Filed: 4/23/2026ACC: 0000894300-26-000002
📋 What this filing means
BENDER ROBERT & ASSOCIATES filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $416.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$416.89M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
COM$329.00M78.9%
COM NEW$31.87M7.6%
CL A$21.02M5.0%
CAP STK CL C$19.09M4.6%
CAP STK CL A$15.65M3.8%
COM CL A$261.2K0.1%
Portfolio Concentration
Top 3$175.90M42.2%
4–10$130.65M31.3%
11–25$101.60M24.4%
Rest$8.74M2.1%
Top 3 weight
42.2%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Sole
Full voting authority
1.07K
shares
% of voting shares0.1%
Shared
Joint voting authority
743.00
shares
% of voting shares0.0%
None
No voting authority
1.72M
shares
% of voting shares99.9%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeNone · 99.9% of voting shares
Institutional Holdings45
Rows:
NVIDIA CORPORATION
SOLEShares445.69K
TypeSH
Market value$77.73M
18.64%
Sole
179.00
Shared
150.00
None
445.36K
APPLE INC
SOLEShares262.15K
TypeSH
Market value$66.53M
15.96%
Sole
90.00
Shared
99.00
None
261.96K
INTUITIVE SURGICAL INC
SOLEShares68.64K
TypeSH
Market value$31.64M
7.59%
Sole
37.00
Shared
35.00
None
68.57K
AMAZON COM INC
SOLEShares126.94K
TypeSH
Market value$26.44M
6.34%
Sole
60.00
Shared
107.00
None
126.78K
META PLATFORMS INC
SOLEShares36.36K
TypeSH
Market value$20.80M
4.99%
Sole
18.00
Shared
32.00
None
36.31K
MERCADOLIBRE INC
SOLEShares11.65K
TypeSH
Market value$20.15M
4.83%
Sole
7.00
Shared
2.00
None
11.64K
ALPHABET INC
SOLEShares66.54K
TypeSH
Market value$19.09M
4.58%
Sole
0.00
Shared
0.00
None
66.54K
ELI LILLY & CO
SOLEShares17.55K
TypeSH
Market value$16.15M
3.87%
Sole
12.00
Shared
5.00
None
17.54K
ALPHABET INC
SOLEShares54.43K
TypeSH
Market value$15.65M
3.75%
Sole
77.00
Shared
100.00
None
54.25K
ADVANCED MICRO DEVICES INC
SOLEShares60.85K
TypeSH
Market value$12.38M
2.97%
Sole
50.00
Shared
25.00
None
60.77K
VERTEX PHARMACEUTICALS INC
SOLEShares26.17K
TypeSH
Market value$11.69M
2.80%
Sole
25.00
Shared
15.00
None
26.13K
ULTA BEAUTY INC
SOLEShares21.04K
TypeSH
Market value$11.00M
2.64%
Sole
23.00
Shared
0.00
None
21.02K
CHUBB LTD SWITZ
SOLEShares31.13K
TypeSH
Market value$10.15M
2.43%
Sole
35.00
Shared
22.00
None
31.07K
GE VERNOVA INC
SOLEShares10.51K
TypeSH
Market value$9.17M
2.20%
Sole
24.00
Shared
2.00
None
10.48K
PALO ALTO NETWORKS INC
SOLEShares55.19K
TypeSH
Market value$8.85M
2.12%
Sole
85.00
Shared
20.00
None
55.09K
BOOKING HOLDINGS INC
SOLEShares1.79K
TypeSH
Market value$7.55M
1.81%
Sole
2.00
Shared
1.00
None
1.79K
MICROSOFT CORP
SOLEShares19.70K
TypeSH
Market value$7.29M
1.75%
Sole
25.00
Shared
13.00
None
19.66K
SERVICENOW INC
SOLEShares61.53K
TypeSH
Market value$6.43M
1.54%
Sole
30.00
Shared
0.00
None
61.51K
LULULEMON ATHLETICA INC
SOLEShares40.77K
TypeSH
Market value$6.24M
1.50%
Sole
25.00
Shared
0.00
