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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
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 3,357.0 $1.3M 1.02% $372.98 +35.4%
22 XSVN BONDBLOXX ETF TRUST 25,360.0 $1.2M 0.98% -384.0 -1.5% $47.27 -1.4%
23 BERKSHIRE HATHAWAY INC DEL 2,247.0 $1.1M 0.92% $500.39
24 PDI PIMCO DYNAMIC INCOME FD Financial Services 59,542.0 $994K 0.81% $16.70 -7.3%
25 QYLD GLOBAL X FDS 52,600.0 $969K 0.79% +3K +5.2% $18.43 -0.8%
26 ESGE ISHARES INC 17,243.0 $943K 0.77% +3K +18.9% $54.69 -0.6%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,196.0 $893K 0.73% $746.77 +3.3%
28 INCY INCYTE CORP Healthcare 7,446.0 $844K 0.69% $113.36 +12.7%
29 BSY BENTLEY SYS INC Technology 27,168.0 $812K 0.66% +17K +156.5% $29.89 +25.8%
30 TSLA TESLA INC Consumer Cyclical 1,730.0 $728K 0.59% +70.0 +4.2% $420.60 -15.6%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 759.0 $710K 0.58% +16.0 +2.1% $935.94 -0.1%
32 VTEB VANGUARD MUN BD FDS 13,237.0 $670K 0.55% +79.0 +0.6% $50.58 -2.2%
33 JNJ JOHNSON & JOHNSON Healthcare 2,478.0 $629K 0.51% -200.0 -7.5% $253.97 +4.6%
34 AAPL APPLE INC Technology 2,109.0 $610K 0.50% +100.0 +5.0% $289.40 +8.7%
35 VWO VANGUARD INTL EQUITY INDEX F 9,449.0 $564K 0.46% +3K +40.8% $59.69 +2.2%
36 TAXX BONDBLOXX ETF TRUST 8,328.0 $423K 0.34% NEW $50.74 -0.3%
37 VB VANGUARD INDEX FDS 1,355.0 $411K 0.34% NEW $303.12 +0.4%
38 GOOGL ALPHABET INC Communication Services 1,126.0 $402K 0.33% -7.0 -0.6% $357.45 -4.7%
39 JEPQ J P MORGAN EXCHANGE TRADED F 6,450.0 $396K 0.32% -692.0 -9.7% $61.46 -1.9%
40 IJK ISHARES TR 3,327.0 $391K 0.32% +575.0 +20.9% $117.50 -1.6%
Page 2 of 3  ·  54 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
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%