BENDER ROBERT & ASSOCIATES Long-Term Concentrated

CIK: 0000894300 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 19, 2022

Total Value ($000): $261,549 (100.0% shares, 0.0% debt)

Holdings (55)

AAPL APPLE INC 24.2%
Value ($000) $63,421 Shares 463,876 Est. Cost $83.40 Unrealized +78.2%
ISRG INTUITIVE SURGICAL INC 7.2%
Value ($000) $18,915 Shares 94,240 Est. Cost $225.65 Unrealized +4.0%
AMZN AMAZON COM INC 6.2%
Value ($000) $16,321 Shares 153,669 Est. Cost $119.65 Unrealized +4.6%
LULU LULULEMON ATHLETICA INC 6.2%
Value ($000) $16,157 Shares 59,267 Est. Cost $72.51 Unrealized +342.0%
NVDA NVIDIA CORPORATION 4.4%
Value ($000) $11,447 Shares 75,515 Est. Cost $17.10 Unrealized +10.1%
ULTA ULTA BEAUTY INC 3.9%
Value ($000) $10,198 Shares 26,456 Est. Cost $103.04 Unrealized +285.6%
GOOG ALPHABET INC 3.9%
Value ($000) $10,150 Shares 4,640 Est. Cost $64.49 Unrealized +81.9%
MELI MERCADOLIBRE INC 3.5%
Value ($000) $9,138 Shares 14,349 Est. Cost $127.53 Unrealized +583.6%
ILMN ILLUMINA INC 3.5%
Value ($000) $9,115 Shares 49,440 Est. Cost $67.48 Unrealized +278.4%
ADBE ADOBE SYSTEMS INCORPORATED 3.4%
Value ($000) $8,857 Shares 24,196 Est. Cost $178.59 Unrealized +127.9%
META META PLATFORMS INC 3.2%
Value ($000) $8,313 Shares 51,555 Est. Cost $81.59 Unrealized +134.8%
VRTX VERTEX PHARMACEUTICALS INC 3.0%
Value ($000) $7,938 Shares 28,171 Est. Cost $219.65 Unrealized +21.9%
GOOGL ALPHABET INC 2.8%
Value ($000) $7,194 Shares 3,301 Est. Cost $59.93 Unrealized +95.0%
NOW SERVICENOW INC 2.5%
Value ($000) $6,603 Shares 13,885 Est. Cost $112.32 Unrealized -15.1%
ABBV ABBVIE INC 1.9%
Value ($000) $4,958 Shares 32,371 Est. Cost $43.67 Unrealized +207.1%
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,466 Shares 17,387 Est. Cost $197.65 Unrealized +33.3%
FIVE FIVE BELOW INC 1.6%
Value ($000) $4,114 Shares 36,267 Est. Cost $137.97 Unrealized +4.3%
BKNG BOOKING HOLDINGS INC 1.4%
Value ($000) $3,783 Shares 2,163 Est. Cost $1939.48 Unrealized +8.2%
SBUX STARBUCKS CORP 1.4%
Value ($000) $3,731 Shares 48,839 Est. Cost $34.15 Unrealized +106.1%
VMWARE INC 1.3%
Value ($000) $3,385 Shares 29,696 Est. Cost $67.10 Unrealized
LLY LILLY ELI & CO 1.3%
Value ($000) $3,313 Shares 10,219 Est. Cost $123.64 Unrealized +135.3%
DIS DISNEY WALT CO 1.3%
Value ($000) $3,284 Shares 34,787 Est. Cost $130.96 Unrealized -17.2%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $3,004 Shares 38,784 Est. Cost $60.37 Unrealized +14.0%
AZN ASTRAZENECA PLC 1.1%
Value ($000) $3,003 Shares 45,454 Est. Cost $60.07 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $2,694 Shares 9,821 Est. Cost $141.90 Unrealized +89.6%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $2,324 Shares 37,600 Est. Cost $36.21 Unrealized +49.4%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,930 Shares 25,062 Est. Cost $46.33 Unrealized +40.2%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,475 Shares 19,288 Est. Cost $94.11 Unrealized -0.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $1,275 Shares 18,898 Est. Cost $37.15 Unrealized +94.0%
PFE PFIZER INC 0.4%
Value ($000) $1,006 Shares 19,180 Est. Cost $25.59 Unrealized +64.1%
ABT ABBOTT LABS 0.4%
Value ($000) $946 Shares 8,706 Est. Cost $31.22 Unrealized +239.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $907 Shares 5,107 Est. Cost $68.15 Unrealized +134.7%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $902 Shares 1,883 Est. Cost $170.34 Unrealized +184.7%
PAYX PAYCHEX INC 0.3%
Value ($000) $826 Shares 7,250 Est. Cost $56.54 Unrealized +99.6%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $782 Shares 3,441 Est. Cost $71.33 Unrealized +217.5%
BCRX BIOCRYST PHARMACEUTICALS INC 0.3%
Value ($000) $726 Shares 68,600 Est. Cost $10.32 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value ($000) $703 Shares 7,712 Est. Cost $40.53 Unrealized +95.4%
DE DEERE & CO 0.2%
Value ($000) $467 Shares 1,561 Est. Cost $156.36 Unrealized +123.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $466 Shares 4,134 Est. Cost $50.85 Unrealized +122.3%
NUE NUCOR CORP 0.2%
Value ($000) $440 Shares 4,215 Est. Cost $47.42 Unrealized +169.7%
BA BOEING CO 0.2%
Value ($000) $402 Shares 2,940 Est. Cost $94.86 Unrealized +55.5%
URGN UROGEN PHARMA LTD 0.1%
Value ($000) $337 Shares 41,131 Est. Cost $6.87 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $297 Shares 2,100 Est. Cost $112.50 Unrealized +51.3%
EOLS EVOLUS INC 0.1%
Value ($000) $291 Shares 25,070 Est. Cost $11.80 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $289 Shares 1,617 Est. Cost $120.77 Unrealized +63.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $282 Shares 2,626 Est. Cost $44.11 Unrealized +116.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $243 Shares 2,135 Est. Cost $49.66 Unrealized +115.8%
V VISA INC 0.1%
Value ($000) $221 Shares 1,120 Est. Cost $201.06 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $206 Shares 2,150 Est. Cost $86.63 Unrealized 0.0%
VINCO VENTURES INC 0.0%
Value ($000) $110 Shares 80,000 Est. Cost $1.38 Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $90 Shares 50,000 Est. Cost $1.80 Unrealized
GENIUS BRANDS INTL INC 0.0%
Value ($000) $38 Shares 50,000 Est. Cost $0.76 Unrealized
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $3.00 Unrealized
CHIMERIX INC 0.0%
Value ($000) $22 Shares 10,609 Est. Cost $2.07 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 14,059 Est. Cost $1.40 Unrealized 0.0%