Benchmark Investment Advisors LLC
70 holdingsFiling period: 2026-06-30Current AUM: $211.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 155.9K | $31.2M | $33.1M | 15.65% | -1,747 | 2026-06-30 |
| 2 | KLAC | KLA CORP | 39.8K | $12.0M | $6.7M | 3.16% | +35.8K | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 10.0K | $11.6M | $9.3M | 4.40% | -988 | 2026-06-30 |
| 4 | AVGO | BROADCOM INC | 24.3K | $9.2M | $8.2M | 3.89% | +5.6K | 2026-06-30 |
| 5 | SNDK | SANDISK CORP | 4.0K | $9.1M | $6.1M | 2.91% | -678 | 2026-06-30 |
| 6 | LRCX | LAM RESEARCH CORP | 20.4K | $8.8M | $5.5M | 2.61% | -211 | 2026-06-30 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.8K | $8.0M | $7.0M | 3.30% | -28 | 2026-06-30 |
| 8 | AMAT | APPLIED MATLS INC | 10.9K | $7.9M | $4.6M | 2.18% | +117 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 20.6K | $7.3M | $7.1M | 3.36% | -5 | 2026-06-30 |
| 10 | APP | APPLOVIN CORP | 14.0K | $7.2M | $4.7M | 2.20% | -1,026 | 2026-06-30 |
| 11 | FIX | COMFORT SYS USA INC | 3.0K | $5.9M | $4.7M | 2.21% | +105 | 2026-06-30 |
| 12 | VRT | VERTIV HOLDINGS CO | 15.7K | $5.2M | $3.7M | 1.74% | +912 | 2026-06-30 |
| 13 | URI | UNITED RENTALS INC | 4.5K | $5.1M | $4.5M | 2.13% | -1,154 | 2026-06-30 |
| 14 | META | META PLATFORMS INC | 9.1K | $5.1M | $6.1M | 2.89% | +163 | 2026-06-30 |
| 15 | PANW | PALO ALTO NETWORKS INC | 14.9K | $5.1M | $5.6M | 2.65% | -3,040 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 20.3K | $4.8M | $5.0M | 2.39% | +2.8K | 2026-06-30 |
| 17 | MSFT | MICROSOFT CORP | 11.6K | $4.3M | $5.8M | 2.73% | +839 | 2026-06-30 |
| 18 | V | VISA INC | 12.5K | $4.3M | $4.7M | 2.22% | +54 | 2026-06-30 |
| 19 | ANET | ARISTA NETWORKS INC | 24.8K | $4.2M | $4.8M | 2.27% | +335 | 2026-06-30 |
| 20 | APH | AMPHENOL CORP | 23.9K | $4.2M | $3.7M | 1.76% | +3.4K | 2026-06-30 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | 5.5K | $4.2M | $5.3M | 2.52% | -3,883 | 2026-06-30 |
| 22 | EME | EMCOR GROUP INC | 4.8K | $4.0M | $3.5M | 1.66% | -46 | 2026-06-30 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | 31.6K | $3.7M | $5.5M | 2.58% | +7.1K | 2026-06-30 |
| 24 | — | ASML HLDG NV | 1.8K | $3.5M | $3.5M | 1.68% | +31 | 2026-06-30 |
| 25 | BKNG | BOOKING HOLDINGS INC | 18.1K | $3.2M | $3.1M | 1.47% | +17.3K | 2026-06-30 |
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