None
40.75K
ADOBE INC
SOLEShares23.19K
TypeSH
Market value$5.64M
1.35%
Sole
30.00
Shared
15.00
None
23.15K
ILLUMINA INC
SOLEShares39.23K
TypeSH
Market value$4.84M
1.16%
Sole
40.00
Shared
20.00
None
39.17K
STARBUCKS CORP
SOLEShares44.02K
TypeSH
Market value$3.94M
0.95%
Sole
35.00
Shared
0.00
None
43.99K
NEXTERA ENERGY INC
SOLEShares33.95K
TypeSH
Market value$3.15M
0.76%
Sole
120.00
Shared
50.00
None
33.78K
HOME DEPOT INC
SOLEShares8.65K
TypeSH
Market value$2.85M
0.68%
Sole
27.00
Shared
10.00
None
8.62K
DISNEY WALT CO
SOLEShares29.22K
TypeSH
Market value$2.82M
0.68%
Sole
13.00
Shared
20.00
None
29.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 445.69K | SH | $77.73M 18.64% | 179.00 | 150.00 | 445.36K |
APPLE INCSOLE | COM | 262.15K | SH | $66.53M 15.96% | 90.00 | 99.00 | 261.96K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 68.64K | SH | $31.64M 7.59% | 37.00 | 35.00 | 68.57K |
AMAZON COM INCSOLE | COM | 126.94K | SH | $26.44M 6.34% | 60.00 | 107.00 | 126.78K |
META PLATFORMS INCSOLE | CL A | 36.36K | SH | $20.80M 4.99% | 18.00 | 32.00 | 36.31K |
MERCADOLIBRE INCSOLE | COM | 11.65K | SH | $20.15M 4.83% | 7.00 | 2.00 | 11.64K |
ALPHABET INCSOLE | CAP STK CL C | 66.54K | SH | $19.09M 4.58% | 0.00 | 0.00 | 66.54K |
ELI LILLY & COSOLE | COM | 17.55K | SH | $16.15M 3.87% | 12.00 | 5.00 | 17.54K |
ALPHABET INCSOLE | CAP STK CL A | 54.43K | SH | $15.65M 3.75% | 77.00 | 100.00 | 54.25K |
ADVANCED MICRO DEVICES INCSOLE | COM | 60.85K | SH | $12.38M 2.97% | 50.00 | 25.00 | 60.77K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 26.17K | SH | $11.69M 2.80% | 25.00 | 15.00 | 26.13K |
ULTA BEAUTY INCSOLE | COM | 21.04K | SH | $11.00M 2.64% | 23.00 | 0.00 | 21.02K |
CHUBB LTD SWITZSOLE | COM | 31.13K | SH | $10.15M 2.43% | 35.00 | 22.00 | 31.07K |
GE VERNOVA INCSOLE | COM | 10.51K | SH | $9.17M 2.20% | 24.00 | 2.00 | 10.48K |
PALO ALTO NETWORKS INCSOLE | COM | 55.19K | SH | $8.85M 2.12% | 85.00 | 20.00 | 55.09K |
BOOKING HOLDINGS INCSOLE | COM | 1.79K | SH | $7.55M 1.81% | 2.00 | 1.00 | 1.79K |
MICROSOFT CORPSOLE | COM | 19.70K | SH | $7.29M 1.75% | 25.00 | 13.00 | 19.66K |
SERVICENOW INCSOLE | COM | 61.53K | SH | $6.43M 1.54% | 30.00 | 0.00 | 61.51K |
LULULEMON ATHLETICA INCSOLE | COM | 40.77K | SH | $6.24M 1.50% | 25.00 | 0.00 | 40.75K |
ADOBE INCSOLE | COM | 23.19K | SH | $5.64M 1.35% | 30.00 | 15.00 | 23.15K |
ILLUMINA INCSOLE | COM | 39.23K | SH | $4.84M 1.16% | 40.00 | 20.00 | 39.17K |
STARBUCKS CORPSOLE | COM | 44.02K | SH | $3.94M 0.95% | 35.00 | 0.00 | 43.99K |
NEXTERA ENERGY INCSOLE | COM | 33.95K | SH | $3.15M 0.76% | 120.00 | 50.00 | 33.78K |
HOME DEPOT INCSOLE | COM | 8.65K | SH | $2.85M 0.68% | 27.00 | 10.00 | 8.62K |
DISNEY WALT COSOLE | COM | 29.22K | SH | $2.82M 0.68% | 13.00 | 20.00 | 29.18K |
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