BENDER ROBERT & ASSOCIATES

CIK 0000894300 • 7 13F filings • Apr 18, 2025 – Oct 21, 2026

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Filer information

Filed by: BENDER ROBERT & ASSOCIATES, President
Address: 199 S. LOS ROBLES AVENUE, SUITE 530, PASADENA, CA, 91101
Phone: 626-397-9072
AUM: $481.3M

AUM over time

$524.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $416.9M45 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$298K	0.1%	2,905 SH	New
ABBVIE INC	COM	$520K	0.1%Prev: 0.2%	2,393 SH	Decreased-971 SH
ADOBE INC	COM	$5.6M	1.4%Prev: 2.3%	23,192 SH	Decreased-1,037 SH
ADVANCED MICRO DEVICES INC	COM	$12.4M	3.0%Prev: 1.7%	60,850 SH	Increased-4,545 SH
ALPHABET INC	CAP STK CL A	$15.7M	3.8%Prev: 2.3%	54,427 SH	Increased-4,378 SH
ALPHABET INC	CAP STK CL C	$19.1M	4.6%Prev: 2.9%	66,536 SH	Increased-7,744 SH
AMAZON COM INC	COM	$26.4M	6.3%Prev: 6.4%	126,943 SH	Increased-6,650 SH
AMERICAN ELEC PWR CO INC	COM	$249K	0.1%Prev: 0.1%	1,900 SH	Increased-150 SH
APPLE INC	COM	$66.5M	16.0%Prev: 17.2%	262,152 SH	Decreased-43,797 SH
BIOCRYST PHARMACEUTICALS INC	COM	$226K	0.1%	23,710 SH	New
BOOKING HOLDINGS INC	COM	$7.5M	1.8%Prev: 2.2%	1,793 SH	Decreased-86 SH
BROADCOM INC	COM	$207K	0.0%	670 SH	New
CATERPILLAR INC	COM	$655K	0.2%Prev: 0.1%	924 SH	Increased-140 SH
CHUBB LTD SWITZ	COM	$10.1M	2.4%	31,128 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.3M	0.3%	1,284 SH	New
DEERE & CO	COM	$514K	0.1%Prev: 0.1%	912 SH	Increased-80 SH
DISNEY WALT CO	COM	$2.8M	0.7%Prev: 0.8%	29,217 SH	Decreased-3,169 SH
DUKE ENERGY CORP NEW	COM NEW	$229K	0.1%Prev: 0.1%	1,748 SH	Increased-100 SH
ELI LILLY & CO	COM	$16.1M	3.9%Prev: 3.8%	17,554 SH	Increased-865 SH
EVOLUS INC	COM	$103K	0.0%	25,070 SH	New
GE VERNOVA INC	COM	$9.2M	2.2%	10,508 SH	New
GILEAD SCIENCES INC	COM	$393K	0.1%Prev: 0.1%	2,819 SH	Increased-68 SH
HOME DEPOT INC	COM	$2.8M	0.7%Prev: 0.8%	8,652 SH	Decreased-501 SH
ILLUMINA INC	COM	$4.8M	1.2%Prev: 0.8%	39,228 SH	Increased-728 SH
INTUITIVE SURGICAL INC	COM NEW	$31.6M	7.6%Prev: 9.4%	68,645 SH	Decreased-6,398 SH
JOHNSON & JOHNSON	COM	$788K	0.2%Prev: 0.2%	3,224 SH	Increased-474 SH
JPMORGAN CHASE & CO	COM	$734K	0.2%	2,495 SH	New
LULULEMON ATHLETICA INC	COM	$6.2M	1.5%Prev: 3.2%	40,772 SH	Decreased-4,189 SH
MARRIOTT INTL INC NEW	CL A	$220K	0.1%	672 SH	New
MERCADOLIBRE INC	COM	$20.1M	4.8%Prev: 6.1%	11,653 SH	Decreased-734 SH
MERCK & CO INC	COM	$490K	0.1%Prev: 0.1%	4,077 SH	Increased-855 SH
META PLATFORMS INC	CL A	$20.8M	5.0%Prev: 5.6%	36,359 SH	Decreased-2,340 SH
MICROSOFT CORP	COM	$7.3M	1.7%Prev: 2.0%	19,696 SH	Decreased-1,009 SH
NEXTERA ENERGY INC	COM	$3.2M	0.8%Prev: 0.6%	33,947 SH	Increased-2,251 SH
NUCOR CORP	COM	$386K	0.1%Prev: 0.1%	2,285 SH	Increased-140 SH
NVIDIA CORPORATION	COM	$77.7M	18.6%Prev: 14.1%	445,692 SH	Increased-69,474 SH
ORACLE CORP	COM	$302K	0.1%Prev: 0.1%	2,052 SH	Increased+38 SH
PALO ALTO NETWORKS INC	COM	$8.8M	2.1%Prev: 2.3%	55,190 SH	Decreased+738 SH
PULSE BIOSCIENCES INC	COM	$263K	0.1%	12,190 SH	New
SERVICENOW INC	COM	$6.4M	1.5%Prev: 2.6%	61,535 SH	Decreased+48,696 SH
STARBUCKS CORP	COM	$3.9M	0.9%Prev: 1.1%	44,025 SH	Decreased-1,558 SH
ULTA BEAUTY INC	COM	$11.0M	2.6%Prev: 2.1%	21,038 SH	Increased-1,723 SH
UROGEN PHARMA LTD	COM	$624K	0.1%	34,701 SH	New
VERTEX PHARMACEUTICALS INC	COM	$11.7M	2.8%Prev: 3.3%	26,171 SH	Decreased-854 SH
VISA INC	COM CL A	$261K	0.1%Prev: 0.1%	864 SH	Decreased-145 SH

Sold (vs prior filing)

ABBOTT LABS — $542K
CHIPOTLE MEXICAN GRILL INC — $7.3M
CHUBB LIMITED — $10.1M
COSTCO WHSL CORP NEW — $1.4M
JPMORGAN CHASE & CO. — $631K
PAYCHEX INC — $224K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0000894300-26-000001	$481.3M	View
Oct 21, 2026	Q3 2026	13F-HR	0000894300-26-000005	$524.6M	View
Oct 22, 2025	Q3 2025