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Benchmark Investment Advisors LLC Top Holdings and 13F Report (2025)

About Benchmark Investment Advisors LLC

Investment Activity

  • Benchmark Investment Advisors LLC has $153.67 million in total holdings as of December 31, 2024.
  • Benchmark Investment Advisors LLC owns shares of 86 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 14.52% of the portfolio was purchased this quarter.
  • About 9.90% of the portfolio was sold this quarter.
  • This quarter, Benchmark Investment Advisors LLC has purchased 86 new stocks and bought additional shares in 27 stocks.
  • Benchmark Investment Advisors LLC sold shares of 35 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA
$32,123,608
Microsoft
$6,514,808
Broadcom
$5,862,888
APPLOVIN CORP
$5,509,228
Apple
$5,112,174

Largest New Holdings this Quarter

ARISTA NETWORKS INC
$2,539,860 Holding
EMCOR Group
$2,305,986 Holding
LAM RESEARCH CORP
$1,282,514 Holding
ServiceNow
$1,264,681 Holding
iShares MSCI India ETF
$726,432 Holding

Largest Purchases this Quarter

ARISTA NETWORKS INC
22,979 shares (about $2.54M)
EMCOR Group
5,080 shares (about $2.31M)
KLA
3,183 shares (about $2.01M)
Palo Alto Networks
8,682 shares (about $1.58M)
LAM RESEARCH CORP
17,756 shares (about $1.28M)

