Benchmark-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ACN",
  "ADBE",
  "GOOGL",
  "NHI",
  "ASML",
  "AVGO",
  "APP",
  "BRO",
  "FCX",
  "HD",
  null,
  "ISRG",
  "AMAT",
  "BKNG",
  "META",
  "LRCX",
  null,
  "MA",
  "MSFT",
  "GE",
  "OXY",
  "HSY",
  "ANET",
  "KLAC",
  "PANW",
  "UNH",
  "AAPL",
  "NVDA",
  "MRK",
  "JPC",
  "SPGI",
  "NOW",
  "ROP",
  "O",
  "SYK",
  "SNPS",
  "TMO",
  "UBER",
  "VNQ",
  "LTC",
  null,
  "EME",
  "VIG",
  "NTNX",
  "TSM",
  null,
  "VRTX",
  "VRT",
  "FI",
  "FTNT",
  "AMZN",
  "TTWO",
  "IVE",
  "VOO",
  "V",
  "WELL",
  "CRM",
  "SPOT",
  "GEV",
  "MCK",
  "GWW",
  "AZO",
  "BRK-B",
  "CDNS",
  "CDW",
  "CSCO",
  "FIX",
  "CPRT",
  "CRWD",
  "CYBR",
  "RSP",
  null,
  "ADI",
  "IWB",
  "NKE",
  "IWM",
  "ELV",
  "GOOG",
  "JNJ",
  "LLY",
  "NFLX",
  "PH",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 86
Total Value: 154334599
Accession Number: 0001104659-25-049175
Form Type: 13F-HR
CIK: benchmark-investment-advisors
Manager Name: Benchmark-Investment-Advisors

Data Enrichment

92% identified

79 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $154.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:226.9K

Value:$24.6M

% of Portfolio:15.9% ($24.6M/$154.3M)

Meta Platforms, Inc.

META|30303M102

Shares:10.3K

Value:$6.0M

% of Portfolio:3.9% ($6.0M/$154.3M)

MICROSOFT CORP

MSFT|594918104

Shares:15.0K

Value:$5.6M

% of Portfolio:3.7% ($5.6M/$154.3M)

AppLovin Corp

APP|03831W108

Shares:21.0K

Value:$5.6M

% of Portfolio:3.6% ($5.6M/$154.3M)

Broadcom Inc.

AVGO|11135F101

Shares:32.2K

Value:$5.4M

% of Portfolio:3.5% ($5.4M/$154.3M)

AMAZON COM INC

AMZN|023135106

Shares:24.9K

Value:$4.7M

% of Portfolio:3.1% ($4.7M/$154.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:29.6K

Value:$4.6M

% of Portfolio:3.0% ($4.6M/$154.3M)

VISA INC.

V|92826C839

Shares:12.2K

Value:$4.3M

% of Portfolio:2.8% ($4.3M/$154.3M)

UNITED RENTALS, INC.

URI|911363109

Shares:6.4K

Value:$4.0M

% of Portfolio:2.6% ($4.0M/$154.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:22.5K

Value:$3.8M

% of Portfolio:2.5% ($3.8M/$154.3M)

Apple Inc.

AAPL|037833100

Shares:16.8K

Value:$3.7M

% of Portfolio:2.4% ($3.7M/$154.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:10.2K

Value:$3.6M

% of Portfolio:2.3% ($3.6M/$154.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:18.4K

Value:$3.1M

% of Portfolio:2.0% ($3.1M/$154.3M)

Mastercard Inc

MA|57636Q104

Shares:5.5K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$154.3M)

FISERV INC

FI|337738108

Shares:13.5K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$154.3M)

KLA CORP

KLAC|482480100

Shares:4.3K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$154.3M)

Arista Networks, Inc.

ANET|040413205

Shares:37.3K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$154.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:39.3K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$154.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:9.8K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$154.3M)

EMCOR Group, Inc.

