13F HOLDINGS REPORT
Benchmark Investment Advisors LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001104659-25-111202
Total Value
$172.2M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 180,532 | $33.7M | 19.58% |
| 2 | APPLOVIN CORP | APP | 14,576 | $10.4M | 6.02% |
| 3 | BROADCOM INC | AVGO | 24,601 | $8.1M | 4.72% |
| 4 | MICROSOFT CORP | MSFT | 10,908 | $5.6M | 3.28% |
| 5 | ALPHABET INC A | GOOG | 22,934 | $5.6M | 3.24% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,970 | $5.3M | 3.08% |
| 7 | META PLATFORMS INC | META | 7,213 | $5.3M | 3.07% |
| 8 | KLA CORP | KLAC | 4,508 | $4.9M | 2.83% |
| 9 | VISA INC | V | 13,066 | $4.5M | 2.60% |
| 10 | UNITED RENTALS INC | URI | 4,193 | $4.0M | 2.33% |
| 11 | AMAZON COM INC | AMZN | 18,075 | $4.0M | 2.30% |
| 12 | PALO ALTO NETWORKS INC | PANW | 18,286 | $3.7M | 2.16% |
| 13 | APPLIED MATLS INC | 038222105 | 17,280 | $3.6M | 2.09% |
| 14 | MASTERCARD INCORPORATED | MA | 6,185 | $3.5M | 2.04% |
| 15 | BOOKING HOLDINGS INC | BKNG | 641 | $3.5M | 2.01% |
| 16 | NETFLIX INC | NFLX | 2,725 | $3.3M | 1.90% |
| 17 | ARISTA NETWORKS INC | ANET | 22,374 | $3.3M | 1.89% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 6,539 | $3.2M | 1.86% |
| 19 | UBER TECHNOLOGIES INC | UBER | 31,776 | $3.1M | 1.81% |
| 20 | LAM RESEARCH CORP | LRCX | 20,972 | $2.8M | 1.63% |
| 21 | EMCOR GROUP INC | EME | 4,218 | $2.7M | 1.59% |
| 22 | APPLE INC | AAPL | 10,652 | $2.7M | 1.58% |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | 3,687 | $2.6M | 1.49% |
| 24 | JPMORGAN CHASE &CO. | VYLD | 7,576 | $2.4M | 1.39% |
| 25 | VERTIV HOLDINGS CO | VRT | 14,842 | $2.2M | 1.30% |
| 26 | MERCADOLIBRE INC | MELI | 973 | $2.2M | 1.29% |
| 27 | COMFORT SYS USA INC | 199908104 | 2,565 | $2.1M | 1.23% |
| 28 | BROWN &BROWN INC | BRO | 17,141 | $1.6M | 0.94% |
| 29 | VANGUARD INDEX FDS | 922908363 | 2,446 | $1.5M | 0.87% |
| 30 | iShares Emerging Markets Dividend Index Fund Exchange Traded Fund | 464286319 | 48,900 | $1.4M | 0.84% |
| 31 | GE AEROSPACE | 369604301 | 4,756 | $1.4M | 0.83% |
| 32 | AUTOZONE INC | AZO | 328 | $1.4M | 0.82% |
| 33 | ASML HOLDING N V | ASMLF | 1,327 | $1.3M | 0.75% |
| 34 | MERCK &CO INC | MRK | 13,545 | $1.2M | 0.69% |
| 35 | SERVICENOW INC | NOW | 1,263 | $1.2M | 0.67% |
| 36 | ROPER TECHNOLOGIES INC | ROP | 2,320 | $1.2M | 0.67% |
| 37 | FISERV INC | FISV | 8,254 | $1.1M | 0.62% |
| 38 | SYNOPSYS INC | SNPS | 1,925 | $949,776 | 0.55% |
| 39 | PARKER-HANNIFIN CORP | PH | 1,237 | $937,576 | 0.54% |
| 40 | SALESFORCE INC | CRM | 3,893 | $932,081 | 0.54% |
| 41 | AMPHENOL CORP NEW | 032095101 | 7,445 | $921,315 | 0.54% |
| 42 | WELLTOWER INC | WELL | 5,060 | $901,388 | 0.52% |
| 43 | NUTANIX INC | NTNX | 10,712 | $797,025 | 0.46% |
| 44 | MICRON TECHNOLOGY INC | MU | 3,927 | $735,514 | 0.43% |
| 45 | GE VERNOVA INC | GEV | 1,188 | $730,501 | 0.42% |
| 46 | HOME DEPOT INC | HD | 1,784 | $722,769 | 0.42% |
| 47 | VANGUARD INDEX FDS | 922908553 | 7,556 | $690,776 | 0.40% |
| 48 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,612 | $685,217 | 0.40% |
| 49 | GRAINGER W W INC | 384802104 | 715 | $681,329 | 0.40% |
| 50 | ISHARES TR | 464287408 | 3,232 | $667,488 | 0.39% |
| 51 | CADENCE DESIGN SYSTEM INC | CDNS | 1,880 | $660,369 | 0.38% |
| 52 | CDW CORP | CDW | 4,013 | $639,167 | 0.37% |
| 53 | OUSTER INC | OUST | 20,463 | $607,688 | 0.35% |
| 54 | ALPHABET INC C | GOOG | 2,264 | $551,397 | 0.32% |
| 55 | ISHARES GOLD TR | IAU | 7,320 | $532,701 | 0.31% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,046 | $525,866 | 0.31% |
| 57 | MCKESSON CORP | MCK | 605 | $467,583 | 0.27% |
| 58 | REALTY INCOME CORP | O | 6,800 | $413,372 | 0.24% |
| 59 | NATIONAL HEALTH INVS INC | 63633D104 | 5,000 | $397,500 | 0.23% |
| 60 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,206 | $389,824 | 0.23% |
| 61 | INVESCO QQQ TR | IVZ | 633 | $379,799 | 0.22% |
| 62 | ELI LILLY &CO | LLY | 494 | $377,030 | 0.22% |
| 63 | ANALOG DEVICES INC | ADI | 1,439 | $353,662 | 0.21% |
| 64 | ASTERA LABS INC | ALAB | 1,762 | $344,968 | 0.20% |
| 65 | LTC PPTYS INC | 502175102 | 8,970 | $330,634 | 0.19% |
| 66 | ISHARES TR | 464287655 | 1,344 | $325,198 | 0.19% |
| 67 | S&P GLOBAL INC | SPGI | 638 | $310,564 | 0.18% |
| 68 | SPDR S&P 500 ETF TR | SPY | 463 | $308,288 | 0.18% |
| 69 | SPDR SERIES TRUST | 78464A698 | 4,721 | $298,820 | 0.17% |
| 70 | FORTINET INC | FTNT | 3,135 | $263,591 | 0.15% |
| 71 | CISCO SYS INC | CSCO | 3,764 | $257,535 | 0.15% |
| 72 | FAIR ISAAC CORP | FICO | 163 | $243,934 | 0.14% |
| 73 | INTUITIVE SURGICAL INC | ISRG | 522 | $233,454 | 0.14% |
| 74 | THERMO FISHER SCIENTIFIC INC | TMO | 475 | $230,144 | 0.13% |
| 75 | STRYKER CORPORATION | SYK | 616 | $227,556 | 0.13% |
| 76 | GOLDMAN SACHS GROUP INC | GSCE | 270 | $214,859 | 0.12% |
| 77 | VANGUARD SPECIALIZED FUNDS | 921908844 | 943 | $203,459 | 0.12% |
| 78 | ISHARES TR | 464287879 | 1,721 | $190,305 | 0.11% |