Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Benchmark Investment Advisors LLC (CIK 1910971) reported $172.0M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($27.5M, 15.98%), APP ($6.0M, 3.48%), GOOGL ($5.9M, 3.44%), KLAC ($5.9M, 3.41%), AVGO ($5.8M, 3.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $27.5M | 15.98% | 157,646 | Trimmed |
| 2 | APP | APPLOVIN CORP | $6.0M | 3.48% | 15,060 | Added |
| 3 | GOOGL | ALPHABET INC | $5.9M | 3.44% | 20,570 | Trimmed |
| 4 | KLAC | KLA CORP | $5.9M | 3.41% | 3,981 | Trimmed |
| 5 | AVGO | BROADCOM INC | $5.8M | 3.35% | 18,641 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.7M | 3.31% | 16,867 | Trimmed |
| 7 | META | META PLATFORMS INC | $5.1M | 2.98% | 8,947 | Added |
| 8 | LRCX | LAM RESEARCH CORP | $4.4M | 2.56% | 20,589 | Trimmed |
| 9 | URI | UNITED RENTALS INC | $4.2M | 2.41% | 5,697 | Added |
| 10 | MSFT | MICROSOFT CORP | $4.0M | 2.32% | 10,761 | Trimmed |
| 11 | FIX | COMFORT SYS USA INC | $3.9M | 2.29% | 2,857 | Added |
| 12 | V | VISA INC | $3.8M | 2.18% | 12,430 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $3.7M | 2.17% | 11,025 | Added |
| 14 | VRT | VERTIV HOLDINGS CO | $3.7M | 2.15% | 14,739 | Trimmed |
| 15 | AMAT | APPLIED MATLS INC | $3.7M | 2.15% | 10,803 | Trimmed |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $3.7M | 2.13% | 9,369 | Added |
| 17 | AMZN | AMAZON COM INC | $3.6M | 2.12% | 17,472 | Trimmed |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $3.6M | 2.09% | 24,525 | New |
| 19 | EME | EMCOR GROUP INC | $3.6M | 2.06% | 4,810 | Added |
| 20 | BKNG | BOOKING HOLDINGS INC | $3.2M | 1.87% | 765 | Added |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $3.1M | 1.82% | 6,460 | Added |
| 22 | ANET | ARISTA NETWORKS INC | $3.0M | 1.75% | 24,508 | Added |
| 23 | SNDK | SANDISK CORP | $3.0M | 1.73% | 4,694 | New |
| 24 | MA | MASTERCARD INCORPORATED | $2.9M | 1.68% | 5,798 | Trimmed |
| 25 | NFLX | NETFLIX INC. | $2.9M | 1.67% | 29,835 | Added |
Source: SEC Form 13F filings · as of 2026-03-31