BENDER ROBERT & ASSOCIATES Long-Term Concentrated

Location: Pasadena, CA

CIK: 0000894300 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $417M (100.0% shares, 0.0% debt)

Holdings (45)

NVDA NVIDIA CORPORATION 18.6%

Value $77.73M Shares 445,692 Est. Cost $118.07 Unrealized +58.1%

AAPL APPLE INC 16.0%

Value $66.53M Shares 262,152 Est. Cost $223.21 Unrealized +17.7%

ISRG INTUITIVE SURGICAL INC 7.6%

Value $31.64M Shares 68,645 Est. Cost $468.33 Unrealized +11.2%

AMZN AMAZON COM INC 6.3%

Value $26.44M Shares 126,943 Est. Cost $183.87 Unrealized +23.4%

META META PLATFORMS INC 5.0%

Value $20.8M Shares 36,359 Est. Cost $521.33 Unrealized +25.7%

MELI MERCADOLIBRE INC 4.8%

Value $20.15M Shares 11,653 Est. Cost $1885.32 Unrealized +9.6%

GOOG ALPHABET INC 4.6%

Value $19.09M Shares 66,536 Est. Cost $168.85 Unrealized +91.7%

LLY ELI LILLY & CO 3.9%

Value $16.15M Shares 17,554 Est. Cost $889.44 Unrealized +17.7%

GOOGL ALPHABET INC 3.8%

Value $15.65M Shares 54,427 Est. Cost $166.82 Unrealized +93.8%

AMD ADVANCED MICRO DEVICES INC 3.0%

Value $12.38M Shares 60,850 Est. Cost $149.93 Unrealized +47.9%

VRTX VERTEX PHARMACEUTICALS INC 2.8%

Value $11.69M Shares 26,171 Est. Cost $480.37 Unrealized -2.7%

ULTA ULTA BEAUTY INC 2.6%

Value $11M Shares 21,038 Est. Cost $375.44 Unrealized +78.4%

CB CHUBB LTD SWITZ 2.4%

Value $10.15M Shares 31,128 Est. Cost $270.79 Unrealized +16.8%

GEV GE VERNOVA INC 2.2%

Value $9.172M Shares 10,508 Est. Cost $648.47 Unrealized +13.6%

PANW PALO ALTO NETWORKS INC 2.1%

Value $8.848M Shares 55,190 Est. Cost $183.31 Unrealized -6.1%

BKNG BOOKING HOLDINGS INC 1.8%

Value $7.549M Shares 1,793 Est. Cost $3831.14 Unrealized +24.8%

MSFT MICROSOFT CORP 1.7%

Value $7.291M Shares 19,696 Est. Cost $422.65 Unrealized +2.8%

NOW SERVICENOW INC 1.5%

Value $6.433M Shares 61,535 Est. Cost $170.62 Unrealized -29.0%

LULU LULULEMON ATHLETICA INC 1.5%

Value $6.242M Shares 40,772 Est. Cost $281.24 Unrealized -32.9%

ADBE ADOBE INC 1.4%

Value $5.638M Shares 23,192 Est. Cost $540.90 Unrealized -46.4%

ILMN ILLUMINA INC 1.2%

Value $4.835M Shares 39,228 Est. Cost $121.72 Unrealized +11.3%

SBUX STARBUCKS CORP 0.9%

Value $3.944M Shares 44,025 Est. Cost $83.58 Unrealized +12.0%

NEE NEXTERA ENERGY INC 0.8%

Value $3.153M Shares 33,947 Est. Cost $74.86 Unrealized +16.4%

HD HOME DEPOT INC 0.7%

Value $2.846M Shares 8,652 Est. Cost $355.06 Unrealized +6.2%

DIS DISNEY WALT CO 0.7%

