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Bender Robert & Associates Portfolio
$524.6M across 46 positions as of 2026-09-30, with 72% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+21.3%
+6.8% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
11 of 20
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +8.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +17.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -10.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +6.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +15.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -10.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +5.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $96.7M | 18.4% | 423,512 |
| AAPLApple Inc | $79.5M | 15.2% | 238,711 |
| AMDAdvanced Micro Devices Inc | $32.6M | 6.2% | 53,255 |
| AMZNAmazon.com Inc | $31.4M | 6.0% | 125,918 |
| ISRGIntuitive Surgical Inc | $28.3M | 5.4% | 69,654 |
| METAMeta Platforms Inc | $26.2M | 5.0% | 36,105 |
| PANWPalo Alto Networks Inc | $22M | 4.2% | 55,305 |
| LLYEli Lilly and Co | $20.4M | 3.9% | 17,595 |
| MELIMercadoLibre Inc | $20.3M | 3.9% | 11,727 |
| GOOGAlphabet Inc | $20M | 3.8% | 58,685 |
| GOOGLAlphabet Inc | $18.6M | 3.5% | 53,915 |
| VRTXVertex Pharmaceuticals Inc | $13.9M | 2.7% | 26,658 |
| ASML HLDG NV | $13.1M | 2.5% | 7,214 |
| ULTAUlta Beauty Inc | $11.6M | 2.2% | 21,164 |
| ILMNIllumina Inc | $10.7M | 2.0% | 39,133 |
| GEVGE Vernova Inc | $10.7M | 2.0% | 11,235 |
| MSFTMicrosoft Corp | $10.6M | 2.0% | 20,688 |
| CHUBB LIMITED | $10.1M | 1.9% | 30,930 |
| NOWServiceNow Inc | $8.3M | 1.6% | 61,797 |
| BKNGBooking Holdings Inc | $7.4M | 1.4% | 45,727 |
| ADBEAdobe Inc | $5.4M | 1.0% | 22,664 |
| SBUXStarbucks Corp | $4.2M | 0.8% | 44,221 |
| LULULululemon Athletica Inc | $3.9M | 0.7% | 40,035 |
| DISWalt Disney Co | $3M | 0.6% | 28,937 |
| NEENextera Energy Inc | $2.7M | 0.5% | 36,164 |
| HDHome Depot Inc | $2.6M | 0.5% | 9,134 |
| UROGEN PHARMA LTD | $1.4M | 0.3% | 34,701 |
| COSTCostco Wholesale Corp | $1.2M | 0.2% | 1,268 |
| ABBVAbbVie Inc | $850.4K | 0.2% | 3,251 |
| JNJJohnson & Johnson | $849K | 0.2% | 3,207 |
| JPMJPMorgan Chase & Co | $814.4K | 0.2% | 2,462 |
| CATCaterpillar Inc | $809.2K | 0.2% | 998 |
| MRKMerck & Co Inc | $611.7K | 0.1% | 4,210 |
| DEDeere & Co | $609.1K | 0.1% | 907 |
| NUENucor Corp | $531.8K | 0.1% | 2,275 |
| GILDGilead Sciences, Inc | $457.4K | 0.1% | 3,069 |
| PULSE BIOSCIENCES INC | $378.9K | 0.1% | 7,590 |
| GEGeneral Electric Co | $313.5K | 0.1% | 1,004 |
| ABTAbbott Laboratories | $287.1K | 0.1% | 2,905 |
| ORCLOracle Corp | $281.7K | 0.1% | 2,052 |
| VVisa Inc | $266.7K | 0.1% | 742 |
| MARMarriott International Inc | $239.5K | 0.0% | 673 |
| AEPAmerican Electric Power Company Inc | $224.8K | 0.0% | 1,895 |
| EVOLUS INC | $200.6K | 0.0% | 25,070 |
| BCRXBioCryst Pharmaceuticals Inc | $197.5K | 0.0% | 23,710 |
| BLACKROCK MUNIHLDNGS CALI | $104.8K | 0.0% | 10,750 |
Quarter ending 2026-09-30.
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