MondegarAI
Benchmark Investment Advisors LLC

Q2 2024 · 13F-HR

Benchmark Investment Advisors LLCholdings as filed

Filed 2024-08-12 · accession 0001104659-24-088215

$138.1M
Reported value
89
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP COM$31.8M23.0%257,351CommonNONE
594918104MSFTMICROSOFT CORP$5.9M4.28%13,227CommonNONE
02079K305GOOGLALPHABET INC CL A$4.5M3.28%24,842CommonNONE
037833100AAPLAPPLE INC$4.5M3.25%21,322CommonNONE
11135F101AVGOBROADCOM INC$4.0M2.91%2,507CommonNONE
911363109URIUNITED RENTALS INC$3.7M2.65%5,650CommonNONE
512807108LRCXEURLAM RESEARCH CORP$3.5M2.51%3,261CommonNONE
023135106AMZNAMAZON COM INC$3.4M2.44%17,410CommonNONE
482480100KLACKLA CORP$3.2M2.30%3,847CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.1M2.28%18,101CommonNONE
30303M102METAMETA PLATFORMS INC$3.0M2.16%5,908CommonNONE
57636Q104MAMASTERCARD INC CL A$2.9M2.12%6,642CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.9M2.08%39,433CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.8M2.03%8,273CommonNONE
038222105AMATAPPLIED MATLS INC$2.8M2.01%11,776CommonNONE
92826C839VVISA INC$2.2M1.61%8,464CommonNONE
217204106CPRTCOPART INC$2.1M1.53%38,964CommonNONE
871607107SNPSSYNOPSYS INC$1.9M1.38%3,212CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.8M1.33%5,235CommonNONE
337738108FISVFISERV INC$1.7M1.25%11,576CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M1.21%3,279CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.7M1.21%2,958CommonNONE
N07059210ASMLASML HOLDING N V$1.7M1.20%1,626CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.6M1.13%3,075CommonNONE
032654105ADIANALOG DEVICES INC$1.5M1.08%6,506CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$1.4M1.02%6,970CommonNONE
12514G108CDWCDW CORP$1.4M1.02%6,270CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.97%337CommonNONE
384802104GWWGRAINGER W W INC$1.3M0.95%1,453CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.3M0.95%14,277CommonNONE
036752103ELVELEVANCE HEALTH INC$1.3M0.93%2,373CommonNONE
922908363VOOVANGUARD INDEX FDS$1.2M0.87%2,409CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.85%3,061CommonNONE
053332102AZOAUTOZONE INC$1.2M0.85%394CommonNONE
03831W108APPAPPLOVIN CORP$1.1M0.79%13,105CommonNONE
58155Q103MCKMCKESSON CORP$979,7950.71%1,678CommonNONE
437076102HDHOME DEPOT INC$930,6570.67%2,704CommonNONE
464287408IVEISHARES TR S&P 500 VALUE ETF$913,6640.66%5,020CommonNONE
00724F101ADBEADOBE INC$864,4200.63%1,556CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$860,5590.62%1,556CommonNONE
433000106HIMSHIMS & HERS HEALTH INC COM CL A$790,7620.57%39,166CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$763,1380.55%4,645CommonNONE
922908553VNQVANGUARD INDEX FDS$758,3250.55%9,054CommonNONE
369604301GEGE AEROSPACE$756,0610.55%4,756CommonNONE
58933Y105MRKMERCK &CO INC$752,6300.54%6,079CommonNONE
78464A698KRESPDR SER TR$736,9860.53%15,010CommonNONE
02079K107GOOGALPHABET INC$733,6800.53%4,000CommonNONE
478160104JNJJOHNSON & JOHNSON COM$678,4520.49%4,642CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUNITIES FD COM$657,3600.48%88,000CommonNONE
127387108CDNSCADENCE DESIGN SYS INC COM$637,3500.46%2,071CommonNONE
855244109SBUXSTARBUCKS CORP COM$630,5850.46%8,100CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$629,8900.46%4,051CommonNONE
427866108HSYHERSHEY CO COM$625,0220.45%3,400CommonNONE
78468R663BILSPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW$604,6470.44%6,588CommonNONE
78409V104SPGIS&P GLOBAL INC$572,2640.41%1,283CommonNONE
831865209AOSSMITH A O CORP$546,5860.40%6,684CommonNONE
95040Q104WELLWELLTOWER INC$527,5050.38%5,060CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$519,0770.38%1,276CommonNONE
464286319DVYEISHARES INC EMERGING MARKETS DIVID ETF$485,7610.35%17,872CommonNONE
64110L106NFLXNETFLIX INC$480,5150.35%712CommonNONE
654106103NKENIKE INC$437,9270.32%5,810CommonNONE
464288687PFFISHARES TR$422,9320.31%13,405CommonNONE
756109104OREALTY INCOME CORP$386,6950.28%7,321CommonNONE
34959E109FTNTFORTINET INC$367,2850.27%6,094CommonNONE
166764100CVXCHEVRON CORP NEW$366,8490.27%2,345CommonNONE
464285204IAUISHARES GOLD TR ISHARES NEW$360,2260.26%8,200CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$359,4500.26%2,275CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC COM NEW$359,3140.26%2,527CommonNONE
285512109EAELECTRONIC ARTS INC$353,6490.26%2,538CommonNONE
63633D104NHINATIONAL HEALTH INVS INC$338,6500.25%5,000CommonNONE
256677105DGDOLLAR GEN CORP NEW$323,4660.23%2,446CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$319,7950.23%1,752CommonNONE
502175102LTCLTC PPTYS INC$309,4650.22%8,970CommonNONE
115236101BROBROWN &BROWN INC$302,4810.22%3,383CommonNONE
79466L302CRMSALESFORCE INC$289,3250.21%1,125CommonNONE
46090E103QQQINVESCO QQQ TR$285,6480.21%596CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$273,2720.20%1,875CommonNONE
17275R102CSCOCISCO SYS INC$269,6430.20%5,675CommonNONE
88160R101TSLATESLA INC$253,4350.18%1,281CommonNONE
464287200IVVISHARES TR$245,2850.18%448CommonNONE
464287622IWBISHARES TR$244,5780.18%822CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$244,4590.18%2,682CommonNONE
759530108RELXRELX PLC$229,4000.17%5,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$226,9920.16%510CommonNONE
532457108LLYELI LILLY &CO$225,4520.16%249CommonNONE
863667101SYKSTRYKER CORPORATION$208,4680.15%613CommonNONE
36828A101GEVGE VERNOVA INC$203,7540.15%1,188CommonNONE
04364G106ASCOT RES LTD COM ISIN#CA04364G1063$16,3720.01%40,000CommonNONE
12509J208CCFLUCCF HLDGS LLC UNIT CL A$160.00%52,393CommonNONE

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.