Robert Bender & Associates
Latest statistics and disclosures from Bender Robert & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, AMD, AMZN, ISRG, and represent 51.18% of Bender Robert & Associates's stock portfolio.
- Added to shares of these 10 stocks: ASML (+$13M), URGN, GEV, ISRG, PLSE, MSFT, GE, V, MAR, AEP.
- Started 10 new stock positions in V, ASML, MUC, URGN, BCRX, PLSE, AEP, GE, EOLS, MAR.
- Reduced shares in these 10 stocks: AAPL (-$6.1M), AMD, NVDA, GOOG, AVGO, INTC, , GOOGL, NOW, AMZN.
- Sold out of its positions in AVGO, DUK, INTC.
- Bender Robert & Associates was a net buyer of stock by $2.0M.
- Bender Robert & Associates has $525M in assets under management (AUM), dropping by 9.02%.
- 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 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.4 | $97M | -2% | 424k | 228.38 |
|
| Apple (AAPL) | 15.2 | $80M | -7% | 239k | 333.02 |
|
| Advanced Micro Devices (AMD) | 6.2 | $33M | -11% | 53k | 611.76 |
|
| Amazon (AMZN) | 6.0 | $31M | 126k | 249.15 |
|
|
| Intuitive Surgical Com New (ISRG) | 5.4 | $28M | 70k | 406.63 |
|
|
| Meta Platforms Cl A (META) | 5.0 | $26M | 36k | 725.18 |
|
|
| Palo Alto Networks (PANW) | 4.2 | $22M | 55k | 397.31 |
|
|
| Eli Lilly & Co. (LLY) | 3.9 | $20M | 18k | 1157.06 |
|
|
| MercadoLibre (MELI) | 3.9 | $20M | 12k | 1728.53 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $20M | -8% | 59k | 340.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $19M | 54k | 344.08 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $14M | 27k | 522.81 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.5 | $13M | NEW | 7.2k | 1811.67 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.2 | $12M | 21k | 546.17 |
|
|
| Illumina (ILMN) | 2.0 | $11M | 39k | 273.68 |
|
|
| Ge Vernova (GEV) | 2.0 | $11M | +6% | 11k | 950.49 |
|
| Microsoft Corporation (MSFT) | 2.0 | $11M | +3% | 21k | 512.89 |
|
| Chubb (CB) | 1.9 | $10M | 31k | 325.25 |
|
|
| Servicenow (NOW) | 1.6 | $8.3M | 62k | 134.01 |
|
|
| Booking Holdings (BKNG) | 1.4 | $7.4M | +2% | 46k | 162.91 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $5.4M | 23k | 239.94 |
|
|
| Starbucks Corporation (SBUX) | 0.8 | $4.2M | 44k | 93.96 |
|
|
| Lululemon Athletica (LULU) | 0.7 | $3.9M | 40k | 96.19 |
|
|
| Walt Disney Company (DIS) | 0.6 | $3.0M | 29k | 104.90 |
|
|
| Nextera Energy (NEE) | 0.5 | $2.7M | +4% | 36k | 75.74 |
|
| Home Depot (HD) | 0.5 | $2.6M | +3% | 9.1k | 284.50 |
|
| Urogen Pharma (URGN) | 0.3 | $1.4M | NEW | 35k | 40.63 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.3k | 910.34 |
|
|
| Abbvie (ABBV) | 0.2 | $850k | +35% | 3.3k | 261.59 |
|
| Johnson & Johnson (JNJ) | 0.2 | $849k | 3.2k | 264.74 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $814k | 2.5k | 330.79 |
|
|
| Caterpillar (CAT) | 0.2 | $809k | +8% | 998.00 | 810.79 |
|
| Merck & Co (MRK) | 0.1 | $612k | +4% | 4.2k | 145.31 |
|
| Deere & Company (DE) | 0.1 | $609k | 907.00 | 671.55 |
|
|
| Nucor Corporation (NUE) | 0.1 | $532k | 2.3k | 233.75 |
|
|
| Gilead Sciences (GILD) | 0.1 | $457k | +8% | 3.1k | 149.05 |
|
| Pulse Biosciences (PLSE) | 0.1 | $379k | NEW | 7.6k | 49.92 |
|
| Ge Aerospace Com New (GE) | 0.1 | $314k | NEW | 1.0k | 312.29 |
|
| Abbott Laboratories (ABT) | 0.1 | $287k | 2.9k | 98.83 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $282k | 2.1k | 137.30 |
|
|
| Visa Com Cl A (V) | 0.1 | $267k | NEW | 742.00 | 359.45 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $240k | NEW | 673.00 | 355.81 |
|
| American Electric Power Company (AEP) | 0.0 | $225k | NEW | 1.9k | 118.64 |
|
| Evolus (EOLS) | 0.0 | $201k | NEW | 25k | 8.00 |
|
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $198k | NEW | 24k | 8.33 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $105k | NEW | 11k | 9.75 |
|
Past Filings by Bender Robert & Associates
SEC 13F filings are viewable for Bender Robert & Associates going back to 2011
- Bender Robert & Associates 2026 Q3 filed Oct. 21, 2026
- Bender Robert & Associates 2026 Q2 filed July 30, 2026
- 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