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

About Bender Robert & Associates

Investment Activity

  • Bender Robert & Associates has $396.11 million in total holdings as of March 31, 2025.
  • Bender Robert & Associates owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 8.61% of the portfolio was purchased this quarter.
  • About 3.15% of the portfolio was sold this quarter.
  • This quarter, Bender Robert & Associates has purchased 46 new stocks and bought additional shares in 19 stocks.
  • Bender Robert & Associates sold shares of 15 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$67,960,465
NVIDIA
$55,833,692
Intuitive Surgical
$37,166,547
Amazon.com
$25,417,404
MercadoLibre
$24,165,427

Largest New Holdings this Quarter

169656105 - Chipotle Mexican Grill
$7,277,086 Holding
26441C204 - Duke Energy
$225,401 Holding
025537101 - American Electric Power
$224,004 Holding

Largest Purchases this Quarter

Apple
43,549 shares (about $9.67M)
Chipotle Mexican Grill
144,933 shares (about $7.28M)
Palo Alto Networks
36,302 shares (about $6.19M)
Lululemon Athletica
7,028 shares (about $1.99M)
Meta Platforms
2,718 shares (about $1.57M)

Largest Sales this Quarter

NVIDIA
52,929 shares (about $5.74M)
Gilead Sciences
7,476 shares (about $837.68K)
Abbott Laboratories
1,553 shares (about $206.01K)
AbbVie
933 shares (about $195.48K)
Vertex Pharmaceuticals
281 shares (about $136.23K)

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
Apple Inc. stock logo
AAPL
Apple
$67,960,465$9,673,541 16.6%305,94917.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$55,833,692$5,736,445 -9.3%515,16614.1%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$37,166,547$1,179,733 3.3%75,0439.4%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,417,404$1,040,912 4.3%133,5936.4%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$24,165,427$657,443 2.8%12,3876.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$22,304,688$1,566,556 7.6%38,6995.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$15,212,454$112,324 0.7%18,4193.8%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$13,102,261$136,234 -1.0%27,0253.3%Medical
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$12,726,661$1,989,346 18.5%44,9613.2%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$11,604,768$498,061 4.5%74,2802.9%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$10,221,641$900,434 9.7%12,8392.6%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$10,140,220$102,677 -1.0%33,5782.6%Finance
Adobe Inc. stock logo
ADBE
Adobe
$9,292,548$587,568 6.7%24,2292.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9,291,689$6,194,573 200.0%54,4522.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,093,605$19,794 -0.2%58,8052.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$8,656,384$336,304 4.0%1,8792.2%Retail/Wholesale
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$8,342,817$511,690 6.5%22,7612.1%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$7,772,470$189,948 2.5%20,7052.0%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$7,277,086$7,277,086 New Holding144,9331.8%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,718,682$330,720 5.2%65,3951.7%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$4,471,196$115,451 2.7%45,5831.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$3,354,483$137,067 4.3%9,1530.8%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$3,196,498$790 0.0%32,3860.8%Consumer Discretionary
Illumina, Inc. stock logo
ILMN
Illumina
$3,170,109$344,098 12.2%39,9560.8%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,566,076$23,252 -0.9%36,1980.6%Utilities
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,372,327$29,319 -2.1%1,4510.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$704,825$195,482 -21.7%3,3640.2%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$631,402$44,154 -6.5%2,5740.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$613,276$3,483 -0.6%3,6980.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$541,875$206,005 -27.5%4,0850.1%Medical
Deere & Company stock logo
DE
Deere & Company
$465,595$9,387 -2.0%9920.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$442,685$4,488 -1.0%4,9320.1%Medical
Visa Inc. stock logo
V
Visa
$353,6140.0%1,0090.1%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$350,907$6,596 -1.8%1,0640.1%Industrials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$323,488$837,685 -72.1%2,8870.1%Medical
Nucor Co. stock logo
NUE
Nucor
$291,8250.0%2,4250.1%Basic Materials
Oracle Co. stock logo
ORCL
Oracle
$281,577$9,088 3.3%2,0140.1%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$225,401$225,401 New Holding1,8480.1%Utilities
Paychex, Inc. stock logo
PAYX
Paychex
$224,4770.0%1,4550.1%Business Services
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$224,004$224,004 New Holding2,0500.1%Utilities
Five Below, Inc. stock logo
FIVE
Five Below
$0$2,838,958 -100.0%00.0%Retail/Wholesale
AstraZeneca PLC stock logo
AZN
AstraZeneca
$0$799,475 -100.0%00.0%Medical
UroGen Pharma Ltd. stock logo
URGN
UroGen Pharma
$0$369,566 -100.0%00.0%Medical
Evolus, Inc. stock logo
EOLS
Evolus
$0$276,773 -100.0%00.0%Medical
Summit Therapeutics Inc. stock logo
SMMT
Summit Therapeutics
$0$205,146 -100.0%00.0%Medical
Pulse Biosciences, Inc. stock logo
PLSE
Pulse Biosciences
$0$201,782 -100.0%00.0%Medical
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$0$200,169 -100.0%00.0%Finance
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$0$178,299 -100.0%00.0%Medical
Chimerix, Inc. stock logo
CMRX
Chimerix
$0$36,919 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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