7.28M |
|
|
3
Alphabet (Google) Class A
GOOGL
$4.36T
| $5.92M | 3.44% |
+20,570
| New | +$6.46M |
|
|
4
KLA
KLAC
$239B
| $5.86M | 3.41% |
+39,810
| New | +$5.82M |
|
|
5
Broadcom
AVGO
$1.85T
| $5.77M | 3.35% |
+18,641
| New | +$6.13M |
|
6
TSMC
TSM
$2.1T
| $5.7M | 3.31% |
+16,867
| New | +$5.8M |
|
7
Meta Platforms (Facebook)
META
$1.42T
| $5.12M | 2.98% |
+8,947
| New | +$5.73M |
|
8
Lam Research
LRCX
$367B
| $4.4M | 2.56% |
+20,589
| New | +$4.6M |
|
9
United Rentals
URI
$67.2B
| $4.15M | 2.41% |
+5,697
| New | +$4.78M |
|
10
Microsoft
MSFT
$3.45T
| $3.98M | 2.32% |
+10,761
| New | +$4.5M |
|
11
Comfort Systems
FIX
$60.9B
| $3.94M | 2.29% |
+2,857
| New | +$3.63M |
|
12
Visa
V
$684B
| $3.76M | 2.18% |
+12,430
| New | +$4M |
|
13
Micron Technology
MU
$930B
| $3.72M | 2.17% |
+11,025
| New | +$4.32M |
|
14
Vertiv
VRT
$93B
| $3.69M | 2.15% |
+14,739
| New | +$3.27M |
|
15
Applied Materials
AMAT
$403B
| $3.69M | 2.15% |
+10,803
| New | +$3.63M |
|
16
CrowdStrike
CRWD
$194B
| $3.66M | 2.13% |
+37,476
| New | +$3.97M |
|
17
Amazon
AMZN
$2.92T
| $3.64M | 2.12% |
+17,472
| New | +$3.85M |
|
18
Palantir
PLTR
$295B
| $3.59M | 2.09% |
+24,525
| New | +$3.75M |
|
19
Emcor
EME
$35.2B
| $3.55M | 2.06% |
+4,810
| New | +$3.5M |
|
20
Booking.com
BKNG
$149B
| $3.22M | 1.87% |
+19,125
| New | +$3.52M |
|
21
Spotify
SPOT
$103B
| $3.13M | 1.82% |
+6,460
| New | +$3.24M |
|
22
Arista Networks
ANET
$227B
| $3.01M | 1.75% |
+24,508
| New | +$3.28M |
|
|
SNDK
23
Sandisk
SNDK
$180B
| $2.98M | 1.73% |
+4,694
| New | +$2.65M |
|
24
Mastercard
MA
$506B
| $2.9M | 1.68% |
+5,798
| New | +$3.05M |
|
25
Palo Alto Networks
PANW
$270B
| $2.88M | 1.67% |
+17,969
| New | +$3.02M |
|
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Benchmark Investment Advisors's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for Benchmark Investment Advisors, which disclosed 76 positions worth $172M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is NVIDIA: 157,646 shares worth $27.5M.
By sector, the portfolio is most concentrated in Technology at 54% of assets, followed by Communication Services and Industrials.
- Benchmark Investment Advisors's largest Q1 2026 buy was NVIDIA: 157,646 shares worth $27.5M.
- Benchmark Investment Advisors's ten largest holdings make up 43% of its $172M portfolio in Q1 2026.
- Benchmark Investment Advisors disclosed 76 positions in Q1 2026, its first 13F filing on record.
Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.