2026 Q1 Portfolio Activity
In 2026 Q1, Benchmark Investment Advisors LLC maintained a portfolio of 85 distinct positions. The most significant new addition was PALANTIR TECHNOLOGIES INC, now representing 2.09% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 180.7%. The fund also reduced its exposure to BROADCOM INC by 24.2%.
Position History
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Total Positions
85
Quarter
2026 Q1
Top Holding
NVDA (16.0%)
Top 10 Concentration
43.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 85
Benchmark Investment Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 15.98% | 19.58% |
#1
Prev: #1
|
6.5 |
—
|
-22,886 | -12.7% |
P
S
|
157,646 | $27,493,482 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 3.48% | 6.02% |
#2
Prev: #2
|
3.4 |
—
|
484 | 3.3% |
P
S
|
15,060 | $5,993,784 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.44% | 3.24% |
#3
2
Prev: #5
|
2.9 |
—
|
-2,364 | -10.3% |
P
S
|
20,570 | $5,915,036 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KLAC
KLA CORP
|
Technology | 3.41% | 2.83% |
#4
4
Prev: #8
|
2.4 |
—
|
-527 | -11.7% |
P
S
|
3,981 | $5,861,535 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.35% | 4.72% |
#5
2
Prev: #3
|
1.8 |
—
|
-5,960 | -24.2% |
P
S
|
18,641 | $5,769,702 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.31% | 3.08% |
#6
Prev: #6
|
1.8 |
—
|
-2,103 | -11.1% |
P
S
|
16,867 | $5,700,062 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.98% | 3.07% |
#7
Prev: #7
|
3.7 |
—
|
1,734 | 24.0% |
P
S
|
8,947 | $5,118,678 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.56% | 1.63% |
#8
12
Prev: #20
|
1.5 |
—
|
-383 | -1.8% |
P
S
|
20,589 | $4,399,143 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.41% | 2.33% |
#9
1
Prev: #10
|
3.5 |
—
|
1,504 | 35.9% |
P
S
|
5,697 | $4,150,340 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.32% | 3.28% |
#10
6
Prev: #4
|
1.4 |
—
|
-147 | -1.3% |
P
S
|
10,761 | $3,983,391 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 2.29% | 1.23% |
#11
16
Prev: #27
|
2.9 |
—
|
292 | 11.4% |
P
S
|
2,857 | $3,940,041 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 2.18% | 2.60% |
#12
3
Prev: #9
|
1.4 |
—
|
-636 | -4.9% |
P
S
|
12,430 | $3,756,878 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.17% | 0.43% |
#13
31
Prev: #44
|
3.9 |
—
|
7,098 | 180.7% |
P
S
|
11,025 | $3,724,770 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 2.15% | 1.30% |
#14
11
Prev: #25
|
1.4 |
—
|
-103 | -0.7% |
P
S
|
14,739 | $3,693,360 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.15% | 2.09% |
#15
2
Prev: #13
|
0.9 |
—
|
-6,477 | -37.5% |
P
S
|
10,803 | $3,692,426 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.13% | 1.86% |
#16
2
Prev: #18
|
3.4 |
—
|
2,830 | 43.3% |
P
S
|
9,369 | $3,657,659 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.12% | 2.30% |
#17
6
Prev: #11
|
1.3 |
—
|
-603 | -3.3% |
P
S
|
17,472 | $3,638,863 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 2.09% | — |
#18
Prev: #—
|
4.3 |
—
|
24,525 | — |
NEW
|
24,525 | $3,587,570 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EME
EMCOR GROUP INC
|
Industrials | 2.06% | 1.59% |
#19
2
Prev: #21
|
2.8 |
—
|
592 | 14.0% |
P
S
|
4,810 | $3,551,459 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 1.87% | 2.01% |
#20
5
Prev: #15
|
2.7 |
—
|
124 | 19.3% |
P
S
|
765 | $3,220,166 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 1.82% | 1.49% |
#21
2
Prev: #23
|
3.7 |
—
|
2,773 | 75.2% |
P
S
|
6,460 | $3,132,416 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.75% | 1.89% |
#22
5
Prev: #17
|
2.7 |
—
|
2,134 | 9.5% |
P
S
|
24,508 | $3,009,113 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SNDK
SANDISK CORP
|
Technology | 1.73% | — |
#23
Prev: #—
|
4.2 |
—
|
4,694 | — |
NEW
|
4,694 | $2,982,441 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.68% | 2.04% |
#24
10
Prev: #14
|
1.2 |
—
|
-387 | -6.3% |
P
S
|
5,798 | $2,897,040 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.67% | 2.16% |
#25
13
Prev: #12
|
1.2 |
—
|
-317 | -1.7% |
P
S
|
17,969 | $2,880,850 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.67% | 1.90% |
#26
10
Prev: #16
|
3.7 |
—
|
27,110 | 994.9% |
P
S
|
29,835 | $2,868,659 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.59% | 1.58% |
#27
5
Prev: #22
|
1.1 |
—
|
130 | 1.2% |
P
S
|
10,782 | $2,736,423 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.54% | 1.39% |
#28
4
Prev: #24
|
2.6 |
—
|
1,410 | 18.6% |
P
S
|
8,986 | $2,643,429 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.51% | 1.81% |
#29
10
Prev: #19
|
2.6 |
—
|
4,279 | 13.5% |
P
S
|
36,055 | $2,593,411 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.50% | 0.54% |
#30
11
Prev: #41
|
3.6 |
—
|
13,013 | 174.8% |
P
S
|
20,458 | $2,584,806 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MP
MP MATERIALS CO...
