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, MELI, and represent 55.39% of Bender Robert & Associates's stock portfolio.
- Added to shares of these 3 stocks: GEV, PANW, CB.
- Started 1 new stock position in GEV.
- Reduced shares in these 10 stocks: NVDA, AAPL, GOOG, META, CMG, AMZN, MELI, PAYX, ISRG, DIS.
- Sold out of its position in PAYX.
- Bender Robert & Associates was a net seller of stock by $-7.3M.
- Bender Robert & Associates has $463M in assets under management (AUM), dropping by 3.19%.
- Central Index Key (CIK): 0000894300
Tip: Access up to 7 years of quarterly data
Positions held by Robert Bender & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bender Robert & Associates
Bender Robert & Associates holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 20.0 | $92M | -2% | 495k | 186.58 |
|
| Apple (AAPL) | 16.0 | $74M | -2% | 291k | 254.63 |
|
| Intuitive Surgical Com New (ISRG) | 7.1 | $33M | 73k | 447.23 |
|
|
| Amazon (AMZN) | 6.2 | $29M | 131k | 219.57 |
|
|
| MercadoLibre (MELI) | 6.1 | $28M | 12k | 2336.94 |
|
|
| Meta Platforms Cl A (META) | 6.0 | $28M | 38k | 734.38 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $17M | -2% | 71k | 243.55 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $14M | 58k | 243.10 |
|
|
| Eli Lilly & Co. (LLY) | 3.0 | $14M | 18k | 762.99 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.6 | $12M | 22k | 546.75 |
|
|
| Servicenow (NOW) | 2.5 | $12M | 13k | 920.28 |
|
|
| Palo Alto Networks (PANW) | 2.4 | $11M | 54k | 203.62 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $10M | 20k | 517.94 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $10M | 26k | 391.64 |
|
|
| Advanced Micro Devices (AMD) | 2.2 | $10M | 63k | 161.79 |
|
|
| Booking Holdings (BKNG) | 2.1 | $9.9M | 1.8k | 5399.27 |
|
|
| Chubb (CB) | 2.0 | $9.3M | 33k | 282.25 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.8 | $8.4M | 24k | 352.75 |
|
|
| Lululemon Athletica (LULU) | 1.7 | $7.7M | 44k | 177.93 |
|
|
| Chipotle Mexican Grill (CMG) | 1.1 | $5.2M | -6% | 132k | 39.19 |
|
| Starbucks Corporation (SBUX) | 0.8 | $3.8M | 45k | 84.60 |
|
|
| Illumina (ILMN) | 0.8 | $3.7M | 40k | 94.97 |
|
|
| Home Depot (HD) | 0.8 | $3.6M | 8.9k | 405.21 |
|
|
| Walt Disney Company (DIS) | 0.7 | $3.4M | -5% | 30k | 114.50 |
|
| Nextera Energy (NEE) | 0.6 | $2.7M | 36k | 75.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | -2% | 1.4k | 925.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $809k | 2.6k | 315.40 |
|
|
| Urogen Pharma (URGN) | 0.1 | $692k | 35k | 19.95 |
|
|
| Abbvie (ABBV) | 0.1 | $691k | -10% | 3.0k | 231.54 |
|
| Johnson & Johnson (JNJ) | 0.1 | $655k | 3.5k | 185.42 |
|
|
| Ge Vernova (GEV) | 0.1 | $648k | NEW | 1.1k | 614.90 |
|
| Oracle Corporation (ORCL) | 0.1 | $566k | 2.0k | 281.24 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $544k | 4.1k | 133.92 |
|
|
| Caterpillar (CAT) | 0.1 | $489k | 1.0k | 477.15 |
|
|
| Deere & Company (DE) | 0.1 | $449k | 982.00 | 457.26 |
|
|
| Merck & Co (MRK) | 0.1 | $404k | -2% | 4.8k | 83.93 |
|
| Visa Com Cl A (V) | 0.1 | $343k | -4% | 1.0k | 341.47 |
|
| Nucor Corporation (NUE) | 0.1 | $328k | 2.4k | 135.43 |
|
|
| Gilead Sciences (GILD) | 0.1 | $313k | 2.8k | 111.00 |
|
|
| Broadcom (AVGO) | 0.1 | $256k | 775.00 | 329.91 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $242k | 1.3k | 189.70 |
|
|
| American Electric Power Company (AEP) | 0.0 | $231k | 2.1k | 112.50 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $229k | 1.8k | 123.75 |
|
|
| Pulse Biosciences (PLSE) | 0.0 | $205k | 12k | 17.70 |
|
|
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $180k | 24k | 7.59 |
|
|
| Evolus (EOLS) | 0.0 | $154k | 25k | 6.14 |
|
Past Filings by Bender Robert & Associates
SEC 13F filings are viewable for Bender Robert & Associates going back to 2011
- 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
- Bender Robert & Associates 2021 Q4 filed Feb. 7, 2022