BENDER ROBERT & ASSOCIATES

data from 30/09/2025

Capitalization

$ 462.610 M 3.19 %

Average holding period

33 ans

Performance

$ 853.181 M 213 165.38 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BENDER ROBERT & ASSOCIATES

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 19.96% 92.334 M $ 494878 2018/03/31 14.483 M $ 18.10 %
2025/09/30 AAPL APPLE INC 16.02% 74.099 M $ 291005 2006/06/30 14.769 M $ 24.11 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 7.05% 32.626 M $ 72952 2007/03/31 -7.059 M $ -17.70 %
2025/09/30 AMZN AMAZON COM INC 6.24% 28.850 M $ 131395 2011/09/30 23.898 K $ 0.08 %
2025/09/30 MELI MERCADOLIBRE INC 6.12% 28.307 M $ 12113 2012/06/30 -3.386 M $ -10.59 %
2025/09/30 META META PLATFORMS INC 6.02% 27.842 M $ 37912 2015/03/31 -142.567 K $ -0.50 %
2025/09/30 GOOG ALPHABET INC 3.75% 17.357 M $ 71266 2015/12/31 4.855 M $ 37.30 %
2025/09/30 GOOGL ALPHABET INC 3.05% 14.101 M $ 58006 2015/12/31 3.920 M $ 37.94 %
2025/09/30 LLY ELI LILLY & CO 3.00% 13.894 M $ 18210 2013/03/31 -303.589 K $ -2.12 %
2025/09/30 ULTA ULTA BEAUTY INC 2.65% 12.237 M $ 22382 2012/12/31 1.789 M $ 16.87 %
2025/09/30 NOW SERVICENOW INC 2.48% 11.491 M $ 12486 2021/09/30 -1.351 M $ -10.49 %
2025/09/30 PANW PALO ALTO NETWORKS INC 2.38% 11.022 M $ 54130 2022/09/30 -54.554 K $ -0.50 %
2025/09/30 MSFT MICROSOFT CORP 2.24% 10.367 M $ 20016 2019/03/31 417.352 K $ 4.13 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 2.23% 10.312 M $ 26330 2021/03/31 -1.431 M $ -12.03 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.21% 10.218 M $ 63154 2021/06/30 1.275 M $ 14.02 %
2025/09/30 BKNG BOOKING HOLDINGS INC 2.15% 9.945 M $ 1842 2018/03/31 -725.734 K $ -6.74 %
2025/09/30 CB CHUBB LIMITED 2.01% 9.279 M $ 32875 2024/09/30 -243.955 K $ -2.58 %
2025/09/30 ADBE ADOBE INC 1.82% 8.423 M $ 23877 2017/09/30 -822.737 K $ -8.82 %
2025/09/30 LULU LULULEMON ATHLETICA INC 1.67% 7.740 M $ 43499 2008/03/31 -2.645 M $ -25.11 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 1.12% 5.171 M $ 131940 2025/03/31 -2.393 M $ -30.20 %
2025/09/30 SBUX STARBUCKS CORP 0.82% 3.786 M $ 44750 2004/12/31 -319.183 K $ -7.67 %
2025/09/30 ILMN ILLUMINA INC 0.81% 3.749 M $ 39474 2007/12/31 -17.475 K $ -0.46 %
2025/09/30 HD HOME DEPOT INC 0.78% 3.606 M $ 8899 2011/12/31 346.410 K $ 10.51 %
2025/09/30 DIS DISNEY WALT CO 0.74% 3.420 M $ 29866 2019/03/31 -299.479 K $ -7.67 %
2025/09/30 NEE NEXTERA ENERGY INC 0.59% 2.708 M $ 35873 2012/06/30 218.204 K $ 8.74 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.28% 1.300 M $ 1404 2015/03/31 -92.927 K $ -6.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.17% 808.990 K $ 2565 2013/03/31 65.586 K $ 8.80 %
2025/09/30 URGN UROGEN PHARMA LTD 0.15% 692.285 K $ 34701 2024/12/31 216.881 K $ 45.62 %
2025/09/30 ABBV ABBVIE INC 0.15% 690.452 K $ 2982 2015/06/30 153.005 K $ 24.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.14% 654.903 K $ 3532 2012/03/31 116.043 K $ 21.39 %
2025/09/30 GEV GE VERNOVA INC 0.14% 647.490 K $ 1053 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.12% 566.417 K $ 2014 2023/03/31 126.096 K $ 28.64 %
2025/09/30 ABT ABBOTT LABS 0.12% 544.402 K $ 4065 2012/03/31 -8.518 K $ -1.52 %
2025/09/30 CAT CATERPILLAR INC 0.11% 488.602 K $ 1024 2017/12/31 91.074 K $ 22.91 %
2025/09/30 DE DEERE & CO 0.10% 449.029 K $ 982 2017/12/31 -50.307 K $ -10.07 %
2025/09/30 MRK MERCK & CO INC 0.09% 403.860 K $ 4812 2013/03/31 23.430 K $ 6.03 %
2025/09/30 V VISA INC 0.07% 342.831 K $ 1004 2022/06/30 -14.367 K $ -3.85 %
2025/09/30 NUE NUCOR CORP 0.07% 328.418 K $ 2425 2020/12/31 14.283 K $ 4.55 %
2025/09/30 GILD GILEAD SCIENCES INC 0.07% 312.909 K $ 2819 2004/12/31 372.000 $ 0.12 %
2025/09/30 AVGO BROADCOM INC 0.06% 255.680 K $ 775 2025/06/30 42.051 K $ 19.68 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.05% 241.678 K $ 1274 2025/06/30 10.141 K $ 4.38 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.05% 230.625 K $ 2050 2024/09/30 17.916 K $ 8.42 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.05% 228.690 K $ 1848 2025/03/31 10.626 K $ 4.87 %
2025/09/30 PLSE PULSE BIOSCIENCES INC 0.04% 205.143 K $ 11590 2024/12/31 30.249 K $ 17.30 %
2025/09/30 BCRX BIOCRYST PHARMACEUTICALS INC 0.04% 179.959 K $ 23710 2024/12/31 -32.482 K $ -15.29 %
2025/09/30 EOLS EVOLUS INC 0.03% 153.930 K $ 25070 2024/12/31 -76.964 K $ -33.33 %
2025/09/30 PAYX PAYCHEX INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %