🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Benchmark Capital Advisors 13F Filings, Portfolio & Analysis

CIK: 0001352859
New York 100 Wall Street 8Th Floor
Zip Code: 10005
Latest Portfolio Value
$100.52 M
-24.42%
Total Holdings
115
-19
Latest Report Date
Q4 2018
Top 10 Concentration
37.33%

Benchmark Capital Advisors — Portfolio Overview & Company Profile

Benchmark Capital Advisors (CIK: 0001352859) is a financial institution headquartered at 100 Wall Street 8Th Floor, , New York, New York 10005. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2018-12-31), the institution manages a portfolio valued at $100.52 M, comprising 115 distinct securities. Over its filing history, it has submitted 24 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2018 — Top-10 concentration: 37.3%. Quarterly turnover: 2.9%. ▲ 2 new, +24 added, −54 reduced, ×21 exited.

Portfolio Summary (Q4 2018)

Top Buys

Q4 2018
1. Dowdupont
+$1.38 M
+$412,925.37
+$339,290.85
4. Barclays Bk PLC
+$293,000
5. Falcon Minerals
+$257,653.06

Top Sells

Q4 2018
−$3.61 M
−$1.09 M
−$1.03 M

Asset Allocation

Stocks/ETFs
-24.92%
$95.63 M 95.14%
Options
-3.63%
$292,000 0.29%
Debt
$0 0.00%
Other
-13.54%
$4.59 M 4.57%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2018)

Name Shares Market Value Weight Change Activity
Bk Technologies
N/A
1.46 M $5.48 M 5.46% ▼ 19,200 Reduce -1.3%
397,469 $4 M 3.98% ▼ 17,420 Reduce -4.2%
39,415 $4 M 3.98% ▼ 300 Reduce -0.8%
83,925 $3.66 M 3.64% ▼ 5,200 Reduce -5.8%
212,250 $3.41 M 3.40% ▲ 300 Add 0.1%
172,050 $3.38 M 3.36% ▼ 4,950 Reduce -2.8%
11 $3.37 M 3.35%
87,793 $2.94 M 2.92% ▼ 14,800 Reduce -14.4%
69,364 $2.74 M 2.72% ▼ 91,460 Reduce -56.9%
Sprott Physical Gold Trust
N/A
263,221 $2.71 M 2.70% ▲ 5,850 Add 2.3%

Historical Portfolio Charts