Bender Robert & Associates
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Bender Robert & Associates reported 46 stock positions worth $414.3 million. Its top holding was Nvidia (NVDA) at 18.4% of the portfolio, followed by Apple (AAPL, 15.9%) and Intuitive Surgical (ISRG, 9.2%). Compared with Q3 2024, it opened 8 new positions, sold out of 1, added to 13 and reduced 22. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Apple (AAPL, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $414.3M (Q4 2024)
- SEC Filing
- 0001085146-25-000903 ↗ filed Feb 7, 2025
Holdings Value
Holdings 46 stocks · $414.3M
| NVDA Nvidia Corp. | 18.41% | 568,095 | $76.3M | Reduce -14.2% |
| AAPL Apple Inc. | 15.86% | 262,400 | $65.7M | Reduce -35.3% |
| ISRG Intuitive Surgical Inc. | 9.15% | 72,661 | $37.9M | Reduce -13.9% |
| AMZN Amazon.com Inc. | 6.78% | 128,122 | $28.1M | Reduce -13.3% |
| META Meta Platforms Inc. Class A | 5.09% | 35,981 | $21.1M | Reduce -17.8% |
| MELI MercadoLibre Inc. | 4.95% | 12,050 | $20.5M | Reduce -10.0% |
| LULU Lululemon Athletica Inc. | 3.50% | 37,933 | $14.5M | Reduce -31.1% |
| LLY Eli Lilly & Co. | 3.41% | 18,283 | $14.1M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 3.27% | 71,092 | $13.5M | Reduce -13.2% |
| NOW ServiceNow Inc. | 3.00% | 11,708 | $12.4M | Reduce -17.8% |
| GOOGL Alphabet Inc. Class A | 2.69% | 58,933 | $11.2M | Add +1.4% |
| VRTX Vertex Pharmaceuticals Inc. | 2.65% | 27,306 | $11.0M | Add +0.6% |
| ADBE Adobe Inc. | 2.44% | 22,697 | $10.1M | Reduce -5.9% |
| CB Chubb Ltd. | 2.26% | 33,918 | $9.4M | Add +0.5% |
| ULTA Ulta Beauty Inc. | 2.24% | 21,365 | $9.3M | Reduce -13.1% |
| BKNG Booking Holdings Inc. | 2.17% | 1,806 | $9.0M | Reduce -10.3% |
| MSFT Microsoft Corp. | 2.06% | 20,199 | $8.5M | Add +1.8% |
| AMD Advanced Micro Devices | 1.81% | 62,176 | $7.5M | Reduce -10.2% |
| ILMN Illumina Inc. | 1.15% | 35,619 | $4.8M | Reduce -20.1% |
| SBUX Starbucks Corp. | 0.98% | 44,406 | $4.1M | Add +2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.87% | 32,394 | $3.6M | Add +0.6% |
| HD Home Depot Inc. | 0.82% | 8,779 | $3.4M | Add +3.1% |
| PANW Palo Alto Networks Inc. | 0.80% | 18,150 | $3.3M | Add +4.9% |
| FIVE Five Below | 0.69% | 27,048 | $2.8M | Reduce -30.8% |
| NEE Nextera Energy Inc. | 0.63% | 36,526 | $2.6M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.33% | 1,482 | $1.4M | Add +3.8% |
| GILD Gilead Sciences Inc. | 0.23% | 10,363 | $957K | Reduce -8.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.19% | 12,202 | $799K | Reduce -12.1% |
| ABBV Abbvie Inc. | 0.18% | 4,297 | $764K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,754 | $660K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.15% | 5,638 | $638K | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.13% | 3,719 | $538K | Add +5.1% |
| MRK Merck & Co. Inc. | 0.12% | 4,982 | $496K | No change |
| DE Deere & Co. | 0.10% | 1,012 | $429K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.10% | 1,084 | $393K | Reduce -0.5% |
| URGN Urogen Pharma Ltd. | 0.09% | 34,701 | $370K | New |
| ORCL Oracle Corp. | 0.08% | 1,949 | $325K | No change |
