Benchmark Investment Advisors LLC holds a focused book of 70 reported positions worth $228.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +76% (+27.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +86.8%, a 11.0-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Benchmark Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+1 sector below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Benchmark Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 70 | $2.9B |
| BlueSpruce Investments, LP | 11 / 70 | $642.8M |
| Voyager Global Management LP | 7 / 70 | $3.5B |
| Uhlmann Price Securities, LLC | 29 / 70 | $2.5B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 70 | $420.3M |
| Hoffman, Alan N Investment Management | 7 / 70 | $148.9M |
| Ketron Financial | 21 / 70 | $280.2M |
| Howard Hughes Medical Institute | 19 / 70 | $386.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Benchmark Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $31.2M | 155.9K | 13.7% | ▼−1.1% Reduced · −2K sh | |
| 2 | Kla Corp COM NEW | $12.0M | 39.8K | 5.3% | ▲+900% Added · +36K sh | |
| 3 | Micron Technology Inc COM | $11.6M | 10.0K | 5.1% | ▼−9.0% Reduced · −988 sh | |
| 4 | Broadcom Inc COM | $9.2M | 24.3K | 4.0% | ▲+30% Added · +6K sh | |
| 5 | Sandisk Corp COM | $9.1M | 4.0K | 4.0% | ▼−14% Reduced · −678 sh | |
| 6 | Lam Research Corp COM NEW | $8.8M | 20.4K | 3.9% | ▼−1.0% Reduced · −211 sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.0M | 16.8K | 3.5% | ▼−0.2% Reduced · −28 sh | |
| 8 | Applied Matls Inc COM | $7.9M | 10.9K | 3.5% | ▲+1.1% Added · +117 sh | |
| 9 | Alphabet Inc CAP STK CL A | $7.3M | 20.6K | 3.2% | ▼~0% Reduced · −5 sh | |
| 10 | Applovin Corp COM CL A | $7.2M | 14.0K | 3.2% | ▼−6.8% Reduced · −1K sh | |
| 11 | Comfort Sys USA Inc COM | $5.9M | 3.0K | 2.6% | ▲+3.7% Added · +105 sh | |
| 12 | Vertiv Holdings Co COM CL A | $5.2M | 15.7K | 2.3% | ▲+6.2% Added · +912 sh | |
| 13 | United Rentals Inc COM | $5.1M | 4.5K | 2.3% | ▼−20% Reduced · −1K sh | |
| 14 | Meta Platforms Inc CL A | $5.1M | 9.1K | 2.3% | ▲+1.8% Added · +163 sh | |
| 15 | Palo Alto Networks Inc COM | $5.1M | 14.9K | 2.2% | ▼−17% Reduced · −3K sh | |
| 16 | Amazon Com Inc COM | $4.8M | 20.3K | 2.1% | ▲+16% Added · +3K sh | |
| 17 | Microsoft Corp COM | $4.3M | 11.6K | 1.9% | ▲+7.8% Added · +839 sh | |
| 18 | Visa Inc COM CL A | $4.3M | 12.5K | 1.9% | ▲+0.4% Added · +54 sh | |
| 19 | Arista Networks Inc COM SHS | $4.2M | 24.8K | 1.9% | ▲+1.4% Added · +335 sh | |
| 20 | Amphenol Corp CL A | $4.2M | 23.9K | 1.8% | ▲+17% Added · +3K sh | |
| 21 | Crowdstrike Hldgs Inc CL A | $4.2M | 5.5K | 1.8% | ▼−41% Reduced · −4K sh | |
| 22 | Emcor Group Inc COM | $4.0M | 4.8K | 1.7% | ▼−0.9% Reduced · −46 sh | |
| 23 | Palantir Technologies Inc CL A | $3.7M | 31.6K | 1.6% | ▲+29% Added · +7K sh | |
| 24 | ASML Hldg NV N Y REGISTRY SHS | $3.5M | 1.8K | 1.6% | ▲+1.8% Added · +31 sh | |
| 25 | Booking Holdings Inc COM | $3.2M | 18.1K | 1.4% | ▲24× Added · +17K sh | |
| 26 | MP Materials Corp COM CL A | $3.0M | 53.9K | 1.3% | ▲+3.2% Added · +2K sh | |
| 27 | Mastercard Incorporated CL A | $3.0M | 5.8K | 1.3% | ▼−0.3% Reduced · −18 sh | |
| 28 | Apple Inc COM | $2.9M | 10.1K | 1.3% | ▼−6.2% Reduced · −666 sh | |
| 29 | JPMorgan Chase & Co COM | $2.9M | 8.8K | 1.3% | ▼−1.6% Reduced · −146 sh | |
| 30 | Spotify Technology S A SHS | $2.7M | 6.0K | 1.2% | ▼−7.9% Reduced · −509 sh | |
| 31 | Vaneck ETF Trust GOLD MINERS ETF | $2.7M | 35.7K | 1.2% | ▲+80% Added · +16K sh | |
| 32 | Eli Lilly & Co COM | $2.5M | 2.1K | 1.1% | ▲+3.0% Added · +62 sh | |
| 33 | Uber Technologies Inc COM | $2.5M | 35.1K | 1.1% | ▼−2.6% Reduced · −954 sh | |
| 34 | Netflix Inc. COM | $2.0M | 28.6K | 0.9% | ▼−4.2% Reduced · −1K sh | |
| 35 | Ge Aerospace COM NEW | $1.9M | 5.2K | 0.9% | —Held | |
| 36 | Servicenow Inc COM | $1.8M | 18.5K | 0.8% | ▲+17% Added · +3K sh | |
| 37 | Marvell Technology Inc COM | $1.8M | 5.9K | 0.8% | ▲New New position | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $1.7M | 2.5K | 0.7% | ▲+0.3% Added · +7 sh | |
| 39 | Ge Vernova Inc COM | $1.5M | 1.3K | 0.7% | ▲+0.2% Added · +3 sh | |
| 40 | Welltower Inc COM | $1.1M | 5.1K | 0.5% | —Held | |
| 41 | Parker-Hannifin Corp COM | $1.0M | 1.1K | 0.5% | ▼−3.1% Reduced · −34 sh | |
| 42 | Nutanix Inc CL A | $733K | 14.4K | 0.3% | ▼−1.3% Reduced · −188 sh | |
| 43 | Autozone Inc COM | $713K | 223 | 0.3% | ▼−4.7% Reduced · −11 sh | |
| 44 | Ouster Inc COM NEW | $698K | 11.2K | 0.3% | ▼−46% Reduced · −9K sh | |
| 45 | Nuveen PFD & Income Opportun COM | $693K | 88.0K | 0.3% | —Held | |
| 46 | Vanguard Index FDS REAL ESTATE ETF | $690K | 7.2K | 0.3% | ▼−1.3% Reduced · −93 sh | |
| 47 | Invesco QQQ TR UNIT SER 1 | $621K | 843 | 0.3% | ▲+2.8% Added · +23 sh | |
| 48 | Ishares TR S&P 500 VAL ETF | $559K | 2.5K | 0.2% | ▼−0.1% Reduced · −3 sh | |
| 49 | Analog Devices Inc COM | $541K | 1.4K | 0.2% | ▼−2.3% Reduced · −32 sh | |
| 50 | Salesforce Inc COM | $537K | 3.4K | 0.2% | ▼−9.6% Reduced · −362 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910971/holdings"
Use Arkolith to show Benchmark Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 70 | $228.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 76 | $172.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 78 | $172.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 86 | $154.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 86 | $153.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 86 | $140.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 43d | 89 | $138.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | May 15, 2024 | 136d | 84 | $107.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.