Q2 2026 13F · SEC CIK 894300

Bender Robert & Associates

Investment managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $481.2M
Reported positions: 39
Top holdings a year, 3 yrs: +22.8%
Average holding period: 10.6 yrs

Bender Robert & Associates is an investment manager that reported 39 positions worth $481.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Nvidia Corporation Com (NVDA, 18.1%), Apple Inc (AAPL, 15.5%), Advanced Micro Devices Inc (AMD, 7.3%). A portfolio copying its top holdings returned 22.8% a year over the last 3 years, against 20.4% for the S&P 500.

Bender Robert & Associates holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bender Robert & Associates 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	18.1%	18.6%	436,254	-2.1%	$87.3M
AAPLApple Inc	15.5%	16.0%	257,167	-1.9%	$74.4M
AMDAdvanced Micro Devices Inc	7.3%	3.0%	60,417	-0.7%	$35.1M
AMZNAmazon Com Inc Com	6.3%	6.3%	126,383	-0.4%	$30.1M
ISRGIntuitive Surgical Inc	5.7%	7.6%	68,654	+0.0%	$27.3M
GOOGAlphabet Inc	4.7%	4.6%	64,314	-3.3%	$22.7M
LLYLilly Eli & Co	4.4%	3.9%	17,644	+0.5%	$21.2M
METAMeta Platforms Inc Class A	4.2%	5.0%	36,173	-0.5%	$20.4M
MELIMercadolibre Inc	4.1%	4.8%	11,674	+0.2%	$19.8M
GOOGLAlphabet Inc	4.0%	3.8%	54,533	+0.2%	$19.5M
PANWPalo Alto Networks Inc	3.9%	2.1%	55,585	+0.7%	$19.0M
VRTXVertex Pharmaceuticals Inc	2.7%	2.8%	26,303	+0.5%	$13.1M
GEVGe Vernova Inc	2.6%	2.2%	10,577	+0.7%	$12.4M
CBChubb Limited Com	2.2%	2.4%	31,045	-0.3%	$10.6M
ULTAUlta Beauty Inc	2.0%	2.6%	21,103	+0.3%	$9.5M
BKNGBooking Holdings Inc Com	1.6%	1.8%	44,507	+2382.3%	$7.9M
MSFTMicrosoft Corp	1.5%	1.7%	19,960	+1.3%	$7.4M
ILMNIllumina Inc	1.4%	1.2%	39,263	+0.1%	$6.9M
NOWServicenow Inc Com	1.3%	1.5%	62,717	+1.9%	$6.2M
ADBEAdobe Inc	1.0%	1.4%	22,760	-1.9%	$4.7M
LULULululemon Athletica Inc Com	1.0%	1.5%	40,177	-1.5%	$4.6M
SBUXStarbucks Corp Com	0.9%	0.9%	44,256	+0.5%	$4.5M
HDHome Depot Inc Com	0.6%	0.7%	8,789	+1.6%	$3.1M
NEENextera Energy Inc Com	0.6%	0.8%	34,692	+2.2%	$3.0M
DISDisney Walt Co	0.6%	0.7%	29,360	+0.5%	$2.8M
COSTCostco Whsl Corp New	0.2%	0.3%	1,268	-1.2%	$1.2M
CATCaterpillar Inc Com	0.2%	0.2%	916	-0.9%	$975K
JNJJohnson & Johnson	0.2%	0.2%	3,224	+0.0%	$819K
JPMJpmorgan Chase & Co	0.2%	0.2%	2,481	-0.6%	$812K
ABBVAbbvie Inc	0.1%	0.1%	2,393	+0.0%	$602K
DEDeere & Co Com	0.1%	0.1%	912	+0.0%	$579K
MRKMerck & Co. Inc	0.1%	0.1%	4,042	-0.9%	$519K
NUENucor Corp	0.1%	0.1%	2,275	-0.4%	$507K
GILDGilead Sciences	0.1%	0.1%	2,819	+0.0%	$356K
ORCLOracle Corp	0.1%	0.1%	2,052	+0.0%	$301K
ABTAbbott Laboratories	0.1%	0.1%	2,905	+0.0%	$264K
AVGOBroadcom Inc	0.0%	0.1%	622	-7.2%	$235K
INTCIntel Corp	0.0%	New	1,680	—	$235K
DUKDuke Energy	0.0%	0.1%	1,748	+0.0%	$221K

What Bender Robert & Associates bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +17.8% /yr; S&P 500 +20.1%
3 years: +22.8% /yr; S&P 500 +20.4%
5 years: +12.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$481.2M	39
Q1 2026	$416.9M	45
Q4 2025	$481.3M	39
Q3 2025	$462.6M	46
Q2 2025	$448.3M	46
Q1 2025	$396.1M	40
Q4 2024	$414.3M	46
Q3 2024	$470.9M	39
Q1 2024	$426.7M	43
Q4 2023	$396.8M	50
Q3 2023	$342.2M	48
Q2 2023	$362.1M	50

Questions about Bender Robert & Associates's portfolio

What stocks does Bender Robert & Associates own?

Bender Robert & Associates's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 39 positions worth $481.2M. The largest are Nvidia Corporation Com (NVDA) at 18.1%, Apple Inc (AAPL) at 15.5%, Advanced Micro Devices Inc (AMD) at 7.3%, Amazon Com Inc Com (AMZN) at 6.3% and Intuitive Surgical Inc (ISRG) at 5.7%.

What did Bender Robert & Associates buy last quarter?

In Q2 2026, Bender Robert & Associates added a new position in Intel Corp (INTC) and Booking Holdings Inc Com (BKNG) (+2382.3% shares), compared with its Q1 2026 filing.

What did Bender Robert & Associates sell last quarter?

In Q2 2026, Bender Robert & Associates sold all of Urogen Pharma Ltd (URGN), sold all of Pulse Biosciences Inc (PLSE), sold all of Visa Inc Com Cl A (V), sold all of American Elec Pwr Co Inc (AEP), sold all of Biocryst Pharmaceuticals Inc (BCRX) and Broadcom Inc (AVGO) (-7.2% shares), compared with its Q1 2026 filing.

How has Bender Robert & Associates's portfolio performed?

A portfolio copying Bender Robert & Associates's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.8% against +20.1%. Over 5 years: +12.5% a year against +11.6%.

When is Bender Robert & Associates's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bender Robert & Associates's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.