| V Visa Inc. Class A | 0.08% | 1,009 | $319K | Add +12.9% |
| NUE Nucor Corp. | 0.07% | 2,425 | $283K | No change |
| EOLS Evolus Inc. | 0.07% | 25,070 | $277K | New |
| SMMT Summit Therapeutics Inc. | 0.05% | 11,496 | $205K | New |
| PAYX Paychex Inc. | 0.05% | 1,455 | $204K | New |
| PLSE Pulse Biosciences Inc. | 0.05% | 11,590 | $202K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 1,770 | $200K | New |
| BCRX Biocryst Pharmaceuticals Inc. | 0.04% | 23,710 | $178K | New |
| CMRX Chimerix Inc. | 0.01% | 10,609 | $37K | New |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -35.3% | 15.86% | −4.22 |
| MELI MercadoLibre Inc. | Reduce -10.0% | 4.95% | −0.89 |
| AMD Advanced Micro Devices | Reduce -10.2% | 1.81% | −0.60 |
| META Meta Platforms Inc. Class A | Reduce -17.8% | 5.09% | −0.24 |
| ADBE Adobe Inc. | Reduce -5.9% | 2.44% | −0.22 |
| ILMN Illumina Inc. | Reduce -20.1% | 1.15% | −0.09 |
| FIVE Five Below | Reduce -30.8% | 0.69% | −0.05 |
| AEP American Electric Power | Sold out | 0.00% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -12.1% | 0.19% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.18% | +0.00 |
| CAT Caterpillar Inc. | Reduce -0.5% | 0.10% | +0.00 |
| DE Deere & Co. | Reduce -0.3% | 0.10% | +0.01 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.15% | +0.01 |
| GILD Gilead Sciences Inc. | Reduce -8.6% | 0.23% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.3% | 0.16% | +0.03 |
| ULTA Ulta Beauty Inc. | Reduce -13.1% | 2.24% | +0.21 |
| NOW ServiceNow Inc. | Reduce -17.8% | 3.00% | +0.29 |
| LULU Lululemon Athletica Inc. | Reduce -31.1% | 3.50% | +0.33 |
| ISRG Intuitive Surgical Inc. | Reduce -13.9% | 9.15% | +0.35 |
| GOOG Alphabet Inc. Class C | Reduce -13.2% | 3.27% | +0.36 |
| BKNG Booking Holdings Inc. | Reduce -10.3% | 2.17% | +0.37 |
| AMZN Amazon.com Inc. | Reduce -13.3% | 6.78% | +0.93 |
| NVDA Nvidia Corp. | Reduce -14.2% | 18.41% | +1.34 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +1.4% | 2.69% | +0.64 |
| MSFT Microsoft Corp. | Add +1.8% | 2.06% | +0.24 |
| DIS The Walt Disney Co. | Add +0.6% | 0.87% | +0.21 |
| CB Chubb Ltd. | Add +0.5% | 2.26% | +0.20 |
| PANW Palo Alto Networks Inc. | Add +4.9% | 0.80% | +0.17 |
| HD Home Depot Inc. | Add +3.1% | 0.82% | +0.09 |
| URGN Urogen Pharma Ltd. | New | 0.09% | +0.09 |
| SBUX Starbucks Corp. | Add +2.7% | 0.98% | +0.08 |
| EOLS Evolus Inc. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +3.8% | 0.33% | +0.06 |
| SMMT Summit Therapeutics Inc. | New | 0.05% | +0.05 |
| PAYX Paychex Inc. | New | 0.05% | +0.05 |
| PLSE Pulse Biosciences Inc. | New | 0.05% | +0.05 |
| TROW T Rowe Price Group Inc. | New | 0.05% | +0.05 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +12.9% | 0.08% | +0.02 |
| LLY Eli Lilly & Co. | Add +1.3% | 3.41% | +0.01 |
| CMRX Chimerix Inc. | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +5.1% | 0.13% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.63% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.6% | 2.65% | −0.03 |
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 |