Benchmark Investment Advisors LLC — 13F holdings

Benchmark Investment Advisors LLC reported 70 holdings worth $228M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $31.2M (13.7%)
2. KLAC KLA CORP — $12.0M (5.3%)
3. MU MICRON TECHNOLOGY INC — $11.6M (5.1%)
4. AVGO BROADCOM INC — $9.17M (4.0%)
5. SNDK SANDISK CORP — $9.13M (4.0%)
6. LRCX LAM RESEARCH CORP — $8.83M (3.9%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $8.04M (3.5%)
8. AMAT APPLIED MATLS INC — $7.90M (3.5%)
9. GOOGL ALPHABET INC — $7.35M (3.2%)
10. APP APPLOVIN CORP — $7.23M (3.2%)