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Livermore
Livermore
ZHEN

Bender Robert & Associates

SEC CIK
0000894300
Latest filing
Jul 30, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
46
+7 vs. Q3 2024
Portfolio value
$414.3M
−$56.6M (−12.0%) vs. Q3 2024
Filed
Feb 7, 2025
SEC
Holdings of Bender Robert & Associates in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock568,095$76.3M18.4%−94,055−14.2%ReducedHistory
AAPLApple Inc.Stock262,400$65.7M15.9%−143,431−35.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW72,661$37.9M9.2%−11,754−13.9%ReducedHistory
AMZNAmazon Com IncStock128,122$28.1M6.8%−19,746−13.4%ReducedHistory
METAMeta Platforms, Inc.Stock35,981$21.1M5.1%−7,800−17.8%ReducedHistory
MELIMercadolibre IncCOM12,050$20.5M4.9%−1,341−10.0%ReducedHistory
LULUlululemon athletica inc.Stock37,933$14.5M3.5%−17,145−31.1%ReducedHistory
LLYEli Lilly & CoStock18,283$14.1M3.4%+232+1.3%AddedHistory
GOOGAlphabet Inc.Stock71,092$13.5M3.3%−10,795−13.2%ReducedHistory
NOWServiceNow, Inc.Stock11,708$12.4M3.0%−2,530−17.8%ReducedHistory
GOOGLAlphabet Inc.Stock58,933$11.2M2.7%+784+1.3%AddedHistory
VRTXVertex Pharmaceuticals IncStock27,306$11.0M2.7%+172+0.6%AddedHistory
ADBEAdobe Inc.Stock22,697$10.1M2.4%−1,417−5.9%ReducedHistory
CBChubb LtdStock33,918$9.37M2.3%+170+0.5%AddedHistory
ULTAUlta Beauty, Inc.Stock21,365$9.29M2.2%−3,216−13.1%ReducedHistory
BKNGBooking Holdings Inc.Stock1,806$8.97M2.2%−207−10.3%ReducedHistory
MSFTMicrosoft CorpStock20,199$8.51M2.1%+348+1.8%AddedHistory
AMDAdvanced Micro Devices IncStock62,176$7.51M1.8%−7,041−10.2%ReducedHistory
ILMNIllumina, Inc.COM35,619$4.76M1.1%−8,960−20.1%ReducedHistory
SBUXStarbucks CorpStock44,406$4.05M1.0%+1,155+2.7%AddedHistory
DISWalt Disney CoStock32,394$3.61M0.9%+198+0.6%AddedHistory
HDHome Depot, Inc.Stock8,779$3.41M0.8%+261+3.1%AddedHistory
PANWPalo Alto Networks IncStock18,150$3.30M0.8%+846+4.9%AddedConverted for a 2-for-1 splitHistory
FIVEFive Below, IncCOM27,048$2.84M0.7%−12,059−30.8%ReducedHistory
NEENextera Energy IncStock36,526$2.62M0.6%+295+0.8%AddedHistory
COSTCostco Wholesale CorpStock1,482$1.36M0.3%+54+3.8%AddedHistory
GILDGilead Sciences, Inc.Stock10,363$957.2K0.2%−971−8.6%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR12,202$799.5K0.2%−1,680−12.1%ReducedHistory
ABBVAbbVie Inc.Stock4,297$763.6K0.2%−32−0.7%ReducedHistory
JPMJPMorgan Chase & CoStock2,754$660.2K0.2%−94−3.3%ReducedHistory
ABTAbbott LaboratoriesStock5,638$637.7K0.2%−133−2.3%ReducedHistory
JNJJohnson & JohnsonStock3,719$537.8K0.1%+180+5.1%AddedHistory
MRKMerck & Co., Inc.Stock4,982$495.6K0.1%00.0%UnchangedHistory
DEDeere & CoStock1,012$428.8K0.1%−3−0.3%ReducedHistory
CATCaterpillar IncStock1,084$393.4K0.1%−5−0.5%ReducedHistory
URGNUroGen Pharma Ltd.COM34,701$369.6K0.1%+34,701NewHistory
ORCLOracle CorpStock1,949$324.8K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,009$318.9K0.1%+115+12.9%AddedHistory
NUENucor CorpCOM2,425$283.0K0.1%00.0%UnchangedHistory
EOLSEvolus, Inc.COM25,070$276.8K0.1%+25,070NewHistory
SMMTSummit Therapeutics Inc.COM11,496$205.1K<0.1%+11,496NewHistory
PAYXPaychex IncStock1,455$204.0K<0.1%+1,455NewHistory
PLSEPulse Biosciences, Inc.COM11,590$201.8K<0.1%+11,590NewHistory
TROWPrice T Rowe Group IncStock1,770$200.2K<0.1%+1,770NewHistory
BCRXBiocryst Pharmaceuticals IncCOM23,710$178.3K<0.1%+23,710NewHistory
CMRXChimerix IncCOM10,609$36.9K<0.1%+10,609NewHistory

Sold out since Q3 2024 (1)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Bender Robert & Associates sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
AEPAmerican Electric Power Co IncStock2,050$210.3K<0.1%History