Benchmark Investment Advisors LLC

Est. AUM

$172.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$27.5M	157646	15.98%	SOLE
2	APPLOVIN CORP	COM CL A	$6.0M	15060	3.48%	SOLE
3	ALPHABET INC	CAP STK CL A	$5.9M	20570	3.44%	SOLE
4	KLA CORP	COM NEW	$5.9M	3981	3.41%	SOLE
5	BROADCOM INC	COM	$5.8M	18641	3.35%	SOLE
6	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.7M	16867	3.31%	SOLE
7	META PLATFORMS INC	CL A	$5.1M	8947	2.98%	SOLE
8	LAM RESEARCH CORP	COM NEW	$4.4M	20589	2.56%	SOLE
9	UNITED RENTALS INC	COM	$4.2M	5697	2.41%	SOLE
10	MICROSOFT CORP	COM	$4.0M	10761	2.32%	SOLE
11	COMFORT SYS USA INC	COM	$3.9M	2857	2.29%	SOLE
12	VISA INC	COM CL A	$3.8M	12430	2.18%	SOLE
13	MICRON TECHNOLOGY INC	COM	$3.7M	11025	2.17%	SOLE
14	VERTIV HOLDINGS CO	COM CL A	$3.7M	14739	2.15%	SOLE
15	APPLIED MATLS INC	COM	$3.7M	10803	2.15%	SOLE
16	CROWDSTRIKE HLDGS INC	CL A	$3.7M	9369	2.13%	SOLE
17	AMAZON COM INC	COM	$3.6M	17472	2.12%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$3.6M	24525	2.09%	SOLE
19	EMCOR GROUP INC	COM	$3.6M	4810	2.06%	SOLE
20	BOOKING HOLDINGS INC	COM	$3.2M	765	1.87%	SOLE
21	SPOTIFY TECHNOLOGY S A	SHS	$3.1M	6460	1.82%	SOLE
22	ARISTA NETWORKS INC	COM SHS	$3.0M	24508	1.75%	SOLE
23	SANDISK CORP	COM	$3.0M	4694	1.73%	SOLE
24	MASTERCARD INCORPORATED	CL A	$2.9M	5798	1.68%	SOLE
25	PALO ALTO NETWORKS INC	COM	$2.9M	17969	1.67%	SOLE
26	NETFLIX INC.	COM	$2.9M	29835	1.67%	SOLE
27	APPLE INC	COM	$2.7M	10782	1.59%	SOLE
28	JPMORGAN CHASE &CO	COM	$2.6M	8986	1.54%	SOLE
29	UBER TECHNOLOGIES INC	COM	$2.6M	36055	1.51%	SOLE
30	AMPHENOL CORP	CL A	$2.6M	20458	1.50%	SOLE
31	MP MATERIALS CORP	COM CL A	$2.5M	52234	1.47%	SOLE
32	ASML HLDG NV	N Y REGISTRY SHS	$2.3M	1753	1.35%	SOLE
33	ELI LILLY &CO	COM	$1.9M	2058	1.10%	SOLE
34	VANECK ETF TR GOLD MINERS ETF	GOLD MINERS ETF	$1.8M	19862	1.06%	SOLE
35	ISHARES INC EMERGING MARKETS DIVID ETF	EM MKTS DIV ETF	$1.8M	52819	1.06%	SOLE
36	SERVICENOW INC	COM	$1.7M	15850	0.96%	SOLE
37	GE AEROSPACE	COM NEW	$1.5M	5210	0.86%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2468	0.86%	SOLE
39	GE VERNOVA INC	COM	$1.1M	1300	0.66%	SOLE
40	WELLTOWER INC	COM	$1.0M	5060	0.58%	SOLE
41	PARKER-HANNIFIN CORP	COM	$971K	1085	0.56%	SOLE
42	AUTOZONE INC	COM	$790K	234	0.46%	SOLE
43	ISHARES GOLD TR	ISHARES NEW	$761K	8630	0.44%	SOLE
44	BROWN &BROWN INC	COM	$742K	11377	0.43%	SOLE
45	SALESFORCE INC	COM	$707K	3788	0.41%	SOLE
46	NUVEEN PFD & INCOME OPPORTUNITIES FD COM	COM	$664K	88000	0.39%	SOLE
47	CADENCE DESIGN SYSTEM INC	COM	$651K	2344	0.38%	SOLE
48	VANGUARD INDEX FDS	REAL ESTATE ETF	$643K	7245	0.37%	SOLE
49	NUTANIX INC	CL A	$554K	14563	0.32%	SOLE
50	MCKESSON CORP	COM	$538K	622	0.31%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.