Bender Robert & Associates
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Bender Robert & Associates reported 46 stock positions worth $448.3 million. Its top holding was Nvidia (NVDA) at 17.9% of the portfolio, followed by Apple (AAPL, 13.7%) and Intuitive Surgical (ISRG, 8.9%). Compared with Q1 2025, it opened 6 new positions, added to 2 and reduced 33. The biggest buy was a new position in Urogen Pharma (URGN) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $448.3M (Q2 2025)
- SEC Filing
- 0001085146-25-004155 ↗ filed Jul 24, 2025
Holdings Value
Holdings 46 stocks · $448.3M
| NVDA Nvidia Corp. | 17.85% | 506,570 | $80.0M | Reduce -1.7% |
| AAPL Apple Inc. | 13.66% | 298,598 | $61.3M | Reduce -2.4% |
| ISRG Intuitive Surgical Inc. | 8.90% | 73,397 | $39.9M | Reduce -2.2% |
| MELI MercadoLibre Inc. | 7.14% | 12,239 | $32.0M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 6.50% | 132,770 | $29.1M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 6.33% | 38,428 | $28.4M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 3.19% | 18,366 | $14.3M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 2.90% | 73,377 | $13.0M | Reduce -1.2% |
| NOW ServiceNow Inc. | 2.87% | 12,532 | $12.9M | Reduce -2.4% |
| VRTX Vertex Pharmaceuticals Inc. | 2.65% | 26,712 | $11.9M | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 2.44% | 53,485 | $10.9M | Reduce -1.8% |
| BKNG Booking Holdings Inc. | 2.40% | 1,861 | $10.8M | Reduce -1.0% |
| ULTA Ulta Beauty Inc. | 2.37% | 22,668 | $10.6M | Reduce -0.4% |
| LULU Lululemon Athletica Inc. | 2.35% | 44,345 | $10.5M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 2.30% | 58,615 | $10.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 2.25% | 20,319 | $10.1M | Reduce -1.9% |
| CB Chubb Ltd. | 2.11% | 32,658 | $9.5M | Reduce -2.7% |
| ADBE Adobe Inc. | 2.08% | 24,106 | $9.3M | Reduce -0.5% |
| AMD Advanced Micro Devices | 2.03% | 64,093 | $9.1M | Reduce -2.0% |
| CMG Chipotle Mexican Grill Inc. | 1.77% | 141,073 | $7.9M | Reduce -2.7% |
| SBUX Starbucks Corp. | 0.93% | 45,403 | $4.2M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.87% | 31,491 | $3.9M | Reduce -2.8% |
| ILMN Illumina Inc. | 0.85% | 39,717 | $3.8M | Reduce -0.6% |
| HD Home Depot Inc. | 0.73% | 8,986 | $3.3M | Reduce -1.8% |
| NEE Nextera Energy Inc. | 0.56% | 35,948 | $2.5M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.32% | 1,445 | $1.4M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,570 | $745K | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.14% | 3,332 | $618K | Reduce -0.9% |
| ABT Abbott Laboratories | 0.12% | 4,115 | $560K | Add +0.7% |
| JNJ Johnson & Johnson | 0.12% | 3,552 | $543K | Reduce -4.0% |
| DE Deere & Co. | 0.11% | 982 | $499K | Reduce -1.0% |
| URGN Urogen Pharma Ltd. | 0.11% | 34,701 | $475K | New |
| ORCL Oracle Corp. | 0.10% | 2,014 | $440K | No change |
| CAT Caterpillar Inc. | 0.09% | 1,024 | $398K | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.09% | 4,912 | $389K | Reduce -0.4% |
| V Visa Inc. Class A | 0.08% | 1,051 | $373K | Add +4.2% |
| GILD Gilead Sciences Inc. | 0.07% | 2,869 | $318K | Reduce -0.6% |
| NUE Nucor Corp. | 0.07% | 2,425 | $314K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,274 | $232K | New |
| EOLS Evolus Inc. | 0.05% | 25,070 | $231K | New |
| DUK Duke Energy Corp. | 0.05% | 1,848 | $218K | No change |
| AVGO Broadcom Inc. | 0.05% | 775 | $214K | New |
| AEP American Electric Power | 0.05% | 2,050 | $213K | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 0.05% | 23,710 | $212K | New |
| PAYX Paychex Inc. | 0.05% | 1,455 | $212K | No change |
| PLSE Pulse Biosciences Inc. | 0.04% | 11,590 | $175K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.4% | 13.66% | −3.49 |
| LULU Lululemon Athletica Inc. | Reduce -1.4% | 2.35% | −0.86 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.2% | 2.65% | −0.66 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 3.19% | −0.65 |
| ISRG Intuitive Surgical Inc. | Reduce -2.2% | 8.90% | −0.49 |
| CB Chubb Ltd. | Reduce -2.7% | 2.11% | −0.45 |
| ADBE Adobe Inc. | Reduce -0.5% | 2.08% | −0.27 |
| SBUX Starbucks Corp. | Reduce -0.4% | 0.93% | −0.20 |
| HD Home Depot Inc. | Reduce -1.8% | 0.73% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 0.56% | −0.09 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.7% | 1.77% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.14% | −0.04 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.12% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.32% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 2.90% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.09% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -0.6% | 0.07% | −0.01 |
| DE Deere & Co. | Reduce -1.0% | 0.11% | −0.01 |
| CAT Caterpillar Inc. | Reduce -3.8% | 0.09% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.17% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 2.30% | +0.01 |
| ILMN Illumina Inc. | Reduce -0.6% | 0.85% | +0.04 |
| DIS The Walt Disney Co. | Reduce -2.8% | 0.87% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 6.50% | +0.08 |
| PANW Palo Alto Networks Inc. | Reduce -1.8% | 2.44% | +0.10 |
| BKNG Booking Holdings Inc. | Reduce -1.0% | 2.40% | +0.22 |
| ULTA Ulta Beauty Inc. | Reduce -0.4% | 2.37% | +0.26 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.25% | +0.29 |
| NOW ServiceNow Inc. | Reduce -2.4% | 2.87% | +0.29 |
| AMD Advanced Micro Devices | Reduce -2.0% | 2.03% | +0.33 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 6.33% | +0.70 |
| MELI MercadoLibre Inc. | Reduce -1.2% | 7.14% | +1.03 |
| NVDA Nvidia Corp. | Reduce -1.7% | 17.85% | +3.76 |
Portfolio Buys Q1 2025 → Q2 2025
| URGN Urogen Pharma Ltd. | New | 0.11% | +0.11 |
| RSP Invesco S&P 500 Equal Weight | New | 0.05% | +0.05 |
| EOLS Evolus Inc. | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| PLSE Pulse Biosciences Inc. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +4.2% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Add +0.7% | 0.12% | −0.01 |
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 |