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BENDER ROBERT & ASSOCIATES

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13F filer, CIK 894300, PASADENA, CA

BENDER ROBERT & ASSOCIATES reported $481,316,147 across 39 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 74.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000894300-26-000001

Period
2025-12-31
Reported value
$481M
Holdings
39
Top 10 weight
74.53%
New
0
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+50,484$7.73M
GEVadded+6,186$4.04M
PANWadded+694$128K
VRTXadded+133$60.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-19,751-$3.68M
CMGreduced-89,298-$3.3M
AAPLreduced-5,824-$1.58M
JPMexited-2,565-$809K
URGNexited-34,701-$692K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000894300-26-000001, largest first. % of portfolio is the value over $481,316,147, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,150 shares; 2024Q4: 568,095 shares; 2025Q1: 515,166 shares; 2025Q2: 506,570 shares; 2025Q3: 494,878 shares; 2025Q4: 475,127 shares 475,127$88.6M18.41%-19,751Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,831 shares; 2024Q4: 262,400 shares; 2025Q1: 305,949 shares; 2025Q2: 298,598 shares; 2025Q3: 291,005 shares; 2025Q4: 285,181 shares 285,181$77.5M16.11%-5,824Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,415 shares; 2024Q4: 72,661 shares; 2025Q1: 75,043 shares; 2025Q2: 73,397 shares; 2025Q3: 72,952 shares; 2025Q4: 72,424 shares 72,424$41M8.52%-528Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,868 shares; 2024Q4: 128,122 shares; 2025Q1: 133,593 shares; 2025Q2: 132,770 shares; 2025Q3: 131,395 shares; 2025Q4: 130,521 shares 130,521$30.1M6.26%-874Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,781 shares; 2024Q4: 35,981 shares; 2025Q1: 38,699 shares; 2025Q2: 38,428 shares; 2025Q3: 37,912 shares; 2025Q4: 37,603 shares 37,603$24.8M5.16%-309Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,391 shares; 2024Q4: 12,050 shares; 2025Q1: 12,387 shares; 2025Q2: 12,239 shares; 2025Q3: 12,113 shares; 2025Q4: 11,994 shares 11,994$24.2M5.02%-119Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,887 shares; 2024Q4: 71,092 shares; 2025Q1: 74,280 shares; 2025Q2: 73,377 shares; 2025Q3: 71,266 shares; 2025Q4: 69,798 shares 69,798$21.9M4.55%-1,468Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 18,283 shares; 2025Q1: 18,419 shares; 2025Q2: 18,366 shares; 2025Q3: 18,210 shares; 2025Q4: 17,940 shares 17,940$19.3M4.01%-270Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,149 shares; 2024Q4: 58,933 shares; 2025Q1: 58,805 shares; 2025Q2: 58,615 shares; 2025Q3: 58,006 shares; 2025Q4: 57,174 shares 57,174$17.9M3.72%-832Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,217 shares; 2024Q4: 62,176 shares; 2025Q1: 65,395 shares; 2025Q2: 64,093 shares; 2025Q3: 63,154 shares; 2025Q4: 62,543 shares 62,543$13.4M2.78%-611Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,581 shares; 2024Q4: 21,365 shares; 2025Q1: 22,761 shares; 2025Q2: 22,668 shares; 2025Q3: 22,382 shares; 2025Q4: 21,902 shares 21,902$13.3M2.75%-480Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,134 shares; 2024Q4: 27,306 shares; 2025Q1: 27,025 shares; 2025Q2: 26,712 shares; 2025Q3: 26,330 shares; 2025Q4: 26,463 shares 26,463$12M2.49%+133Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,748 shares; 2024Q4: 33,918 shares; 2025Q1: 33,578 shares; 2025Q2: 32,658 shares; 2025Q3: 32,875 shares; 2025Q4: 32,693 shares 32,693$10.2M2.12%-182Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 18,150 shares; 2025Q1: 54,452 shares; 2025Q2: 53,485 shares; 2025Q3: 54,130 shares; 2025Q4: 54,824 shares 54,824$10.1M2.1%+694Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,806 shares; 2025Q1: 1,879 shares; 2025Q2: 1,861 shares; 2025Q3: 1,842 shares; 2025Q4: 1,832 shares 1,832$9.81M2.04%-10Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 11,708 shares; 2025Q1: 12,839 shares; 2025Q2: 12,532 shares; 2025Q3: 12,486 shares; 2025Q4: 62,970 shares 62,970$9.65M2%+50,484Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 