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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CyberArk Software Ltd.

CYBR|M2682V108

Shares:3.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$154.3M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:5.0K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$154.3M)

922908553

VNQ|922908553

Shares:10.8K

Value:$980.0K

% of Portfolio:0.6% ($980.0K/$154.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.8K

Value:$951.9K

% of Portfolio:0.6% ($951.9K/$154.3M)

CDW Corp

CDW|12514G108

Shares:5.8K

Value:$930.0K

% of Portfolio:0.6% ($930.0K/$154.3M)

78464A698

Shares:16.0K

Value:$908.0K

% of Portfolio:0.6% ($908.0K/$154.3M)

HOME DEPOT, INC.

HD|437076102

Shares:2.3K

Value:$855.6K

% of Portfolio:0.6% ($855.6K/$154.3M)

464287408

IVE|464287408

Shares:4.1K

Value:$784.1K

% of Portfolio:0.5% ($784.1K/$154.3M)

Elevance Health, Inc.

ELV|036752103

Shares:1.8K

Value:$776.0K

% of Portfolio:0.5% ($776.0K/$154.3M)

WELLTOWER INC.

WELL|95040Q104

Shares:5.1K

Value:$775.2K

% of Portfolio:0.5% ($775.2K/$154.3M)

46137V357

RSP|46137V357

Shares:4.3K

Value:$750.1K

% of Portfolio:0.5% ($750.1K/$154.3M)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:88.0K

Value:$700.5K

% of Portfolio:0.5% ($700.5K/$154.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:9.4K

Value:$685.2K

% of Portfolio:0.4% ($685.2K/$154.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$679.6K

% of Portfolio:0.4% ($679.6K/$154.3M)

464287655

IWM|464287655

Shares:3.4K

Value:$674.9K

% of Portfolio:0.4% ($674.9K/$154.3M)

46429B598

Shares:12.8K

Value:$658.9K

% of Portfolio:0.4% ($658.9K/$154.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:12.4K

Value:$612.1K

% of Portfolio:0.4% ($612.1K/$154.3M)

MCKESSON CORP

MCK|58155Q103

Shares:893

Value:$601.3K

% of Portfolio:0.4% ($601.3K/$154.3M)

Alphabet Inc.

GOOG|02079K107

Shares:3.8K

Value:$589.2K

% of Portfolio:0.4% ($589.2K/$154.3M)

Nutanix, Inc.

NTNX|67059N108

Shares:8.4K

Value:$583.1K

% of Portfolio:0.4% ($583.1K/$154.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CyberArk Software Ltd.(CYBRcusipM2682V108)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$154.3M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	5.0K	QoQ NEW(+5.0K) YoY +21.89% (+890)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$154.3M)	QoQ NEW(+$1.0M) YoY +70.14% (+$423.3K)
(VNQcusip922908553)	10.8K	QoQ -5.13% (-586) YoY +6.31% (+643)	All Managers (Combined)	$980.0K	0.6% ($980.0K/$154.3M)	QoQ -3.58% (-$36.4K) YoY +11.30% (+$99.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.8K	QoQ 0.00% (+0) YoY -2.54% (-124)	All Managers (Combined)	$951.9K	0.6% ($951.9K/$154.3M)	QoQ +20.00% (+$158.7K) YoY +11.12% (-$95.3K)
CDW Corp(CDWcusip12514G108)	5.8K	QoQ +0.01% (-1) YoY -11.16% (-729)	All Managers (Combined)	$930.0K	0.6% ($930.0K/$154.3M)	QoQ -7.89% (-$79.7K) YoY -44.33% (-$740.7K)
(cusip78464A698)✕	16.0K	QoQ -1.06% (-172) YoY -49.95% (-15.9K)	All Managers (Combined)	$908.0K	0.6% ($908.0K/$154.3M)	QoQ -6.80% (-$66.3K) YoY -43.41% (-$696.6K)
HOME DEPOT, INC.(HDcusip437076102)	2.3K	QoQ -10.95% (-287) YoY -11.69% (-309)	All Managers (Combined)	$855.6K	0.6% ($855.6K/$154.3M)	QoQ -16.08% (-$164.0K) YoY -15.61% (-$158.3K)
(IVEcusip464287408)	4.1K	QoQ -3.99% (-171) YoY -20.79% (-1.1K)	All Managers (Combined)	$784.1K	0.5% ($784.1K/$154.3M)	QoQ -4.12% (-$33.7K) YoY -19.19% (-$186.3K)
Elevance Health, Inc.(ELVcusip036752103)	1.8K	QoQ -24.47% (-578) YoY -31.33% (-814)	All Managers (Combined)	$776.0K	0.5% ($776.0K/$154.3M)	QoQ -10.93% (-$95.2K) YoY -42.39% (-$571.1K)
WELLTOWER INC.(WELLcusip95040Q104)	5.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$775.2K	0.5% ($775.2K/$154.3M)	QoQ +21.56% (+$137.5K) YoY +63.96% (+$302.4K)
(RSPcusip46137V357)	4.3K	QoQ -0.23% (-10) YoY -6.21% (-287)	All Managers (Combined)	$750.1K	0.5% ($750.1K/$154.3M)	QoQ -1.35% (-$10.3K) YoY -4.06% (-$31.8K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	88.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$700.5K	0.5% ($700.5K/$154.3M)	QoQ +1.27% (+$8.8K) YoY +10.70% (+$67.8K)
LAM RESEARCH CORP(LRCXcusip512807306)	9.4K	QoQ -46.91% (-8.3K) YoY NEW(+9.4K)	All Managers (Combined)	$685.2K	0.4% ($685.2K/$154.3M)	QoQ -46.57% (-$597.3K) YoY NEW(+$685.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ 0.00% (+0) YoY -8.72% (-122)	All Managers (Combined)	$679.6K	0.4% ($679.6K/$154.3M)	QoQ +17.49% (+$101.2K) YoY +15.59% (-$91.7K)
(IWMcusip464287655)	3.4K	QoQ -30.78% (-1.5K) YoY NEW(+3.4K)	All Managers (Combined)	$674.9K	0.4% ($674.9K/$154.3M)	QoQ -37.51% (-$405.2K) YoY NEW(+$674.9K)
(cusip46429B598)✕	12.8K	QoQ -7.24% (-1.0K) YoY NEW(+12.8K)	All Managers (Combined)	$658.9K	0.4% ($658.9K/$154.3M)	QoQ -9.29% (-$67.5K) YoY NEW(+$658.9K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	12.4K	QoQ -4.61% (-600) YoY NEW(+12.4K)	All Managers (Combined)	$612.1K	0.4% ($612.1K/$154.3M)	QoQ -4.71% (-$30.3K) YoY NEW(+$612.1K)
MCKESSON CORP(MCKcusip58155Q103)	893	QoQ -24.19% (-285) YoY -45.58% (-748)	All Managers (Combined)	$601.3K	0.4% ($601.3K/$154.3M)	QoQ -10.42% (-$70.0K) YoY -31.73% (-$279.6K)
Alphabet Inc.(GOOGcusip02079K107)	3.8K	QoQ -51.42% (-4.0K) YoY -5.72% (-229)	All Managers (Combined)	$589.2K	0.4% ($589.2K/$154.3M)	QoQ -60.14% (-$889.3K) YoY -3.26% (-$19.9K)
Nutanix, Inc.(NTNXcusip67059N108)	8.4K	QoQ +34.63% (+2.1K) YoY NEW(+8.4K)	All Managers (Combined)	$583.1K	0.4% ($583.1K/$154.3M)	QoQ +53.63% (+$203.6K) YoY NEW(+$583.1K)