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Latest BENDER ROBERT & ASSOCIATES Stock Portfolio

BENDER ROBERT & ASSOCIATES Performance:
2026 Q1: -9.71%YTD: -9.71%2025: 15.48%
Performance for 2026 Q1 is -9.71%, and YTD is -9.71%, and 2025 is 15.48%.

About BENDER ROBERT & ASSOCIATES and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, BENDER ROBERT & ASSOCIATES reported an equity portfolio of $416.9 Millions as of 31 Mar, 2026.

The top stock holdings of BENDER ROBERT & ASSOCIATES are NVDA, AAPL, ISRG. The fund has invested 18.6% of it's portfolio in NVIDIA CORPORATION and 16% of portfolio in APPLE INC.

The fund managers got completely rid off CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in ABBVIE INC (ABBV), BROADCOM INC (AVGO) and MERCK & CO INC (MRK). BENDER ROBERT & ASSOCIATES opened new stock positions in JPMORGAN CHASE & CO (JPM), UROGEN PHARMA LTD (URGN) and PULSE BIOSCIENCES INC (PLSE). The fund showed a lot of confidence in some stocks as they added substantially to GE VERNOVA INC, ORACLE CORP (ORCL) and PALO ALTO NETWORKS INC (PANW).

BENDER ROBERT & ASSOCIATES Annual Return Estimates Vs S&P 500

Our best estimate is that BENDER ROBERT & ASSOCIATES made a return of -9.71% in the last quarter. In trailing 12 months, it's portfolio return was 14.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
jpmorgan chase & co733,848
urogen pharma ltd623,924
pulse biosciences inc263,182
american elec pwr co inc249,052
biocryst pharmaceuticals inc225,719
marriott intl inc new219,791
evolus inc103,038
New stocks bought by BENDER ROBERT & ASSOCIATES

Additions

Ticker% Inc.
ge vernova inc45.16
oracle corp4.48
palo alto networks inc0.67
Additions to existing portfolio by BENDER ROBERT & ASSOCIATES

Reductions

Ticker% Reduced
abbvie inc-13.23
broadcom inc-10.67
merck & co inc-8.11
apple inc-8.08
costco wholesale corporation-7.76
abbott laboratories-6.44
nvidia corporation-6.2
lululemon athletica inc-5.9
BENDER ROBERT & ASSOCIATES reduced stake in above stock

Sold off

Ticker$ Sold
chipotle mexican grill inc-1,577,750
BENDER ROBERT & ASSOCIATES got rid off the above stocks

Sector Distribution

BENDER ROBERT & ASSOCIATES has about 44.5% of it's holdings in Technology sector.

Sector%
Technology44.5
Consumer Cyclical18.8
Healthcare16.3
Communication Services14
Financial Services2.7
Others2.2

Market Cap. Distribution

BENDER ROBERT & ASSOCIATES has about 97.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP64.8
LARGE-CAP32.7
UNALLOCATED2.2

Stocks belong to which Index?

About 92.7% of the stocks held by BENDER ROBERT & ASSOCIATES either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50092.7
Others7
Top 5 Winners (%)%
ge vernova inc
26.9 %
CAT
caterpillar inc
23.4 %
DE
deere & co
21.0 %
JNJ
johnson & johnson
17.8 %
NEE
nextera energy inc
15.4 %
Top 5 Winners ($)$
ge vernova inc
1.9 M
CB
chubb ltd switz
0.4 M
NEE
nextera energy inc
0.4 M
SBUX
starbucks corp
0.2 M
COST
costco wholesale corporation
0.2 M
Top 5 Losers (%)%
NOW
servicenow inc
-31.4 %
ADBE
adobe inc
-30.2 %
LULU
lululemon athletica inc
-25.6 %
ORCL
oracle corp
-24.1 %
MSFT
microsoft corp
-23.3 %
Top 5 Losers ($)$
ISRG
intuitive surgical inc
-7.4 M
NVDA
nvidia corporation
-5.6 M
AAPL
apple inc
-4.9 M
MELI
mercadolibre inc
-3.4 M
META
meta platforms inc
-3.3 M

BENDER ROBERT & ASSOCIATES Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BENDER ROBERT & ASSOCIATES

BENDER ROBERT & ASSOCIATES has 45 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. was the most profitable stock for BENDER ROBERT & ASSOCIATES last quarter.

Last Reported on: 23 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions