Benchmark Investment Advisors LLC Portfolio Holdings

Benchmark Investment Advisors LLC

  • $163 Million
  • Q3 2025

Benchmark Investment Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.7M, App Lovin Corp with a value of $10.5M, Broadcom Inc. with a value of $8.12M, Microsoft Corp with a value of $5.65M, and Alphabet Inc. with a value of $5.58M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $149M to 163M.

Benchmark Investment Advisors LLC is based out at Chicago, IL

Below you can find more details about Benchmark Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
Technology: $94.5 Million
Communication Services: $17.3 Million
Industrials: $14.3 Million
Financial Services: $13 Million
Consumer Cyclical: $11.8 Million
ETFs: $7.19 Million
Healthcare: $3.06 Million
Real Estate: $2.04 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45B
$397,000 0.24% of portfolio
5,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $163 Million
  • Prior Value $149 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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