BENDER ROBERT & ASSOCIATES Long-Term Concentrated

CIK: 0000894300 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value ($000): $258,241 (100.0% shares, 0.0% debt)

Holdings (54)

AAPL APPLE INC 25.0%
Value ($000) $64,432 Shares 466,223 Est. Cost $83.40 Unrealized +85.0%
AMZN AMAZON COM INC 6.9%
Value ($000) $17,785 Shares 157,386 Est. Cost $119.81 Unrealized +5.5%
ISRG INTUITIVE SURGICAL INC 6.9%
Value ($000) $17,765 Shares 94,776 Est. Cost $225.65 Unrealized -4.8%
LULU LULULEMON ATHLETICA INC 6.4%
Value ($000) $16,545 Shares 59,183 Est. Cost $72.51 Unrealized +327.6%
MELI MERCADOLIBRE INC 4.6%
Value ($000) $11,977 Shares 14,469 Est. Cost $127.53 Unrealized +574.0%
ULTA ULTA BEAUTY INC 4.2%
Value ($000) $10,726 Shares 26,736 Est. Cost $106.18 Unrealized +279.3%
ILMN ILLUMINA INC 3.8%
Value ($000) $9,770 Shares 51,207 Est. Cost $71.98 Unrealized +174.9%
NVDA NVIDIA CORPORATION 3.6%
Value ($000) $9,278 Shares 76,429 Est. Cost $17.09 Unrealized -7.6%
GOOG ALPHABET INC 3.5%
Value ($000) $8,965 Shares 93,240 Est. Cost $108.53 Unrealized +2.1%
VRTX VERTEX PHARMACEUTICALS INC 3.2%
Value ($000) $8,354 Shares 28,854 Est. Cost $221.26 Unrealized +30.0%
META META PLATFORMS INC 2.7%
Value ($000) $6,909 Shares 50,924 Est. Cost $81.59 Unrealized +97.3%
ADBE ADOBE SYSTEMS INCORPORATED 2.6%
Value ($000) $6,700 Shares 24,347 Est. Cost $178.59 Unrealized +111.9%
GOOGL ALPHABET INC 2.4%
Value ($000) $6,162 Shares 64,420 Est. Cost $107.49 Unrealized +2.4%
FIVE FIVE BELOW INC 2.1%
Value ($000) $5,479 Shares 39,801 Est. Cost $137.38 Unrealized -4.4%
NOW SERVICENOW INC 2.1%
Value ($000) $5,355 Shares 14,180 Est. Cost $111.85 Unrealized -19.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,491 Shares 19,284 Est. Cost $203.47 Unrealized +26.2%
ABBV ABBVIE INC 1.7%
Value ($000) $4,334 Shares 32,291 Est. Cost $43.67 Unrealized +191.1%
SBUX STARBUCKS CORP 1.6%
Value ($000) $4,097 Shares 48,618 Est. Cost $34.15 Unrealized +129.4%
BKNG BOOKING HOLDINGS INC 1.4%
Value ($000) $3,602 Shares 2,192 Est. Cost $1938.28 Unrealized -4.6%
LLY LILLY ELI & CO 1.4%
Value ($000) $3,544 Shares 10,959 Est. Cost $136.10 Unrealized +126.4%
DIS DISNEY WALT CO 1.3%
Value ($000) $3,445 Shares 36,522 Est. Cost $129.71 Unrealized -19.4%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $3,164 Shares 40,358 Est. Cost $61.03 Unrealized +26.4%
HD HOME DEPOT INC 1.1%
Value ($000) $2,735 Shares 9,911 Est. Cost $141.90 Unrealized +90.7%
AZN ASTRAZENECA PLC 1.0%
Value ($000) $2,545 Shares 46,415 Est. Cost $59.96 Unrealized
VMWARE INC 0.9%
Value ($000) $2,269 Shares 21,317 Est. Cost $67.10 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $2,242 Shares 36,346 Est. Cost $36.21 Unrealized +54.0%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $1,987 Shares 27,947 Est. Cost $47.98 Unrealized +29.9%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $1,912 Shares 30,180 Est. Cost $90.88 Unrealized -6.3%
PFE PFIZER INC 0.3%
Value ($000) $903 Shares 20,630 Est. Cost $26.63 Unrealized +51.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $902 Shares 15,711 Est. Cost $37.15 Unrealized +66.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $900 Shares 5,507 Est. Cost $74.31 Unrealized +105.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $889 Shares 1,883 Est. Cost $170.34 Unrealized +192.4%
ABT ABBOTT LABS 0.3%
Value ($000) $869 Shares 8,986 Est. Cost $33.37 Unrealized +199.8%
BCRX BIOCRYST PHARMACEUTICALS INC 0.3%
Value ($000) $864 Shares 68,600 Est. Cost $10.32 Unrealized +24.8%
PAYX PAYCHEX INC 0.3%
Value ($000) $802 Shares 7,150 Est. Cost $56.54 Unrealized +98.3%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $742 Shares 3,541 Est. Cost $75.61 Unrealized +194.7%
MRK MERCK & CO INC 0.3%
Value ($000) $740 Shares 8,592 Est. Cost $44.62 Unrealized +80.2%
DE DEERE & CO 0.2%
Value ($000) $521 Shares 1,561 Est. Cost $156.36 Unrealized +108.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $494 Shares 3,015 Est. Cost $86.60 Unrealized 0.0%
NUE NUCOR CORP 0.2%
Value ($000) $448 Shares 4,190 Est. Cost $47.42 Unrealized +151.2%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $432 Shares 4,134 Est. Cost $50.85 Unrealized +107.7%
BA BOEING CO 0.1%
Value ($000) $356 Shares 2,940 Est. Cost $94.86 Unrealized +61.7%
URGN UROGEN PHARMA LTD 0.1%
Value ($000) $342 Shares 41,131 Est. Cost $6.87 Unrealized +20.5%
TGT TARGET CORP 0.1%
Value ($000) $309 Shares 2,080 Est. Cost $112.50 Unrealized +27.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $265 Shares 1,617 Est. Cost $120.77 Unrealized +42.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $244 Shares 2,626 Est. Cost $44.11 Unrealized +113.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $224 Shares 2,135 Est. Cost $49.66 Unrealized +104.8%
EOLS EVOLUS INC 0.1%
Value ($000) $202 Shares 25,070 Est. Cost $11.80 Unrealized -10.1%
VINCO VENTURES INC 0.0%
Value ($000) $74 Shares 80,000 Est. Cost $1.38 Unrealized
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $60 Shares 50,000 Est. Cost $1.80 Unrealized
GENIUS BRANDS INTL INC 0.0%
Value ($000) $30 Shares 50,000 Est. Cost $0.76 Unrealized
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $3.00 Unrealized
CHIMERIX INC 0.0%
Value ($000) $20 Shares 10,609 Est. Cost $2.07 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $17 Shares 14,059 Est. Cost $1.40 Unrealized -19.3%