Bender Robert & Associates
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Bender Robert & Associates reported 40 stock positions worth $396.1 million. Its top holding was Apple (AAPL) at 17.2% of the portfolio, followed by Nvidia (NVDA, 14.1%) and Intuitive Surgical (ISRG, 9.4%). Compared with Q4 2024, it opened 3 new positions, sold out of 9, added to 19 and reduced 15. The biggest buy was a new position in Chipotle Mexican Grill (CMG) and the biggest sale Nvidia (NVDA, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $396.1M (Q1 2025)
- SEC Filing
- 0001085146-25-002196 ↗ filed Apr 18, 2025
Holdings Value
Holdings 40 stocks · $396.1M
| AAPL Apple Inc. | 17.16% | 305,949 | $68.0M | Add +16.6% |
| NVDA Nvidia Corp. | 14.10% | 515,166 | $55.8M | Reduce -9.3% |
| ISRG Intuitive Surgical Inc. | 9.38% | 75,043 | $37.2M | Add +3.3% |
| AMZN Amazon.com Inc. | 6.42% | 133,593 | $25.4M | Add +4.3% |
| MELI MercadoLibre Inc. | 6.10% | 12,387 | $24.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 5.63% | 38,699 | $22.3M | Add +7.5% |
| LLY Eli Lilly & Co. | 3.84% | 18,419 | $15.2M | Add +0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 3.31% | 27,025 | $13.1M | Reduce -1.0% |
| LULU Lululemon Athletica Inc. | 3.21% | 44,961 | $12.7M | Add +18.5% |
| GOOG Alphabet Inc. Class C | 2.93% | 74,280 | $11.6M | Add +4.5% |
| NOW ServiceNow Inc. | 2.58% | 12,839 | $10.2M | Add +9.7% |
| CB Chubb Ltd. | 2.56% | 33,578 | $10.1M | Reduce -1.0% |
| ADBE Adobe Inc. | 2.35% | 24,229 | $9.3M | Add +6.8% |
| PANW Palo Alto Networks Inc. | 2.35% | 54,452 | $9.3M | Add +200.0% |
| GOOGL Alphabet Inc. Class A | 2.30% | 58,805 | $9.1M | Reduce -0.2% |
| BKNG Booking Holdings Inc. | 2.19% | 1,879 | $8.7M | Add +4.0% |
| ULTA Ulta Beauty Inc. | 2.11% | 22,761 | $8.3M | Add +6.5% |
| MSFT Microsoft Corp. | 1.96% | 20,705 | $7.8M | Add +2.5% |
| CMG Chipotle Mexican Grill Inc. | 1.84% | 144,933 | $7.3M | New |
| AMD Advanced Micro Devices | 1.70% | 65,395 | $6.7M | Add +5.2% |
| SBUX Starbucks Corp. | 1.13% | 45,583 | $4.5M | Add +2.6% |
| HD Home Depot Inc. | 0.85% | 9,153 | $3.4M | Add +4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 32,386 | $3.2M | Reduce -0.0% |
| ILMN Illumina Inc. | 0.80% | 39,956 | $3.2M | Add +12.2% |
| NEE Nextera Energy Inc. | 0.65% | 36,198 | $2.6M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.35% | 1,451 | $1.4M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.18% | 3,364 | $705K | Reduce -21.7% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,574 | $631K | Reduce -6.5% |
| JNJ Johnson & Johnson | 0.15% | 3,698 | $613K | Reduce -0.6% |
| ABT Abbott Laboratories | 0.14% | 4,085 | $542K | Reduce -27.6% |
| DE Deere & Co. | 0.12% | 992 | $466K | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.11% | 4,932 | $443K | Reduce -1.0% |
| V Visa Inc. Class A | 0.09% | 1,009 | $354K | No change |
| CAT Caterpillar Inc. | 0.09% | 1,064 | $351K | Reduce -1.9% |
| GILD Gilead Sciences Inc. | 0.08% | 2,887 | $323K | Reduce -72.1% |
| NUE Nucor Corp. | 0.07% | 2,425 | $292K | No change |
| ORCL Oracle Corp. | 0.07% | 2,014 | $282K | Add +3.3% |
| DUK Duke Energy Corp. | 0.06% | 1,848 | $225K | New |
| PAYX Paychex Inc. | 0.06% | 1,455 | $224K | No change |
| AEP American Electric Power | 0.06% | 2,050 | $224K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -9.3% | 14.10% | −4.32 |
| FIVE Five Below | Sold out | 0.00% | −0.69 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 2.30% | −0.40 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.19 |
| GILD Gilead Sciences Inc. | Reduce -72.1% | 0.08% | −0.15 |
| URGN Urogen Pharma Ltd. | Sold out | 0.00% | −0.09 |
| EOLS Evolus Inc. | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -0.0% | 0.81% | −0.06 |
| SMMT Summit Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| PLSE Pulse Biosciences Inc. | Sold out | 0.00% | −0.05 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.05 |
| BCRX Biocryst Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -27.6% | 0.14% | −0.02 |
| CMRX Chimerix Inc. | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.0% | 0.11% | −0.01 |
| ABBV Abbvie Inc. | Reduce -21.7% | 0.18% | −0.01 |
| CAT Caterpillar Inc. | Reduce -1.9% | 0.09% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -6.5% | 0.16% | +0.00 |
| DE Deere & Co. | Reduce -2.0% | 0.12% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 0.65% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 0.35% | +0.02 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.15% | +0.03 |
| CB Chubb Ltd. | Reduce -1.0% | 2.56% | +0.30 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.0% | 3.31% | +0.65 |
Portfolio Buys Q4 2024 → Q1 2025
| CMG Chipotle Mexican Grill Inc. | New | 1.84% | +1.84 |
| PANW Palo Alto Networks Inc. | Add +200.0% | 2.35% | +1.55 |
| AAPL Apple Inc. | Add +16.6% | 17.16% | +1.30 |
| MELI MercadoLibre Inc. | Add +2.8% | 6.10% | +1.15 |
| META Meta Platforms Inc. Class A | Add +7.5% | 5.63% | +0.55 |
| LLY Eli Lilly & Co. | Add +0.7% | 3.84% | +0.43 |
| ISRG Intuitive Surgical Inc. | Add +3.3% | 9.38% | +0.23 |
| SBUX Starbucks Corp. | Add +2.6% | 1.13% | +0.15 |
| DUK Duke Energy Corp. | New | 0.06% | +0.06 |
| AEP American Electric Power | New | 0.06% | +0.06 |
| HD Home Depot Inc. | Add +4.3% | 0.85% | +0.02 |
| BKNG Booking Holdings Inc. | Add +4.0% | 2.19% | +0.02 |
| ORCL Oracle Corp. | Add +3.3% | 0.07% | −0.01 |
| ADBE Adobe Inc. | Add +6.8% | 2.35% | −0.09 |
| MSFT Microsoft Corp. | Add +2.5% | 1.96% | −0.09 |
| AMD Advanced Micro Devices | Add +5.2% | 1.70% | −0.12 |
| ULTA Ulta Beauty Inc. | Add +6.5% | 2.11% | −0.14 |
| LULU Lululemon Athletica Inc. | Add +18.5% | 3.21% | −0.29 |
| GOOG Alphabet Inc. Class C | Add +4.5% | 2.93% | −0.34 |
| ILMN Illumina Inc. | Add +12.2% | 0.80% | −0.35 |
| AMZN Amazon.com Inc. | Add +4.3% | 6.42% | −0.37 |
| NOW ServiceNow Inc. | Add +9.7% | 2.58% | −0.42 |
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 |