Free Trial

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

About Bender Robert & Associates

Investment Activity

  • Bender Robert & Associates has $416.89 million in total holdings as of June 30, 2025.
  • Bender Robert & Associates owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 1.28% of the portfolio was purchased this quarter.
  • About 5.12% of the portfolio was sold this quarter.
  • This quarter, Bender Robert & Associates has purchased 39 new stocks and bought additional shares in 3 stocks.
  • Bender Robert & Associates sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$77,728,687
Apple
$66,531,556
Intuitive Surgical
$31,644,659
Amazon.com
$26,438,419
Meta Platforms
$20,802,206

Largest New Holdings this Quarter

46625H100 - JPMorgan Chase & Co.
$733,848 Holding
M96088105 - Urogen Pharma
$623,924 Holding
74587B101 - Pulse Biosciences
$263,182 Holding
025537101 - American Electric Power
$249,052 Holding
09058V103 - BioCryst Pharmaceuticals
$225,719 Holding

Largest Purchases this Quarter

GE VERNOVA INC
3,269 shares (about $2.85M)
JPMorgan Chase & Co.
2,495 shares (about $733.85K)
Urogen Pharma
34,701 shares (about $623.92K)
Pulse Biosciences
12,190 shares (about $263.18K)
American Electric Power
1,900 shares (about $249.05K)

Largest Sales this Quarter

Apple
23,029 shares (about $5.84M)
NVIDIA
29,435 shares (about $5.13M)
Intuitive Surgical
3,779 shares (about $1.74M)
Alphabet
3,262 shares (about $935.74K)
Alphabet
2,747 shares (about $789.93K)

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
$77,728,687$5,133,464 â–¼-6.2%445,69218.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$66,531,556$5,844,530 â–¼-8.1%262,15216.0%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$31,644,659$1,742,081 â–¼-5.2%68,6457.6%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$26,438,419$745,190 â–¼-2.7%126,9436.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,802,206$711,734 â–¼-3.3%36,3595.0%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$20,148,270$589,596 â–¼-2.8%11,6534.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$19,086,523$935,738 â–¼-4.7%66,5364.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,145,389$355,026 â–¼-2.2%17,5543.9%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,651,028$789,927 â–¼-4.8%54,4273.8%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$12,378,716$344,407 â–¼-2.7%60,8503.0%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$11,686,398$130,390 â–¼-1.1%26,1712.8%Medical
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$10,996,773$451,621 â–¼-3.9%21,0382.6%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$10,145,549$510,080 â–¼-4.8%31,1282.4%Finance
GE VERNOVA INC
$9,172,433$2,853,510 â–²45.2%10,5082.2%COM
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,848,061$58,677 â–²0.7%55,1902.1%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$7,549,104$164,202 â–¼-2.1%1,7931.8%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$7,290,789$79,956 â–¼-1.1%19,6961.7%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,433,484$150,029 â–¼-2.3%61,5351.5%Computer and Technology
lululemon athletica inc. stock logo
LULU
lululemon athletica
$6,242,193$391,324 â–¼-5.9%40,7721.5%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$5,637,511$133,451 â–¼-2.3%23,1921.4%Computer and Technology
Illumina, Inc. stock logo
ILMN
Illumina
$4,835,243$29,459 â–¼-0.6%39,2281.2%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$3,944,163$63,340 â–¼-1.6%44,0250.9%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,152,997$118,236 â–¼-3.6%33,9470.8%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$2,845,670$17,103 â–¼-0.6%8,6520.7%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$2,815,934$9,349 â–¼-0.3%29,2170.7%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,279,416$107,614 â–¼-7.8%1,2840.3%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$788,075$29,333 â–¼-3.6%3,2240.2%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$733,848$733,848 â–²New Holding2,4950.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$654,617$17,711 â–¼-2.6%9240.2%Industrials
Urogen Pharma stock logo
URGN
Urogen Pharma
$623,924$623,924 â–²New Holding34,7010.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$520,454$79,384 â–¼-13.2%2,3930.1%Medical
Deere & Company stock logo
DE
Deere & Company
$513,7300.0%9120.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$490,407$43,303 â–¼-8.1%4,0770.1%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$392,8840.0%2,8190.1%Medical
Nucor Corporation stock logo
NUE
Nucor
$386,3940.0%2,2850.1%Basic Materials
Oracle Corporation stock logo
ORCL
Oracle
$301,870$12,946 â–²4.5%2,0520.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$298,256$20,534 â–¼-6.4%2,9050.1%Medical
Pulse Biosciences, Inc stock logo
PLSE
Pulse Biosciences
$263,182$263,182 â–²New Holding12,1900.1%Medical
Visa Inc. stock logo
V
Visa
$261,211$1,209 â–¼-0.5%8640.1%Business Services
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$249,052$249,052 â–²New Holding1,9000.1%Utilities
Duke Energy Corporation stock logo
DUK
Duke Energy
$228,8830.0%1,7480.1%Utilities
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$225,719$225,719 â–²New Holding23,7100.1%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$219,791$219,791 â–²New Holding6720.1%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$207,372$24,761 â–¼-10.7%6700.0%Computer and Technology
Evolus, Inc. stock logo
EOLS
Evolus
$103,038$103,038 â–²New Holding25,0700.0%Medical
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$1,577,754 â–¼-100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data