Bender Robert & Associates has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $471 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.5M, Nvidia Corp with a value of $80.4M, Intuitive Surgical Inc with a value of $41.5M, Amazon Com Inc with a value of $27.6M, and Mercadolibre Inc with a value of $27.5M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $455M to 471M.

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

Portfolio value $471 Million
Technology: $223 Million
Consumer Cyclical: $99.1 Million
Healthcare: $80.6 Million
Communication Services: $51.5 Million
Financial Services: $10.6 Million
Utilities: $3.27 Million
Consumer Defensive: $1.27 Million
Industrials: $848,000
Other: $364,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $471 Million
  • Prior Value $455 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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