Bender Robert & Associates
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Bender Robert & Associates reported 39 stock positions worth $481.3 million. Its top holding was Nvidia (NVDA) at 18.4% of the portfolio, followed by Apple (AAPL, 16.1%) and Intuitive Surgical (ISRG, 8.5%). Compared with Q3 2025, it sold out of 7, added to 4 and reduced 34. The biggest buy was GE Vernova (GEV, shares +587%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $481.3M (Q4 2025)
- SEC Filing
- 0000894300-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 39 stocks · $481.3M
| NVDA Nvidia Corp. | 18.41% | 475,127 | $88.6M | Reduce -4.0% |
| AAPL Apple Inc. | 16.11% | 285,181 | $77.5M | Reduce -2.0% |
| ISRG Intuitive Surgical Inc. | 8.52% | 72,424 | $41.0M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 6.26% | 130,521 | $30.1M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 5.16% | 37,603 | $24.8M | Reduce -0.8% |
| MELI MercadoLibre Inc. | 5.02% | 11,994 | $24.2M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 4.55% | 69,798 | $21.9M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 4.01% | 17,940 | $19.3M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 3.72% | 57,174 | $17.9M | Reduce -1.4% |
| AMD Advanced Micro Devices | 2.78% | 62,543 | $13.4M | Reduce -1.0% |
| ULTA Ulta Beauty Inc. | 2.75% | 21,902 | $13.3M | Reduce -2.1% |
| VRTX Vertex Pharmaceuticals Inc. | 2.49% | 26,463 | $12.0M | Add +0.5% |
| CB Chubb Ltd. | 2.12% | 32,693 | $10.2M | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 2.10% | 54,824 | $10.1M | Add +1.3% |
| BKNG Booking Holdings Inc. | 2.04% | 1,832 | $9.8M | Reduce -0.5% |
| NOW ServiceNow Inc. | 2.00% | 62,970 | $9.6M | Add +0.9% |
| MSFT Microsoft Corp. | 2.00% | 19,912 | $9.6M | Reduce -0.5% |
| LULU Lululemon Athletica Inc. | 1.87% | 43,328 | $9.0M | Reduce -0.4% |
| ADBE Adobe Inc. | 1.73% | 23,741 | $8.3M | Reduce -0.6% |
| ILMN Illumina Inc. | 1.08% | 39,467 | $5.2M | Reduce -0.0% |
| GEV GE Vernova Inc. | 0.98% | 7,239 | $4.7M | Add +587.5% |
| SBUX Starbucks Corp. | 0.78% | 44,732 | $3.8M | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 29,314 | $3.3M | Reduce -1.9% |
| HD Home Depot Inc. | 0.62% | 8,704 | $3.0M | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.59% | 35,220 | $2.8M | Reduce -1.8% |
| CMG Chipotle Mexican Grill Inc. | 0.33% | 42,642 | $1.6M | Reduce -67.7% |
| COST Costco Wholesale Corp. | 0.25% | 1,392 | $1.2M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.14% | 3,344 | $692K | Reduce -5.3% |
| ABBV Abbvie Inc. | 0.13% | 2,758 | $630K | Reduce -7.5% |
| CAT Caterpillar Inc. | 0.11% | 949 | $544K | Reduce -7.3% |
| MRK Merck & Co. Inc. | 0.10% | 4,437 | $467K | Reduce -7.8% |
| DE Deere & Co. | 0.09% | 912 | $425K | Reduce -7.1% |
| ABT Abbott Laboratories | 0.08% | 3,105 | $389K | Reduce -23.6% |
| ORCL Oracle Corp. | 0.08% | 1,964 | $383K | Reduce -2.5% |
| NUE Nucor Corp. | 0.08% | 2,285 | $373K | Reduce -5.8% |
| GILD Gilead Sciences Inc. | 0.07% | 2,819 | $346K | No change |
| V Visa Inc. Class A | 0.06% | 868 | $305K | Reduce -13.6% |
| AVGO Broadcom Inc. | 0.05% | 750 | $260K | Reduce -3.2% |
| DUK Duke Energy Corp. | 0.04% | 1,748 | $205K | Reduce -5.4% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -4.0% | 18.41% | −1.55 |
| MELI MercadoLibre Inc. | Reduce -1.0% | 5.02% | −1.10 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 5.16% | −0.86 |
| CMG Chipotle Mexican Grill Inc. | Reduce -67.7% | 0.33% | −0.79 |
| MSFT Microsoft Corp. | Reduce -0.5% | 2.00% | −0.24 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -2.2% | 0.62% | −0.16 |
| URGN Urogen Pharma Ltd. | Sold out | 0.00% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 2.04% | −0.11 |
| ADBE Adobe Inc. | Reduce -0.6% | 1.73% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.05 |
| AEP American Electric Power | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.69% | −0.05 |
| PLSE Pulse Biosciences Inc. | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.08% | −0.04 |
| BCRX Biocryst Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -23.6% | 0.08% | −0.04 |
| SBUX Starbucks Corp. | Reduce -0.0% | 0.78% | −0.04 |
| EOLS Evolus Inc. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.25% | −0.03 |
| ABBV Abbvie Inc. | Reduce -7.5% | 0.13% | −0.02 |
| V Visa Inc. Class A | Reduce -13.6% | 0.06% | −0.01 |
| DE Deere & Co. | Reduce -7.1% | 0.09% | −0.01 |
| DUK Duke Energy Corp. | Reduce -5.4% | 0.04% | −0.01 |
| AVGO Broadcom Inc. | Reduce -3.2% | 0.05% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -1.8% | 0.59% | +0.00 |
| JNJ Johnson & Johnson | Reduce -5.3% | 0.14% | +0.00 |
| NUE Nucor Corp. | Reduce -5.8% | 0.08% | +0.01 |
| CAT Caterpillar Inc. | Reduce -7.3% | 0.11% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -7.8% | 0.10% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 6.26% | +0.02 |
| AAPL Apple Inc. | Reduce -2.0% | 16.11% | +0.09 |
| ULTA Ulta Beauty Inc. | Reduce -2.1% | 2.75% | +0.11 |
| CB Chubb Ltd. | Reduce -0.6% | 2.12% | +0.11 |
| LULU Lululemon Athletica Inc. | Reduce -0.4% | 1.87% | +0.20 |
| ILMN Illumina Inc. | Reduce -0.0% | 1.08% | +0.27 |
| AMD Advanced Micro Devices | Reduce -1.0% | 2.78% | +0.57 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 3.72% | +0.67 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 4.55% | +0.80 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 4.01% | +1.00 |
| ISRG Intuitive Surgical Inc. | Reduce -0.7% | 8.52% | +1.47 |
Portfolio Buys Q3 2025 → Q4 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 |