Bender Robert & Associates
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Bender Robert & Associates reported 39 stock positions worth $481.2 million. Its top holding was Nvidia (NVDA) at 18.1% of the portfolio, followed by Apple (AAPL, 15.5%) and Advanced Micro Devices (AMD, 7.3%). Compared with Q1 2026, it opened 1 new position, sold out of 7, added to 15 and reduced 16. The biggest buy was Palo Alto Networks (PANW, shares +1%) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $481.2M (Q2 2026)
- SEC Filing
- 0000894300-26-000003 ↗ filed Jul 30, 2026
Holdings Value
Holdings 39 stocks · $481.2M
| NVDA Nvidia Corp. | 18.14% | 436,254 | $87.3M | Reduce -2.1% |
| AAPL Apple Inc. | 15.46% | 257,167 | $74.4M | Reduce -1.9% |
| AMD Advanced Micro Devices | 7.29% | 60,417 | $35.1M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 6.26% | 126,383 | $30.1M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 5.67% | 68,654 | $27.3M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 4.72% | 64,314 | $22.7M | Reduce -3.3% |
| LLY Eli Lilly & Co. | 4.40% | 17,644 | $21.2M | Add +0.5% |
| META Meta Platforms Inc. Class A | 4.23% | 36,173 | $20.4M | Reduce -0.5% |
| MELI MercadoLibre Inc. | 4.12% | 11,674 | $19.8M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 4.05% | 54,533 | $19.5M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 3.94% | 55,585 | $19.0M | Add +0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 2.72% | 26,303 | $13.1M | Add +0.5% |
| GEV GE Vernova Inc. | 2.58% | 10,577 | $12.4M | Add +0.7% |
| CB Chubb Ltd. | 2.20% | 31,045 | $10.6M | Reduce -0.3% |
| ULTA Ulta Beauty Inc. | 1.98% | 21,103 | $9.5M | Add +0.3% |
| BKNG Booking Holdings Inc. | 1.65% | 44,507 | $7.9M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.55% | 19,960 | $7.4M | Add +1.3% |
| ILMN Illumina Inc. | 1.43% | 39,263 | $6.9M | Add +0.1% |
| NOW ServiceNow Inc. | 1.29% | 62,717 | $6.2M | Add +1.9% |
| ADBE Adobe Inc. | 0.97% | 22,760 | $4.7M | Reduce -1.9% |
| LULU Lululemon Athletica Inc. | 0.95% | 40,177 | $4.6M | Reduce -1.5% |
| SBUX Starbucks Corp. | 0.94% | 44,256 | $4.5M | Add +0.5% |
| HD Home Depot Inc. | 0.64% | 8,789 | $3.1M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.63% | 34,692 | $3.0M | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 29,360 | $2.8M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.25% | 1,268 | $1.2M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.20% | 916 | $975K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.17% | 3,224 | $819K | No change |
| JPM JPMorgan Chase & Co. | 0.17% | 2,481 | $812K | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.13% | 2,393 | $602K | No change |
| DE Deere & Co. | 0.12% | 912 | $579K | No change |
| MRK Merck & Co. Inc. | 0.11% | 4,042 | $519K | Reduce -0.9% |
| NUE Nucor Corp. | 0.11% | 2,275 | $507K | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 0.07% | 2,819 | $356K | No change |
| ORCL Oracle Corp. | 0.06% | 2,052 | $301K | No change |
| ABT Abbott Laboratories | 0.05% | 2,905 | $264K | No change |
| AVGO Broadcom Inc. | 0.05% | 622 | $235K | Reduce -7.2% |
| INTC Intel Corp. | 0.05% | 1,680 | $235K | New |
| DUK Duke Energy Corp. | 0.05% | 1,748 | $221K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -0.5% | 4.23% | −0.76 |
| LULU Lululemon Athletica Inc. | Reduce -1.5% | 0.95% | −0.54 |
| NVDA Nvidia Corp. | Reduce -2.1% | 18.14% | −0.50 |
| AAPL Apple Inc. | Reduce -1.9% | 15.46% | −0.49 |
| ADBE Adobe Inc. | Reduce -1.9% | 0.97% | −0.38 |
| CB Chubb Ltd. | Reduce -0.3% | 2.20% | −0.24 |
| BKNG Booking Holdings Inc. | Reduce -0.7% | 1.65% | −0.16 |
| URGN Urogen Pharma Ltd. | Sold out | 0.00% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 6.26% | −0.08 |
| PLSE Pulse Biosciences Inc. | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.25% | −0.06 |
| AEP American Electric Power | Sold out | 0.00% | −0.06 |
| BCRX Biocryst Pharmaceuticals Inc. | Sold out | 0.00% | −0.05 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.05 |
| EOLS Evolus Inc. | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.11% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.17% | −0.01 |
| AVGO Broadcom Inc. | Reduce -7.2% | 0.05% | −0.00 |
| NUE Nucor Corp. | Reduce -0.4% | 0.11% | +0.01 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.20% | +0.05 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 4.72% | +0.14 |
| AMD Advanced Micro Devices | Reduce -0.7% | 7.29% | +4.32 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +0.7% | 3.94% | +1.82 |
| LLY Eli Lilly & Co. | Add +0.5% | 4.40% | +0.53 |
| GEV GE Vernova Inc. | Add +0.7% | 2.58% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 4.05% | +0.30 |
| ILMN Illumina Inc. | Add +0.1% | 1.43% | +0.27 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| SBUX Starbucks Corp. | Add +0.5% | 0.94% | −0.01 |
| HD Home Depot Inc. | Add +1.6% | 0.64% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.5% | 2.72% | −0.09 |
| DIS The Walt Disney Co. | Add +0.5% | 0.59% | −0.09 |
| NEE Nextera Energy Inc. | Add +2.2% | 0.63% | −0.12 |
| MSFT Microsoft Corp. | Add +1.3% | 1.55% | −0.20 |
| NOW ServiceNow Inc. | Add +1.9% | 1.29% | −0.25 |
| ULTA Ulta Beauty Inc. | Add +0.3% | 1.98% | −0.66 |
| MELI MercadoLibre Inc. | Add +0.2% | 4.12% | −0.72 |
| ISRG Intuitive Surgical Inc. | Add +0.0% | 5.67% | −1.92 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 39 | $481.2M | NVDA, AAPL, AMD, AMZN, ISRG |
| Q1 2026 | 45 | $416.9M | NVDA, AAPL, ISRG, AMZN, META |
| Q4 2025 | 39 | $481.3M | NVDA, AAPL, ISRG, AMZN, META |
| Q3 2025 | 46 | $462.6M | NVDA, AAPL, ISRG, AMZN, MELI |
| Q2 2025 | 46 | $448.3M | NVDA, AAPL, ISRG, MELI, AMZN |
| Q1 2025 | 40 | $396.1M | AAPL, NVDA, ISRG, AMZN, MELI |
| Q4 2024 | 46 | $414.3M | NVDA, AAPL, ISRG, AMZN, META |
| Q3 2024 | 39 | $470.9M | AAPL, NVDA, ISRG, AMZN, MELI |
| Q2 2024 | 0 | $0 | |
| Q1 2024 | 43 | $426.7M | AAPL, NVDA, ISRG, AMZN, META |