Bensler, LLC
Bensler, LLC reported 198 holdings worth US$1.13B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Bensler, LLC reported 198 holdings worth US$1.13B as of Jun 30, 2026. Largest: Kla Corporation, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 198
- Value as reported
- US$1.13B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Kla Corporation | 203K | US$61.1M | 5.4% |
| Nvidia Corporation | 273K | US$54.6M | 4.8% |
| Alphabet Inc (google) Class C | 130K | US$46.6M | 4.1% |
| Microsoft Corp. | 110K | US$40.9M | 3.6% |
| Apple Inc | 135K | US$39M | 3.5% |
| Micron Technology, Inc. | 30,945 | US$35.7M | 3.2% |
| Eli Lilly And Company | 21,497 | US$25.8M | 2.3% |
| Sterling Infrastructure, Inc. | 27,254 | US$22.9M | 2.0% |
| Progressive Corporation (the) | 77,707 | US$17M | 1.5% |
| Broadcom Inc. | 42,575 | US$16.1M | 1.4% |
| Amazon.com, Inc. | 64,506 | US$15.4M | 1.4% |
| Vistra Corp. | 96,258 | US$15.3M | 1.4% |
| Old Dominion Freight Line, Inc. | 65,488 | US$14.2M | 1.3% |
| Lockheed Martin Corporation | 24,797 | US$12.6M | 1.1% |
| American Express Company | 36,246 | US$12.3M | 1.1% |
| Deckers Outdoor Corporation | 117K | US$11.7M | 1.0% |
| Costco Wholesale Corporation | 11,760 | US$11M | 0.97% |
| Uber Technologies, Inc. | 148K | US$10.7M | 0.94% |
| Meta Platforms, Inc. | 18,502 | US$10.4M | 0.92% |
| Bwx Technologies, Inc. | 50,714 | US$9.87M | 0.87% |
| Arista Networks, Inc. | 56,917 | US$9.67M | 0.86% |
| Western Digital Corporation | 13,569 | US$8.67M | 0.77% |
| Comfort Systems Usa, Inc. | 4,179 | US$8.28M | 0.73% |
| Walmart Inc. | 68,596 | US$7.77M | 0.69% |
| Quanta Services, Inc. | 10,767 | US$7.75M | 0.69% |
| Vertiv Holdings, Llc | 21,796 | US$7.3M | 0.65% |
| Asml Holding Nv | 3,301 | US$6.57M | 0.58% |
| Vertex Pharmaceuticals Incorporated | 8,506 | US$4.23M | 0.37% |
| Entergy Corporation | 36,645 | US$4.21M | 0.37% |
| Republic Services, Inc. | 18,958 | US$4.04M | 0.36% |
| Wheaton Precious Metals Corp | 31,614 | US$3.55M | 0.31% |
| Tesla, Inc. | 7,589 | US$3.19M | 0.28% |
| Nasdaq, Inc. | 39,431 | US$3.11M | 0.27% |
| Emerson Electric Company | 18,078 | US$2.59M | 0.23% |
| S&p Global Inc. | 5,742 | US$2.34M | 0.21% |
| Arch Capital Group Ltd. | 22,843 | US$2.22M | 0.20% |
| Caterpillar, Inc. | 2,003 | US$2.13M | 0.19% |
| Berkshire Hathaway Inc. | 4,186 | US$2.09M | 0.19% |
| Cencora, Inc. | 6,621 | US$1.87M | 0.17% |
| Reddit, Inc. | 7,926 | US$1.38M | 0.12% |
| Ge Aerospace | 3,149 | US$1.18M | 0.10% |
| Lam Research Corporation | 2,620 | US$1.14M | 0.10% |
| Fluor Corporation | 19,400 | US$1.02M | 0.09% |
| Jp Morgan Chase & Co. | 2,840 | US$929K | 0.08% |
| Marvell Technology, Inc. | 2,903 | US$865K | 0.08% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,780 | US$850K | 0.08% |
| Starbucks Corporation | 7,263 | US$742K | 0.07% |
| Boeing Company (the) | 2,900 | US$628K | 0.06% |
| Heritage Financial Corporation | 20,450 | US$606K | 0.05% |
| Intel Corporation | 4,148 | US$579K | 0.05% |
| Applied Materials, Inc. | 772 | US$558K | 0.05% |
| Emcor Group, Inc. | 657 | US$545K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 536 | US$542K | 0.05% |
| Oneok, Inc. | 5,109 | US$444K | 0.04% |
| Oklo Inc. | 8,310 | US$435K | 0.04% |
| Cisco Systems, Inc. | 3,531 | US$415K | 0.04% |
| Advanced Micro Devices Inc | 710 | US$412K | 0.04% |
| Freeport-mcmoran, Inc. | 6,522 | US$410K | 0.04% |
| Johnson & Johnson | 1,581 | US$401K | 0.04% |
| Mercadolibre, Inc. | 223 | US$379K | 0.03% |
| Coca-cola Company (the) | 4,493 | US$365K | 0.03% |
| Salesforce, Inc. | 2,308 | US$362K | 0.03% |
| Alaska Air Group, Inc. | 6,562 | US$343K | 0.03% |
| Astera Labs, Inc. | 700 | US$338K | 0.03% |
| Visa Inc. | 903 | US$310K | 0.03% |
| Sofi Technologies, Inc. | 17,200 | US$308K | 0.03% |
| Philip Morris International Inc | 1,599 | US$289K | 0.03% |
| Palo Alto Networks, Inc. | 832 | US$284K | 0.03% |
| General Dynamics Corporation | 733 | US$260K | 0.02% |
| Coinbase Global, Inc. | 1,760 | US$257K | 0.02% |
| Bank Of America Corporation | 4,472 | US$255K | 0.02% |
| Exxon Mobil Corporation | 1,788 | US$244K | 0.02% |
| Sherwin-williams Company (the) | 692 | US$238K | 0.02% |
| Paccar Inc. | 1,974 | US$237K | 0.02% |
| The Travelers Companies, Inc. | 688 | US$227K | 0.02% |
| Applovin Corporation | 440 | US$227K | 0.02% |
| Oracle Corporation | 1,526 | US$224K | 0.02% |
| Howmet Aerospace Inc. | 794 | US$213K | 0.02% |
| Key Tronic Corporation | 30,530 | US$126K | 0.01% |
| First Northwest Bancorp | 11,041 | US$119K | 0.01% |
| Enel Chile Sa | 24,576 | US$111K | <0.01% |
| Thredup Inc. | 11,900 | US$81,515 | <0.01% |
| Ambev Sa | 11,969 | US$37,583 | <0.01% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |
| Roku, Inc. | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Chipotle Mexican Grill, Inc. | 0 | US$0 | 0.00% |
| Cintas Corporation | 0 | US$0 | 0.00% |
| Interdigital, Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Source
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