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Benchmark Financial, LLC
hedge fundUpdated 20 days agoManaged by Benchmark Financial, Llc • Latest filing Q3 2026
Portfolio value
$130.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
41.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $100.3M |
| Q1 2026 | $111.4M |
| Q2 2026 | $122.7M |
| Q3 2026 | $130.2M |
Top holdings
60 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19.6M | 159.3K | 15.07% | Trimmed(-1.8%) | |
| 2 | $15.4M | 196.1K | 11.79% | Added(+9.3%) | |
| 3 | $8.2M | 72.3K | 6.30% | Added(+8.8%) | |
| 4 | $7.7M | 153.0K | 5.90% | Added(+3.3%) | |
| 5 | $7M | 78.5K | 5.38% | Added(+6.3%) | |
| 6 | $6.6M | 122.7K | 5.10% | Trimmed(-17.8%) | |
| 7 | $5.3M | 87.4K | 4.10% | Added(+1.5%) | |
| 8 | $5.1M | 208.5K | 3.88% | Added(+5.2%) | |
| 9 | $4.5M | 70.9K | 3.43% | Added(+4.2%) | |
| 10 | $3.6M | 35.1K | 2.78% | Added(+80.3%) | |
| 11 | $3.6M | 12.2K | 2.77% | Trimmed(-1.3%) | |
| 12 | $3.3M | 46.3K | 2.51% | Added(+0.4%) | |
| 13 | $2.7M | 9.6K | 2.08% | — | |
| 14 | $2.7M | 59.9K | 2.06% | Added(+12.5%) | |
| 15 | $2.5M | 50.6K | 1.96% | Added(+30.7%) | |
| 16 | $2.5M | 45.0K | 1.94% | Added(+8.8%) | |
| 17 | ? N/A J P MORGAN EXCHANGE TRADED F | $2.2M | 40.2K | 1.70% | Added(+22.0%) |
| 18 | $1.8M | 51.3K | 1.36% | Added(+5.4%) | |
| 19 | ? N/A PROSHARES TR | $1.7M | 35.5K | 1.33% | Added(+8.4%) |
| 20 | $1.7M | 3.4K | 1.32% | Unchanged |