Benchmark Investment Advisors LLC

CIK 0001910971 · Q2 2026

13F Equity AUM

$228.0M

+32.5% QoQ

Positions

-6 QoQ

AUM Rank

#7,572

Top 60%

Skill Alpha (FF)

+6.7%/yr^ns

No Clear Edge

Rank #573 · Top 7%

vs S&P +9.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 32.0%Top 10: 49.3%Top 20: 70.5%

NVDA13.7%

KLAC5.3%

MU5.1%

AVGO4.0%

SNDK4.0%

LRCX3.9%

TSM3.5%

AMAT3.5%

GOOGL3.2%

APP3.2%

Others (60)50.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology64.5%

Industrials10.6%

Financial Services8.5%

Communication Services7.6%

Consumer Cyclical4.0%

Other4.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 70Median: 0.83%Avg: 1.43%

0–0.5%

30(6.3%)

0.5–1%

7(5.2%)

1–3%

23(39.2%)

3–5%

7(25.3%)

5%+

3(24.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 70vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased22Decreased37Exited9

New Positions

MRVL0.8%

+6K

CSCO0.1%

+3K

KRE0.1%

+3K

Increased

KLAC5.3%

+36K(+900%)

BKNG1.4%

+17K(+2267%)

GDX1.2%

+16K(+80%)

PLTR1.6%

+7K(+29%)

AVGO4.0%

+6K(+30%)

APH1.9%

+3K(+17%)

AMZN2.1%

+3K(+16%)

NOW0.8%

+3K(+17%)

MP1.3%

+2K(+3%)

VRT2.3%

+912(+6%)

Decreased

OUST0.3%

-9,346(-46%)

CRWD1.8%

-3,883(-41%)

PANW2.2%

-3,040(-17%)

NVDA13.7%

-1,747(-1%)

IAU*0.2%

-1,594(-18%)

CDNS0.2%

-1,268(-54%)

NFLX0.9%

-1,256(-4%)

URI2.3%

-1,154(-20%)

APP3.2%

-1,026(-7%)

MU5.1%

-988(-9%)

Exited

-52,819

-11,377

-304

-3,019

-248

PUT 100 INVESCO QQQ …

-74

SYK

-617

ISRG

-465

CCFLU

-45,844

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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