Bensler, LLC
Bensler, LLC is an independent registered investment adviser headquartered in Bellevue, Washington. Founded in 2011, the firm manages investment portfolios on behalf of individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. As of March 2024, Bensler manages over $1.3 billion in assets and employs approximately 34-41 staff, with a large proportion serving investor and broker functions. The firm primarily serves U.S. clients and focuses on providing personalized investment management services.
Investment Strategy
Bensler, LLC employs a discretionary investment strategy, actively managing client portfolios across a diversified range of equities, including large positions in leading technology, healthcare, and financial sector companies. The firm focuses on long-term capital appreciation, rigorous fundamental analysis, and portfolio diversification. Their client base includes both individual and institutional investors, emphasizing risk management, client goal alignment, and consistent performance. Bensler does not appear to operate proprietary pooled vehicles, instead it directly manages client accounts under separate mandates.
Latest 13F Filing Activity
Bensler, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 168 equity positions with a total 13F market value of $894M. The fund increased holdings in Ishares TR, Global X FDS, Nvidia Corporation among other positions. Bensler, LLC reduced exposure to Global X FDS, Ishares TR, SPDR Series Trust among others.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.04% | $54.0M | 108,593 | $337.64 | $497.41 | +$12.9M |
N NVDA | NVIDIA CORPORATION | 4.95% | $44.2M | 279,905 | $29.65 | $157.99 | +$14.0M |
A AAPL | APPLE INC | 3.26% | $29.2M | 142,157 | $180.61 | $205.17 | -$1.8M |
J JAAA | JANUS DETROIT STR TR | 2.90% | $25.9M | 510,837 | $50.15 | $50.75 | +$252.2K |
N NFLX | NETFLIX INC | 2.72% | $24.4M | 18,188 | $573.18 | $1339.13 | +$7.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | Redmond, WA , United States |
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