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Portfolio (Quarterly) Guide ↗

Benchmark Financial, LLC

· CIK 0002107260
13F Portfolio $123M AUM 54 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 25 Added 7 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 41,396.0 $2.3M 1.91% -22K -34.5% $56.48 +2.4%
2 XSVN BONDBLOXX ETF TRUST 25,360.0 $1.2M 0.98% -384.0 -1.5% $47.27 -1.4%
3 JNJ JOHNSON & JOHNSON Healthcare 2,478.0 $629K 0.51% -200.0 -7.5% $253.97 +5.0%
4 GOOGL ALPHABET INC Communication Services 1,126.0 $402K 0.33% -7.0 -0.6% $357.45 -4.7%
5 JEPQ J P MORGAN EXCHANGE TRADED F 6,450.0 $396K 0.32% -692.0 -9.7% $61.46 -2.2%
6 AMZN AMAZON COM INC Consumer Cyclical 1,631.0 $389K 0.32% -92.0 -5.3% $238.31 +7.1%
7 LLY ELI LILLY & CO Healthcare 276.0 $331K 0.27% -20.0 -6.8% $1199.43 -1.2%

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
Financial Services 34.0%
Technology 25.3%
Healthcare 15.5%
Consumer Cyclical 9.6%
Energy 6.1%
Consumer Defensive 6.1%
Communication Services 3.5%