20,199 shares; 2025Q1: 20,705 shares; 2025Q2: 20,319 shares; 2025Q3: 20,016 shares; 2025Q4: 19,912 shares 19,912$9.63M2%-104Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,078 shares; 2024Q4: 37,933 shares; 2025Q1: 44,961 shares; 2025Q2: 44,345 shares; 2025Q3: 43,499 shares; 2025Q4: 43,328 shares 43,328$9M1.87%-171Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,114 shares; 2024Q4: 22,697 shares; 2025Q1: 24,229 shares; 2025Q2: 24,106 shares; 2025Q3: 23,877 shares; 2025Q4: 23,741 shares 23,741$8.31M1.73%-136Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,579 shares; 2024Q4: 35,619 shares; 2025Q1: 39,956 shares; 2025Q2: 39,717 shares; 2025Q3: 39,474 shares; 2025Q4: 39,467 shares 39,467$5.18M1.08%-7Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 7,239 shares 7,239$4.73M0.98%+6,186Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,251 shares; 2024Q4: 44,406 shares; 2025Q1: 45,583 shares; 2025Q2: 45,403 shares; 2025Q3: 44,750 shares; 2025Q4: 44,732 shares 44,732$3.77M0.78%-18Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,196 shares; 2024Q4: 32,394 shares; 2025Q1: 32,386 shares; 2025Q2: 31,491 shares; 2025Q3: 29,866 shares; 2025Q4: 29,314 shares 29,314$3.34M0.69%-552Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 8,779 shares; 2025Q1: 9,153 shares; 2025Q2: 8,986 shares; 2025Q3: 8,899 shares; 2025Q4: 8,704 shares 8,704$3M0.62%-195Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,231 shares; 2024Q4: 36,526 shares; 2025Q1: 36,198 shares; 2025Q2: 35,948 shares; 2025Q3: 35,873 shares; 2025Q4: 35,220 shares 35,220$2.83M0.59%-653Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,933 shares; 2025Q2: 141,073 shares; 2025Q3: 131,940 shares; 2025Q4: 42,642 shares 42,642$1.58M0.33%-89,298Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,482 shares; 2025Q1: 1,451 shares; 2025Q2: 1,445 shares; 2025Q3: 1,404 shares; 2025Q4: 1,392 shares 1,392$1.2M0.25%-12Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,719 shares; 2025Q1: 3,698 shares; 2025Q2: 3,552 shares; 2025Q3: 3,532 shares; 2025Q4: 3,344 shares 3,344$692K0.14%-188Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,297 shares; 2025Q1: 3,364 shares; 2025Q2: 3,332 shares; 2025Q3: 2,982 shares; 2025Q4: 2,758 shares 2,758$630K0.13%-224Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,084 shares; 2025Q1: 1,064 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 949 shares 949$544K0.11%-75Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 4,982 shares; 2025Q1: 4,932 shares; 2025Q2: 4,912 shares; 2025Q3: 4,812 shares; 2025Q4: 4,437 shares 4,437$467K0.1%-375Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,012 shares; 2025Q1: 992 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 912 shares 912$425K0.09%-70Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,638 shares; 2025Q1: 4,085 shares; 2025Q2: 4,115 shares; 2025Q3: 4,065 shares; 2025Q4: 3,105 shares 3,105$389K0.08%-960Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 1,964 shares 1,964$383K0.08%-50Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,285 shares 2,285$373K0.08%-140Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,334 shares; 2024Q4: 10,363 shares; 2025Q1: 2,887 shares; 2025Q2: 2,869 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares 2,819$346K0.07%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,051 shares; 2025Q3: 1,004 shares; 2025Q4: 868 shares 868$305K0.06%-136Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 750 shares 750$260K0.05%-25Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,748 shares 1,748$205K0.04%-100Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JPMJPMORGAN CHASE & CO2,565$809Kshares
URGNUROGEN PHARMA LTD34,701$692Kshares
RSPINVESCO EXCHANGE TRADED FD T1,274$242Kshares
AEPAMERICAN ELEC PWR CO INC2,050$231Kshares
PLSEPULSE BIOSCIENCES INC11,590$205Kshares
BCRXBIOCRYST PHARMACEUTICALS INC23,710$180Kshares
EOLSEVOLUS INC25,070$154Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000894300-26-000001 base2026-01-29acceptance time not in the bulk data set