Bender Robert & Associates
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Bender Robert & Associates reported 46 stock positions worth $462.6 million. Its top holding was Nvidia (NVDA) at 20.0% of the portfolio, followed by Apple (AAPL, 16.0%) and Intuitive Surgical (ISRG, 7.1%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 31. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale Intuitive Surgical (ISRG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $462.6M (Q3 2025)
- SEC Filing
- 0000894300-25-000002 ↗ filed Oct 22, 2025
Holdings Value
Holdings 46 stocks · $462.6M
| NVDA Nvidia Corp. | 19.96% | 494,878 | $92.3M | Reduce -2.3% |
| AAPL Apple Inc. | 16.02% | 291,005 | $74.1M | Reduce -2.5% |
| ISRG Intuitive Surgical Inc. | 7.05% | 72,952 | $32.6M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 6.24% | 131,395 | $28.9M | Reduce -1.0% |
| MELI MercadoLibre Inc. | 6.12% | 12,113 | $28.3M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 6.02% | 37,912 | $27.8M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 3.75% | 71,266 | $17.4M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 3.05% | 58,006 | $14.1M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 3.00% | 18,210 | $13.9M | Reduce -0.8% |
| ULTA Ulta Beauty Inc. | 2.65% | 22,382 | $12.2M | Reduce -1.3% |
| NOW ServiceNow Inc. | 2.48% | 12,486 | $11.5M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 2.38% | 54,130 | $11.0M | Add +1.2% |
| MSFT Microsoft Corp. | 2.24% | 20,016 | $10.4M | Reduce -1.5% |
| VRTX Vertex Pharmaceuticals Inc. | 2.23% | 26,330 | $10.3M | Reduce -1.4% |
| AMD Advanced Micro Devices | 2.21% | 63,154 | $10.2M | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 2.15% | 1,842 | $9.9M | Reduce -1.0% |
| CB Chubb Ltd. | 2.01% | 32,875 | $9.3M | Add +0.7% |
| ADBE Adobe Inc. | 1.82% | 23,877 | $8.4M | Reduce -0.9% |
| LULU Lululemon Athletica Inc. | 1.67% | 43,499 | $7.7M | Reduce -1.9% |
| CMG Chipotle Mexican Grill Inc. | 1.12% | 131,940 | $5.2M | Reduce -6.5% |
| SBUX Starbucks Corp. | 0.82% | 44,750 | $3.8M | Reduce -1.4% |
| ILMN Illumina Inc. | 0.81% | 39,474 | $3.7M | Reduce -0.6% |
| HD Home Depot Inc. | 0.78% | 8,899 | $3.6M | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 29,866 | $3.4M | Reduce -5.2% |
| NEE Nextera Energy Inc. | 0.59% | 35,873 | $2.7M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.28% | 1,404 | $1.3M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,565 | $809K | Reduce -0.2% |
| URGN Urogen Pharma Ltd. | 0.15% | 34,701 | $692K | No change |
| ABBV Abbvie Inc. | 0.15% | 2,982 | $690K | Reduce -10.5% |
| JNJ Johnson & Johnson | 0.14% | 3,532 | $655K | Reduce -0.6% |
| GEV GE Vernova Inc. | 0.14% | 1,053 | $647K | New |
| ORCL Oracle Corp. | 0.12% | 2,014 | $566K | No change |
| ABT Abbott Laboratories | 0.12% | 4,065 | $544K | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.11% | 1,024 | $489K | No change |
| DE Deere & Co. | 0.10% | 982 | $449K | No change |
| MRK Merck & Co. Inc. | 0.09% | 4,812 | $404K | Reduce -2.0% |
| V Visa Inc. Class A | 0.07% | 1,004 | $343K | Reduce -4.5% |
| NUE Nucor Corp. | 0.07% | 2,425 | $328K | No change |
| GILD Gilead Sciences Inc. | 0.07% | 2,819 | $313K | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.06% | 775 | $256K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,274 | $242K | No change |
| AEP American Electric Power | 0.05% | 2,050 | $231K | No change |
| DUK Duke Energy Corp. | 0.05% | 1,848 | $229K | No change |
| PLSE Pulse Biosciences Inc. | 0.04% | 11,590 | $205K | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 0.04% | 23,710 | $180K | No change |
| EOLS Evolus Inc. | 0.03% | 25,070 | $154K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 7.05% | −1.84 |
| MELI MercadoLibre Inc. | Reduce -1.0% | 6.12% | −1.02 |
| LULU Lululemon Athletica Inc. | Reduce -1.9% | 1.67% | −0.68 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.5% | 1.12% | −0.65 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 2.23% | −0.42 |
| NOW ServiceNow Inc. | Reduce -0.4% | 2.48% | −0.39 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 6.02% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 6.24% | −0.26 |
| ADBE Adobe Inc. | Reduce -0.9% | 1.82% | −0.26 |
| BKNG Booking Holdings Inc. | Reduce -1.0% | 2.15% | −0.25 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 3.00% | −0.19 |
| DIS The Walt Disney Co. | Reduce -5.2% | 0.74% | −0.13 |
| SBUX Starbucks Corp. | Reduce -1.4% | 0.82% | −0.11 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.28% | −0.04 |
| ILMN Illumina Inc. | Reduce -0.6% | 0.81% | −0.03 |
| MSFT Microsoft Corp. | Reduce -1.5% | 2.24% | −0.01 |
| V Visa Inc. Class A | Reduce -4.5% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.2% | 0.12% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -1.7% | 0.07% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.09% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.17% | +0.01 |
| ABBV Abbvie Inc. | Reduce -10.5% | 0.15% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.14% | +0.02 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.59% | +0.03 |
| HD Home Depot Inc. | Reduce -1.0% | 0.78% | +0.04 |
| AMD Advanced Micro Devices | Reduce -1.5% | 2.21% | +0.18 |
| ULTA Ulta Beauty Inc. | Reduce -1.3% | 2.65% | +0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 3.05% | +0.74 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 3.75% | +0.85 |
| NVDA Nvidia Corp. | Reduce -2.3% | 19.96% | +2.11 |
| AAPL Apple Inc. | Reduce -2.5% | 16.02% | +2.35 |
Portfolio Buys Q2 2025 → Q3 2025
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 |