MondegarAI
Benchmark Investment Advisors LLC

Q1 2024 · 13F-HR

Benchmark Investment Advisors LLCholdings as filed

Filed 2024-05-15 · accession 0001104659-24-061799

$126.7M
Reported value
90
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$24.0M18.9%26,559CommonNONE
037833100AAPLAPPLE INC$6.5M5.16%38,114CommonNONE
594918104MSFTMICROSOFT CORP$5.8M4.57%13,755CommonNONE
02079K305GOOGLALPHABET INC$3.8M3.03%25,443CommonNONE
023135106AMZNAMAZON COM INC$3.4M2.70%18,943CommonNONE
11135F101AVGOBROADCOM INC$3.4M2.67%2,553CommonNONE
911363109URIUNITED RENTALS INC$2.9M2.29%4,029CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.9M2.25%2,939CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M2.23%5,815CommonNONE
482480100KLACKLA CORP$2.7M2.14%3,888CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M2.10%5,526CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.5M1.95%18,189CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.4M1.92%31,544CommonNONE
038222105AMATAPPLIED MATLS INC$2.4M1.88%11,565CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.3M1.85%8,242CommonNONE
92826C839VVISA INC$2.2M1.75%7,935CommonNONE
337738108FISVFISERV INC$1.9M1.50%11,901CommonNONE
871607107SNPSSYNOPSYS INC$1.8M1.42%3,149CommonNONE
00724F101ADBEADOBE INC$1.8M1.38%3,472CommonNONE
12514G108CDWCDW CORP$1.7M1.32%6,532CommonNONE
78464A698KRESPDR SER TR$1.6M1.27%31,914CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.6M1.25%2,829CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.5M1.21%2,763CommonNONE
217204106CPRTCOPART INC$1.5M1.19%26,135CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M1.18%3,034CommonNONE
384802104GWWGRAINGER W W INC$1.4M1.12%1,394CommonNONE
036752103ELVELEVANCE HEALTH INC$1.3M1.06%2,598CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.3M1.05%4,586CommonNONE
032654105ADIANALOG DEVICES INC$1.3M0.99%6,355CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.98%13,880CommonNONE
053332102AZOAUTOZONE INC$1.2M0.97%392CommonNONE
46625H100JPMJPMORGAN CHASE &CO$1.2M0.93%5,853CommonNONE
922908363VOOVANGUARD INDEX FDS$1.2M0.91%2,409CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.89%312CommonNONE
N07059210ASMLASML HOLDING N V$1.1M0.88%1,153CommonNONE
437076102HDHOME DEPOT INC$1.0M0.80%2,643CommonNONE
464287408IVEISHARES TR$970,3540.77%5,194CommonNONE
34959E109FTNTFORTINET INC$937,4180.74%13,723CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$910,3340.72%1,566CommonNONE
58155Q103MCKMCKESSON CORP$880,8720.70%1,641CommonNONE
922908553VNQVANGUARD INDEX FDS$880,4130.69%10,181CommonNONE
369604301GEGENERAL ELECTRIC CO$856,5860.68%4,880CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$804,8010.64%16,038CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$781,9170.62%4,617CommonNONE
478160104JNJJOHNSON &JOHNSON$713,8510.56%4,513CommonNONE
88160R101TSLATESLA INC$706,2800.56%4,018CommonNONE
427866108HSYHershey Co$680,7500.54%3,500CommonNONE
67073B106JPCNuveen Preferred Income Opportunities Fund$632,7200.50%88,000CommonNONE
02079K107GOOGALPHABET INC$609,0400.48%4,000CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$603,4630.48%4,064CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$587,8870.46%1,398CommonNONE
58933Y105MRKMERCK &CO INC$576,5270.45%4,369CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$573,3780.45%1,842CommonNONE
831865209AOSSMITH A O CORP$560,5190.44%6,266CommonNONE
78409V104SPGIS&P GLOBAL INC$551,9830.44%1,297CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$547,2140.43%1,579CommonNONE
654106103NKENIKE INC$546,0540.43%5,810CommonNONE
78468R663BILSPDR SER TR$512,9780.40%5,588CommonNONE
166764100CVXCHEVRON CORP NEW$490,9470.39%3,112CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$474,7410.37%4,257CommonNONE
95040Q104WELLWELLTOWER INC$472,8060.37%5,060CommonNONE
464286319DVYEiShares Emerging Markets Dividend ETF$470,1480.37%17,972CommonNONE
64110L106NFLXNETFLIX INC$444,5660.35%732CommonNONE
464288687PFFISHARES TR$438,7080.35%13,612CommonNONE
256677105DGDOLLAR GEN CORP NEW$417,2900.33%2,674CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$409,7200.32%2,000CommonNONE
756109104OREALTY INCOME CORP$401,4760.32%7,421CommonNONE
17275R102CSCOCISCO SYS INC$363,6110.29%7,285CommonNONE
285512109EAELECTRONIC ARTS INC$360,7790.28%2,719CommonNONE
464285204IAUISHARES GOLD TR$357,9250.28%8,520CommonNONE
79466L302CRMSALESFORCE INC$338,8280.27%1,125CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$319,9000.25%1,752CommonNONE
63633D104NHINATIONAL HEALTH INVS INC$314,1500.25%5,000CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$311,0120.25%2,105CommonNONE
40416E103HCIHCI GROUP INC$308,7730.24%2,660CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$308,1150.24%2,380CommonNONE
03831W108APPAPPLOVIN CORP$300,4150.24%4,340CommonNONE
502175102LTCLTC PPTYS INC$291,6150.23%8,970CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$258,1960.20%2,735CommonNONE
46090E103QQQINVESCO QQQ TR$250,8400.20%565CommonNONE
464287200IVVISHARES TR$244,9470.19%466CommonNONE
464287622IWBISHARES TR$236,7610.19%822CommonNONE
91913Y100VLOVALERO ENERGY CORP$231,7910.18%1,358CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$231,0270.18%1,280CommonNONE
26875P101EOGEOG RES INC$230,5570.18%1,803CommonNONE
863667101SYKSTRYKER CORPORATION$219,0450.17%612CommonNONE
759530108RELXRELX PLC$216,4500.17%5,000CommonNONE
829658301LEADSIREN ETF TR$214,3640.17%3,244CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$205,6380.16%515CommonNONE
486606106KYNKayne Anderson MLP/Midstream Investment Co.$100,1000.08%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.