Benchmark Investment Advisors LLC
Benchmark Investment Advisors LLC reported 70 holdings worth US$228M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Benchmark Investment Advisors LLC reported 70 holdings worth US$228M as of Jun 30, 2026. Largest: Nvidia Corporation, Kla Corporation and Micron Technology, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$228M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 156K | US$31.2M | 13.7% |
| Kla Corporation | 39,806 | US$12M | 5.3% |
| Micron Technology, Inc. | 10,037 | US$11.6M | 5.1% |
| Broadcom Inc. | 24,263 | US$9.17M | 4.0% |
| Sandisk Corporation | 4,016 | US$9.13M | 4.0% |
| Lam Research Corporation | 20,378 | US$8.83M | 3.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,839 | US$8.04M | 3.5% |
| Applied Materials, Inc. | 10,920 | US$7.9M | 3.5% |
| Alphabet Inc (google) Class C | 20,565 | US$7.35M | 3.2% |
| Applovin Corporation | 14,034 | US$7.23M | 3.2% |
| Comfort Systems Usa, Inc. | 2,962 | US$5.87M | 2.6% |
| Vertiv Holdings, Llc | 15,651 | US$5.24M | 2.3% |
| United Rentals, Inc. | 4,543 | US$5.15M | 2.3% |
| Meta Platforms, Inc. | 9,110 | US$5.13M | 2.3% |
| Palo Alto Networks, Inc. | 14,929 | US$5.09M | 2.2% |
| Amazon.com, Inc. | 20,311 | US$4.84M | 2.1% |
| Microsoft Corp. | 11,600 | US$4.33M | 1.9% |
| Visa Inc. | 12,484 | US$4.28M | 1.9% |
| Arista Networks, Inc. | 24,843 | US$4.22M | 1.9% |
| Amphenol Corporation | 23,893 | US$4.21M | 1.8% |
| Crowdstrike Holdings, Inc. | 5,486 | US$4.19M | 1.8% |
| Emcor Group, Inc. | 4,764 | US$3.95M | 1.7% |
| Palantir Technologies Inc. | 31,622 | US$3.69M | 1.6% |
| Asml Holding Nv | 1,784 | US$3.55M | 1.6% |
| Booking Holdings Inc. Common Stock | 18,110 | US$3.23M | 1.4% |
| Mp Materials Corp. | 53,890 | US$3.02M | 1.3% |
| Mastercard Incorporated | 5,780 | US$2.97M | 1.3% |
| Apple Inc | 10,116 | US$2.93M | 1.3% |
| Jp Morgan Chase & Co. | 8,840 | US$2.89M | 1.3% |
| Eli Lilly And Company | 2,120 | US$2.54M | 1.1% |
| Uber Technologies, Inc. | 35,101 | US$2.53M | 1.1% |
| Netflix, Inc. | 28,579 | US$2.04M | 0.89% |
| Ge Aerospace | 5,210 | US$1.95M | 0.85% |
| Servicenow, Inc. | 18,475 | US$1.83M | 0.80% |
| Marvell Technology, Inc. | 5,902 | US$1.76M | 0.77% |
| Ge Vernova Inc. | 1,303 | US$1.53M | 0.67% |
| Welltower Inc. | 5,060 | US$1.15M | 0.50% |
| Parker-hannifin Corporation | 1,051 | US$1.03M | 0.45% |
| Nutanix, Inc. | 14,375 | US$733K | 0.32% |
| Autozone, Inc. | 223 | US$713K | 0.31% |
| Ouster, Inc. | 11,162 | US$698K | 0.31% |
| Analog Devices, Inc. | 1,362 | US$541K | 0.24% |
| Salesforce, Inc. | 3,426 | US$537K | 0.24% |
| Berkshire Hathaway Inc. | 1,046 | US$523K | 0.23% |
| W.w. Grainger, Inc. | 355 | US$482K | 0.21% |
| Fortinet, Inc. | 3,025 | US$465K | 0.20% |
| Home Depot, Inc. (the) | 1,296 | US$457K | 0.20% |
| Mckesson Corporation | 584 | US$441K | 0.19% |
| Realty Income Corporation | 6,800 | US$421K | 0.18% |
| Cadence Design Systems, Inc. | 1,076 | US$404K | 0.18% |
| Roper Technologies, Inc. | 1,184 | US$401K | 0.18% |
| National Health Investors, Inc. | 5,000 | US$381K | 0.17% |
| Elevance Health, Inc. | 940 | US$363K | 0.16% |
| Ltc Properties, Inc. | 8,970 | US$345K | 0.15% |
| Cisco Systems, Inc. | 2,521 | US$296K | 0.13% |
| Goldman Sachs Group, Inc. (the) | 262 | US$264K | 0.12% |
| Thermo Fisher Scientific Inc | 457 | US$229K | 0.10% |
| Astera Labs, Inc. | 0 | US$0 | 0.00% |
| Brown & Brown, Inc. | 0 | US$0 | 0.00% |
| Ccf Hldgs Llc | 0 | US$0 | 0.00% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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