BENDER ROBERT & ASSOCIATES Long-Term Concentrated

CIK: 0000894300 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 21, 2023

Total Value ($000): $322,933 (100.0% shares, 0.0% debt)

Holdings (55)

AAPL APPLE INC 23.5%
Value ($000) $75,892 Shares 460,228 Est. Cost $83.40 Unrealized +74.4%
ISRG INTUITIVE SURGICAL INC 7.3%
Value ($000) $23,724 Shares 92,864 Est. Cost $225.65 Unrealized +9.2%
NVDA NVIDIA CORPORATION 6.6%
Value ($000) $21,210 Shares 76,357 Est. Cost $17.09 Unrealized +26.5%
LULU LULULEMON ATHLETICA INC 6.6%
Value ($000) $21,170 Shares 58,130 Est. Cost $72.51 Unrealized +332.4%
MELI MERCADOLIBRE INC 5.8%
Value ($000) $18,871 Shares 14,317 Est. Cost $127.53 Unrealized +792.0%
AMZN AMAZON COM INC 5.0%
Value ($000) $16,264 Shares 157,459 Est. Cost $119.81 Unrealized -19.4%
ULTA ULTA BEAUTY INC 4.5%
Value ($000) $14,434 Shares 26,452 Est. Cost $106.18 Unrealized +383.4%
ILMN ILLUMINA INC 3.6%
Value ($000) $11,587 Shares 49,825 Est. Cost $71.98 Unrealized +184.3%
META META PLATFORMS INC 3.1%
Value ($000) $10,008 Shares 47,222 Est. Cost $81.59 Unrealized +107.3%
ADBE ADOBE SYSTEMS INCORPORATED 3.0%
Value ($000) $9,548 Shares 24,776 Est. Cost $182.05 Unrealized +95.2%
GOOG ALPHABET INC 2.9%
Value ($000) $9,384 Shares 90,230 Est. Cost $108.53 Unrealized -11.7%
VRTX VERTEX PHARMACEUTICALS INC 2.8%
Value ($000) $9,086 Shares 28,837 Est. Cost $221.26 Unrealized +35.6%
FIVE FIVE BELOW INC 2.5%
Value ($000) $8,198 Shares 39,802 Est. Cost $137.38 Unrealized +43.4%
GOOGL ALPHABET INC 2.0%
Value ($000) $6,515 Shares 62,812 Est. Cost $107.49 Unrealized -11.4%
NOW SERVICENOW INC 2.0%
Value ($000) $6,402 Shares 13,776 Est. Cost $111.42 Unrealized -21.8%
BKNG BOOKING HOLDINGS INC 1.8%
Value ($000) $5,859 Shares 2,209 Est. Cost $1938.28 Unrealized +23.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $5,562 Shares 19,293 Est. Cost $203.47 Unrealized +22.6%
SBUX STARBUCKS CORP 1.5%
Value ($000) $4,998 Shares 47,998 Est. Cost $34.15 Unrealized +184.2%
ABBV ABBVIE INC 1.5%
Value ($000) $4,935 Shares 30,964 Est. Cost $43.67 Unrealized +216.3%
LLY LILLY ELI & CO 1.2%
Value ($000) $3,829 Shares 11,150 Est. Cost $138.11 Unrealized +138.9%
DIS DISNEY WALT CO 1.1%
Value ($000) $3,411 Shares 34,068 Est. Cost $129.32 Unrealized -23.8%
AZN ASTRAZENECA PLC 1.0%
Value ($000) $3,072 Shares 44,260 Est. Cost $59.96 Unrealized
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $3,070 Shares 39,823 Est. Cost $61.03 Unrealized +15.8%
AMD ADVANCED MICRO DEVICES INC 0.9%
Value ($000) $3,063 Shares 31,250 Est. Cost $90.36 Unrealized -9.9%
HD HOME DEPOT INC 0.9%
Value ($000) $2,953 Shares 10,005 Est. Cost $146.76 Unrealized +93.9%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $2,825 Shares 34,044 Est. Cost $36.21 Unrealized +106.2%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,933 Shares 27,887 Est. Cost $47.98 Unrealized +28.2%
VMWARE INC 0.6%
Value ($000) $1,870 Shares 14,981 Est. Cost $67.10 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,106 Shares 5,537 Est. Cost $85.31 Unrealized -0.7%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $913 Shares 1,837 Est. Cost $170.34 Unrealized +176.7%
MRK MERCK & CO INC 0.3%
Value ($000) $899 Shares 8,452 Est. Cost $44.62 Unrealized +121.2%
ABT ABBOTT LABS 0.3%
Value ($000) $883 Shares 8,721 Est. Cost $33.37 Unrealized +199.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $877 Shares 14,399 Est. Cost $37.15 Unrealized +60.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $857 Shares 5,531 Est. Cost $74.31 Unrealized +99.0%
PFE PFIZER INC 0.3%
Value ($000) $825 Shares 20,220 Est. Cost $26.63 Unrealized +37.2%
PAYX PAYCHEX INC 0.2%
Value ($000) $783 Shares 6,835 Est. Cost $56.54 Unrealized +84.5%
DE DEERE & CO 0.2%
Value ($000) $645 Shares 1,561 Est. Cost $156.36 Unrealized +154.0%
NUE NUCOR CORP 0.2%
Value ($000) $626 Shares 4,055 Est. Cost $47.42 Unrealized +221.2%
BA BOEING CO 0.2%
Value ($000) $625 Shares 2,940 Est. Cost $94.86 Unrealized +119.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $599 Shares 2,826 Est. Cost $75.61 Unrealized +186.6%
BCRX BIOCRYST PHARMACEUTICALS INC 0.2%
Value ($000) $572 Shares 68,600 Est. Cost $9.63 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $531 Shares 4,078 Est. Cost $50.85 Unrealized +152.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $370 Shares 1,617 Est. Cost $120.77 Unrealized +90.9%
TGT TARGET CORP 0.1%
Value ($000) $340 Shares 2,055 Est. Cost $112.50 Unrealized +32.1%
URGN UROGEN PHARMA LTD 0.1%
Value ($000) $321 Shares 34,701 Est. Cost $9.20 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $253 Shares 1,120 Est. Cost $196.98 Unrealized +10.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $246 Shares 2,549 Est. Cost $44.11 Unrealized +99.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $241 Shares 2,135 Est. Cost $49.66 Unrealized +100.4%
IDXX IDEXX LABS INC 0.1%
Value ($000) $233 Shares 465 Est. Cost $478.56 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $222 Shares 2,389 Est. Cost $84.79 Unrealized 0.0%
EOLS EVOLUS INC 0.1%
Value ($000) $212 Shares 25,070 Est. Cost $9.04 Unrealized 0.0%
VINCO VENTURES INC 0.0%
Value ($000) $26 Shares 80,000 Est. Cost $0.32 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $25 Shares 14,059 Est. Cost $2.73 Unrealized 0.0%
JOUNCE THERAPEUTICS INC 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $1.85 Unrealized
CHIMERIX INC 0.0%
Value ($000) $13 Shares 10,609 Est. Cost $1.26 Unrealized