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

About Bender Robert & Associates

Investment Activity

  • Bender Robert & Associates has $481.20 million in total holdings as of June 30, 2025.
  • Bender Robert & Associates owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.81% of the portfolio was purchased this quarter.
  • About 1.41% of the portfolio was sold this quarter.
  • This quarter, Bender Robert & Associates has purchased 45 new stocks and bought additional shares in 16 stocks.
  • Bender Robert & Associates sold shares of 15 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA
$87,290,065
Apple
$74,413,843
Amazon.com
$30,122,124
Intuitive Surgical
$27,302,323

Largest New Holdings this Quarter

458140100 - Intel
$234,619 Holding

Largest Purchases this Quarter

Booking
42,714 shares (about $7.61M)
Intel
1,680 shares (about $234.62K)
Palo Alto Networks
395 shares (about $134.70K)
ServiceNow
1,182 shares (about $117.35K)
Eli Lilly and Company
90 shares (about $107.95K)

Largest Sales this Quarter

NVIDIA
9,438 shares (about $1.89M)
Apple
4,985 shares (about $1.44M)
Alphabet
2,222 shares (about $785.10K)
Advanced Micro Devices
433 shares (about $251.53K)
Amazon.com
560 shares (about $133.47K)

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
$87,290,065$1,888,449 â–¼-2.1%436,25418.1%Technology
Apple Inc. stock logo
AAPL
Apple
$74,413,843$1,442,460 â–¼-1.9%257,16715.5%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$35,096,839$251,534 â–¼-0.7%60,4177.3%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$30,122,124$133,470 â–¼-0.4%126,3836.3%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$27,302,323$3,579 â–²0.0%68,6545.7%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$22,724,073$785,100 â–¼-3.3%64,3144.7%Communication Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$21,162,413$107,947 â–²0.5%17,6444.4%Healthcare
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,376,019$104,773 â–¼-0.5%36,1734.2%Communication Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$19,815,331$35,645 â–²0.2%11,6744.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,488,458$37,881 â–²0.2%54,5334.0%Communication Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$18,955,597$134,703 â–²0.7%55,5853.9%Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$13,065,489$65,568 â–²0.5%26,3032.7%Healthcare
GE VERNOVA INC
$12,426,509$81,065 â–²0.7%10,5772.6%COM
Chubb Limited stock logo
CB
Chubb
$10,578,273$28,281 â–¼-0.3%31,0452.2%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$9,517,031$29,314 â–²0.3%21,1032.0%Consumer Discretionary
Booking Holdings Inc. stock logo
BKNG
Booking
$7,932,928$7,613,344 â–²2,382.3%44,5071.6%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$7,445,399$98,476 â–²1.3%19,9601.5%Technology
Illumina, Inc. stock logo
ILMN
Illumina
$6,903,613$6,154 â–²0.1%39,2631.4%Healthcare
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,226,544$117,349 â–²1.9%62,7171.3%Technology
Adobe Inc. stock logo
ADBE
Adobe
$4,666,255$88,569 â–¼-1.9%22,7601.0%Technology
lululemon athletica inc. stock logo
LULU
lululemon athletica
$4,587,410$67,937 â–¼-1.5%40,1771.0%Consumer Discretionary
Starbucks Corporation stock logo
SBUX
Starbucks
$4,522,479$23,606 â–²0.5%44,2560.9%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$3,099,827$48,319 â–²1.6%8,7890.6%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,044,917$65,389 â–²2.2%34,6920.6%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$2,825,900$13,764 â–²0.5%29,3600.6%Communication Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,186,176$14,968 â–¼-1.2%1,2680.2%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$975,448$8,519 â–¼-0.9%9160.2%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$818,7990.0%3,2240.2%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$812,015$4,582 â–¼-0.6%2,4810.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$602,1750.0%2,3930.1%Healthcare
Deere & Company stock logo
DE
Deere & Company
$578,5090.0%9120.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$519,380$4,497 â–¼-0.9%4,0420.1%Healthcare
Nucor Corporation stock logo
NUE
Nucor
$506,756$2,227 â–¼-0.4%2,2750.1%Materials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$356,1520.0%2,8190.1%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$300,7210.0%2,0520.1%Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$263,6000.0%2,9050.1%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$234,961$18,132 â–¼-7.2%6220.0%Technology
Intel Corporation stock logo
INTC
Intel
$234,619$234,619 â–²New Holding1,6800.0%Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$221,2620.0%1,7480.0%Utilities
Urogen Pharma stock logo
URGN
Urogen Pharma
$0$623,924 â–¼-100.0%00.0%Healthcare
Pulse Biosciences, Inc stock logo
PLSE
Pulse Biosciences
$0$263,182 â–¼-100.0%00.0%Healthcare
Visa Inc. stock logo
V
Visa
$0$261,211 â–¼-100.0%00.0%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$0$249,052 â–¼-100.0%00.0%Utilities
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$0$225,719 â–¼-100.0%00.0%Healthcare
Marriott International, Inc. stock logo
MAR
Marriott International
$0$219,791 â–¼-100.0%00.0%Consumer Discretionary
Evolus, Inc. stock logo
EOLS
Evolus
$0$103,038 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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