Benchmark Investment Advisors LLC reported 59 positions worth $219.53M for the quarter ended Jun 30, 2026, up 34.5% on the prior quarter. It opened 2 new positions, added to 16, trimmed 35 and exited 6. Its largest holding is Nvidia Corp at 14.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +5,622 | +30.2% | $2.12M | 4.17% |
| MRVL Marvell Technology, Inc. | +5,902 | – | $1.76M | 0.801% |
| PLTR Palantir Technologies Inc. | +7,097 | +28.9% | $828.02K | 1.68% |
| AMZN Amazon Com Inc | +2,839 | +16.2% | $676.66K | 2.21% |
| APH Amphenol Corp | +6,870 | +16.8% | $605.66K | 1.92% |
| MSFT Microsoft Corp | +839 | +7.8% | $312.96K | 1.97% |
| VRT Vertiv Holdings Co | +912 | +6.2% | $305.36K | 2.39% |
| CSCO Cisco Systems, Inc. | +2,521 | – | $296.16K | 0.135% |
| NOW ServiceNow, Inc. | +2,625 | +16.6% | $260.62K | 0.836% |
| FIX Comfort Systems Usa Inc | +105 | +3.7% | $208.14K | 2.67% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -15.5K | -41.4% | $2.96M | 1.91% |
| SNDK Sandisk Corp | -678 | -14.4% | $1.54M | 4.16% |
| URI United Rentals, Inc. | -1,154 | -20.3% | $1.31M | 2.34% |
| MU Micron Technology Inc | -988 | -9.0% | $1.14M | 5.28% |
| PANW Palo Alto Networks Inc | -3,040 | -16.9% | $1.04M | 2.32% |
| BRO Brown & Brown, Inc. | -11.4K | -100.0% | $741.89K | Exited |
| OUST Ouster, Inc. | -9,346 | -45.6% | $584.29K | 0.318% |
| APP AppLovin Corp | -1,026 | -6.8% | $528.62K | 3.29% |
| MELI Mercadolibre Inc | -304 | -100.0% | $525.86K | Exited |
| CDNS Cadence Design Systems Inc | -1,268 | -54.1% | $475.91K | 0.184% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BRO Brown & Brown, Inc. | -11.4K | $741.89K | 0.455% |
| MELI Mercadolibre Inc | -304 | $525.86K | 0.322% |
| ALAB Astera Labs, Inc. | -3,019 | $330.86K | 0.203% |
| FICO Fair Isaac Corp | -248 | $264.23K | 0.162% |
| ISRG Intuitive Surgical Inc | -465 | $214.36K | 0.131% |
| SYK Stryker Corp | -617 | $202.68K | 0.124% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 155.9K | $31.19M | 14.21% | -1,747 | -1.1% | Reduced | 0% |
| 2 | KLAC Kla Corp | Technology | 39.8K | $12.01M | 5.47% | -4 | 0.0% | Reduced | 0% |
| 3 | MU Micron Technology Inc | Technology | 10.0K | $11.59M | 5.28% | -988 | -9.0% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 24.3K | $9.17M | 4.17% | +5,622 | +30.2% | Added | 0% |
| 5 | SNDK Sandisk Corp | Technology | 4,016 | $9.13M | 4.16% | -678 | -14.4% | Reduced | 0% |
| 6 | LRCX Lam Research Corp | Technology | 20.4K | $8.83M | 4.02% | -211 | -1.0% | Reduced | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 16.8K | $8.04M | 3.66% | -28 | -0.2% | Reduced | 0% |
| 8 | AMAT Applied Materials Inc | Technology | 10.9K | $7.90M | 3.6% | +117 | +1.1% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 20.6K | $7.35M | 3.35% | -5 | 0.0% | Reduced | 0% |
| 10 | APP AppLovin Corp | Technology | 14.0K | $7.23M | 3.29% | -1,026 | -6.8% | Reduced | 0% |
| 11 | FIX Comfort Systems Usa Inc | Industrials | 2,962 | $5.87M | 2.67% | +105 | +3.7% | Added | 0.01% |
| 12 | VRT Vertiv Holdings Co | Industrials | 15.7K | $5.24M | 2.39% | +912 | +6.2% | Added | 0% |
| 13 | URI United Rentals, Inc. | Industrials | 4,543 | $5.15M | 2.34% | -1,154 | -20.3% | Reduced | 0.01% |
| 14 | META Meta Platforms, Inc. | Technology | 9,110 | $5.13M | 2.34% | +163 | +1.8% | Added | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 14.9K | $5.09M | 2.32% | -3,040 | -16.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Benchmark Investment Advisors.
As of its Q2 2026 13F filing, Benchmark Investment Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 14.2%, Kla Corp (KLAC) at 5.5%, Micron Technology Inc (MU) at 5.3%, Broadcom Inc. (AVGO) at 4.2%, Sandisk Corp (SNDK) at 4.2% of the reported portfolio.
Benchmark Investment Advisors LLC reported a 13F portfolio worth $219.53M across 59 positions for Q2 2026. That is up 34.5% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($2.12M), Marvell Technology, Inc. ($1.76M), Palantir Technologies Inc. ($828.02K). It opened 2 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($2.96M), Sandisk Corp ($1.54M), United Rentals, Inc. ($1.31M). It exited 6 positions entirely.
From the Form 13F-HR reports Benchmark Investment Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.