Q3 2026 13F · SEC CIK 894300

Bender Robert & Associates

Investment managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $524.6M
Reported positions: 46
Top holdings a year, 3 yrs: +25.7%
Average holding period: 10.5 yrs

Bender Robert & Associates is an investment manager that reported 46 positions worth $524.6M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Nvidia Corporation (NVDA, 18.4%), Apple Inc (AAPL, 15.2%), Advanced Micro Devices Inc (AMD, 6.2%). A portfolio copying its top holdings returned 25.7% a year over the last 3 years, against 22.3% for the S&P 500.

Bender Robert & Associates holdings all 46 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	18.4%	18.1%	423,512	-2.9%	$96.7M
AAPLApple Inc	15.2%	15.5%	238,711	-7.2%	$79.5M
AMDAdvanced Micro Devices Inc	6.2%	7.3%	53,255	-11.9%	$32.6M
AMZNAmazon Com Inc	6.0%	6.3%	125,918	-0.4%	$31.4M
ISRGIntuitive Surgical Inc	5.4%	5.7%	69,654	+1.5%	$28.3M
METAMeta Platforms Inc	5.0%	4.2%	36,105	-0.2%	$26.2M
PANWPalo Alto Networks Inc	4.2%	3.9%	55,305	-0.5%	$22.0M
LLYEli Lilly & Co	3.9%	4.4%	17,595	-0.3%	$20.4M
MELIMercadolibre Inc	3.9%	4.1%	11,727	+0.5%	$20.3M
GOOGAlphabet Inc	3.8%	4.7%	58,685	-8.8%	$20.0M
GOOGLAlphabet Inc	3.5%	4.0%	53,915	-1.1%	$18.6M
VRTXVertex Pharmaceuticals Inc	2.7%	2.7%	26,658	+1.3%	$13.9M
ASMLAsml Hldg NV	2.5%	New	7,214	—	$13.1M
ULTAUlta Beauty Inc	2.2%	2.0%	21,164	+0.3%	$11.6M
ILMNIllumina Inc	2.0%	1.4%	39,133	-0.3%	$10.7M
GEVGe Vernova Inc	2.0%	2.6%	11,235	+6.2%	$10.7M
MSFTMicrosoft Corp	2.0%	1.5%	20,688	+3.6%	$10.6M
CBChubb Limited	1.9%	2.2%	30,930	-0.4%	$10.1M
NOWServicenow Inc	1.6%	1.3%	61,797	-1.5%	$8.3M
BKNGBooking Holdings Inc	1.4%	1.6%	45,727	+2.7%	$7.4M
ADBEAdobe Inc	1.0%	1.0%	22,664	-0.4%	$5.4M
SBUXStarbucks Corp	0.8%	0.9%	44,221	-0.1%	$4.2M
LULULululemon Athletica Inc	0.7%	1.0%	40,035	-0.4%	$3.9M
DISDisney Walt Co	0.6%	0.6%	28,937	-1.4%	$3.0M
NEENextera Energy Inc	0.5%	0.6%	36,164	+4.2%	$2.7M
HDHome Depot Inc	0.5%	0.6%	9,134	+3.9%	$2.6M
URGNUrogen Pharma Ltd	0.3%	New	34,701	—	$1.4M
COSTCostco Wholesale Corporation	0.2%	0.2%	1,268	+0.0%	$1.2M
ABBVAbbvie Inc	0.2%	0.1%	3,251	+35.9%	$850K
JNJJohnson & Johnson	0.2%	0.2%	3,207	-0.5%	$849K
JPMJpmorgan Chase & Co	0.2%	0.2%	2,462	-0.8%	$814K
CATCaterpillar Inc	0.2%	0.2%	998	+9.0%	$809K
MRKMerck & Co Inc	0.1%	0.1%	4,210	+4.2%	$612K
DEDeere & Co	0.1%	0.1%	907	-0.5%	$609K
NUENucor Corp	0.1%	0.1%	2,275	+0.0%	$532K
GILDGilead Sciences Inc	0.1%	0.1%	3,069	+8.9%	$457K
PLSEPulse Biosciences Inc	0.1%	New	7,590	—	$379K
GEGe Aerospace	0.1%	New	1,004	—	$314K
ABTAbbott Laboratories	0.1%	0.1%	2,905	+0.0%	$287K
ORCLOracle Corp	0.1%	0.1%	2,052	+0.0%	$282K
VVisa Inc	0.1%	New	742	—	$267K
MARMarriott Intl Inc New	0.0%	New	673	—	$239K
AEPAmerican Elec Pwr Co Inc	0.0%	New	1,895	—	$225K
EOLSEvolus Inc	0.0%	New	25,070	—	$201K
BCRXBiocryst Pharmaceuticals Inc	0.0%	New	23,710	—	$198K
MUCBlackrock Munihldngs Cali Ql	0.0%	New	10,750	—	$105K

What Bender Robert & Associates bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

ABBV Abbvie Inc+35.9% shares
CAT Caterpillar Inc+9.0% shares
GILD Gilead Sciences Inc+8.9% shares
GEV Ge Vernova Inc+6.2% shares

Reduced

AMD Advanced Micro Devices Inc-11.9% shares
GOOG Alphabet Inc-8.8% shares
AAPL Apple Inc-7.2% shares

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +8.5% /yr; S&P 500 +11.7%
3 years: +25.7% /yr; S&P 500 +22.3%
5 years: +13.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$524.6M	46
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

Questions about Bender Robert & Associates's portfolio

What stocks does Bender Robert & Associates own?

Bender Robert & Associates's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 46 positions worth $524.6M. The largest are Nvidia Corporation (NVDA) at 18.4%, Apple Inc (AAPL) at 15.2%, Advanced Micro Devices Inc (AMD) at 6.2%, Amazon Com Inc (AMZN) at 6.0% and Intuitive Surgical Inc (ISRG) at 5.4%.

What did Bender Robert & Associates buy last quarter?

In Q3 2026, Bender Robert & Associates added a new position in Asml Hldg NV (ASML), a new position in Urogen Pharma Ltd (URGN), a new position in Pulse Biosciences Inc (PLSE), a new position in Ge Aerospace (GE), a new position in Visa Inc (V), Abbvie Inc (ABBV) (+35.9% shares), Caterpillar Inc (CAT) (+9.0% shares) and Gilead Sciences Inc (GILD) (+8.9% shares), compared with its Q2 2026 filing.

What did Bender Robert & Associates sell last quarter?

In Q3 2026, Bender Robert & Associates sold all of Broadcom Inc (AVGO), sold all of Intel Corp (INTC), sold all of Duke Energy Corp New (DUK), Advanced Micro Devices Inc (AMD) (-11.9% shares), Alphabet Inc (GOOG) (-8.8% shares) and Apple Inc (AAPL) (-7.2% shares), compared with its Q2 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 +25.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.5% against +11.7%. Over 5 years: +13.3% a year against +10.6%.

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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.