Institutional
Benchmark Investment Advisors LLC
CIK 0001910971
$172.0M
Reported AUM
76
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Benchmark Investment Advisors LLC · Q1 2026
AI · grounded in 13F
Benchmark Investment Advisors LLC established a new position in PLTR valued at $3.59M. The fund also opened new stakes in SNDK for $2.98M and MP for $2.52M. On the sell side, the fund closed its position in MRK, reducing its holdings by $1.18M. Other notable reductions include trimming shares of MELI by 68.76% and AVGO by 24.23%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $27.5M | 15.98% | — | HELD |
| 2 | APP | APPLOVIN CORP | $403.97 | 1.13% | 5.35% | 467.41% | $6.0M | 3.48% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $5.9M | 3.44% | — | HELD |
| 4 | KLAC | KLA CORP | $180.33 | 5.96% | 93.19% | 424.97% | $5.9M | 3.41% | — | HELD |
| 5 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $5.8M | 3.35% | — | HELD |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 61.05% | 241.53% | $5.7M | 3.31% | — | HELD |
| 7 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $5.1M | 2.98% | — | HELD |
| 8 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | 163.30% | 339.52% | $4.4M | 2.56% | — | HELD |
| 9 | URI | UNITED RENTALS INC | $1068.63 | 1.28% | 23.77% | 210.26% | $4.2M | 2.41% | — | HELD |
| 10 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $4.0M | 2.32% | — | HELD |
| 11 | FIX | COMFORT SYS USA INC | $1697.80 | 11.70% | 119.10% | 1940.60% | $3.9M | 2.29% | — | HELD |
| 12 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $3.8M | 2.18% | — | HELD |
| 13 | MU | MICRON TECHNOLOGY INC | $875.03 | 18.41% | 662.58% | 1011.70% | $3.7M | 2.17% | — | HELD |
| 14 | VRT | VERTIV HOLDINGS CO | $227.61 | 2.05% | 57.70% | 695.55% | $3.7M | 2.15% | — | HELD |
| 15 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | 179.14% | 284.62% | $3.7M | 2.15% | — | HELD |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $185.35 | 3.33% | 60.64% | 155.35% | $3.7M | 2.13% | — | HELD |
| 17 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $3.6M | 2.12% | — | HELD |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | -20.27% | 366.97% | $3.6M | 2.09% | — | HELD |
| 19 | EME | EMCOR GROUP INC | $802.37 | 19.32% | 7.87% | 462.46% | $3.6M | 2.06% | — | HELD |
| 20 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | -5.78% | 123.48% | $3.2M | 1.87% | — | HELD |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $522.71 | -0.25% | -16.45% | 123.61% | $3.1M | 1.82% | — | HELD |
| 22 | ANET | ARISTA NETWORKS INC | $171.02 | 8.26% | 34.36% | 583.98% | $3.0M | 1.75% | — | HELD |
| 23 | SNDK | SANDISK CORP | $1280.34 | 26.03% | 2358.00% | 2033.77% | $3.0M | 1.73% | — | HELD |
| 24 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 1.24% | 67.59% | $2.9M | 1.68% | — | HELD |
| 25 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | 81.72% | 308.84% | $2.9M | 1.67% | — | HELD |
| 26 | NFLX | NETFLIX INC. | $73.19 | -0.60% | -36.45% | 29.36% | $2.9M | 1.67% | — | HELD |
| 27 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $2.7M | 1.59% | — | HELD |
| 28 | JPM | JPMORGAN CHASE &CO | $350.93 | 1.80% | 21.40% | 144.23% | $2.6M | 1.54% | — | HELD |
| 29 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $2.6M | 1.51% | — | HELD |
| 30 | APH | AMPHENOL CORP | $159.82 | 6.33% | 45.08% | 310.42% | $2.6M | 1.50% | — | HELD |
| 31 | MP | MP MATERIALS CORP | $41.66 | 9.34% | — | — | $2.5M | 1.47% | — | HELD |
| 32 | ASML | ASML HLDG NV | $1651.44 | 6.50% | — | — | $2.3M | 1.35% | — | HELD |
| 33 | LLY | ELI LILLY &CO | $1155.56 | -4.50% | — | — | $1.9M | 1.10% | — | HELD |
| 34 | GDX | VANECK ETF TR GOLD MINERS ETF | $76.78 | 4.36% | — | — | $1.8M | 1.06% | — | HELD |
| 35 | DVYE | ISHARES INC EMERGING MARKETS DIVID ETF | $34.29 | 1.69% | — | — | $1.8M | 1.06% | — | HELD |
