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Portfolio (Quarterly) Guide ↗

Benchmark Investment Advisors LLC

· CIK 0001910971
13F Portfolio $172M AUM 76 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 7 New 30 Added 30 Reduced 9 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 1,469.0 $483K 0.28% -315.0 -17.7% $328.91 -4.8%
22 ADI ANALOG DEVICES INC Technology 1,394.0 $443K 0.26% -45.0 -3.1% $318.05 +24.8%
23 ROP ROPER TECHNOLOGIES INC Industrials 1,214.0 $430K 0.25% -1K -47.7% $353.87 -7.6%
24 GWW WW GRAINGER INC Industrials 359.0 $392K 0.23% -356.0 -49.8% $1091.70 +14.3%
25 RSP INVESCO EXCHANGE TRADED FD T 2,038.0 $391K 0.23% -2K -43.6% $191.91 +7.6%
26 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 945.0 $277K 0.16% -261.0 -21.6% $292.78 +34.8%
27 FORTINET INC 3,055.0 $250K 0.14% -80.0 -2.5% $81.72
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 377.0 $245K 0.14% -86.0 -18.6% $650.21 +14.7%
29 TMO THERMO FISHER SCIENTIFIC INC Healthcare 462.0 $227K 0.13% -13.0 -2.7% $491.05 -8.7%
30 ISRG INTUITIVE SURGICAL INC Healthcare 465.0 $214K 0.12% -57.0 -10.9% $460.99 -5.0%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.9%
Industrials 11.6%
Communication Services 10.6%
Financial Services 7.7%
Consumer Cyclical 5.4%
Healthcare 2.1%
Basic Materials 1.6%
Real Estate 1.3%
Utilities 0.7%