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 53.53% of Bender Robert & Associates's stock portfolio.
- Added to shares of these 10 stocks: GEV, JPM, URGN, PLSE, AEP, BCRX, MAR, EOLS, PANW, ORCL.
- Started 7 new stock positions in AEP, URGN, EOLS, BCRX, JPM, MAR, PLSE.
- Reduced shares in these 10 stocks: AAPL (-$5.8M), NVDA (-$5.1M), ISRG, CMG, GOOG, GOOGL, AMZN, META, MELI, CB.
- Sold out of its position in CMG.
- Bender Robert & Associates was a net seller of stock by $-16M.
- Bender Robert & Associates has $417M in assets under management (AUM), dropping by -13.38%.
- Central Index Key (CIK): 0000894300
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Portfolio Holdings for Bender Robert & Associates
Bender Robert & Associates holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.6 | $78M | -6% | 446k | 174.40 |
|
| Apple (AAPL) | 16.0 | $67M | -8% | 262k | 253.79 |
|
| Intuitive Surgical Com New (ISRG) | 7.6 | $32M | -5% | 69k | 460.99 |
|
| Amazon (AMZN) | 6.3 | $26M | -2% | 127k | 208.27 |
|
| Meta Platforms Cl A (META) | 5.0 | $21M | -3% | 36k | 572.13 |
|
| MercadoLibre (MELI) | 4.8 | $20M | -2% | 12k | 1729.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $19M | -4% | 67k | 286.86 |
|
| Eli Lilly & Co. (LLY) | 3.9 | $16M | -2% | 18k | 919.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $16M | -4% | 54k | 287.56 |
|
| Advanced Micro Devices (AMD) | 3.0 | $12M | -2% | 61k | 203.43 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $12M | 26k | 446.54 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.6 | $11M | -3% | 21k | 522.71 |
|
| Chubb (CB) | 2.4 | $10M | -4% | 31k | 325.93 |
|
| Ge Vernova (GEV) | 2.2 | $9.2M | +45% | 11k | 872.90 |
|
| Palo Alto Networks (PANW) | 2.1 | $8.8M | 55k | 160.32 |
|
|
| Booking Holdings (BKNG) | 1.8 | $7.5M | -2% | 1.8k | 4210.32 |
|
| Microsoft Corporation (MSFT) | 1.7 | $7.3M | 20k | 370.17 |
|
|
| Servicenow (NOW) | 1.5 | $6.4M | -2% | 62k | 104.55 |
|
| Lululemon Athletica (LULU) | 1.5 | $6.2M | -5% | 41k | 153.10 |
|
| Adobe Systems Incorporated (ADBE) | 1.4 | $5.6M | -2% | 23k | 243.08 |
|
| Illumina (ILMN) | 1.2 | $4.8M | 39k | 123.26 |
|
|
| Starbucks Corporation (SBUX) | 0.9 | $3.9M | 44k | 89.59 |
|
|
| Nextera Energy (NEE) | 0.8 | $3.2M | -3% | 34k | 92.88 |
|
| Home Depot (HD) | 0.7 | $2.8M | 8.7k | 328.90 |
|
|
| Walt Disney Company (DIS) | 0.7 | $2.8M | 29k | 96.38 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | -7% | 1.3k | 996.43 |
|
| Johnson & Johnson (JNJ) | 0.2 | $788k | -3% | 3.2k | 244.44 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $734k | NEW | 2.5k | 294.13 |
|
| Caterpillar (CAT) | 0.2 | $655k | -2% | 924.00 | 708.46 |
|
| Urogen Pharma (URGN) | 0.1 | $624k | NEW | 35k | 17.98 |
|
| Abbvie (ABBV) | 0.1 | $521k | -13% | 2.4k | 217.49 |
|
| Deere & Company (DE) | 0.1 | $514k | 912.00 | 563.30 |
|
|
| Merck & Co (MRK) | 0.1 | $490k | -8% | 4.1k | 120.29 |
|
| Gilead Sciences (GILD) | 0.1 | $393k | 2.8k | 139.37 |
|
|
| Nucor Corporation (NUE) | 0.1 | $386k | 2.3k | 169.10 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $302k | +4% | 2.1k | 147.11 |
|
| Abbott Laboratories (ABT) | 0.1 | $298k | -6% | 2.9k | 102.67 |
|
| Pulse Biosciences (PLSE) | 0.1 | $263k | NEW | 12k | 21.59 |
|
| Visa Com Cl A (V) | 0.1 | $261k | 864.00 | 302.33 |
|
|
| American Electric Power Company (AEP) | 0.1 | $249k | NEW | 1.9k | 131.08 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $229k | 1.7k | 130.94 |
|
|
| BioCryst Pharmaceuticals (BCRX) | 0.1 | $226k | NEW | 24k | 9.52 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $220k | NEW | 672.00 | 327.07 |
|
| Broadcom (AVGO) | 0.0 | $207k | -10% | 670.00 | 309.51 |
|
| Evolus (EOLS) | 0.0 | $103k | NEW | 25k | 4.11 |
|
Past Filings by Bender Robert & Associates
SEC 13F filings are viewable for Bender Robert & Associates going back to 2011
- Bender Robert & Associates 2026 Q1 filed April 23, 2026
- 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