Fund HoldingsBENDER ROBERT & ASSOCIATES

Total Portfolio Value
$396.11M
Total Bought
$37.04M
Total Sold
$32.00M
Net Transaction
+$5.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHIPOTLE MEXICAN GRILL INC(CMG)0144,933+144,93307,2771.84%+7,277
PALO ALTO NETWORKS INC(PANW)18,15054,452+36,3023,3039,2922.35%+5,989
MERCADOLIBRE INC(MELI)12,05012,387+33720,49024,1656.10%+3,675
APPLE INC(AAPL)262,400305,949+43,54965,71067,96017.16%+2,250
VERTEX PHARMACEUTICALS INC(VRTX)27,30627,025-28110,99613,1023.31%+2,106
META PLATFORMS INC(META)35,98138,699+2,71821,06722,3055.63%+1,237
ELI LILLY & CO(LLY)18,28318,419+13614,11415,2123.84%+1,098
CHUBB LIMITED
COM
33,91833,578-3409,37210,1402.56%+769
STARBUCKS CORP(SBUX)44,40645,583+1,1774,0524,4711.13%+419
DUKE ENERGY CORP NEW(DUK)01,848+1,84802250.06%+225
AMERICAN ELEC PWR CO INC02,050+2,05002240.06%+224
JOHNSON & JOHNSON(JNJ)3,7193,698-215386130.15%+75
DEERE & CO(DE)1,012992-204294660.12%+37
VISA INC(V)1,0091,00903193540.09%+35
PAYCHEX INC(PAYX)1,4551,45502042240.06%+20
COSTCO WHSL CORP NEW(COST)1,4821,451-311,3581,3720.35%+14
NUCOR CORP(NUE)2,4252,42502832920.07%+9
JPMORGAN CHASE & CO.(JPM)2,7542,574-1806606310.16%-29
CHIMERIX INC10,6090-10,609370-37
CATERPILLAR INC(CAT)1,0841,064-203933510.09%-42
ORACLE CORP(ORCL)1,9492,014+653252820.07%-43
NEXTERA ENERGY INC(NEE)36,52636,198-3282,6192,5660.65%-52
MERCK & CO INC(MRK)4,9824,932-504964430.11%-53
ABBVIE INC(ABBV)4,2973,364-9337647050.18%-59
HOME DEPOT INC(HD)8,7799,153+3743,4153,3540.85%-60
ABBOTT LABS5,6384,085-1,5536385420.14%-96
BIOCRYST PHARMACEUTICALS INC(BCRX)23,7100-23,7101780-178
PRICE T ROWE GROUP INC(TROW)1,7700-1,7702000-200
PULSE BIOSCIENCES INC(PLSE)11,5900-11,5902020-202
SUMMIT THERAPEUTICS INC(SMMT)11,4960-11,4962050-205
EVOLUS INC25,0700-25,0702770-277
BOOKING HOLDINGS INC(BKNG)1,8061,879+738,9738,6562.19%-317
UROGEN PHARMA LTD(URGN)34,7010-34,7013700-370
DISNEY WALT CO(DIS)32,39432,386-83,6073,1960.81%-411
GILEAD SCIENCES INC(GILD)10,3632,887-7,4769573230.08%-634
MICROSOFT CORP(MSFT)20,19920,705+5068,5147,7721.96%-741
INTUITIVE SURGICAL INC72,66175,043+2,38237,92637,1679.38%-760
ADVANCED MICRO DEVICES INC(AMD)62,17665,395+3,2197,5106,7191.70%-792
ASTRAZENECA PLC(AZN)12,2020-12,2027990-799
ADOBE INC(ADBE)22,69724,229+1,53210,0939,2932.35%-800
ULTA BEAUTY INC(ULTA)21,36522,761+1,3969,2928,3432.11%-949
ILLUMINA INC(ILMN)35,61939,956+4,3374,7603,1700.80%-1,590
LULULEMON ATHLETICA INC(LULU)37,93344,961+7,02814,50612,7273.21%-1,779
ALPHABET INC(GOOG)71,09274,280+3,18813,53911,6052.93%-1,934
ALPHABET INC(GOOG)58,93358,805-12811,1569,0942.30%-2,062
SERVICENOW INC(NOW)11,70812,839+1,13112,41210,2222.58%-2,190
AMAZON COM INC(AMZN)128,122133,593+5,47128,10925,4176.42%-2,691
FIVE BELOW INC(FIVE)27,0480-27,0482,8390-2,839
NVIDIA CORPORATION(NVDA)568,095515,166-52,92976,28955,83414.10%-20,456
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