|
Basic Materials | 1.47% | — |
#31
Prev: #—
|
4.1 |
—
|
52,234 | — |
NEW
|
52,234 | $2,520,815 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.35% | 0.75% |
#32
1
Prev: #33
|
3.0 |
—
|
426 | 32.1% |
P
S
|
1,753 | $2,315,044 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY &CO
|
Healthcare | 1.10% | 0.22% |
#33
29
Prev: #62
|
3.4 |
—
|
1,564 | 316.6% |
P
S
|
2,058 | $1,892,755 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GDX
VANECK ETF TR G...
|
ETF | 1.06% | — |
#34
Prev: #—
|
3.9 |
—
|
19,862 | — |
NEW
|
19,862 | $1,822,756 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DVYE
ISHARES INC EME...
|
ETF | 1.06% | 0.84% |
#35
5
Prev: #30
|
2.4 |
—
|
3,919 | 8.0% |
P
S
|
52,819 | $1,815,920 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.96% | 0.67% |
#36
1
Prev: #35
|
3.4 |
—
|
14,587 | 1154.9% |
P
S
|
15,850 | $1,657,080 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.86% | 0.83% |
#37
6
Prev: #31
|
2.3 |
—
|
454 | 9.5% |
P
S
|
5,210 | $1,478,442 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.86% | 0.87% |
#38
9
Prev: #29
|
0.8 |
—
|
22 | 0.9% |
P
S
|
2,468 | $1,474,514 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.66% | 0.42% |
#39
6
Prev: #45
|
2.3 |
—
|
112 | 9.4% |
P
S
|
1,300 | $1,134,770 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WELL
WELLTOWER INC
|
Real Estate | 0.58% | 0.52% |
#40
2
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
5,060 | $1,000,413 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.56% | 0.54% |
#41
2
Prev: #39
|
0.7 |
—
|
-152 | -12.3% |
P
S
|
1,085 | $970,976 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.46% | 0.82% |
#42
10
Prev: #32
|
0.2 |
—
|
-94 | -28.7% |
P
S
|
234 | $790,401 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.44% | 0.31% |
#43
12
Prev: #55
|
2.2 |
—
|
1,310 | 17.9% |
P
S
|
8,630 | $760,793 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRO
BROWN &BROWN IN...
|
Financial Services | 0.43% | 0.94% |
#44
16
Prev: #28
|
0.2 |
—
|
-5,764 | -33.6% |
P
S
|
11,377 | $741,894 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.41% | 0.54% |
#45
5
Prev: #40
|
0.7 |
—
|
-105 | -2.7% |
P
S
|
3,788 | $707,017 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPC
NUVEEN PFD & IN...
|
Financial Services | 0.39% | — |
#46
Prev: #—
|
3.7 |
—
|
88,000 | — |
NEW
|
88,000 | $663,520 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.38% | 0.38% |
#47
4
Prev: #51
|
2.7 |
—
|
464 | 24.7% |
P
S
|
2,344 | $651,327 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.37% | 0.40% |
#48
1
Prev: #47
|
0.6 |
—
|
-311 | -4.1% |
P
S
|
7,245 | $642,613 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NTNX
NUTANIX INC
|
Technology | 0.32% | 0.46% |
#49
6
Prev: #43
|
2.6 |
—
|
3,851 | 36.0% |
P
S
|
14,563 | $553,551 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.31% | 0.27% |
#50
7
Prev: #57
|
0.6 |
—
|
17 | 2.8% |
P
S
|
622 | $537,914 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 85 holdings