Largest Sales this Quarter

ASML
1,362 shares (about $944.05K)
Analog Devices
4,053 shares (about $861.02K)
Copart
12,427 shares (about $713.20K)
NVIDIA
3,292 shares (about $442.08K)
Johnson & Johnson
1,684 shares (about $243.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenchmark Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$32,123,608$442,082 -1.4%239,21120.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$6,514,808$899,917 16.0%15,4564.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$5,862,888$159,735 -2.7%25,2893.8%Computer and Technology
APPLOVIN CORP
$5,509,228$151,550 2.8%17,0133.6%COM CL A
Apple Inc. stock logo
AAPL
Apple
$5,112,174$160,022 -3.0%20,4143.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,688,058$10,790 -0.2%24,7653.1%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$4,422,694$2,005,618 83.0%7,0192.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,297,772$569,718 15.3%7,3402.8%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$3,980,793$1,108,085 38.6%5,6512.6%Construction
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,841,732$32,250 0.8%17,5112.5%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,493,511$90,251 -2.5%17,6902.3%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,475,328$695,548 25.0%57,6152.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,101,144$1,579,777 103.8%17,0432.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,822,298$36,332 1.3%5,3601.8%Business Services
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$2,809,882$329,596 13.3%5,4051.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$2,695,592$3,793 0.1%8,5291.8%Business Services
ARISTA NETWORKS INC
$2,539,860$2,539,860 New Holding22,9791.7%COM SHS
Fiserv, Inc. stock logo
FI
Fiserv
$2,444,087$44,782 1.9%11,8981.6%Business Services
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$2,305,986$2,305,986 New Holding5,0801.5%Construction
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$2,134,589$87,775 4.3%3,3561.4%Industrial Products
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,868,914$66,677 -3.4%11,4921.2%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,837,741$196,742 12.0%5,3711.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,743,792$11,745 0.7%7,2751.1%Finance
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,687,547$1,031,545 157.2%16,5411.1%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,633,470$59,187 -3.5%3,2291.1%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$1,629,329$24,837 -1.5%3281.1%Retail/Wholesale
Copart, Inc. stock logo
CPRT
Copart
$1,537,277$713,199 -31.7%26,7861.0%Business Services
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,493,221$65,335 -4.2%1,4171.0%Industrial Products
Alphabet Inc. stock logo
GOOG
Alphabet
$1,478,432$50,087 3.5%7,7631.0%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$1,414,824$200,939 -12.4%2,9150.9%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,373,150$195,681 16.6%13,8030.9%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,310,639$7,545 0.6%2,4320.9%ETF
LAM RESEARCH CORP
$1,282,514$1,282,514 New Holding17,7560.8%COM NEW
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,264,681$1,264,681 New Holding1,1930.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,242,500$647,098 108.7%1,3940.8%Consumer Discretionary
AutoZone, Inc. stock logo
AZO
AutoZone
$1,229,574$28,818 -2.3%3840.8%Retail/Wholesale
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$1,160,032$143,047 14.1%44,9100.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,080,132$638,179 144.4%4,8880.7%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,019,561$26,452 -2.5%2,6210.7%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,016,427$45,432 -4.3%11,4100.7%ETF
CDW Co. stock logo
CDW
CDW
$1,009,701$41,418 -3.9%5,8020.7%Computer and Technology
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$974,260$15,390 1.6%16,1430.6%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$871,226$33,934 -3.7%2,3620.6%Medical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$817,825$134,555 -14.1%4,2850.5%ETF
General Electric stock logo
GE
General Electric
$793,2530.0%4,7560.5%Transportation
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$760,475$25,933 -3.3%4,3400.5%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$726,432$726,432 New Holding13,8000.5%ETF
Nuveen Preferred & Income Opportunities Fund stock logo
JPC
Nuveen Preferred & Income Opportunities Fund
$691,6800.0%88,0000.5%Financial Services
McKesson Co. stock logo
MCK
McKesson
$671,307$217,121 -24.4%1,1780.4%Medical
ASML Holding stock logo
ASML
ASML
$660,557$944,049 -58.8%9530.4%Computer and Technology
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$642,330$642,330 New Holding13,0000.4%Oils/Energy
Welltower Inc. stock logo
WELL
Welltower
$637,7120.0%5,0600.4%Finance
Adobe Inc. stock logo
ADBE
Adobe
$632,335$14,674 2.4%1,4220.4%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$624,512$624,512 New Holding16,4000.4%Basic Materials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$578,3850.0%1,2760.4%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$570,874$77,519 -12.0%1,9000.4%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$518,411$518,411 New Holding1,1590.3%Business Services
Vertiv Holdings Co stock logo
VRT
Vertiv
$478,162$478,162 New Holding4,2090.3%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$458,023$861,024 -65.3%2,1560.3%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$453,095$453,095 New Holding1,0680.3%Construction
GE VERNOVA INC
$390,7690.0%1,1880.3%COM
Realty Income Co. stock logo
O
Realty Income
$387,543$3,472 -0.9%7,2560.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$386,544$243,524 -38.7%2,6730.3%Medical
Nutanix, Inc. stock logo
NTNX
Nutanix
$379,552$379,552 New Holding6,2040.2%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$374,471$3,343 -0.9%1,1200.2%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$373,537$3,466 -0.9%7,5450.2%Finance
Accenture plc stock logo
ACN
Accenture
$358,207$358,207 New Holding1,0180.2%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$351,463$783 0.2%1,7950.2%ETF
National Health Investors, Inc. stock logo
NHI
National Health Investors
$346,5000.0%5,0000.2%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$340,747$83,379 -19.7%10,8380.2%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$319,139$22,387 -6.6%6130.2%Medical
LTC Properties, Inc. stock logo
LTC
LTC Properties
$309,9140.0%8,9700.2%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$307,532$5,196 -1.7%3,2550.2%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$306,482$16,339 -5.1%5,1770.2%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$294,392$2,491 -0.8%5910.2%Business Services
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$276,6170.0%2,2750.2%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$271,2590.0%8420.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$262,755$1,045 -0.4%5030.2%Medical
Oracle Co. stock logo
ORCL
Oracle
$240,560$240,560 New Holding1,4440.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$239,781$14,032 -5.5%1,7430.2%ETF
Electronic Arts Inc. stock logo
EA
Electronic Arts
$232,317$40,378 -14.8%1,5880.2%Consumer Discretionary
Relx Plc stock logo
RELX
Relx
$227,1000.0%5,0000.1%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$221,027$360 0.2%6140.1%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$213,224$600 0.3%2,4890.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$210,260$56,786 -21.3%4110.1%Finance
CCF HLDGS LLC UNIT CL A
$1,146$1,146 New Holding45,8440.0%CL A
Lam Research Co. stock logo
LRCX
Lam Research
$0$2,693,504 -100.0%00.0%Computer and Technology
Arista Networks, Inc. stock logo
ANET
Arista Networks
$0$2,102,950 -100.0%00.0%Computer and Technology
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
$0$855,702 -100.0%00.0%Computer and Technology
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$0$706,702 -100.0%00.0%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$700,597 -100.0%00.0%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$0$652,052 -100.0%00.0%Consumer Staples
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$0$535,164 -100.0%00.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$0$513,641 -100.0%00.0%Consumer Discretionary
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$0$308,958 -100.0%00.0%Computer and Technology
Axcelis Technologies, Inc. stock logo
ACLS
Axcelis Technologies
$0$264,956 -100.0%00.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$254,172 -100.0%00.0%ETF
Chevron Co. stock logo
CVX
Chevron
$0$244,523 -100.0%00.0%Oils/Energy
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$0$229,950 -100.0%00.0%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$220,623 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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