Benchmark Investment Advisors LLC: 13F holdings
CIK 19109712026Q2
| Positions | 70 |
|---|
| Reported value | $228.0m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 70 (-6 vs prior quarter) |
|---|
| Reported value | $228.0m (+32.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 155,899 | $31.2m | 13.7% |
| KLAC KLA CORP | 39,806 | $12.0m | 5.3% |
| MU MICRON TECHNOLOGY INC | 10,037 | $11.6m | 5.1% |
| AVGO BROADCOM INC | 24,263 | $9.2m | 4.0% |
| SNDK SANDISK CORP | 4,016 | $9.1m | 4.0% |
| LRCX LAM RESEARCH CORP | 20,378 | $8.8m | 3.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 16,839 | $8.0m | 3.5% |
| AMAT APPLIED MATLS INC | 10,920 | $7.9m | 3.5% |
| GOOGL ALPHABET INC | 20,565 | $7.3m | 3.2% |
| APP APPLOVIN CORP | 14,034 | $7.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910971")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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