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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$92.3 Million 19.99% of portfolio
494,878
Q3 2025 Reduced 2.31%
$4.3T
$74.1 Million 16.04% of portfolio
291,005
Q3 2025 Reduced 2.54%
$193B
$32.6 Million 7.06% of portfolio
72,952
Q3 2025 Reduced 0.61%
$2.39T
$28.9 Million 6.25% of portfolio
131,395
Q3 2025 Reduced 1.04%
$103B
$28.3 Million 6.13% of portfolio
12,113
Q3 2025 Reduced 1.03%
$1.37T
$27.8 Million 6.03% of portfolio
37,912
Q3 2025 Reduced 1.34%
$1.74T
$17.4 Million 3.76% of portfolio
71,266
Q3 2025 Reduced 2.88%
$1.65T
$14.1 Million 3.05% of portfolio
58,006
Q3 2025 Reduced 1.04%
$971B
$13.9 Million 3.01% of portfolio
18,210
Q3 2025 Reduced 0.85%
$27.1B
$12.2 Million 2.65% of portfolio
22,382
Q3 2025 Reduced 1.26%
$169B
$11.5 Million 2.49% of portfolio
12,486
Q3 2025 Reduced 0.37%
$61.4B
$11 Million 2.39% of portfolio
54,130
Q3 2025 Added 1.21%
$3.78T
$10.4 Million 2.24% of portfolio
20,016
Q3 2025 Reduced 1.49%
$111B
$10.3 Million 2.23% of portfolio
26,330
Q3 2025 Reduced 1.43%
$388B
$10.2 Million 2.21% of portfolio
63,154
Q3 2025 Reduced 1.47%
$191B
$9.95 Million 2.15% of portfolio
1,842
Q3 2025 Reduced 1.02%
$151B
$8.42 Million 1.82% of portfolio
23,877
Q3 2025 Reduced 0.95%
$20.9B
$7.74 Million 1.68% of portfolio
43,499
Q3 2025 Reduced 1.91%
$875M
$5.17 Million 1.12% of portfolio
131,940
Q3 2025 Reduced 6.47%
$97.3B
$3.79 Million 0.82% of portfolio
44,750
Q3 2025 Reduced 1.44%
$19B
$3.75 Million 0.81% of portfolio
39,474
Q3 2025 Reduced 0.61%
$367B
$3.61 Million 0.78% of portfolio
8,899
Q3 2025 Reduced 0.97%
$193B
$3.42 Million 0.74% of portfolio
29,866
Q3 2025 Reduced 5.16%
$168B
$2.71 Million 0.59% of portfolio
35,873
Q3 2025 Reduced 0.21%
$404B
$1.3 Million 0.28% of portfolio
1,404
Q3 2025 Reduced 2.84%
$881B
$809,000 0.18% of portfolio
2,565
Q3 2025 Reduced 0.19%
$553M
$677,000 0.15% of portfolio
34,701
Q2 2025 New
$414B
$690,000 0.15% of portfolio
2,982
Q3 2025 Reduced 10.5%
$522B
$654,000 0.14% of portfolio
3,532
Q3 2025 Reduced 0.56%
$228B
$544,000 0.12% of portfolio
4,065
Q3 2025 Reduced 1.22%
$593B
$566,000 0.12% of portfolio
2,014
Q1 2025 Added 3.34%
$291B
$488,000 0.11% of portfolio
1,024
Q2 2025 Reduced 3.76%
$144B
$449,000 0.1% of portfolio
982
Q2 2025 Reduced 1.01%
$235B
$403,000 0.09% of portfolio
4,812
Q3 2025 Reduced 2.04%
$38B
$328,000 0.07% of portfolio
2,425
Q3 2024 New
$156B
$312,000 0.07% of portfolio
2,819
Q3 2025 Reduced 1.74%
$533B
$342,000 0.07% of portfolio
1,004
Q3 2025 Reduced 4.47%
$139B
$255,000 0.06% of portfolio
775
Q2 2025 New
$62.3B
$230,000 0.05% of portfolio
2,050
Q1 2025 New
$96.4B
$228,000 0.05% of portfolio
1,848
Q1 2025 New
$0
$241,000 0.05% of portfolio
1,274
Q2 2025 New
$535M
$204,000 0.04% of portfolio
11,590
Q2 2025 New
$1.32B
$179,000 0.04% of portfolio
23,710
Q2 2025 New
$405M
$153,000 0.03% of portfolio
25,070
Q2 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

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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