Bender Robert & Associates Portfolio Holdings

Bender Robert & Associates

  • $462 Million
  • Q3 2025

Bender Robert & Associates has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $462 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 $92.3M, Apple Inc. with a value of $74.1M, Intuitive Surgical Inc with a value of $32.6M, Amazon Com Inc with a value of $28.9M, and Mercadolibre Inc with a value of $28.3M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $448M to 462M.

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

Portfolio value $462 Million
Technology: $219 Million
Consumer Cyclical: $99.6 Million
Healthcare: $64.4 Million
Communication Services: $62.7 Million
Financial Services: $10.4 Million
Utilities: $3.17 Million
Consumer Defensive: $1.3 Million
Industrials: $937,000
Other: $569,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$92.3 Million 19.99% of portfolio
494,878
Q3 2025 Reduced 2.31%
$4.35T
$74.1 Million 16.04% of portfolio
291,005
Q3 2025 Reduced 2.54%
$2.49T
$28.9 Million 6.25% of portfolio
131,395
Q3 2025 Reduced 1.04%
$1.46T
$27.8 Million 6.03% of portfolio
37,912
Q3 2025 Reduced 1.34%
$1.72T
$17.4 Million 3.76% of portfolio
71,266
Q3 2025 Reduced 2.88%
$1.68T
$14.1 Million 3.05% of portfolio
58,006
Q3 2025 Reduced 1.04%
$820B
$13.9 Million 3.01% of portfolio
18,210
Q3 2025 Reduced 0.85%
$3.86T
$10.4 Million 2.24% of portfolio
20,016
Q3 2025 Reduced 1.49%
$413B
$10.2 Million 2.21% of portfolio
63,154
Q3 2025 Reduced 1.47%
$202B
$9.95 Million 2.15% of portfolio
1,842
Q3 2025 Reduced 1.02%
$389B
$3.61 Million 0.78% of portfolio
8,899
Q3 2025 Reduced 0.97%
$205B
$3.42 Million 0.74% of portfolio
29,866
Q3 2025 Reduced 5.16%
$403B
$1.3 Million 0.28% of portfolio
1,404
Q3 2025 Reduced 2.84%
$913B
$809,000 0.18% of portfolio
2,565
Q3 2025 Reduced 0.19%
$386B
$690,000 0.15% of portfolio
2,982
Q3 2025 Reduced 10.5%
$494B
$654,000 0.14% of portfolio
3,532
Q3 2025 Reduced 0.56%
$708B
$566,000 0.12% of portfolio
2,014
Q1 2025 Added 3.34%
$305B
$488,000 0.11% of portfolio
1,024
Q2 2025 Reduced 3.76%
$218B
$403,000 0.09% of portfolio
4,812
Q3 2025 Reduced 2.04%
$557B
$342,000 0.07% of portfolio
1,004
Q3 2025 Reduced 4.47%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $462 Million
  • Prior Value $448 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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