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CIK: 0000894300
Total reported value
$481.2M
$481.2M
40 檔
43.8%
According to the latest 13F quarterly dataset, Bender Robert & Associates managed an equity portfolio of $481.2M at the end of Q1 2025, spanning 40 distinct U.S. exchange-listed positions.
In Q1 2025, Bender Robert & Associates displayed an active expansion posture, initiating 40 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ISRG) accounted for 43.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $68.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 17.16% | -0.50% | +16.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 14.10% | -0.50% | -9.32% | |
| 3 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 9.38% | -1.92% | +3.28% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.42% | -0.08% | +4.27% | |
| 5 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.10% | -0.71% | +2.80% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.63% | -0.76% | +7.55% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.84% | +0.53% | +0.74% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.31% | -0.08% | -1.03% | |
| 9 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 3.21% | -0.55% | +18.53% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.93% | +0.14% | +4.48% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 2.58% | -0.25% | +9.66% | |
| 12 | CB | Chubb Limited | Stock-Financials | 2.56% | -0.23% | -1.00% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 2.35% | -0.38% | +6.75% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.35% | +1.82% | +200.01% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | +0.30% | -0.22% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.19% | -0.16% | +4.04% | |
| 17 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 2.11% | -0.66% | +6.53% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.20% | +2.51% | |
| 19 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.84% | — | — | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.70% | +4.32% | +5.18% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.13% | -0.01% | +2.65% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.04% | +4.26% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.09% | -0.02% | |
| 24 | ILMN | Illumina Inc | Stock-Healthcare | 0.80% | +0.27% | +12.18% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.13% | -0.90% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.06% | -2.09% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.01% | -21.71% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | -6.54% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.02% | -0.56% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | -0.02% | -27.55% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.12% | — | -1.98% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | -0.01% | -1.00% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | -0.06% | EXIT | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.09% | +0.04% | -1.84% | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.08% | -0.02% | -72.14% | |
| 36 | NUE | Nucor CORP | Stock-Materials | 0.07% | +0.02% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.07% | -0.01% | +3.33% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.06% | — | — | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.06% | — | — | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.06% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 8 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 9 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 11 | NOW | Servicenow Inc | — | NEW | New buy |
| 12 | CB | Chubb Limited | — | NEW | New buy |
| 13 | ADBE | Adobe Inc | — | NEW | New buy |
| 14 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 17 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 18 | MSFT | Microsoft CORP | — | NEW | New buy |
| 19 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 20 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 21 | SBUX | Starbucks CORP | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 24 | ILMN | Illumina Inc | — | NEW | New buy |
| 25 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 26 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | ABT | Abbott Laboratories | — | NEW | New buy |
| 31 | DE | Deere & Co | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 34 | CAT | Caterpillar Inc | — | NEW | New buy |
| 35 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 36 | NUE | Nucor CORP | — | NEW | New buy |
| 37 | ORCL | Oracle CORP | — | NEW | New buy |
| 38 | DUK | Duke Energy CORP | — | NEW | New buy |
| 39 | PAYX | Paychex Inc | — | NEW | New buy |
| 40 | AEP | American Electric Power | — | NEW | New buy |
According to official SEC Form 13F filings, Bender Robert & Associates reported a total U.S. public equity portfolio value of $481.2M across 40 disclosed positions in Q1 2025.
During Q1 2025, Bender Robert & Associates's top holdings by market value included AAPL (17.2%)、NVDA (14.1%)、ISRG (9.4%). The largest single position, AAPL, represented 17.2% of total portfolio value.
In Q1 2025, Bender Robert & Associates made 40 total portfolio adjustments, initiating 40 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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