| 36 | NOW | SERVICENOW INC | $110.07 | -4.92% | — | — | $1.7M | 0.96% | — | HELD |
| 37 | GE | GE AEROSPACE | $355.04 | 1.26% | — | — | $1.5M | 0.86% | — | HELD |
| 38 | VOO | VANGUARD INDEX FDS | $681.61 | 1.64% | — | — | $1.5M | 0.86% | — | HELD |
| 39 | GEV | GE VERNOVA INC | $981.98 | 9.07% | — | — | $1.1M | 0.66% | — | HELD |
| 40 | WELL | WELLTOWER INC | $235.63 | -2.26% | — | — | $1.0M | 0.58% | — | HELD |
| 41 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | — | — | $971K | 0.56% | — | HELD |
| 42 | AZO | AUTOZONE INC | $3006.57 | -4.32% | — | — | $790K | 0.46% | — | HELD |
| 43 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | — | — | $761K | 0.44% | — | HELD |
| 44 | BRO | BROWN &BROWN INC | $70.87 | -5.34% | — | — | $742K | 0.43% | — | HELD |
| 45 | CRM | SALESFORCE INC | $180.71 | -4.07% | — | — | $707K | 0.41% | — | HELD |
| 46 | JPC | NUVEEN PFD & INCOME OPPORTUNITIES FD COM | $7.67 | -0.13% | — | — | $664K | 0.39% | — | HELD |
| 47 | CDNS | CADENCE DESIGN SYSTEM INC | $332.82 | 0.02% | — | — | $651K | 0.38% | — | HELD |
| 48 | VNQ | VANGUARD INDEX FDS | $99.49 | -1.16% | — | — | $643K | 0.37% | — | HELD |
| 49 | NTNX | NUTANIX INC | $59.26 | -0.52% | — | — | $554K | 0.32% | — | HELD |
| 50 | MCK | MCKESSON CORP | $865.51 | -2.59% | — | — | $538K | 0.31% | — | HELD |
| 51 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | — | — | $526K | 0.31% | — | HELD |
| 52 | IVE | ISHARES TR | $232.16 | -0.09% | — | — | $521K | 0.30% | — | HELD |
| 53 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $501K | 0.29% | — | HELD |
| 54 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $483K | 0.28% | — | HELD |
| 55 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | — | — | $473K | 0.28% | — | HELD |
| 56 | ADI | ANALOG DEVICES INC | $366.67 | 3.76% | — | — | $443K | 0.26% | — | HELD |
| 57 | ROP | ROPER TECHNOLOGIES INC | $389.25 | -4.61% | — | — | $430K | 0.25% | — | HELD |
| 58 | O | REALTY INCOME CORP | $64.43 | -1.69% | — | — | $416K | 0.24% | — | HELD |
| 59 | NHI | NATIONAL HEALTH INVS INC | $76.07 | -2.84% | — | — | $404K | 0.24% | — | HELD |
| 60 | GWW | WW GRAINGER INC | $1355.49 | -0.25% | — | — | $392K | 0.23% | — | HELD |
| 61 | RSP | INVESCO EXCHANGE TRADED FD T | $215.36 | -0.17% | — | — | $391K | 0.23% | — | HELD |
| 62 | OUST | OUSTER INC | $35.53 | 13.51% | — | — | $377K | 0.22% | — | HELD |
| 63 | IWM | ISHARES TR | $292.54 | 1.38% | — | — | $355K | 0.21% | — | HELD |
| 64 | LTC | LTC PPTYS INC | $40.30 | -3.31% | — | — | $333K | 0.19% | — | HELD |
| 65 | ALAB | ASTERA LABS INC | $299.69 | 20.00% | — | — | $331K | 0.19% | — | HELD |
| 66 | ELV | ELEVANCE HEALTH INC FORMERLY | $376.40 | 0.11% | — | — | $277K | 0.16% | — | HELD |
| 67 | FICO | FAIR ISAAC CORP | $1138.69 | -17.07% | — | — | $264K | 0.15% | — | HELD |
| 68 | FTNT | FORTINET INC | $154.25 | 0.67% | — | — | $250K | 0.15% | — | HELD |
| 69 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | — | — | $245K | 0.14% | — | HELD |
| 70 | — | PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 09-18-26 @570 | — | — | — | — | $241K | 0.14% | — | HELD |
| 71 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | — | — | $228K | 0.13% | — | HELD |
| 72 | TMO | THERMO FISHER SCIENTIFIC INC | $576.78 | 0.06% | — | — | $227K | 0.13% | — | HELD |
| 73 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | — | — | $214K | 0.12% | — | HELD |
| 74 | IJS | ISHARES TR | $135.84 | -0.01% | — | — | $204K | 0.12% | — | HELD |
| 75 | SYK | STRYKER CORPORATION | $348.04 | -1.20% | — | — | $203K | 0.12% | — | HELD |
| 76 | CCFLU | CCF HLDGS LLC UNIT CL A | $0.05 | 0.00% | — | — | $596 | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-060063. 13F discloses long positions only — shorts, foreign equities, and options are excluded.