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 52.83% of Bender Robert & Associates's stock portfolio.
- Added to shares of these 10 stocks: BKNG (+$7.6M), INTC, PANW, NOW, LLY, MSFT, GEV, VRTX, NEE, HD.
- Started 1 new stock position in INTC.
- Reduced shares in these 10 stocks: NVDA, AAPL, GOOG, URGN, PLSE, , AMD, AEP, , MAR.
- Sold out of its positions in AEP, BCRX, EOLS, MAR, PLSE, V, URGN.
- Bender Robert & Associates was a net buyer of stock by $1.9M.
- Bender Robert & Associates has $481M in assets under management (AUM), dropping by 15.43%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.1 | $87M | -2% | 436k | 200.09 |
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| Apple (AAPL) | 15.5 | $74M | 257k | 289.36 |
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| Advanced Micro Devices (AMD) | 7.3 | $35M | 60k | 580.91 |
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| Amazon (AMZN) | 6.3 | $30M | 126k | 238.34 |
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| Intuitive Surgical Com New (ISRG) | 5.7 | $27M | 69k | 397.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.7 | $23M | -3% | 64k | 353.33 |
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| Eli Lilly & Co. (LLY) | 4.4 | $21M | 18k | 1199.41 |
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| Meta Platforms Cl A (META) | 4.2 | $20M | 36k | 563.29 |
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| MercadoLibre (MELI) | 4.1 | $20M | 12k | 1697.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $20M | 55k | 357.37 |
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| Palo Alto Networks (PANW) | 3.9 | $19M | 56k | 341.02 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $13M | 26k | 496.73 |
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| Ge Vernova (GEV) | 2.6 | $12M | 11k | 1174.86 |
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| Chubb (CB) | 2.2 | $11M | 31k | 340.74 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.0 | $9.5M | 21k | 450.98 |
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| Booking Holdings (BKNG) | 1.6 | $7.9M | +2382% | 45k | 178.24 |
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| Microsoft Corporation (MSFT) | 1.5 | $7.4M | 20k | 373.02 |
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| Illumina (ILMN) | 1.4 | $6.9M | 39k | 175.83 |
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| Servicenow (NOW) | 1.3 | $6.2M | 63k | 99.28 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $4.7M | 23k | 205.02 |
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| Lululemon Athletica (LULU) | 1.0 | $4.6M | 40k | 114.18 |
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| Starbucks Corporation (SBUX) | 0.9 | $4.5M | 44k | 102.19 |
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| Home Depot (HD) | 0.6 | $3.1M | 8.8k | 352.69 |
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| Nextera Energy (NEE) | 0.6 | $3.0M | +2% | 35k | 87.77 |
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| Walt Disney Company (DIS) | 0.6 | $2.8M | 29k | 96.25 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.3k | 935.47 |
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| Caterpillar (CAT) | 0.2 | $975k | 916.00 | 1064.90 |
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| Johnson & Johnson (JNJ) | 0.2 | $819k | 3.2k | 253.97 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $812k | 2.5k | 327.29 |
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| Abbvie (ABBV) | 0.1 | $602k | 2.4k | 251.64 |
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| Deere & Company (DE) | 0.1 | $579k | 912.00 | 634.33 |
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| Merck & Co (MRK) | 0.1 | $519k | 4.0k | 128.50 |
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| Nucor Corporation (NUE) | 0.1 | $507k | 2.3k | 222.75 |
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| Gilead Sciences (GILD) | 0.1 | $356k | 2.8k | 126.34 |
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| Oracle Corporation (ORCL) | 0.1 | $301k | 2.1k | 146.55 |
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| Abbott Laboratories (ABT) | 0.1 | $264k | 2.9k | 90.74 |
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| Broadcom (AVGO) | 0.0 | $235k | -7% | 622.00 | 377.75 |
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| Intel Corporation (INTC) | 0.0 | $235k | NEW | 1.7k | 139.65 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $221k | 1.7k | 126.58 |
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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 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
- Bender Robert & Associates 2022 Q3 filed Oct. 27, 2022