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John Swift

Benchmark Investment Advisors Llc

Assets Managed
$172.039M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-0.08%(2Q avg: 5.75%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Benchmark Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Benchmark Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 172.039M in assets, with a quarterly growth rate of -0.08% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by John Swift, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -12.67%
15.99%
$27.493M
157,646 shares@ $174.41 avg price
APP
Applovin Corp-class A
Recent Activity
Increased 3.33%
3.49%
$5.994M
15,060 shares@ $398.0 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -10.3%
3.44%
$5.915M
20,570 shares@ $287.56 avg price
KLAC
Kla Corp
Recent Activity
Decreased -11.69%
3.41%
$5.862M
3,981 shares@ $1472.38 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -24.22%
3.36%
$5.77M
18,641 shares@ $309.52 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -11.08%
3.32%
$5.7M
16,867 shares@ $337.95 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 24.04%
2.98%
$5.119M
8,947 shares@ $572.12 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -1.82%
2.56%
$4.399M
20,589 shares@ $213.67 avg price
URI
United Rentals Inc
Recent Activity
Increased 35.87%
2.42%
$4.15M
5,697 shares@ $728.52 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.34%
2.32%
$3.983M
10,761 shares@ $370.17 avg price

1-10 of 76