account_balance
Investment manager · 13F filer · SEC CIK 1910971
Benchmark Investment Advisors LLC
Reported value$228Mas of Jun 30, 2026
Positions70 3 new, 9 sold out
Top 10 weight49.3%NVDA alone is 14%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
13.7%
KLACKLA Corp
5.3%
MUMicron Technology Inc
5.1%Trimmed −9%
AVGOBroadcom Inc.
4.0%Added +30%
SNDKSandisk Corp
4.0%Trimmed −14%
LRCXLam Research Corp
3.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.5%
AMATApplied Materials Inc
3.5%
GOOGLAlphabet Inc.
3.2%
APPAppLovin Corp
3.2%Trimmed −7%
FIXComfort Systems USA Inc
2.6%Added +4%
VRTVertiv Holdings Co
2.3%Added +6%
NVDANVIDIA Corp
13.7%
KLACKLA Corp
5.3%
MUMicron Technology Inc
5.1%−9%
AVGOBroadcom Inc.
4.0%+30%
SNDKSandisk Corp
4.0%−14%
LRCXLam Research Corp
3.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.5%
AMATApplied Materials Inc
3.5%
GOOGLAlphabet Inc.
3.2%
APP3.2%FIX2.6%VRT2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 13.7% HeldKLAC KLA Corp 5.3% HeldMU Micron Technology Inc 5.1% Trimmed −9%AVGO Broadcom Inc. 4.0% Added +30%SNDK Sandisk Corp 4.0% Trimmed −14%LRCX Lam Research Corp 3.9% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 3.5% HeldAMAT Applied Materials Inc 3.5% HeldGOOGL Alphabet Inc. 3.2% HeldAPP AppLovin Corp 3.2% Trimmed −7%FIX Comfort Systems USA Inc 2.6% Added +4%VRT Vertiv Holdings Co 2.3% Added +6%
What changed
Biggest moves since Mar 31, 2026
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