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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 %
105.68%
Top 10 Hldgs %
43.24%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$28.9M
2
APP icon
Applovin
APP
+$7.28M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.46M
4
AVGO icon
Broadcom
AVGO
+$6.13M
5
KLAC icon
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%

No holdings matched the selected filter criteria.

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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.