Bender Robert & Associates Portfolio Holdings

Bender Robert & Associates

  • $448 Million
  • Q2 2025

Bender Robert & Associates has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $448 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $80M, Apple Inc. with a value of $61.3M, Intuitive Surgical Inc with a value of $39.9M, Mercadolibre Inc with a value of $32M, and Amazon Com Inc with a value of $29.1M.

Examining the 13F form we can see an increase of $52.2M in the current position value, from $396M to 448M.

Below you can find more details about Bender Robert & Associates portfolio as well as his latest detailed transactions.

Portfolio value $448 Million
Technology: $194 Million
Consumer Cyclical: $108 Million
Healthcare: $73.4 Million
Communication Services: $55.6 Million
Financial Services: $10.6 Million
Utilities: $2.93 Million
Consumer Defensive: $1.43 Million
Industrials: $1.11 Million
Other: $545,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$80 Million 17.85% of portfolio
506,570
Q2 2025 Reduced 1.67%
$3.69T
$61.3 Million 13.67% of portfolio
298,598
Q2 2025 Reduced 2.4%
$169B
$39.9 Million 8.9% of portfolio
73,397
Q2 2025 Reduced 2.19%
$118B
$32 Million 7.14% of portfolio
12,239
Q2 2025 Reduced 1.19%
$2.26T
$29.1 Million 6.5% of portfolio
132,770
Q2 2025 Reduced 0.62%
$1.78T
$28.4 Million 6.33% of portfolio
38,428
Q2 2025 Reduced 0.7%
$608B
$14.3 Million 3.19% of portfolio
18,366
Q2 2025 Reduced 0.29%
$1.24T
$13 Million 2.9% of portfolio
73,377
Q2 2025 Reduced 1.22%
$172B
$12.9 Million 2.87% of portfolio
12,532
Q2 2025 Reduced 2.39%
$99.5B
$11.9 Million 2.65% of portfolio
26,712
Q2 2025 Reduced 1.16%
$52.5B
$10.9 Million 2.44% of portfolio
53,485
Q2 2025 Reduced 1.78%
$217B
$10.8 Million 2.4% of portfolio
1,861
Q2 2025 Reduced 0.96%
$26.4B
$10.6 Million 2.37% of portfolio
22,668
Q2 2025 Reduced 0.41%
$23.6B
$10.5 Million 2.35% of portfolio
44,345
Q2 2025 Reduced 1.37%
$1.21T
$10.3 Million 2.3% of portfolio
58,615
Q2 2025 Reduced 0.32%
$3.95T
$10.1 Million 2.25% of portfolio
20,319
Q2 2025 Reduced 1.86%
$157B
$9.33 Million 2.08% of portfolio
24,106
Q2 2025 Reduced 0.51%
$282B
$9.09 Million 2.03% of portfolio
64,093
Q2 2025 Reduced 1.99%
$1.19B
$7.92 Million 1.77% of portfolio
141,073
Q2 2025 Reduced 2.66%
$108B
$4.16 Million 0.93% of portfolio
45,403
Q2 2025 Reduced 0.39%
$207B
$3.91 Million 0.87% of portfolio
31,491
Q2 2025 Reduced 2.76%
$15.3B
$3.79 Million 0.85% of portfolio
39,717
Q2 2025 Reduced 0.6%
$405B
$3.29 Million 0.73% of portfolio
8,986
Q2 2025 Reduced 1.82%
$141B
$2.5 Million 0.56% of portfolio
35,948
Q2 2025 Reduced 0.69%
$439B
$1.43 Million 0.32% of portfolio
1,445
Q2 2025 Reduced 0.41%
$859B
$745,000 0.17% of portfolio
2,570
Q2 2025 Reduced 0.16%
$351B
$618,000 0.14% of portfolio
3,332
Q2 2025 Reduced 0.95%
$452B
$542,000 0.12% of portfolio
3,552
Q2 2025 Reduced 3.95%
$229B
$559,000 0.12% of portfolio
4,115
Q2 2025 Added 0.73%
$437M
$475,000 0.11% of portfolio
34,701
Q2 2025 New
$153B
$499,000 0.11% of portfolio
982
Q2 2025 Reduced 1.01%
$684B
$440,000 0.1% of portfolio
2,014
Q1 2025 Added 3.34%
$203B
$388,000 0.09% of portfolio
4,912
Q2 2025 Reduced 0.41%
$218B
$397,000 0.09% of portfolio
1,024
Q2 2025 Reduced 3.76%
$551B
$373,000 0.08% of portfolio
1,051
Q2 2025 Added 4.16%
$36.3B
$314,000 0.07% of portfolio
2,425
Q3 2024 New
$150B
$318,000 0.07% of portfolio
2,869
Q2 2025 Reduced 0.62%
$127B
$213,000 0.05% of portfolio
775
Q2 2025 New
$359M
$230,000 0.05% of portfolio
25,070
Q2 2025 New
$1.55B
$212,000 0.05% of portfolio
23,710
Q2 2025 New
$0
$231,000 0.05% of portfolio
1,274
Q2 2025 New
$48.7B
$211,000 0.05% of portfolio
1,455
Q4 2024 New
$95.8B
$218,000 0.05% of portfolio
1,848
Q1 2025 New
$57.5B
$212,000 0.05% of portfolio
2,050
Q1 2025 New
$561M
$174,000 0.04% of portfolio
11,590
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $448 Million
  • Prior Value $396 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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