Bender Robert & Associates
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Bender Robert & Associates reported 39 stock positions worth $470.9 million. Its top holding was Apple (AAPL) at 20.1% of the portfolio, followed by Nvidia (NVDA, 17.1%) and Intuitive Surgical (ISRG, 8.8%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $470.9M (Q3 2024)
- SEC Filing
- 0001085146-24-005230 ↗ filed Oct 30, 2024
Holdings Value
Holdings 39 stocks · $470.9M
| AAPL Apple Inc. | 20.08% | 405,831 | $94.6M | — |
| NVDA Nvidia Corp. | 17.08% | 662,150 | $80.4M | — |
| ISRG Intuitive Surgical Inc. | 8.81% | 84,415 | $41.5M | — |
| AMZN Amazon.com Inc. | 5.85% | 147,868 | $27.6M | — |
| MELI MercadoLibre Inc. | 5.83% | 13,391 | $27.5M | — |
| META Meta Platforms Inc. Class A | 5.32% | 43,781 | $25.1M | — |
| LLY Eli Lilly & Co. | 3.40% | 18,051 | $16.0M | — |
| LULU Lululemon Athletica Inc. | 3.17% | 55,078 | $14.9M | — |
| GOOG Alphabet Inc. Class C | 2.91% | 81,887 | $13.7M | — |
| NOW ServiceNow Inc. | 2.70% | 14,238 | $12.7M | — |
| VRTX Vertex Pharmaceuticals Inc. | 2.68% | 27,134 | $12.6M | — |
| ADBE Adobe Inc. | 2.65% | 24,114 | $12.5M | — |
| AMD Advanced Micro Devices | 2.41% | 69,217 | $11.4M | — |
| CB Chubb Ltd. | 2.07% | 33,748 | $9.7M | — |
| GOOGL Alphabet Inc. Class A | 2.05% | 58,149 | $9.6M | — |
| ULTA Ulta Beauty Inc. | 2.03% | 24,581 | $9.6M | — |
| MSFT Microsoft Corp. | 1.81% | 19,851 | $8.5M | — |
| BKNG Booking Holdings Inc. | 1.80% | 2,013 | $8.5M | — |
| ILMN Illumina Inc. | 1.23% | 44,579 | $5.8M | — |
| SBUX Starbucks Corp. | 0.90% | 43,251 | $4.2M | — |
| FIVE Five Below | 0.73% | 39,107 | $3.5M | — |
| HD Home Depot Inc. | 0.73% | 8,518 | $3.5M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.66% | 32,196 | $3.1M | — |
| NEE Nextera Energy Inc. | 0.65% | 36,231 | $3.1M | — |
| PANW Palo Alto Networks Inc. | 0.63% | 8,652 | $3.0M | — |
| COST Costco Wholesale Corp. | 0.27% | 1,428 | $1.3M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.23% | 13,882 | $1.1M | — |
| GILD Gilead Sciences Inc. | 0.20% | 11,334 | $950K | — |
| ABBV Abbvie Inc. | 0.18% | 4,329 | $855K | — |
| ABT Abbott Laboratories | 0.14% | 5,771 | $658K | — |
| JPM JPMorgan Chase & Co. | 0.13% | 2,848 | $601K | — |
| JNJ Johnson & Johnson | 0.12% | 3,539 | $573K | — |
| MRK Merck & Co. Inc. | 0.12% | 4,982 | $566K | — |
| CAT Caterpillar Inc. | 0.09% | 1,089 | $426K | — |
| DE Deere & Co. | 0.09% | 1,015 | $424K | — |
| NUE Nucor Corp. | 0.08% | 2,425 | $365K | — |
| ORCL Oracle Corp. | 0.07% | 1,949 | $332K | — |
| V Visa Inc. Class A | 0.05% | 894 | $246K | — |
| AEP American Electric Power | 0.04% | 2,050 | $210K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
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 |