Benchmark Investment Advisors LLC
Long book
$172.0M
Q1 2026
Positions
76
Top-10 weight
43%
concentration
Last quarter
+29.9%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsBenchmark Investment Advisors LLC is a diversified fundamental manager, running a $172.0M US long book across 76 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Current anchor positions: NVIDIA CORP, APPLOVIN CORP-CLASS A, ALPHABET INC-CL A, KLA CORP, BROADCOM INC.
Over the last 7 quarters its long book ran on average 4.2pp per quarter ahead of the S&P 500, beating the index in 4 of 7 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+11.4%
Q2 2024
+2.1%
Q3 2024
+6.1%
Q4 2024
-8.0%
Q1 2025
+23.8%
Q3 2025
+0.6%
Q1 2026
+29.9%
Sector allocation
Technology 59%
Industrials 14%
Services media 11%
Other 4%
Consumer discretionary 4%
Financials 3%
Communications 2%
Materials 2%
Long book by quarter
What does Benchmark Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 157.6K | $27.5M | 16.0% | Held |
| APP APPLOVIN CORP-CLASS A | Technology | 15.1K | $6.0M | 3.5% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 20.6K | $5.9M | 3.4% | Held |
| KLAC KLA CORP | Other | 4.0K | $5.9M | 3.4% | Held |
| AVGO BROADCOM INC | Technology | 18.6K | $5.8M | 3.4% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 8.9K | $5.1M | 3.0% | Held |
| LRCX LAM RESEARCH CORP | Industrials | 20.6K | $4.4M | 2.6% | Held |
| URI UNITED RENTALS INC | Services media | 5.7K | $4.2M | 2.4% | Held |
| MSFT MICROSOFT CORP | Technology | 10.8K | $4.0M | 2.3% | Held |
| FIX COMFORT SYSTEMS USA INC | Industrials | 2.9K | $3.9M | 2.3% | Held |
| V VISA INC-CLASS A SHARES | Services media | 12.4K | $3.8M | 2.2% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 11.0K | $3.7M | 2.2% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 14.7K | $3.7M | 2.1% | Held |
| AMAT APPLIED MATERIALS INC | Technology | 10.8K | $3.7M | 2.1% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 9.4K | $3.7M | 2.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 17.5K | $3.6M | 2.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 24.5K | $3.6M | 2.1% | Held |
| EME EMCOR GROUP INC | Industrials | 4.8K | $3.6M | 2.1% | Held |
| BKNG BOOKING HOLDINGS INC | Industrials | 765 | $3.2M | 1.9% | Held |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 6.5K | $3.1M | 1.8% | Held |
| ANET ARISTA NETWORKS INC | Technology | 24.5K | $3.0M | 1.7% | Held |
| SNDK SANDISK CORP | Technology | 4.7K | $3.0M | 1.7% | Held |
| MA MASTERCARD INC - A | Services media | 5.8K | $2.9M | 1.7% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 18.0K | $2.9M | 1.7% | Held |
| NFLX NETFLIX INC | Services media | 29.8K | $2.9M | 1.7% | Held |
| AAPL APPLE INC | Technology | 10.8K | $2.7M | 1.6% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 9.0K | $2.6M | 1.5% | Held |
| UBER UBER TECHNOLOGIES INC | Services media | 36.1K | $2.6M | 1.5% | Held |
| APH AMPHENOL CORP-CL A | Technology | 20.5K | $2.6M | 1.5% | Held |
| MP MP MATERIALS CORP | Materials | 52.2K | $2.5M | 1.5% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.8K | $2.3M | 1.3% | Held |
| LLY ELI LILLY & CO | Healthcare | 2.1K | $1.9M | 1.1% | Held |
| NOW SERVICENOW INC | Technology | 15.8K | $1.7M | 1.0% | Held |
| GE GENERAL ELECTRIC | Industrials | 5.2K | $1.5M | 0.9% | Held |
| GEV GE VERNOVA INC | Industrials | 1.3K | $1.1M | 0.7% | Held |
| PH PARKER HANNIFIN CORP | Industrials | 1.1K | $971K | 0.6% | Held |
| AZO AUTOZONE INC | Consumer discretionary | 234 | $790K | 0.5% | Held |
| BRO BROWN & BROWN INC | Financials | 11.4K | $742K | 0.4% | Held |
| CRM SALESFORCE INC | Technology | 3.8K | $707K | 0.4% | Held |
| CDNS CADENCE DESIGN SYS INC | Technology | 2.3K | $651K | 0.4% | Held |
| NTNX NUTANIX INC - A | Technology | 14.6K | $554K | 0.3% | Held |
| MCK MCKESSON CORP | Consumer discretionary | 622 | $538K | 0.3% | Held |
| MELI MERCADOLIBRE INC | Services media | 304 | $526K | 0.3% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.0K | $501K | 0.3% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 1.5K | $483K | 0.3% | Held |
| ADI ANALOG DEVICES INC | Technology | 1.4K | $443K | 0.3% | Held |
| ROP ROPER TECHNOLOGIES INC | Technology | 1.2K | $430K | 0.2% | Held |
| GWW WW GRAINGER INC | Consumer discretionary | 359 | $392K | 0.2% | Held |
| OUST OUSTER INC | Industrials | 20.5K | $377K | 0.2% | Held |
| ALAB ASTERA LABS INC | Technology | 3.0K | $331K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 76 | $172.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 78 | $172.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 86 | $154.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 86 | $153.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 86 | $140.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 89 | $138.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 90 | $126.7M | canonical | SEC ↗ |
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