BENDER ROBERT & ASSOCIATES

CIK

894300

Location

PASADENA, CA

Portfolio Value

Small $390,560,341

Diversification

Diversified

Filing Date

Global Rank

#2,964 / 8,605 ▼ 158 · as of Mar 2026

Top Industry

Semiconductors 23.1%

3Y Alpha vs SPY

-7.0%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.6%

SPY

+76.5%

Annualised alpha

-7.0%

Max drawdown

−24.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.9%

+0.2 pts

Top 5

57.1%

−1.1 pts

Top 10

76.6%

−1.2 pts

HHI

946

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.5%	$185,358,118	9
Consumer Cyclical	18.2%	$71,137,163	8
Healthcare	17.4%	$68,017,891	13
Communication Services	10.1%	$39,269,036	3
Financial Services	2.9%	$11,140,613	3
Industrials	2.6%	$10,340,779	3
Utilities	0.9%	$3,630,932	3
Consumer Defensive	0.3%	$1,279,416	1
Basic Materials	0.1%	$386,393	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
GEV	GE Vernova Inc.	+3,269	10,508	$9,172,433
PANW	Palo Alto Networks Inc	+366	55,190	$8,848,060
ORCL	Oracle Corp	+88	2,052	$301,869
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−29,435	445,692	$77,728,684
AAPL	Apple Inc.	−23,029	262,152	$66,531,556
ISRG	Intuitive Surgical Inc	−3,779	68,645	$31,644,658
AMZN	Amazon Com Inc	−3,578	126,943	$26,438,418
GOOGL	Alphabet Inc.	−2,747	54,427	$15,651,028
LULU	lululemon athletica inc.	−2,556	40,772	$6,242,193
AMD	Advanced Micro Devices Inc	−1,693	60,850	$12,378,715
CB	Chubb Ltd	−1,565	31,128	$10,145,549
NOW	ServiceNow, Inc.	−1,435	61,535	$6,433,484
NEE	Nextera Energy Inc	−1,273	33,947	$3,152,997
META	Meta Platforms, Inc.	−1,244	36,359	$20,802,074
ULTA	Ulta Beauty, Inc.	−864	21,038	$10,996,772
SBUX	Starbucks Corp	−707	44,025	$3,944,199
ADBE	Adobe Inc.	−549	23,192	$5,637,511
LLY	ELI LILLY & Co	−386	17,554	$16,145,642
ABBV	AbbVie Inc.	−365	2,393	$520,453
MRK	Merck & Co., Inc.	−360	4,077	$490,422
MELI	Mercadolibre Inc	−341	11,653	$20,148,270
VRTX	Vertex Pharmaceuticals Inc / Ma	−292	26,171	$11,686,398
ILMN	Illumina, Inc.	−239	39,228	$4,835,243
MSFT	Microsoft Corp	−216	19,696	$7,290,868
ABT	Abbott Laboratories	−200	2,905	$298,256
JNJ	Johnson & Johnson	−120	3,224	$788,074
COST	Costco Wholesale Corp /New	−108	1,284	$1,279,416
DIS	Walt Disney Co	−97	29,217	$2,815,934
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
JPM	Jpmorgan Chase & Co	2,495	$733,929
URGN	UroGen Pharma Ltd.	34,701	$623,923
PLSE	Pulse Biosciences, Inc.	12,190	$263,182
AEP	American Electric Power Co Inc	1,900	$249,052
BCRX	Biocryst Pharmaceuticals Inc	23,710	$225,719
MAR	Marriott International Inc /Md/	672	$219,791
EOLS	Evolus, Inc.	25,070	$103,037
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CMG	Chipotle Mexican Grill Inc	42,642	$1,577,754
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $390,560,341 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	445,692	-29,435	$77,728,684	−12.3%	19.90%
AAPL	Apple Inc. Technology	Reduced	262,152	-23,029	$66,531,556	−14.2%	17.03%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	68,645	-3,779	$31,644,658	−22.9%	8.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	126,943	-3,578	$26,438,418	−12.2%	6.77%
