Bender Robert & Associates holds a focused book of 39 stocks worth $481.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intel Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bender Robert & Associates
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 4 / 39 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 3 / 39 | $532.2M |
| Hoffman, Alan N Investment Management | 8 / 39 | $160.6M |
| Greenbrier Partners Capital Management, LLC | 7 / 39 | $1.2B |
| Draper Asset Management, LLC | 9 / 39 | $169.7M |
| Voyager Global Management LP | 6 / 39 | $3.1B |
| Emerald Advisors, LLC | 21 / 39 | $628.6M |
| Prospect Hill Management, LLC | 7 / 39 | $199.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Bender Robert & Associates: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $87.3M | 436.3K | 18.1% | ▼−2.1% Reduced · −9K sh | |
| 2 | Apple Inc COM | $74.4M | 257.2K | 15.5% | ▼−1.9% Reduced · −5K sh | |
| 3 | Advanced Micro Devices Inc COM | $35.1M | 60.4K | 7.3% | ▼−0.7% Reduced · −433 sh | |
| 4 | Amazon Com Inc COM | $30.1M | 126.4K | 6.3% | ▼−0.4% Reduced · −560 sh | |
| 5 | Intuitive Surgical Inc COM NEW | $27.3M | 68.7K | 5.7% | ▲~0% Added · +9 sh | |
| 6 | Alphabet Inc CAP STK CL C | $22.7M | 64.3K | 4.7% | ▼−3.3% Reduced · −2K sh | |
| 7 | Eli Lilly & Co COM | $21.2M | 17.6K | 4.4% | ▲+0.5% Added · +90 sh | |
| 8 | Meta Platforms Inc CL A | $20.4M | 36.2K | 4.2% | ▼−0.5% Reduced · −186 sh | |
| 9 | Mercadolibre Inc COM | $19.8M | 11.7K | 4.1% | ▲+0.2% Added · +21 sh | |
| 10 | Alphabet Inc CAP STK CL A | $19.5M | 54.5K | 4.0% | ▲+0.2% Added · +106 sh | |
| 11 | Palo Alto Networks Inc COM | $19.0M | 55.6K | 3.9% | ▲+0.7% Added · +395 sh | |
| 12 | Vertex Pharmaceuticals Inc COM | $13.1M | 26.3K | 2.7% | ▲+0.5% Added · +132 sh | |
| 13 | Ge Vernova Inc COM | $12.4M | 10.6K | 2.6% | ▲+0.7% Added · +69 sh | |
| 14 | Chubb Limited COM | $10.6M | 31.0K | 2.2% | ▼−0.3% Reduced · −83 sh | |
| 15 | Ulta Beauty Inc COM | $9.5M | 21.1K | 2.0% | ▲+0.3% Added · +65 sh | |
| 16 | Booking Holdings Inc COM | $7.9M | 44.5K | 1.6% | ▲25× Added · +43K sh | |
| 17 | Microsoft Corp COM | $7.4M | 20.0K | 1.5% | ▲+1.3% Added · +264 sh | |
| 18 | Illumina Inc COM | $6.9M | 39.3K | 1.4% | ▲+0.1% Added · +35 sh | |
| 19 | Servicenow Inc COM | $6.2M | 62.7K | 1.3% | ▲+1.9% Added · +1K sh | |
| 20 | Adobe Inc COM | $4.7M | 22.8K | 1.0% | ▼−1.9% Reduced · −432 sh | |
| 21 | Lululemon Athletica Inc COM | $4.6M | 40.2K | 1.0% | ▼−1.4% Reduced · −595 sh | |
| 22 | Starbucks Corp COM | $4.5M | 44.3K | 0.9% | ▲+0.5% Added · +231 sh | |
| 23 | Home Depot Inc COM | $3.1M | 8.8K | 0.6% | ▲+1.6% Added · +137 sh | |
| 24 | NextEra Energy Inc COM | $3.0M | 34.7K | 0.6% | ▲+2.2% Added · +745 sh | |
| 25 | Disney Walt Co COM | $2.8M | 29.4K | 0.6% | ▲+0.5% Added · +143 sh | |
| 26 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 0.2% | ▼−1.2% Reduced · −16 sh | |
| 27 | Caterpillar Inc COM | $975K | 916 | 0.2% | ▼−0.9% Reduced · −8 sh | |
| 28 | Johnson & Johnson COM | $819K | 3.2K | 0.2% | —Held | |
| 29 | JPMorgan Chase & Co COM | $812K | 2.5K | 0.2% | ▼−0.6% Reduced · −14 sh | |
| 30 | Abbvie Inc COM | $602K | 2.4K | 0.1% | —Held | |
| 31 | Deere & Co COM | $579K | 912 | 0.1% | —Held | |
| 32 | Merck & Co Inc COM | $519K | 4.0K | 0.1% | ▼−0.8% Reduced · −35 sh | |
| 33 | Nucor Corp COM | $507K | 2.3K | 0.1% | ▼−0.4% Reduced · −10 sh | |
| 34 | Gilead Sciences Inc COM | $356K | 2.8K | 0.1% | —Held | |
| 35 | Oracle Corp COM | $301K | 2.1K | 0.1% | —Held | |
| 36 | Abbott Laboratories COM | $264K | 2.9K | 0.1% | —Held | |
| 37 | Broadcom Inc COM | $235K | 622 | <0.1% | ▼−7.2% Reduced · −48 sh | |
| 38 | Intel Corp COM | $235K | 1.7K | <0.1% | ▲New New position | |
| 39 | Duke Energy Corp New COM NEW | $221K | 1.7K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/894300/holdings"
Use Arkolith to show BENDER ROBERT & ASSOCIATES's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 39 | $481.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 45 | $416.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 39 | $481.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 46 | $462.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 46 | $448.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 18d | 40 | $396.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 46 | $414.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 39 | $470.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.