Value $2.816M Shares 29,217 Est. Cost $90.57 Unrealized +20.8%

COST COSTCO WHOLESALE CORPORATION 0.3%

Value $1.279M Shares 1,284 Est. Cost $864.12 Unrealized +11.5%

JNJ JOHNSON & JOHNSON 0.2%

Value $788K Shares 3,224 Est. Cost $152.51 Unrealized +49.4%

JPM JPMORGAN CHASE & CO 0.2%

Value $734K Shares 2,495 Est. Cost $311.42 Unrealized 0.0%

CAT CATERPILLAR INC 0.2%

Value $655K Shares 924 Est. Cost $338.69 Unrealized +102.1%

URGN UROGEN PHARMA LTD 0.1%

Value $624K Shares 34,701 Est. Cost $20.84 Unrealized 0.0%

ABBV ABBVIE INC 0.1%

Value $520K Shares 2,393 Est. Cost $178.69 Unrealized +24.6%

DE DEERE & CO 0.1%

Value $514K Shares 912 Est. Cost $369.25 Unrealized +49.3%

MRK MERCK & CO INC 0.1%

Value $490K Shares 4,077 Est. Cost $112.96 Unrealized +1.2%

GILD GILEAD SCIENCES INC 0.1%

Value $393K Shares 2,819 Est. Cost $73.07 Unrealized +89.4%

NUE NUCOR CORP 0.1%

Value $386K Shares 2,285 Est. Cost $146.81 Unrealized +21.5%

ORCL ORACLE CORP 0.1%

Value $302K Shares 2,052 Est. Cost $144.76 Unrealized +17.2%

ABT ABBOTT LABORATORIES 0.1%

Value $298K Shares 2,905 Est. Cost $107.07 Unrealized +7.8%

PLSE PULSE BIOSCIENCES INC 0.1%

Value $263K Shares 12,190 Est. Cost $17.27 Unrealized 0.0%

V VISA INC 0.1%

Value $261K Shares 864 Est. Cost $274.23 Unrealized +20.0%

AEP AMERICAN ELEC PWR CO INC 0.1%

Value $249K Shares 1,900 Est. Cost $120.54 Unrealized 0.0%

DUK DUKE ENERGY CORP NEW 0.1%

Value $229K Shares 1,748 Est. Cost $110.55 Unrealized +9.3%

BCRX BIOCRYST PHARMACEUTICALS INC 0.1%

Value $226K Shares 23,710 Est. Cost $7.00 Unrealized 0.0%

MAR MARRIOTT INTL INC NEW 0.1%

Value $220K Shares 672 Est. Cost $330.79 Unrealized 0.0%

AVGO BROADCOM INC 0.0%

Value $207K Shares 670 Est. Cost $215.92 Unrealized +54.8%

EOLS EVOLUS INC 0.0%

Value $103K Shares 25,070 Est. Cost $4.90 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	445,692	$77.73M	18.6%	$118.07	+58.1%	COM	67066G104
AAPL	APPLE INC	262,152	$66.53M	16.0%	$223.21	+17.7%	COM	037833100
ISRG	INTUITIVE SURGICAL INC	68,645	$31.64M	7.6%	$468.33	+11.2%	COM NEW	46120E602
AMZN	AMAZON COM INC	126,943	$26.44M	6.3%	$183.87	+23.4%	COM	023135106
META	META PLATFORMS INC	36,359	$20.8M	5.0%	$521.33	+25.7%	CL A	30303M102
MELI	MERCADOLIBRE INC	11,653	$20.15M	4.8%	$1885.32	+9.6%	COM	58733R102
GOOG	ALPHABET INC	66,536	$19.09M	4.6%	$168.85	+91.7%	CAP STK CL C	02079K107
LLY	ELI LILLY & CO	17,554	$16.15M	3.9%	$889.44	+17.7%	COM	532457108
GOOGL	ALPHABET INC	54,427	$15.65M	3.8%	$166.82	+93.8%	CAP STK CL A	02079K305
