Benchmark Investment Advisors LLC

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$228,018
Net value change ($000)
+55,979 (32.5%)
New positions
3
Sold out positions
8
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 7,860 211.0%
SNDK 6,150 206.2%
KLAC 6,148 104.9%
LRCX 4,431 100.7%
AMAT 4,203 113.8%
NVDA 3,701 13.5%
AVGO 3,396 58.9%
TSM 2,342 41.1%
PANW 2,210 76.7%
FIX 1,931 49.0%
Top Reduces (Value $000, Stocks/ETFs)
DVYE -1,816 -100.0%
NFLX -828 -28.9%
BRO -742 -100.0%
MELI -526 -100.0%
SPOT -400 -12.8%
ALAB -331 -100.0%
FICO -264 -100.0%
CDNS -247 -37.9%
IAU -230 -30.2%
ISRG -214 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type