META	Meta Platforms, Inc. Communication Services	Reduced	36,359	-1,244	$20,802,074	−16.2%	5.33%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	11,653	-341	$20,148,270	−16.6%	5.16%
LLY	ELI LILLY & Co Healthcare	Reduced	17,554	-386	$16,145,642	−16.3%	4.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,427	-2,747	$15,651,028	−12.5%	4.01%
AMD	Advanced Micro Devices Inc Technology	Reduced	60,850	-1,693	$12,378,715	−7.6%	3.17%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	26,171	-292	$11,686,398	−2.6%	2.99%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	21,038	-864	$10,996,772	−17.0%	2.82%
CB	Chubb Ltd Financial Services	Reduced	31,128	-1,565	$10,145,549	−0.6%	2.60%
GEV	GE Vernova Inc. Industrials	Added	10,508	+3,269	$9,172,433	+93.9%	2.35%
PANW	Palo Alto Networks Inc Technology	Added	55,190	+366	$8,848,060	−12.4%	2.27%
MSFT	Microsoft Corp Technology	Reduced	19,696	-216	$7,290,868	−24.3%	1.87%
NOW	ServiceNow, Inc. Technology	Reduced	61,535	-1,435	$6,433,484	−33.3%	1.65%
LULU	lululemon athletica inc. Consumer Cyclical	Reduced	40,772	-2,556	$6,242,193	−30.7%	1.60%
ADBE	Adobe Inc. Technology	Reduced	23,192	-549	$5,637,511	−32.2%	1.44%
ILMN	Illumina, Inc. Healthcare	Reduced	39,228	-239	$4,835,243	−6.6%	1.24%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	44,025	-707	$3,944,199	+4.7%	1.01%
NEE	Nextera Energy Inc Utilities	Reduced	33,947	-1,273	$3,152,997	+11.5%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	8,652	-52	$2,845,556	−5.0%	0.73%
DIS	Walt Disney Co Communication Services	Reduced	29,217	-97	$2,815,934	−15.6%	0.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,284	-108	$1,279,416	+6.6%	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	3,224	-120	$788,074	+13.9%	0.20%
JPM	Jpmorgan Chase & Co Financial Services	NEW	2,495	NEW	$733,929	NEW	0.19%
CAT	Caterpillar Inc Industrials	Reduced	924	-25	$654,617	+20.4%	0.17%
URGN	UroGen Pharma Ltd. Healthcare	NEW	34,701	NEW	$623,923	NEW	0.16%
ABBV	AbbVie Inc. Healthcare	Reduced	2,393	-365	$520,453	−17.4%	0.13%
DE	Deere & Co Industrials	Held	912	0	$513,729	+21.0%	0.13%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,077	-360	$490,422	+5.0%	0.13%
GILD	Gilead Sciences, Inc. Healthcare	Held	2,819	0	$392,884	+13.5%	0.10%
NUE	Nucor Corp Basic Materials	Held	2,285	0	$386,393	+3.7%	0.10%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	1,793	-39	$301,964	−23.1%	0.08%
ORCL	Oracle Corp Technology	Added	2,052	+88	$301,869	−21.1%	0.08%
ABT	Abbott Laboratories Healthcare	Reduced	2,905	-200	$298,256	−23.3%	0.08%
PLSE	Pulse Biosciences, Inc. Healthcare	NEW	12,190	NEW	$263,182	NEW	0.07%
V	Visa Inc. Financial Services	Reduced	864	-4	$261,135	−14.2%	0.07%
AEP	American Electric Power Co Inc Utilities	NEW	1,900	NEW	$249,052	NEW	0.06%
DUK	Duke Energy CORP Utilities	Held	1,748	0	$228,883	+11.7%	0.06%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	NEW	23,710	NEW	$225,719	NEW	0.06%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	672	NEW	$219,791	NEW	0.06%
AVGO	Broadcom Inc. Technology	Reduced	670	-80	$207,371	−20.1%	0.05%
EOLS	Evolus, Inc. Healthcare	NEW	25,070	NEW	$103,037	NEW	0.03%