AMD	ADVANCED MICRO DEVICES INC	60,850	$12.38M	3.0%	$149.93	+47.9%	COM	007903107
VRTX	VERTEX PHARMACEUTICALS INC	26,171	$11.69M	2.8%	$480.37	-2.7%	COM	92532F100
ULTA	ULTA BEAUTY INC	21,038	$11M	2.6%	$375.44	+78.4%	COM	90384S303
CB	CHUBB LTD SWITZ	31,128	$10.15M	2.4%	$270.79	+16.8%	COM	H1467J104
GEV	GE VERNOVA INC	10,508	$9.172M	2.2%	$648.47	+13.6%	COM	36828A101
PANW	PALO ALTO NETWORKS INC	55,190	$8.848M	2.1%	$183.31	-6.1%	COM	697435105
BKNG	BOOKING HOLDINGS INC	1,793	$7.549M	1.8%	$3831.14	+24.8%	COM	09857L108
MSFT	MICROSOFT CORP	19,696	$7.291M	1.7%	$422.65	+2.8%	COM	594918104
NOW	SERVICENOW INC	61,535	$6.433M	1.5%	$170.62	-29.0%	COM	81762P102
LULU	LULULEMON ATHLETICA INC	40,772	$6.242M	1.5%	$281.24	-32.9%	COM	550021109
ADBE	ADOBE INC	23,192	$5.638M	1.4%	$540.90	-46.4%	COM	00724F101
ILMN	ILLUMINA INC	39,228	$4.835M	1.2%	$121.72	+11.3%	COM	452327109
SBUX	STARBUCKS CORP	44,025	$3.944M	0.9%	$83.58	+12.0%	COM	855244109
NEE	NEXTERA ENERGY INC	33,947	$3.153M	0.8%	$74.86	+16.4%	COM	65339F101
HD	HOME DEPOT INC	8,652	$2.846M	0.7%	$355.06	+6.2%	COM	437076102
DIS	DISNEY WALT CO	29,217	$2.816M	0.7%	$90.57	+20.8%	COM	254687106
COST	COSTCO WHOLESALE CORPORATION	1,284	$1.279M	0.3%	$864.12	+11.5%	COM	22160K105
JNJ	JOHNSON & JOHNSON	3,224	$788K	0.2%	$152.51	+49.4%	COM	478160104
JPM	JPMORGAN CHASE & CO	2,495	$734K	0.2%	$311.42	0.0%	COM	46625H100
CAT	CATERPILLAR INC	924	$655K	0.2%	$338.69	+102.1%	COM	149123101
URGN	UROGEN PHARMA LTD	34,701	$624K	0.1%	$20.84	0.0%	COM	M96088105
ABBV	ABBVIE INC	2,393	$520K	0.1%	$178.69	+24.6%	COM	00287Y109
DE	DEERE & CO	912	$514K	0.1%	$369.25	+49.3%	COM	244199105
MRK	MERCK & CO INC	4,077	$490K	0.1%	$112.96	+1.2%	COM	58933Y105
GILD	GILEAD SCIENCES INC	2,819	$393K	0.1%	$73.07	+89.4%	COM	375558103
NUE	NUCOR CORP	2,285	$386K	0.1%	$146.81	+21.5%	COM	670346105
ORCL	ORACLE CORP	2,052	$302K	0.1%	$144.76	+17.2%	COM	68389X105
ABT	ABBOTT LABORATORIES	2,905	$298K	0.1%	$107.07	+7.8%	COM	002824100
PLSE	PULSE BIOSCIENCES INC	12,190	$263K	0.1%	$17.27	0.0%	COM	74587B101
V	VISA INC	864	$261K	0.1%	$274.23	+20.0%	COM CL A	92826C839
AEP	AMERICAN ELEC PWR CO INC	1,900	$249K	0.1%	$120.54	0.0%	COM	025537101
DUK	DUKE ENERGY CORP NEW	1,748	$229K	0.1%	$110.55	+9.3%	COM NEW	26441C204
BCRX	BIOCRYST PHARMACEUTICALS INC	23,710	$226K	0.1%	$7.00	0.0%	COM	09058V103
MAR	MARRIOTT INTL INC NEW	672	$220K	0.1%	$330.79	0.0%	CL A	571903202
AVGO	BROADCOM INC	670	$207K	0.0%	$215.92	+54.8%	COM	11135F101
EOLS	EVOLUS INC	25,070	$103K	0.0%	$4.90	0.0%	COM	30052C107