Robert Bender & Associates
Latest statistics and disclosures from Bender Robert & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, ISRG, AMZN, META, and represent 54.46% of Bender Robert & Associates's stock portfolio.
- Added to shares of these 4 stocks: NOW (+$7.7M), GEV, PANW, VRTX.
- Reduced shares in these 10 stocks: NVDA, CMG, AAPL, , URGN, GOOG, ISRG, ULTA, LLY, GOOGL.
- Sold out of its positions in AEP, BCRX, EOLS, RSP, JPM, PLSE, URGN.
- Bender Robert & Associates was a net seller of stock by $-2.4M.
- Bender Robert & Associates has $481M in assets under management (AUM), dropping by 4.04%.
- Central Index Key (CIK): 0000894300
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Portfolio Holdings for Bender Robert & Associates
Bender Robert & Associates holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.4 | $89M | -3% | 475k | 186.50 |
|
| Apple (AAPL) | 16.1 | $78M | -2% | 285k | 271.86 |
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| Intuitive Surgical Com New (ISRG) | 8.5 | $41M | 72k | 566.36 |
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| Amazon (AMZN) | 6.3 | $30M | 131k | 230.82 |
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| Meta Platforms Cl A (META) | 5.2 | $25M | 38k | 660.09 |
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| MercadoLibre (MELI) | 5.0 | $24M | 12k | 2014.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $22M | -2% | 70k | 313.80 |
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| Eli Lilly & Co. (LLY) | 4.0 | $19M | 18k | 1074.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $18M | 57k | 313.00 |
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| Advanced Micro Devices (AMD) | 2.8 | $13M | 63k | 214.16 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.8 | $13M | -2% | 22k | 605.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $12M | 27k | 453.36 |
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| Chubb (CB) | 2.1 | $10M | 33k | 312.12 |
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| Palo Alto Networks (PANW) | 2.1 | $10M | 55k | 184.20 |
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| Booking Holdings (BKNG) | 2.0 | $9.8M | 1.8k | 5355.33 |
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| Servicenow (NOW) | 2.0 | $9.6M | +404% | 63k | 153.19 |
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| Microsoft Corporation (MSFT) | 2.0 | $9.6M | 20k | 483.61 |
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| Lululemon Athletica (LULU) | 1.9 | $9.0M | 43k | 207.81 |
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| Adobe Systems Incorporated (ADBE) | 1.7 | $8.3M | 24k | 349.99 |
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| Illumina (ILMN) | 1.1 | $5.2M | 40k | 131.16 |
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| Ge Vernova (GEV) | 1.0 | $4.7M | +587% | 7.2k | 653.57 |
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| Starbucks Corporation (SBUX) | 0.8 | $3.8M | 45k | 84.21 |
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| Walt Disney Company (DIS) | 0.7 | $3.3M | 29k | 113.77 |
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| Home Depot (HD) | 0.6 | $3.0M | -2% | 8.7k | 344.11 |
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| Nextera Energy (NEE) | 0.6 | $2.8M | 35k | 80.28 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $1.6M | -67% | 43k | 37.00 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.4k | 862.34 |
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| Johnson & Johnson (JNJ) | 0.1 | $692k | -5% | 3.3k | 206.95 |
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| Abbvie (ABBV) | 0.1 | $630k | -7% | 2.8k | 228.49 |
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| Caterpillar (CAT) | 0.1 | $544k | -7% | 949.00 | 572.87 |
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| Merck & Co (MRK) | 0.1 | $467k | -7% | 4.4k | 105.26 |
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| Deere & Company (DE) | 0.1 | $425k | -7% | 912.00 | 465.57 |
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| Abbott Laboratories (ABT) | 0.1 | $389k | -23% | 3.1k | 125.29 |
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| Oracle Corporation (ORCL) | 0.1 | $383k | -2% | 2.0k | 194.91 |
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| Nucor Corporation (NUE) | 0.1 | $373k | -5% | 2.3k | 163.11 |
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| Gilead Sciences (GILD) | 0.1 | $346k | 2.8k | 122.74 |
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| Visa Com Cl A (V) | 0.1 | $305k | -13% | 868.00 | 350.81 |
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| Broadcom (AVGO) | 0.1 | $260k | -3% | 750.00 | 346.10 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $205k | -5% | 1.7k | 117.21 |
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Past Filings by Bender Robert & Associates
SEC 13F filings are viewable for Bender Robert & Associates going back to 2011
- Bender Robert & Associates 2025 Q4 filed Jan. 29, 2026
- Bender Robert & Associates 2025 Q3 filed Oct. 22, 2025
- Bender Robert & Associates 2025 Q2 filed July 24, 2025
- Bender Robert & Associates 2025 Q1 filed April 18, 2025
- Bender Robert & Associates 2024 Q4 filed Feb. 7, 2025
- Bender Robert & Associates 2024 Q3 filed Oct. 30, 2024
- Bender Robert & Associates 2024 Q2 filed July 30, 2024
- Bender Robert & Associates 2024 Q1 filed April 23, 2024
- Bender Robert & Associates 2023 Q4 filed Jan. 31, 2024
- Bender Robert & Associates 2023 Q3 filed Oct. 16, 2023
- Bender Robert & Associates 2023 Q2 filed July 14, 2023
- Bender Robert & Associates 2023 Q1 filed April 21, 2023
- Bender Robert & Associates 2022 Q4 filed Feb. 2, 2023
- Bender Robert & Associates 2022 Q3 filed Oct. 27, 2022
- Bender Robert & Associates 2022 Q2 filed July 19, 2022
- Bender Robert & Associates 2022 Q1 filed April 14, 2022