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CIK: 0000894300
Total reported value
$524.6M
$524.6M
39 檔
48.5%
During the Q2 2026 filing period, Bender Robert & Associates (CIK: 0000894300) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $524.6M across 39 reported positions.
In Q2 2026, Bender Robert & Associates adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.14% | +0.30% | -2.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 15.46% | -0.31% | -1.90% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 7.29% | -1.08% | -0.71% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.26% | -0.28% | -0.44% | |
| 5 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.67% | -0.27% | +0.01% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.72% | -0.91% | -3.34% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.40% | -0.52% | +0.51% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.23% | +0.76% | -0.51% | |
| 9 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.12% | -0.26% | +0.18% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | -0.51% | +0.19% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.94% | +0.25% | +0.72% | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.72% | -0.06% | +0.50% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.58% | -0.54% | +0.66% | |
| 14 | CB | Chubb Limited | Stock-Financials | 2.20% | -0.28% | -0.27% | |
| 15 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.98% | +0.22% | +0.31% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.65% | -0.23% | +2382.26% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | +0.47% | +1.34% | |
| 18 | ILMN | Illumina Inc | Stock-Healthcare | 1.43% | +0.61% | +0.09% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.29% | +0.29% | +1.92% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.97% | +0.07% | -1.86% | |
| 21 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.95% | -0.22% | -1.46% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.94% | -0.15% | +0.52% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.14% | +1.58% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.11% | +2.19% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.01% | +0.49% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.03% | -1.25% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | -0.05% | -0.87% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | -0.56% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | +0.03% | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.12% | — | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | +0.01% | -0.86% | |
| 33 | NUE | Nucor CORP | Stock-Materials | 0.11% | -0.01% | -0.44% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.07% | +0.02% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.06% | -0.01% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.05% | — | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | -0.05% | EXIT | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.05% | -0.05% | EXIT | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.05% | -0.05% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +4.3% | -0.71% | Trim |
| 2 | PANW | Palo Alto Networks Inc | +1.8% | +0.72% | Add |
| 3 | LLY | Eli Lilly & Co | +0.5% | +0.51% | Add |
| 4 | GEV | GE Vernova Inc | +0.4% | +0.66% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.19% | Add |
| 6 | ILMN | Illumina Inc | +0.3% | +0.09% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -3.34% | Trim |
| 8 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 9 | CAT | Caterpillar Inc | 0% | -0.87% | Trim |
| 10 | NUE | Nucor CORP | 0% | -0.44% | Trim |
| 11 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 12 | DE | Deere & Co | — | — | Unchanged |
| 13 | AVGO | Broadcom Inc | — | -7.16% | Trim |
| 14 | DUK | Duke Energy CORP | — | — | Unchanged |
| 15 | SBUX | Starbucks CORP | 0% | +0.52% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | -0.56% | Trim |
| 17 | MRK | Merck & Co. Inc. | 0% | -0.86% | Trim |
| 18 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 19 | EOLS | Evolus Inc | 0% | EXIT | Sold out |
| 20 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 21 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 22 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 23 | HD | Home Depot Inc | 0% | +1.58% | Add |
| 24 | BCRX | Biocryst Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
| 25 | MAR | Marriott International -cl A | -0.1% | EXIT | Sold out |
| 26 | PLSE | Pulse Biosciences Inc | -0.1% | EXIT | Sold out |
| 27 | V | Visa Inc-class A Shares | -0.1% | EXIT | Sold out |
| 28 | AEP | American Electric Power | -0.1% | EXIT | Sold out |
| 29 | COST | Costco Wholesale CORP | -0.1% | -1.25% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.1% | -0.44% | Trim |
| 31 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | +0.50% | Add |
| 32 | DIS | Walt Disney Co/the | -0.1% | +0.49% | Add |
| 33 | NEE | Nextera Energy Inc | -0.1% | +2.19% | Add |
| 34 | URGN | UroGen Pharma Ltd. | -0.2% | EXIT | Sold out |
| 35 | BKNG | Booking Holdings Inc | -0.2% | +2382.26% | Add |
| 36 | MSFT | Microsoft CORP | -0.2% | +1.34% | Add |
| 37 | CB | Chubb Limited | -0.2% | -0.27% | Trim |
| 38 | NOW | Servicenow Inc | -0.3% | +1.92% | Add |
| 39 | ADBE | Adobe Inc | -0.4% | -1.86% | Trim |
| 40 | NVDA | Nvidia CORP | -0.5% | -2.12% | Trim |
| 41 | AAPL | Apple Inc | -0.5% | -1.90% | Trim |
| 42 | LULU | Lululemon Athletica Inc | -0.6% | -1.46% | Trim |
| 43 | ULTA | Ulta Beauty Inc | -0.7% | +0.31% | Add |
| 44 | MELI | Mercadolibre Inc | -0.7% | +0.18% | Add |
| 45 | META | Meta Platforms Inc-class A | -0.8% | -0.51% | Trim |
| 46 | ISRG | Intuitive Surgical Inc | -1.9% | +0.01% | Add |
According to official SEC Form 13F filings, Bender Robert & Associates reported a total U.S. public equity portfolio value of $524.6M across 39 disclosed positions in Q2 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, AMD) accounted for 48.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $234.6K
Top Position Liquidated / Trimmed
URGN
前期市值: $623.9K
During Q2 2026, Bender Robert & Associates's top holdings by market value included NVDA (18.1%)、AAPL (15.5%)、AMD (7.3%). The largest single position, NVDA, represented 18.1% of total portfolio value.
In Q2 2026, Bender Robert & Associates made 39 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 15 holdings, and fully liquidating 7 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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