Benchmark Financial, LLC reported 54 holdings worth US$123M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Benchmark Financial, LLC reported 54 holdings worth US$123M as of Jun 30, 2026. Largest: Microsoft Corp., Berkshire Hathaway Inc. and Incyte Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$123M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 3,357 | US$1.25M | 1.0% |
| Berkshire Hathaway Inc. | 2,247 | US$1.12M | 0.92% |
| Incyte Corporation | 7,446 | US$844K | 0.69% |
| Bentley Systems, Incorporated | 27,168 | US$812K | 0.66% |
| Tesla, Inc. | 1,730 | US$728K | 0.59% |
| Costco Wholesale Corporation | 759 | US$710K | 0.58% |
| Johnson & Johnson | 2,478 | US$629K | 0.51% |
| Apple Inc | 2,109 | US$610K | 0.50% |
| Alphabet Inc (google) Class C | 1,126 | US$402K | 0.33% |
| Amazon.com, Inc. | 1,631 | US$389K | 0.32% |
| Conocophillips | 3,657 | US$380K | 0.31% |
| Phillips 66 | 1,961 | US$332K | 0.27% |
| Eli Lilly And Company | 276 | US$331K | 0.27% |
| Broadcom Inc. | 718 | US$271K | 0.22% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Cleanspark, Inc. | 0 | US$0 | 0.00% |