Latest Benchmark Investment Advisors LLC Stock Portfolio

Benchmark Investment Advisors LLC Performance:

2025 Q1: -8.15%YTD: -8.15%2024: 17.78%

Performance for 2025 Q1 is -8.15%, and YTD is -8.15%, and 2024 is 17.78%.

About Benchmark Investment Advisors LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Benchmark Investment Advisors LLC reported an equity portfolio of $154.3 Millions as of 31 Mar, 2025.

The top stock holdings of Benchmark Investment Advisors LLC are NVDA, META, MSFT. The fund has invested 15.9% of it's portfolio in NVIDIA CORPORATION and 3.9% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off SAREPTA THERAPEUTICS INC (SRPT), ORACLE CORP (ORCL) and ELECTRONIC ARTS INC (EA) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), ADOBE INC (ADBE) and LAM RESEARCH CORP (LRCX). Benchmark Investment Advisors LLC opened new stock positions in CYBERARK SOFTWARE LTD SHS ISIN#IL0011334468, TAKE-TWO INTERACTIVE SOFTWAR (TTWO) and HERSHEY CO COM (HSY). The fund showed a lot of confidence in some stocks as they added substantially to VERTIV HOLDINGS CO (VRT), COMFORT SYS USA INC (FIX) and S&P GLOBAL INC (SPGI).

Benchmark Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Benchmark Investment Advisors LLC made a return of -8.15% in the last quarter. In trailing 12 months, it's portfolio return was -7.33%.

New Buys

Ticker	$ Bought
cyberark software ltd shs isin#il0011334468	1,063,790
take-two interactive softwar	1,026,770
put 100 invesco qqq tr unit ser 1 exp 06-20-25 @474.78	580,944
hershey co com	513,090
nike inc cl b	361,836
vertex pharmaceuticals inc	269,560
eli lilly &co	205,699

New stocks bought by Benchmark Investment Advisors LLC

Additions

Ticker	% Inc.
vertiv holdings co	628
comfort sys usa inc	405
s&p global inc	362
salesforce inc	259
spotify technology s a	142
crowdstrike hldgs inc	90.8
arista networks inc	62.51
servicenow inc	61.44

Additions to existing portfolio by Benchmark Investment Advisors LLC

Reductions

Ticker	% Reduced
alphabet inc	-51.42
adobe inc	-48.59
lam research corp	-46.91
kla corp	-38.24
unitedhealth group inc	-37.07
brown &brown inc	-35.63
uber technologies inc	-31.78
ishares tr	-30.79

Benchmark Investment Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ccf hldgs llc unit cl a	-1,146
relx plc	-227,100
select sector spdr tr	-213,224
sarepta therapeutics inc	-276,617
electronic arts inc	-232,317
oracle corp	-240,560
invesco qqq tr	-210,260

Benchmark Investment Advisors LLC got rid off the above stocks

Sector Distribution

Benchmark Investment Advisors LLC has about 47.6% of it's holdings in Technology sector.

Sector	%
Technology	47.6
Others	12.5
Industrials	10.7
Communication Services	9
Financial Services	8
Consumer Cyclical	5.9
Healthcare	3.4
Real Estate	1.2

Market Cap. Distribution

Benchmark Investment Advisors LLC has about 86.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	46.9
LARGE-CAP	39.6
UNALLOCATED	12.5

Stocks belong to which Index?

About 76.3% of the stocks held by Benchmark Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74.3
Others	23.7
RUSSELL 2000	2

Top 5 Winners (%)		%
WELL	welltower inc	21.6 %
UBER	uber technologies inc	20.8 %
GE	ge aerospace	20.0 %
AZO	autozone inc	18.4 %
BRO	brown &brown inc	17.5 %

Top 5 Winners ($)		$
UBER	uber technologies inc	0.7 M
KLAC	kla corp	0.4 M
ROP	roper technologies inc	0.4 M
V	visa inc	0.3 M
BRO	brown &brown inc	0.3 M

Top 5 Losers (%)		%
AVGO	broadcom inc	-26.9 %
ANET	arista networks inc	-26.8 %
VRT	vertiv holdings co	-26.6 %
NOW	servicenow inc	-21.5 %
NVDA	nvidia corporation	-18.7 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-6.0 M
AVGO	broadcom inc	-2.0 M
APP	applovin corp	-1.2 M
ANET	arista networks inc	-1.1 M
GOOG	alphabet inc	-1.0 M

Benchmark Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Benchmark Investment Advisors LLC

Benchmark Investment Advisors LLC has 85 stocks in it's portfolio. About 44.5% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. UBER was the most profitable stock for Benchmark Investment Advisors LLC last quarter.

Last Reported on: 15 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	NVDA	nvidia corporation	15.94	226,913	24,592,800	reduced	-5.14
Historical Trend of NVIDIA CORPORATION Position Held By Benchmark Investment Advisors LLC What % of Portfolio is NVDA?: Number of NVDA shares held: Change in No. of Shares Held:
	META	meta platforms inc	3.86	10,333	5,955,690	added	40.78

	MSFT	microsoft corp	3.66	15,032	5,643,010	reduced	-2.74

	APP	applovin corp	3.61	21,019	5,569,430	added	23.55

	AVGO	broadcom inc	3.50	32,213	5,393,420	added	27.38

	AMZN	amazon com inc	3.07	24,936	4,744,360	added	42.4

	GOOG	alphabet inc	2.97	29,627	4,581,550	added	19.63

	V	visa inc	2.77	12,190	4,272,030	added	42.92

	URI	united rentals inc	2.61	6,425	4,026,820	added	13.7

	PANW	palo alto networks inc	2.49	22,508	3,840,690	added	32.07

	AAPL	apple inc	2.42	16,791	3,729,710	reduced	-17.75

	CRWD	crowdstrike hldgs inc	2.34	10,248	3,613,240	added	90.8

	TSM	taiwan semiconductor mfg ltd	1.98	18,376	3,050,350	added	3.88

	MA	mastercard incorporated	1.94	5,474	3,000,590	added	2.13

		fiserv inc	1.93	13,468	2,974,140	added	13.2

	KLAC	kla corp	1.91	4,335	2,946,630	reduced	-38.24

	ANET	arista networks inc	1.88	37,344	2,893,380	added	62.51

	UBER	uber technologies inc	1.86	39,304	2,863,700	reduced	-31.78

	JPM	jpmorgan chase &co.	1.56	9,804	2,404,870	added	34.76

	EME	emcor group inc	1.55	6,454	2,385,560	added	27.05