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Benchmark Investment Advisors Portfolio holdings
AUM
$228M
Turnover
15.19%
This Fund
S&P 500
This Quarter Est. Return
+56.34%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$56M
(+33%)
Cap. Flow
-$3.84M
Cap. Flow % of AUM
Cap. Flow %
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
49.31%
Holding
79
New
3
Increased
20
Reduced
39
Closed
9
Avg Time Held
Equity + Options
2.9
years
Top 10 Avg Time Held
Equity + Options
1.2
years
Top 20 Avg Time Held
Equity + Options
1.8
years
Avg Time Held Equity only
2.9
years
Top 10 Avg Time Held Equity only
1.2
years
Top 20 Avg Time Held Equity only
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$2.25M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$1.4M |
| 3 |
Marvell Technology
MRVL
|
+$1.18M |
| 4 |
Palantir
PLTR
|
+$968K |
| 5 |
Amazon
AMZN
|
+$713K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CrowdStrike
CRWD
|
+$2.21M |
| 2 |
iShares Emerging Markets Dividend ETF
DVYE
|
+$1.82M |
| 3 |
United Rentals
URI
|
+$1.1M |
| 4 |
Sandisk
SNDK
|
+$968K |
| 5 |
Brown & Brown
BRO
|
+$742K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 61.51% |
| 2 | Industrials | 11.05% |
| 3 | Communication Services | 10.74% |
| 4 | Financials | 4.79% |
| 5 | Consumer Discretionary | 4.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.94T
| $31.2M | 13.68% |
155,899
-1,747
| -1% | -$359K |
2021 Q4
18 quarters
|
|
2
KLA
KLAC
$206B
| $12M | 5.27% |
39,806
-4
| -0% | -$794 |
2021 Q4
18 quarters
|
|
3
Micron Technology
MU
$1T
| $11.6M | 5.08% |
10,037
-988
| -9% | -$741K |
2025 Q3
3 quarters
|
|
|
4
Broadcom
AVGO
$1.56T
| $9.17M | 4.02% |
24,263
+5,622
| +30% | +$2.25M |
2022 Q3
15 quarters
|
|
|
5
Sandisk
SNDK
$166B
| $9.13M | 4% |
4,016
-678
| -14% | -$968K |
2026 Q1
1 quarter
|
|
6
Lam Research
LRCX
$299B
| $8.83M | 3.87% |
20,378
-211
| -1% | -$64.1K |
2021 Q4
18 quarters
|
|
7
TSMC
TSM
$2.11T
| $8.04M | 3.53% |
16,839
-28
| -0.2% | -$11.4K |
2021 Q4
18 quarters
|
|
8
Applied Materials
AMAT
$310B
| $7.9M | 3.46% |
10,920
+117
| +1% | +$54K |
2021 Q4
18 quarters
|
|
9
Alphabet (Google) Class A
GOOGL
$3.44T
| $7.35M | 3.22% |
20,565
-5
| -0% | -$1.8K |
2021 Q4
18 quarters
|
|
10
Applovin
APP
$76.5B
| $7.23M | 3.17% |
14,034
-1,026
| -7% | -$495K |
2024 Q1
9 quarters
|
|
11
Comfort Systems
FIX
$43.4B
| $5.87M | 2.58% |
2,962
+105
| +4% | +$191K |
2024 Q4
6 quarters
|
|
12
Vertiv
VRT
$89.5B
| $5.24M | 2.3% |
15,651
+912
| +6% | +$289K |
2024 Q4
6 quarters
|
|
|
13
United Rentals
URI
$72.4B
| $5.15M | 2.26% |
4,543
-1,154
| -20% | -$1.1M |
2022 Q1
17 quarters
|
|
14
Meta Platforms (Facebook)
META
$1.6T
| $5.13M | 2.25% |
9,110
+163
| +2% | +$100K |
2021 Q4
18 quarters
|
|
15
Palo Alto Networks
PANW
$299B
| $5.09M | 2.23% |
14,929
-3,040
| -17% | -$696K |
2021 Q4
18 quarters
|
|
|
16
Amazon
AMZN
$2.6T
| $4.84M | 2.12% |
20,311
+2,839
| +16% | +$713K |
2021 Q4
18 quarters
|
|
17
Microsoft
MSFT
$3.88T
| $4.33M | 1.9% |
11,600
+839
| +8% | +$339K |
2021 Q4
18 quarters
|
|
18
Visa
V
$773B
| $4.28M | 1.88% |
12,484
+54
| +0.4% | +$17.3K |
2021 Q4
18 quarters
|
|
19
Arista Networks
ANET
$213B
| $4.22M | 1.85% |
24,843
+335
| +1% | +$52.6K |
2023 Q4
10 quarters
|
|
20
Amphenol
APH
$196B
| $4.21M | 1.85% |
47,786
+6,870
| +17% | +$495K |
2025 Q3
3 quarters
|
|
|
21
CrowdStrike
CRWD
$256B
| $4.19M | 1.84% |
21,944
-15,532
| -41% | -$2.21M |
2024 Q2
8 quarters
|
|
22
Emcor
EME
$29.8B
| $3.95M | 1.73% |
4,764
-46
| -1% | -$38.9K |
2024 Q4
6 quarters
|
|
|
23
Palantir
PLTR
$442B
| $3.69M | 1.62% |
31,622
+7,097
| +29% | +$968K |
2026 Q1
1 quarter
|
|
24
ASML
ASML
$604B
| $3.55M | 1.56% |
1,784
+31
| +2% | +$49.3K |
2024 Q1
9 quarters
|
|
25
Booking.com
BKNG
$111B
| $3.23M | 1.42% |
18,110
-1,015
| -5% | -$173K |
2021 Q4
18 quarters
|
|
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Benchmark Investment Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Benchmark Investment Advisors held 79 positions worth $228M, up 33% from $172M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Benchmark Investment Advisors's Q2 2026 filing shows 3 new, 20 increased, 39 reduced and 9 closed positions. Its largest new stake was Marvell Technology: 5,902 shares worth $1.76M. The largest sale was CrowdStrike, an estimated $2.21M.
By sector, the portfolio is most concentrated in Technology at 62% of assets, up from 54% a quarter earlier, followed by Industrials and Communication Services.
- Benchmark Investment Advisors's largest Q2 2026 buy was Marvell Technology: 5,902 shares worth $1.76M.
- Benchmark Investment Advisors added most to Broadcom in Q2 2026, an estimated $2.25M increase.
- Benchmark Investment Advisors's biggest Q2 2026 reduction was CrowdStrike, cutting an estimated $2.21M.
- Benchmark Investment Advisors fully exited iShares Emerging Markets Dividend ETF in Q2 2026, selling an estimated $1.82M.
- Benchmark Investment Advisors's ten largest holdings make up 49% of its $228M portfolio in Q2 2026.
- Benchmark Investment Advisors opened 3 new positions and closed 9 in Q2 2026.
- Benchmark Investment Advisors's portfolio value rose 33% quarter-over-quarter to $228M.
Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.