EME|29084Q100

Shares:6.5K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$154.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	226.9K	QoQ -5.14% (-12.3K) YoY +754.37% (+200.4K)	All Managers (Combined)	$24.6M	15.9% ($24.6M/$154.3M)	QoQ -23.44% (-$7.5M) YoY +2.48% (+$595.4K)
Meta Platforms, Inc.(METAcusip30303M102)	10.3K	QoQ +40.77% (+3.0K) YoY +77.69% (+4.5K)	All Managers (Combined)	$6.0M	3.9% ($6.0M/$154.3M)	QoQ +38.57% (+$1.7M) YoY +110.91% (+$3.1M)
MICROSOFT CORP(MSFTcusip594918104)	15.0K	QoQ -2.74% (-424) YoY +9.28% (-1.3K)	All Managers (Combined)	$5.6M	3.7% ($5.6M/$154.3M)	QoQ -13.38% (-$871.8K) YoY -2.49% (-$144.2K)
AppLovin Corp(APPcusip03831W108)	21.0K	QoQ +23.54% (+4.0K) YoY +384.30% (+16.7K)	All Managers (Combined)	$5.6M	3.6% ($5.6M/$154.3M)	QoQ +1.09% (+$60.2K) YoY +1753.91% (+$5.3M)
Broadcom Inc.(AVGOcusip11135F101)	32.2K	QoQ +27.37% (-6.9K) YoY +1161.77% (+29.7K)	All Managers (Combined)	$5.4M	3.5% ($5.4M/$154.3M)	QoQ -8.00% (-$469.5K) YoY +59.36% (+$2.0M)
AMAZON COM INC(AMZNcusip023135106)	24.9K	QoQ +42.40% (+7.4K) YoY +31.63% (+6.0K)	All Managers (Combined)	$4.7M	3.1% ($4.7M/$154.3M)	QoQ +23.49% (+$902.6K) YoY +38.84% (+$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	29.6K	QoQ +19.63% (-4.9K) YoY +16.44% (+4.2K)	All Managers (Combined)	$4.6M	3.0% ($4.6M/$154.3M)	QoQ -2.27% (-$106.5K) YoY +19.30% (+$741.4K)
VISA INC.(Vcusip92826C839)	12.2K	QoQ +42.92% (+3.7K) YoY +53.62% (+4.3K)	All Managers (Combined)	$4.3M	2.8% ($4.3M/$154.3M)	QoQ +58.48% (+$1.6M) YoY +92.92% (+$2.1M)
UNITED RENTALS, INC.(URIcusip911363109)	6.4K	QoQ +13.69% (+774) YoY +59.46% (+2.4K)	All Managers (Combined)	$4.0M	2.6% ($4.0M/$154.3M)	QoQ +1.15% (+$46.0K) YoY +38.61% (+$1.1M)
Palo Alto Networks Inc(PANWcusip697435105)	22.5K	QoQ +32.06% (+5.5K) YoY +173.08% (+14.3K)	All Managers (Combined)	$3.8M	2.5% ($3.8M/$154.3M)	QoQ +23.84% (+$739.5K) YoY +64.00% (+$1.5M)
Apple Inc.(AAPLcusip037833100)	16.8K	QoQ -17.74% (-3.6K) YoY -55.94% (-21.3K)	All Managers (Combined)	$3.7M	2.4% ($3.7M/$154.3M)	QoQ -27.04% (-$1.4M) YoY -42.93% (-$2.8M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	10.2K	QoQ +90.80% (+4.9K) YoY NEW(+10.2K)	All Managers (Combined)	$3.6M	2.3% ($3.6M/$154.3M)	QoQ +96.61% (+$1.8M) YoY NEW(+$3.6M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	18.4K	QoQ +3.87% (-686) YoY +1.02% (+187)	All Managers (Combined)	$3.1M	2.0% ($3.1M/$154.3M)	QoQ -12.68% (-$443.2K) YoY +23.26% (+$575.7K)
Mastercard Inc(MAcusip57636Q104)	5.5K	QoQ +2.12% (+114) YoY -0.94% (-52)	All Managers (Combined)	$3.0M	1.9% ($3.0M/$154.3M)	QoQ +6.31% (+$178.3K) YoY +12.74% (-$339.3K)
FISERV INC(FIcusip337738108)	13.5K	QoQ +13.19% (+1.6K) YoY +13.16% (+1.6K)	All Managers (Combined)	$3.0M	1.9% ($3.0M/$154.3M)	QoQ +21.68% (+$530.1K) YoY +56.36% (+$1.1M)
KLA CORP(KLACcusip482480100)	4.3K	QoQ -38.23% (-2.7K) YoY +11.49% (+447)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$154.3M)	QoQ -33.37% (-$1.5M) YoY +8.48% (+$230.5K)
Arista Networks, Inc.(ANETcusip040413205)	37.3K	QoQ +62.51% (+14.4K) YoY NEW(+37.3K)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$154.3M)	QoQ +13.91% (+$353.5K) YoY NEW(+$2.9M)
Uber Technologies, Inc(UBERcusip90353T100)	39.3K	QoQ -31.78% (-18.3K) YoY +24.60% (+7.8K)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$154.3M)	QoQ -17.59% (-$611.6K) YoY +17.91% (+$435.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	9.8K	QoQ +34.76% (+2.5K) YoY +67.50% (+4.0K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$154.3M)	QoQ +37.91% (+$661.1K) YoY +105.12% (+$1.2M)
EMCOR Group, Inc.(EMEcusip29084Q100)	6.5K	QoQ +27.04% (+1.4K) YoY NEW(+6.5K)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$154.3M)	QoQ +3.45% (+$79.6K) YoY NEW(+$2.4M)