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Showing Q3 2025 data
Benchmark Investment Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Benchmark Investment Advisors LLC
•CIK: 1910971•Filing: Q3 2025
**Benchmark Investment Advisors LLC** manages $172M across a concentrated portfolio of 78 positions. The fund exhibits significant exposure to technology leaders, with NVDA anchoring the top holdings at $33.7M. Further allocations include substantial positions in APP ($10.4M), AVGO ($8.1M), and MSFT/GOOGL, each at $5.6M. This structure signals a conviction-driven, growth-oriented mandate focused on market technology leaders.
Total AUM
$172.2M
QoQ Performance
N/A
Positions
75
Top 10 Concentration
50.7%
Latest Filing
Q3 2025
Top Holdings Allocation
NVDA
APP
NVDA19.6%
APP6.0%
AVGO4.7%
MSFT3.3%
GOOGL3.2%
TSM3.1%
META3.1%
KLAC2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.3%
Technology38.1%
Consumer6.5%
Financial6.5%
Communication3.4%
ETF1.0%
Healthcare1.0%
Industrial0.8%
🚪 Exited Positionssold since Q1 2025
+13 more exited positions
Changes from Q1 2025
NEW10 new positions
↑19 increased
↓44 decreased
Historical Filings
Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023