BENDER ROBERT & ASSOCIATES Long-Term Concentrated

CIK: 0000894300 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 14, 2023

Total Value ($000): $362,129 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 23.9%
Value ($000) $86,662 Shares 446,779 Est. Cost $83.40 Unrealized +106.3%
NVDA NVIDIA CORPORATION 8.8%
Value ($000) $31,813 Shares 75,205 Est. Cost $17.09 Unrealized +94.1%
ISRG INTUITIVE SURGICAL INC 8.5%
Value ($000) $30,891 Shares 90,340 Est. Cost $225.65 Unrealized +34.1%
LULU LULULEMON ATHLETICA INC 6.0%
Value ($000) $21,742 Shares 57,443 Est. Cost $72.51 Unrealized +408.9%
AMZN AMAZON COM INC 5.6%
Value ($000) $20,272 Shares 155,508 Est. Cost $119.81 Unrealized -4.7%
MELI MERCADOLIBRE INC 4.6%
Value ($000) $16,773 Shares 14,159 Est. Cost $127.53 Unrealized +886.3%
META META PLATFORMS INC 3.7%
Value ($000) $13,371 Shares 46,593 Est. Cost $81.59 Unrealized +200.3%
ULTA ULTA BEAUTY INC 3.4%
Value ($000) $12,346 Shares 26,234 Est. Cost $106.18 Unrealized +361.3%
ADBE ADOBE SYSTEMS INCORPORATED 3.4%
Value ($000) $12,229 Shares 25,008 Est. Cost $182.05 Unrealized +121.3%
GOOG ALPHABET INC 2.9%
Value ($000) $10,666 Shares 88,167 Est. Cost $108.53 Unrealized +5.9%
VRTX VERTEX PHARMACEUTICALS INC 2.8%
Value ($000) $9,997 Shares 28,407 Est. Cost $221.26 Unrealized +52.3%
LLY LILLY ELI & CO 2.6%
Value ($000) $9,268 Shares 19,761 Est. Cost $257.23 Unrealized +60.0%
ILMN ILLUMINA INC 2.5%
Value ($000) $8,984 Shares 47,917 Est. Cost $71.98 Unrealized +181.2%
NOW SERVICENOW INC 2.2%
Value ($000) $8,032 Shares 14,292 Est. Cost $111.01 Unrealized -9.9%
AMD ADVANCED MICRO DEVICES INC 2.2%
Value ($000) $7,995 Shares 70,188 Est. Cost $97.93 Unrealized +6.2%
FIVE FIVE BELOW INC 2.2%
Value ($000) $7,989 Shares 40,649 Est. Cost $138.59 Unrealized +41.1%
GOOGL ALPHABET INC 2.0%
Value ($000) $7,407 Shares 61,877 Est. Cost $107.49 Unrealized +6.3%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,789 Shares 19,935 Est. Cost $206.82 Unrealized +48.5%
BKNG BOOKING HOLDINGS INC 1.6%
Value ($000) $5,838 Shares 2,162 Est. Cost $1938.28 Unrealized +34.1%
SBUX STARBUCKS CORP 1.3%
Value ($000) $4,653 Shares 46,971 Est. Cost $34.15 Unrealized +184.8%
DIS DISNEY WALT CO 0.8%
Value ($000) $3,005 Shares 33,653 Est. Cost $129.32 Unrealized -28.4%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $2,965 Shares 39,955 Est. Cost $61.03 Unrealized +14.7%
HD HOME DEPOT INC 0.8%
Value ($000) $2,939 Shares 9,462 Est. Cost $146.76 Unrealized +88.3%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,391 Shares 31,028 Est. Cost $36.21 Unrealized +100.4%
AZN ASTRAZENECA PLC 0.6%
Value ($000) $2,261 Shares 31,596 Est. Cost $59.96 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,834 Shares 13,615 Est. Cost $43.67 Unrealized +206.2%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,810 Shares 28,297 Est. Cost $48.14 Unrealized +22.5%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,595 Shares 6,242 Est. Cost $87.43 Unrealized +19.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $964 Shares 1,791 Est. Cost $170.34 Unrealized +186.0%
ABT ABBOTT LABS 0.2%
Value ($000) $888 Shares 8,141 Est. Cost $33.37 Unrealized +204.1%
MRK MERCK & CO INC 0.2%
Value ($000) $867 Shares 7,516 Est. Cost $44.62 Unrealized +134.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $846 Shares 5,109 Est. Cost $74.31 Unrealized +100.4%
PAYX PAYCHEX INC 0.2%
Value ($000) $638 Shares 5,705 Est. Cost $56.54 Unrealized +78.7%
BA BOEING CO 0.2%
Value ($000) $568 Shares 2,689 Est. Cost $94.86 Unrealized +119.0%
DE DEERE & CO 0.2%
Value ($000) $549 Shares 1,356 Est. Cost $156.36 Unrealized +135.3%
NUE NUCOR CORP 0.1%
Value ($000) $535 Shares 3,260 Est. Cost $47.42 Unrealized +195.8%
PFE PFIZER INC 0.1%
Value ($000) $520 Shares 14,185 Est. Cost $26.63 Unrealized +24.7%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $519 Shares 3,566 Est. Cost $50.85 Unrealized +155.0%
BCRX BIOCRYST PHARMACEUTICALS INC 0.1%
Value ($000) $483 Shares 68,600 Est. Cost $9.63 Unrealized -16.6%
URGN UROGEN PHARMA LTD 0.1%
Value ($000) $359 Shares 34,701 Est. Cost $9.20 Unrealized +19.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $350 Shares 1,422 Est. Cost $120.77 Unrealized +77.0%
ORCL ORACLE CORP 0.1%
Value ($000) $285 Shares 2,389 Est. Cost $84.79 Unrealized +18.4%
V VISA INC 0.1%
Value ($000) $266 Shares 1,120 Est. Cost $196.98 Unrealized +13.9%
IDXX IDEXX LABS INC 0.1%
Value ($000) $231 Shares 460 Est. Cost $478.56 Unrealized +0.1%
TGT TARGET CORP 0.1%
Value ($000) $212 Shares 1,605 Est. Cost $112.50 Unrealized +20.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $206 Shares 2,290 Est. Cost $44.11 Unrealized +93.0%
EOLS EVOLUS INC 0.1%
Value ($000) $182 Shares 25,070 Est. Cost $9.04 Unrealized -4.6%
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $74 Shares 10,325 Est. Cost $6.39 Unrealized 0.0%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $60 Shares 24,059 Est. Cost $2.35 Unrealized -22.4%
CHIMERIX INC 0.0%
Value ($000) $13 Shares 10,609 Est. Cost $1.26 Unrealized