13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000894300
Total reported value
$481.2M
$481.2M
45 檔
46.4%
In Q1 2026, Bender Robert & Associates's U.S. equity holdings reached a combined market value of $481.2M, distributed across 45 disclosed stock positions.
In Q1 2026, Bender Robert & Associates adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.64% | -0.50% | -6.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 15.96% | -0.50% | -8.08% | |
| 3 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 7.59% | -1.92% | -5.22% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.34% | -0.08% | -2.74% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.99% | -0.76% | -3.31% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.83% | -0.71% | -2.84% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.58% | +0.14% | -4.67% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.87% | +0.53% | -2.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.75% | +0.30% | -4.80% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.97% | +4.32% | -2.71% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.80% | -0.08% | -1.10% | |
| 12 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 2.64% | -0.66% | -3.94% | |
| 13 | CB | Chubb Limited | Stock-Financials | 2.43% | -0.23% | -4.79% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 2.20% | +0.38% | +45.16% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.12% | +1.82% | +0.67% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.81% | -0.16% | -2.13% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.20% | -1.08% | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 1.54% | -0.25% | -2.28% | |
| 19 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.50% | -0.55% | -5.90% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.35% | -0.38% | -2.31% | |
| 21 | ILMN | Illumina Inc | Stock-Healthcare | 1.16% | +0.27% | -0.61% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.95% | -0.01% | -1.58% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.13% | -3.61% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.04% | -0.60% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.09% | -0.33% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.06% | -7.76% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.02% | -3.59% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.01% | — | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.04% | -2.63% | |
| 30 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.15% | -0.15% | EXIT | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | +0.01% | -13.23% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.12% | — | — | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.12% | -0.01% | -8.11% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.09% | -0.02% | — | |
| 35 | NUE | Nucor CORP | Stock-Materials | 0.09% | +0.02% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.07% | -0.01% | +4.48% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.07% | -0.02% | -6.44% | |
| 38 | PLSE | Pulse Biosciences Inc | Stock-Other | 0.06% | -0.06% | EXIT | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | -0.06% | EXIT | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.06% | -0.06% | EXIT | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.05% | — | — | |
| 42 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 0.05% | -0.05% | EXIT | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.05% | -0.05% | EXIT | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | — | -10.67% | |
| 45 | EOLS | Evolus Inc | Stock-Other | 0.02% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.2% | +45.16% | Add |
| 2 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -1.10% | Trim |
| 3 | CB | Chubb Limited | +0.3% | -4.79% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | -6.20% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.2% | -2.71% | Trim |
| 6 | NEE | Nextera Energy Inc | +0.2% | -3.61% | Trim |
| 7 | SBUX | Starbucks CORP | +0.2% | -1.58% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.1% | -2.74% | Trim |
| 9 | ILMN | Illumina Inc | +0.1% | -0.61% | Trim |
| 10 | HD | Home Depot Inc | +0.1% | -0.60% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.1% | -7.76% | Trim |
| 12 | CAT | Caterpillar Inc | +0.1% | -2.63% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.59% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | 0% | -4.67% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -4.80% | Trim |
| 16 | DE | Deere & Co | 0% | — | Unchanged |
| 17 | PANW | Palo Alto Networks Inc | 0% | +0.67% | Add |
| 18 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 19 | MRK | Merck & Co. Inc. | 0% | -8.11% | Trim |
| 20 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 21 | NUE | Nucor CORP | 0% | — | Unchanged |
| 22 | AVGO | Broadcom Inc | — | -10.67% | Trim |
| 23 | V | Visa Inc-class A Shares | — | -0.46% | Trim |
| 24 | DIS | Walt Disney Co/the | 0% | -0.33% | Trim |
| 25 | ABBV | Abbvie Inc | 0% | -13.23% | Trim |
| 26 | ABT | Abbott Laboratories | 0% | -6.44% | Trim |
| 27 | ORCL | Oracle CORP | 0% | +4.48% | Add |
| 28 | ULTA | Ulta Beauty Inc | -0.1% | -3.94% | Trim |
| 29 | LLY | Eli Lilly & Co | -0.1% | -2.15% | Trim |
| 30 | AAPL | Apple Inc | -0.2% | -8.08% | Trim |
| 31 | META | Meta Platforms Inc-class A | -0.2% | -3.31% | Trim |
| 32 | MELI | Mercadolibre Inc | -0.2% | -2.84% | Trim |
| 33 | BKNG | Booking Holdings Inc | -0.2% | -2.13% | Trim |
| 34 | MSFT | Microsoft CORP | -0.3% | -1.08% | Trim |
| 35 | LULU | Lululemon Athletica Inc | -0.4% | -5.90% | Trim |
| 36 | ADBE | Adobe Inc | -0.4% | -2.31% | Trim |
| 37 | NOW | Servicenow Inc | -0.5% | -2.28% | Trim |
| 38 | ISRG | Intuitive Surgical Inc | -0.9% | -5.22% | Trim |
| 39 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 40 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 41 | URGN | UroGen Pharma Ltd. | — | NEW | New buy |
| 42 | PLSE | Pulse Biosciences Inc | — | NEW | New buy |
| 43 | AEP | American Electric Power | — | NEW | New buy |
| 44 | BCRX | Biocryst Pharmaceuticals Inc | — | NEW | New buy |
| 45 | MAR | Marriott International -cl A | — | NEW | New buy |
| 46 | EOLS | Evolus Inc | — | 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 45 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, ISRG) accounted for 46.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
JPM
市值: $733.8K
Top Position Liquidated / Trimmed
CMG
前期市值: $1.6M
During Q1 2026, Bender Robert & Associates's top holdings by market value included NVDA (18.6%)、AAPL (16.0%)、ISRG (7.6%). The largest single position, NVDA, represented 18.6% of total portfolio value.
In Q1 2026, Bender Robert & Associates made 42 total portfolio adjustments, initiating 7 new buys, adding to 3 positions, trimming 31 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.