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Latest Benchmark Investment Advisors LLC Stock Portfolio

$228Million | No. of Holdings #70

Benchmark Investment Advisors LLC Performance

2026 Q2+33.96%
YTD+33.96%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Benchmark Investment Advisors LLC reported an equity portfolio of $228 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Benchmark Investment Advisors LLC are NVDA, KLAC, MU. The fund has invested 13.7% of it's portfolio in NVIDIA CORPORATION and 5.3% of portfolio in KLA CORP. <br><br> The fund managers got completely rid off ISHARES INC EMERGING MARKETS DIVID ETF (ACWV), BROWN &BROWN INC (BRO) and MERCADOLIBRE INC (MELI) stocks. They significantly reduced their stock positions in CADENCE DESIGN SYSTEM INC (CDNS), OUSTER INC (OUST) and CROWDSTRIKE HLDGS INC (CRWD). Benchmark Investment Advisors LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), CISCO SYS INC (CSCO) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), BROADCOM INC (AVGO) and PALANTIR TECHNOLOGIES INC (PLTR).
Benchmark Investment Advisors LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$228Million
  as of Aug 12, 2026

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

Our best estimate is that Benchmark Investment Advisors LLC made a return of 33.96% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc1,758,240
cisco sys inc296,160
spdr series trust221,874
New stocks bought by Benchmark Investment Advisors LLC

Additions

Ticker% Inc.
vaneck etf trust79.68
broadcom inc30.16
palantir technologies inc28.94
amphenol corp16.79
servicenow inc16.56
amazon com inc16.25
microsoft corp7.8
vertiv holdings co6.19
Additions to existing portfolio by Benchmark Investment Advisors LLC

Reductions

Ticker% Reduced
cadence design system inc-54.1
ouster inc-45.57
crowdstrike hldgs inc-41.45
united rentals inc-20.26
ishares gold tr-18.47
invesco exchange traded fd t-16.93
palo alto networks inc-16.92
sandisk corp-14.44
Benchmark Investment Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares inc emerging markets divid etf-1,815,920
ccf hldgs llc unit cl a-596
brown &brown inc-741,894
astera labs inc-330,861
stryker corporation-202,675
intuitive surgical inc-214,360
mercadolibre inc-525,857
fair isaac corp-264,232
Benchmark Investment Advisors LLC got rid off the above stocks

Sector Distribution

Benchmark Investment Advisors LLC has about 55.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Basic Materials
Sector%
Technology55.6
Others13.9
Industrials10.4
Communication Services7.6
Financial Services4.6
Consumer Cyclical4.1
Healthcare1.6
Basic Materials1.3

Market Cap. Distribution

Benchmark Investment Advisors LLC has about 82.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP57.9
LARGE-CAP24.9
UNALLOCATED15.1
MID-CAP1.6

Stocks belong to which Index?

About 70.2% of the stocks held by Benchmark Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50067.3
Others29.8
RUSSELL 20002.9
Top 5 Winners (%)%
sandisk corp
239.2 %
MU
micron technology inc
230.8 %
OUST
ouster inc
185.6 %
AMAT
applied matls inc
110.3 %
KLAC
kla corp
104.9 %
Top 5 Winners ($)$
MU
micron technology inc
8.6 M
sandisk corp
7.1 M
KLAC
kla corp
6.1 M
LRCX
lam research corp
4.5 M
AMAT
applied matls inc
4.1 M
Top 5 Losers (%)%
NFLX
netflix inc.
-25.2 %
PLTR
palantir technologies inc
-18.4 %
CRM
salesforce inc
-15.3 %
AFK
vaneck etf trust
-14.4 %
IAU
ishares gold tr
-13.0 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.8 M
NFLX
netflix inc.
-0.7 M
AFK
vaneck etf trust
-0.5 M
SPOT
spotify technology s a
-0.2 M
CRM
salesforce inc
-0.1 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 70 stocks in it's portfolio. About 49.3% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Benchmark Investment Advisors LLC last quarter.

$228.02MTotal Value
79.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Benchmark Investment Advisors LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc Emerging Markets Divid Etf

Ishares Inc Emerging Markets Divid Etf

ACWV
Benchmark Investment Advisors LLC's holding in Ishares Inc Emerging Markets Divid Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Benchmark Investment Advisors LLC's holding in Vaneck Etf Trust over time
1.18%35,689
$2.69M
1.18%
increased 79.68 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Benchmark Investment Advisors LLC's holding in Asml Hldg Nv over time
1.56%1,784
$3.55M
1.56%
increased 1.77 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Benchmark Investment Advisors LLC's holding in Spdr Series Trust over time
0.1%2,964
$221.9K
0.1%
new position