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Disclosery

13F-HR filed by Benchmark Investment Advisors LLC

Benchmark Investment Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-12, with 70 holding rows worth $228,018,344.

Accession
0001104659-26-095032
Filer
CIK 1910971
Filed
2026-08-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 70 entries on the cover page, a total value of $228,018,344 stated on the cover page (in dollars after the unit check, H1), rows summing to $228,018,344 with VALUE read as dollars as filed, 13F file number 028-22259. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM155,899$31,193,852dollars as filed
KLA CORP482480100COM39,806$12,009,778dollars as filed
Micron Technology,Inc.595112103COM10,037$11,585,068dollars as filed
Broadcom Inc.11135F101COM24,263$9,165,530dollars as filed
SanDisk Corporation80004C200COM4,016$9,131,552dollars as filed
Lam Research Corporation512807306COM20,378$8,830,451dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS16,839$8,041,965dollars as filed
Applied Materials,Inc.038222105COM10,920$7,895,183dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM20,565$7,349,266dollars as filed
APPLOVIN CORP COM CL A03831W108Stock14,034$7,230,688dollars as filed
COMFORT SYS USA INC COM199908104Stock2,962$5,871,495dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock15,651$5,240,295dollars as filed
UNITED RENTALS INC COM911363109Stock4,543$5,146,399dollars as filed
META PLATFORMS INC CL A30303M102COM9,110$5,131,798dollars as filed
PALO ALTO NETWORKS INC697435105COM14,929$5,090,936dollars as filed
Amazon.com, Inc023135106COM20,311$4,841,010dollars as filed
Microsoft Corp594918104COM11,600$4,327,024dollars as filed
Visa Inc92826C839COM12,484$4,283,033dollars as filed
ARISTA NETWORKS INC040413205COM24,843$4,220,287dollars as filed
AMPHENOL CORP NEW032095101COM23,893$4,212,834dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM5,486$4,186,288dollars as filed
EMCOR GROUP INC COM29084Q100Stock4,764$3,953,651dollars as filed
Palantir Technologies Inc. Class A69608A108COM31,622$3,689,389dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,784$3,549,985dollars as filed
Booking Holdings Inc.09857L108COM18,110$3,227,964dollars as filed
MP MATERIALS CORP553368101COM CL A53,890$3,018,354dollars as filed
MasterCard, Inc57636Q104COM5,780$2,968,786dollars as filed
Apple Inc037833100COM10,116$2,927,125dollars as filed
JPMorgan Chase & Co46625H100COM8,840$2,893,574dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK5,951$2,732,068dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF35,689$2,692,703dollars as filed
Eli Lilly and Company532457108COM2,120$2,543,101dollars as filed
Uber Technologies90353T100COM35,101$2,532,924dollars as filed
Netflix, Inc64110L106COM28,579$2,040,554dollars as filed
General Electric Company369604301COM5,210$1,947,133dollars as filed
ServiceNow,Inc.81762P102COM18,475$1,834,243dollars as filed
MARVELL TECHNOLOGY INC573874104COM5,902$1,758,238dollars as filed
Vanguard S&P 500 ETF922908363COM2,475$1,699,583dollars as filed
GE Vernova Inc.36828A101COM1,303$1,530,843dollars as filed
WELLTOWER INC COM95040Q104REIT5,060$1,148,468dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,051$1,027,546dollars as filed
NUTANIX INC CL A67059N108Stock14,375$732,547dollars as filed
AUTOZONE INC COM053332102Stock223$712,695dollars as filed
OUSTER INC COM NEW68989M202Stock11,162$697,822dollars as filed
NUVEEN PFD & INCOME OPPORTUN67073B106COM88,000$693,440dollars as filed
Vanguard Real Estate922908553SHS7,152$689,619dollars as filed
INVESCO QQQ TR46090E103COM843$620,994dollars as filed
iShares S&P 500 Value ETF464287408SHS2,464$559,410dollars as filed
Analog Devices,Inc.032654105COM1,362$541,001dollars as filed
Salesforce.com, Inc79466L302COM3,426$536,716dollars as filed
iShares Gold Trust464285204COM7,036$531,264dollars as filed
Berkshire Hathaway Inc084670702COM1,046$523,408dollars as filed
WW GRAINGER INC COM384802104Stock355$482,281dollars as filed
FORTINET INC COM34959E109Stock3,025$464,701dollars as filed
Home Depot, Inc437076102COM1,296$457,178dollars as filed
MCKESSON CORP COM58155Q103Stock584$441,120dollars as filed
iShares Russell 2000 ETF464287655SHS1,431$429,835dollars as filed
REALTY INCOME CORP COM756109104REIT6,800$421,328dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock1,076$403,844dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock1,184$400,736dollars as filed
NATIONAL HEALTH INVS INC COM63633D104REIT5,000$381,300dollars as filed
Elevance Health, Inc.036752103COM940$363,369dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,693$360,243dollars as filed
LTC PPTYS INC COM502175102REIT8,970$344,897dollars as filed
Cisco Systems,Inc.17275R102COM2,521$296,160dollars as filed
SPY78462F103SHS376$280,781dollars as filed
Goldman Sachs Group,Inc.38141G104COM262$264,484dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS1,722$235,376dollars as filed
Thermo Fisher Scientific Inc.883556102COM457$228,957dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK2,964$221,874dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-26-095032this filing2026-08-12acceptance time not in the bulk data set