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

About Bender Robert & Associates

Investment Activity

  • Bender Robert & Associates has $448.32 million in total holdings as of June 30, 2025.
  • Bender Robert & Associates owns shares of 46 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 0.35% of the portfolio was purchased this quarter.
  • About 1.54% of the portfolio was sold this quarter.
  • This quarter, Bender Robert & Associates has purchased 40 new stocks and bought additional shares in 2 stocks.
  • Bender Robert & Associates sold shares of 33 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NVIDIA
$80,032,996
Apple
$61,263,352
Intuitive Surgical
$39,884,664
MercadoLibre
$31,988,218
Amazon.com
$29,128,410

Largest New Holdings this Quarter

M96088105 - Urogen Pharma
$475,404 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF
$231,537 Holding
30052C107 - Evolus
$230,895 Holding
11135F101 - Broadcom
$213,629 Holding
09058V103 - BioCryst Pharmaceuticals
$212,442 Holding

Largest Purchases this Quarter

Urogen Pharma
34,701 shares (about $475.40K)
Invesco S&P 500 Equal Weight ETF
1,274 shares (about $231.54K)
Evolus
25,070 shares (about $230.90K)
Broadcom
775 shares (about $213.63K)
BioCryst Pharmaceuticals
23,710 shares (about $212.44K)

Largest Sales this Quarter

Apple
7,351 shares (about $1.51M)
NVIDIA
8,596 shares (about $1.36M)
Intuitive Surgical
1,646 shares (about $894.45K)
MercadoLibre
148 shares (about $386.82K)
ServiceNow
307 shares (about $315.62K)

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
$80,032,996$1,358,082 -1.7%506,57017.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$61,263,352$1,508,205 -2.4%298,59813.7%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$39,884,664$894,453 -2.2%73,3978.9%Medical
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$31,988,218$386,817 -1.2%12,2397.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$29,128,410$180,558 -0.6%132,7706.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$28,363,492$200,024 -0.7%38,4286.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$14,316,633$41,314 -0.3%18,3663.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$13,016,350$160,183 -1.2%73,3772.9%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$12,883,899$315,621 -2.4%12,5322.9%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$11,892,182$139,348 -1.2%26,7122.7%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$10,945,170$197,887 -1.8%53,4852.4%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$10,773,776$104,206 -1.0%1,8612.4%Retail/Wholesale
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$10,604,544$43,507 -0.4%22,6682.4%Retail/Wholesale
lululemon athletica inc. stock logo
LULU
lululemon athletica
$10,535,485$146,349 -1.4%44,3452.3%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,329,721$33,484 -0.3%58,6152.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$10,106,767$191,998 -1.9%20,3192.3%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$9,461,676$266,542 -2.7%32,6582.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$9,326,129$47,586 -0.5%24,1062.1%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$9,094,797$184,754 -2.0%64,0932.0%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$7,921,249$216,739 -2.7%141,0731.8%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$4,160,239$16,493 -0.4%45,4030.9%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$3,905,199$110,989 -2.8%31,4910.9%Consumer Discretionary
Illumina, Inc. stock logo
ILMN
Illumina
$3,789,399$22,803 -0.6%39,7170.8%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$3,294,754$61,231 -1.8%8,9860.7%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,495,510$17,355 -0.7%35,9480.6%Utilities
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,430,463$5,940 -0.4%1,4450.3%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$744,988$1,160 -0.2%2,5700.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$618,486$5,940 -1.0%3,3320.1%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$559,616$4,080 0.7%4,1150.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$542,568$22,302 -3.9%3,5520.1%Medical
Deere & Company stock logo
DE
Deere & Company
$499,337$5,085 -1.0%9820.1%Industrials
Urogen Pharma stock logo
URGN
Urogen Pharma
$475,404$475,404 New Holding34,7010.1%Medical
Oracle Corporation stock logo
ORCL
Oracle
$440,3210.0%2,0140.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$397,527$15,528 -3.8%1,0240.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$388,824$1,583 -0.4%4,9120.1%Medical
Visa Inc. stock logo
V
Visa
$373,247$14,916 4.2%1,0510.1%Business Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$318,086$1,996 -0.6%2,8690.1%Medical
Nucor Corporation stock logo
NUE
Nucor
$314,1350.0%2,4250.1%Basic Materials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$231,537$231,537 New Holding1,2740.1%ETF
Evolus, Inc. stock logo
EOLS
Evolus
$230,895$230,895 New Holding25,0700.1%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$218,0640.0%1,8480.0%Utilities
Broadcom Inc. stock logo
AVGO
Broadcom
$213,629$213,629 New Holding7750.0%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$212,7080.0%2,0500.0%Utilities
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$212,442$212,442 New Holding23,7100.0%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$211,6440.0%1,4550.0%Computer and Technology
Pulse Biosciences, Inc stock logo
PLSE
Pulse Biosciences
$174,893$174,893 New Holding11,5900.0%Medical

Showing largest 100 holdings. View all holdings.
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