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

Page 5 of 5

Sort by:

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:556

Value:$269.6K

% of Portfolio:0.2% ($269.6K/$154.3M)

464287622

IWB|464287622

Shares:842

Value:$258.3K

% of Portfolio:0.2% ($258.3K/$154.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:519

Value:$257.0K

% of Portfolio:0.2% ($257.0K/$154.3M)

STRYKER CORP

SYK|863667101

Shares:614

Value:$228.7K

% of Portfolio:0.1% ($228.7K/$154.3M)

81369Y209

Shares:1.5K

Value:$214.6K

% of Portfolio:0.1% ($214.6K/$154.3M)

ELI LILLY & Co

LLY|532457108

Shares:249

Value:$205.7K

% of Portfolio:0.1% ($205.7K/$154.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	556	QoQ NEW(+556) YoY NEW(+556)	All Managers (Combined)	$269.6K	0.2% ($269.6K/$154.3M)	QoQ NEW(+$269.6K) YoY NEW(+$269.6K)
(IWBcusip464287622)	842	QoQ 0.00% (-0) YoY +2.43% (+20)	All Managers (Combined)	$258.3K	0.2% ($258.3K/$154.3M)	QoQ -4.78% (-$13.0K) YoY +9.08% (+$21.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	519	QoQ +3.18% (-16) YoY +0.77% (+4)	All Managers (Combined)	$257.0K	0.2% ($257.0K/$154.3M)	QoQ -2.17% (-$5.7K) YoY +24.99% (+$51.4K)
STRYKER CORP(SYKcusip863667101)	614	QoQ 0.00% (+0) YoY +0.32% (+2)	All Managers (Combined)	$228.7K	0.1% ($228.7K/$154.3M)	QoQ +3.48% (+$7.7K) YoY +4.41% (+$9.7K)
(cusip81369Y209)✕	1.5K	QoQ -15.66% (-273) YoY -30.16% (-635)	All Managers (Combined)	$214.6K	0.1% ($214.6K/$154.3M)	QoQ -10.49% (-$25.2K) YoY -30.99% (-$96.4K)
ELI LILLY & Co(LLYcusip532457108)	249	QoQ NEW(+249) YoY NEW(+249)	All Managers (Combined)	$205.7K	0.1% ($205.7K/$154.3M)	QoQ NEW(+$205.7K) YoY NEW(+$205.7K)