Bender Robert & Associates
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Bender Robert & Associates reported 45 stock positions worth $416.9 million. Its top holding was Nvidia (NVDA) at 18.6% of the portfolio, followed by Apple (AAPL, 16.0%) and Intuitive Surgical (ISRG, 7.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 1, added to 3 and reduced 31. The biggest buy was GE Vernova (GEV, shares +45%) and the biggest sale Intuitive Surgical (ISRG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0000894300
- Portfolio Value
- $416.9M (Q1 2026)
- SEC Filing
- 0000894300-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 45 stocks · $416.9M
| NVDA Nvidia Corp. | 18.64% | 445,692 | $77.7M | Reduce -6.2% |
| AAPL Apple Inc. | 15.96% | 262,152 | $66.5M | Reduce -8.1% |
| ISRG Intuitive Surgical Inc. | 7.59% | 68,645 | $31.6M | Reduce -5.2% |
| AMZN Amazon.com Inc. | 6.34% | 126,943 | $26.4M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 4.99% | 36,359 | $20.8M | Reduce -3.3% |
| MELI MercadoLibre Inc. | 4.83% | 11,653 | $20.1M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 4.58% | 66,536 | $19.1M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 3.87% | 17,554 | $16.1M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 3.75% | 54,427 | $15.7M | Reduce -4.8% |
| AMD Advanced Micro Devices | 2.97% | 60,850 | $12.4M | Reduce -2.7% |
| VRTX Vertex Pharmaceuticals Inc. | 2.80% | 26,171 | $11.7M | Reduce -1.1% |
| ULTA Ulta Beauty Inc. | 2.64% | 21,038 | $11.0M | Reduce -3.9% |
| CB Chubb Ltd. | 2.43% | 31,128 | $10.1M | Reduce -4.8% |
| GEV GE Vernova Inc. | 2.20% | 10,508 | $9.2M | Add +45.2% |
| PANW Palo Alto Networks Inc. | 2.12% | 55,190 | $8.8M | Add +0.7% |
| BKNG Booking Holdings Inc. | 1.81% | 1,793 | $7.5M | Reduce -2.1% |
| MSFT Microsoft Corp. | 1.75% | 19,696 | $7.3M | Reduce -1.1% |
| NOW ServiceNow Inc. | 1.54% | 61,535 | $6.4M | Reduce -2.3% |
| LULU Lululemon Athletica Inc. | 1.50% | 40,772 | $6.2M | Reduce -5.9% |
| ADBE Adobe Inc. | 1.35% | 23,192 | $5.6M | Reduce -2.3% |
| ILMN Illumina Inc. | 1.16% | 39,228 | $4.8M | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.95% | 44,025 | $3.9M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.76% | 33,947 | $3.2M | Reduce -3.6% |
| HD Home Depot Inc. | 0.68% | 8,652 | $2.8M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 29,217 | $2.8M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.31% | 1,284 | $1.3M | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.19% | 3,224 | $788K | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 2,495 | $734K | New |
| CAT Caterpillar Inc. | 0.16% | 924 | $655K | Reduce -2.6% |
| URGN Urogen Pharma Ltd. | 0.15% | 34,701 | $624K | New |
| ABBV Abbvie Inc. | 0.12% | 2,393 | $520K | Reduce -13.2% |
| DE Deere & Co. | 0.12% | 912 | $514K | No change |
| MRK Merck & Co. Inc. | 0.12% | 4,077 | $490K | Reduce -8.1% |
| GILD Gilead Sciences Inc. | 0.09% | 2,819 | $393K | No change |
| NUE Nucor Corp. | 0.09% | 2,285 | $386K | No change |
| ORCL Oracle Corp. | 0.07% | 2,052 | $302K | Add +4.5% |
| ABT Abbott Laboratories | 0.07% | 2,905 | $298K | Reduce -6.4% |
| PLSE Pulse Biosciences Inc. | 0.06% | 12,190 | $263K | New |
| V Visa Inc. Class A | 0.06% | 864 | $261K | Reduce -0.5% |
| AEP American Electric Power | 0.06% | 1,900 | $249K | New |
| DUK Duke Energy Corp. | 0.05% | 1,748 | $229K | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 0.05% | 23,710 | $226K | New |
| MAR Marriott International Class A | 0.05% | 672 | $220K | New |
| AVGO Broadcom Inc. | 0.05% | 670 | $207K | Reduce -10.7% |
| EOLS Evolus Inc. | 0.02% | 25,070 | $103K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ISRG Intuitive Surgical Inc. | Reduce -5.2% | 7.59% | −0.93 |
| NOW ServiceNow Inc. | Reduce -2.3% | 1.54% | −0.46 |
| ADBE Adobe Inc. | Reduce -2.3% | 1.35% | −0.37 |
| LULU Lululemon Athletica Inc. | Reduce -5.9% | 1.50% | −0.37 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.75% | −0.25 |
| BKNG Booking Holdings Inc. | Reduce -2.1% | 1.81% | −0.23 |
| MELI MercadoLibre Inc. | Reduce -2.8% | 4.83% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -3.3% | 4.99% | −0.17 |
| AAPL Apple Inc. | Reduce -8.1% | 15.96% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 3.87% | −0.13 |
| ULTA Ulta Beauty Inc. | Reduce -3.9% | 2.64% | −0.12 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.68% | −0.02 |
| ABT Abbott Laboratories | Reduce -6.4% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Reduce -13.2% | 0.12% | −0.01 |
| AVGO Broadcom Inc. | Reduce -10.7% | 0.05% | −0.00 |
| V Visa Inc. Class A | Reduce -0.5% | 0.06% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -8.1% | 0.12% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 4.58% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 3.75% | +0.04 |
| CAT Caterpillar Inc. | Reduce -2.6% | 0.16% | +0.04 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.19% | +0.05 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.31% | +0.06 |
| HD Home Depot Inc. | Reduce -0.6% | 0.68% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 6.34% | +0.08 |
| ILMN Illumina Inc. | Reduce -0.6% | 1.16% | +0.08 |
| SBUX Starbucks Corp. | Reduce -1.6% | 0.95% | +0.16 |
| NEE Nextera Energy Inc. | Reduce -3.6% | 0.76% | +0.17 |
| AMD Advanced Micro Devices | Reduce -2.7% | 2.97% | +0.19 |
| NVDA Nvidia Corp. | Reduce -6.2% | 18.64% | +0.23 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.1% | 2.80% | +0.31 |
| CB Chubb Ltd. | Reduce -4.8% | 2.43% | +0.31 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | Add +45.2% | 2.20% | +1.22 |
| JPM JPMorgan Chase & Co. | New | 0.18% | +0.18 |
| URGN Urogen Pharma Ltd. | New | 0.15% | +0.15 |
| PLSE Pulse Biosciences Inc. | New | 0.06% | +0.06 |
| AEP American Electric Power | New | 0.06% | +0.06 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| MAR Marriott International Class A | New | 0.05% | +0.05 |
| EOLS Evolus Inc. | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +0.7% | 2.12% | +0.02 |
| ORCL Oracle Corp. | Add +4.5% | 0.07% | −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 |