Benchmark Investment Advisors LLC

Institutional manager·CIK 0001910971
Latest Qtr return
+25.0%
SPY latest qtr
+13.7%
Alpha
+11.2ptsvs SPY
Invested
$171.8M
Holdings
75
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
+0%+195%Benchmark +193.4%SPY +174.1%Q1 '24Q2 '24Q3 '24Q4 '24

Coverage 95%. 4 quarters of 2024 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Benchmark Investment Advisors LLC right now?

Benchmark Investment Advisors LLC reported $172M across 75 positions in its Q1 2026 13F-HR, with NVIDIA comprising 16.0% of the portfolio — the dominant single-name concentration by a wide margin. The next nine holdings each represent 2.3%–3.5%, with semiconductor and large-cap technology names — AVGO, KLAC, TSM, LRCX — accounting for a notable share of aggregate weight alongside platform-scale internet names APP, GOOGL, and META.

Quarter-on-quarter share increases were sharpest in NOW (+1,155%), NFLX (+995%), LLY (+317%), MU (+181%), and APH (+175%). Quarterly returns of +25.0% and +21.2% in Q1 and Q3 2026 produced alpha of +11.2% and +12.5% respectively against SPY, though Q1 2025 lagged by -2.5%. Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
01
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 12.7% (180.5k → 157.6k shares)
16.0%
+8.9%
~$174.40 Mar 2026
02
$APP
APPLOVIN CORP
Q3 2025: Increased +3.3% (14.6k → 15.1k shares)
3.5%
+0.4%
~$397.99 Mar 2026
03
$GOOGL
ALPHABET INC
Q3 2025: Sold 10.3% (22.9k → 20.6k shares)
3.4%
+17.1%
~$287.56 Mar 2026
04
$KLAC
KLA CORP
Q3 2025: Sold 11.7% (4.5k → 4.0k shares)
3.4%
-88.4%
~$1,472.38 Mar 2026
05
$AVGO
BROADCOM INC
Q3 2025: Sold 24.2% (24.6k → 18.6k shares)
3.4%
+19.6%
~$309.52 Mar 2026
06
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q3 2025: Sold 11.1% (19.0k → 16.9k shares)
3.3%
+10.9%
~$337.94 Mar 2026
07
$META
META PLATFORMS INC
Q3 2025: Increased +24.0% (7.2k → 8.9k shares)
3.0%
+2.4%
~$572.11 Mar 2026
08
$LRCX
LAM RESEARCH CORP
Q3 2025: Sold 1.8% (21.0k → 20.6k shares)
2.6%
+18.1%
~$213.66 Mar 2026
09
$URI
UNITED RENTALS INC
Q3 2025: Increased +35.9% (4.2k → 5.7k shares)
2.4%
+44.8%
~$728.51 Mar 2026
10
$MSFT
MICROSOFT CORP
Q3 2025: Sold 1.4% (10.9k → 10.8k shares)
2.3%
+5.5%
~$370.17 Mar 2026
See all 75 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Benchmark Investment Advisors LLC

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 12:26 UTC.