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Bender Robert & Associates Top Holdings and 13F Report (2025)

About Bender Robert & Associates

Investment Activity

  • Bender Robert & Associates has $462.61 million in total holdings as of June 30, 2025.
  • Bender Robert & Associates owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 0.18% of the portfolio was purchased this quarter.
  • About 1.75% of the portfolio was sold this quarter.
  • This quarter, Bender Robert & Associates has purchased 46 new stocks and bought additional shares in 2 stocks.
  • Bender Robert & Associates sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$92,334,339
Apple
$74,098,603
Intuitive Surgical
$32,626,323
Amazon.com
$28,850,400
MercadoLibre
$28,307,354

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC
$647,490 Holding

Largest Purchases this Quarter

GE VERNOVA INC
1,053 shares (about $647.49K)
Palo Alto Networks
645 shares (about $131.33K)
Chubb
217 shares (about $61.25K)

Largest Sales this Quarter

NVIDIA
11,692 shares (about $2.18M)
Apple
7,593 shares (about $1.93M)
Alphabet
2,111 shares (about $514.13K)
Meta Platforms
516 shares (about $378.94K)
Chipotle Mexican Grill
9,133 shares (about $357.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBender Robert & Associates

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$92,334,339$2,181,493 -2.3%494,87820.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$74,098,603$1,933,406 -2.5%291,00516.0%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$32,626,323$199,017 -0.6%72,9527.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,850,400$301,909 -1.0%131,3956.2%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$28,307,354$294,454 -1.0%12,1136.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$27,841,983$378,942 -1.3%37,9126.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$17,356,839$514,134 -2.9%71,2663.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,101,259$148,048 -1.0%58,0063.0%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,894,020$119,026 -0.8%18,2103.0%Medical
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$12,237,359$156,371 -1.3%22,3822.6%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$11,490,616$42,333 -0.4%12,4862.5%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,021,951$131,335 1.2%54,1302.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$10,367,176$156,937 -1.5%20,0162.2%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$10,311,881$149,606 -1.4%26,3302.2%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$10,217,686$151,921 -1.5%63,1542.2%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$9,945,455$102,586 -1.0%1,8422.1%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$9,278,969$61,248 0.7%32,8752.0%Finance
Adobe Inc. stock logo
ADBE
Adobe
$8,422,612$80,780 -0.9%23,8771.8%Computer and Technology
lululemon athletica inc. stock logo
LULU
lululemon athletica
$7,739,777$150,529 -1.9%43,4991.7%Consumer Discretionary
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$5,170,729$357,922 -6.5%131,9401.1%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$3,785,815$55,243 -1.4%44,7500.8%Retail/Wholesale
Illumina, Inc. stock logo
ILMN
Illumina
$3,748,846$23,078 -0.6%39,4740.8%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$3,605,926$35,253 -1.0%8,8990.8%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$3,419,657$186,063 -5.2%29,8660.7%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,708,053$5,662 -0.2%35,8730.6%Utilities
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,299,585$37,951 -2.8%1,4040.3%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$808,990$1,577 -0.2%2,5650.2%Finance
Urogen Pharma stock logo
URGN
Urogen Pharma
$692,2850.0%34,7010.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$690,452$81,039 -10.5%2,9820.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$654,903$3,708 -0.6%3,5320.1%Medical
GE VERNOVA INC
$647,490$647,490 New Holding1,0530.1%COM
Oracle Corporation stock logo
ORCL
Oracle
$566,4170.0%2,0140.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$544,402$6,696 -1.2%4,0650.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$488,6020.0%1,0240.1%Industrials
Deere & Company stock logo
DE
Deere & Company
$449,0290.0%9820.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$403,860$8,393 -2.0%4,8120.1%Medical
Visa Inc. stock logo
V
Visa
$342,831$16,049 -4.5%1,0040.1%Business Services
Nucor Corporation stock logo
NUE
Nucor
$328,4180.0%2,4250.1%Basic Materials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$312,909$5,550 -1.7%2,8190.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$255,6800.0%7750.1%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$241,6780.0%1,2740.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$230,6250.0%2,0500.0%Utilities
Duke Energy Corporation stock logo
DUK
Duke Energy
$228,6900.0%1,8480.0%Utilities
Pulse Biosciences, Inc stock logo
PLSE
Pulse Biosciences
$205,1430.0%11,5900.0%Medical
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$179,9590.0%23,7100.0%Medical
Evolus, Inc. stock logo
EOLS
Evolus
$153,9300.0%25,0700.0%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$0$211,644 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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