Fund HoldingsBENDER ROBERT & ASSOCIATES

Total Portfolio Value
$416.89M
Total Bought
$8.19M
Total Sold
$71.75M
Net Transaction
-$63.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GE VERNOVA INC(GEV)7,23910,508+3,2694,7319,1722.20%+4,441
JPMORGAN CHASE & CO(JPM)02,495+2,49507340.18%+734
UROGEN PHARMA LTD(URGN)034,701+34,70106240.15%+624
NEXTERA ENERGY INC(NEE)35,22033,947-1,2732,8273,1530.76%+326
PULSE BIOSCIENCES INC(PLSE)012,190+12,19002630.06%+263
AMERICAN ELEC PWR CO INC01,900+1,90002490.06%+249
BIOCRYST PHARMACEUTICALS INC(BCRX)023,710+23,71002260.05%+226
MARRIOTT INTL INC NEW(MAR)0672+67202200.05%+220
STARBUCKS CORP(SBUX)44,73244,025-7073,7673,9440.95%+177
CATERPILLAR INC(CAT)949924-255446550.16%+111
EVOLUS INC025,070+25,07001030.02%+103
JOHNSON & JOHNSON(JNJ)3,3443,224-1206927880.19%+96
DEERE & CO(DE)91291204255140.12%+89
COSTCO WHOLESALE CORPORATION(COST)1,3921,284-1081,2001,2790.31%+79
GILEAD SCIENCES INC(GILD)2,8192,81903463930.09%+47
DUKE ENERGY CORP NEW(DUK)1,7481,74802052290.05%+24
MERCK & CO INC(MRK)4,4374,077-3604674900.12%+23
NUCOR CORP(NUE)2,2852,28503733860.09%+14
VISA INC(V)868864-43052610.06%-43
BROADCOM INC(AVGO)750670-802602070.05%-52
CHUBB LTD SWITZ
COM
32,69331,128-1,56510,20410,1462.43%-59
ORACLE CORP(ORCL)1,9642,052+883833020.07%-81
ABBOTT LABORATORIES3,1052,905-2003892980.07%-91
ABBVIE INC(ABBV)2,7582,393-3656305200.12%-110
HOME DEPOT INC(HD)8,7048,652-522,9952,8460.68%-149
VERTEX PHARMACEUTICALS INC(VRTX)26,46326,171-29211,99711,6862.80%-311
ILLUMINA INC(ILMN)39,46739,228-2395,1764,8351.16%-341
DISNEY WALT CO(DIS)29,31429,217-973,3352,8160.68%-519
ADVANCED MICRO DEVICES INC(AMD)62,54360,850-1,69313,39412,3792.97%-1,015
PALO ALTO NETWORKS INC(PANW)54,82455,190+36610,0998,8482.12%-1,251
CHIPOTLE MEXICAN GRILL INC(CMG)42,6420-42,6421,5780-1,578
ALPHABET INC(GOOG)57,17454,427-2,74717,89515,6513.75%-2,244
ULTA BEAUTY INC(ULTA)21,90221,038-86413,25110,9972.64%-2,254
BOOKING HOLDINGS INC(BKNG)1,8321,793-399,8117,5491.81%-2,262
MICROSOFT CORP(MSFT)19,91219,696-2169,6307,2911.75%-2,339
ADOBE INC(ADBE)23,74123,192-5498,3095,6381.35%-2,672
LULULEMON ATHLETICA INC(LULU)43,32840,772-2,5569,0046,2421.50%-2,762
ALPHABET INC(GOOG)69,79866,536-3,26221,90319,0874.58%-2,816
ELI LILLY & CO(LLY)17,94017,554-38619,27916,1453.87%-3,134
SERVICENOW INC(NOW)62,97061,535-1,4359,6466,4331.54%-3,213
AMAZON COM INC(AMZN)130,521126,943-3,57830,12726,4386.34%-3,688
MERCADOLIBRE INC(MELI)11,99411,653-34124,15920,1484.83%-4,011
META PLATFORMS INC(META)37,60336,359-1,24424,82220,8024.99%-4,019
INTUITIVE SURGICAL INC72,42468,645-3,77941,01831,6457.59%-9,373
NVIDIA CORPORATION(NVDA)475,127445,692-29,43588,61177,72918.64%-10,882
APPLE INC(AAPL)285,181262,152-23,02977,52966,53215.96%-10,998
Page 1 of 1