Fund Holdings — BENDER ROBERT & ASSOCIATES

Total Portfolio Value
$462.61M
Total Bought
$907.0K
Total Sold
$60.76M
Net Transaction
-$59.85M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
APPLE INC(AAPL)298,598291,005-7,59361,26374,09916.02%+12,835
NVIDIA CORPORATION(NVDA)506,570494,878-11,69280,03392,33419.96%+12,301
ALPHABET INC(GOOG)73,37771,266-2,11113,01617,3573.75%+4,340
ALPHABET INC(GOOG)58,61558,006-60910,33014,1013.05%+3,772
ULTA BEAUTY INC(ULTA)22,66822,382-28610,60512,2372.65%+1,633
ADVANCED MICRO DEVICES INC(AMD)64,09363,154-9399,09510,2182.21%+1,123
GE VERNOVA INC(GEV)01,053+1,05306470.14%+647
HOME DEPOT INC(HD)8,9868,899-873,2953,6060.78%+311
MICROSOFT CORP(MSFT)20,31920,016-30310,10710,3672.24%+260
UROGEN PHARMA LTD(URGN)34,70134,70104756920.15%+217
NEXTERA ENERGY INC(NEE)35,94835,873-752,4962,7080.59%+213
ORACLE CORP(ORCL)2,0142,01404405660.12%+126
JOHNSON & JOHNSON(JNJ)3,5523,532-205436550.14%+112
CATERPILLAR INC(CAT)1,0241,02403984890.11%+91
PALO ALTO NETWORKS INC(PANW)53,48554,130+64510,94511,0222.38%+77
ABBVIE INC(ABBV)3,3322,982-3506186900.15%+72
JPMORGAN CHASE & CO.(JPM)2,5702,565-57458090.17%+64
BROADCOM INC(AVGO)77577502142560.06%+42
PULSE BIOSCIENCES INC(PLSE)11,59011,59001752050.04%+30
AMERICAN ELEC PWR CO INC2,0502,05002132310.05%+18
MERCK & CO INC(MRK)4,9124,812-1003894040.09%+15
NUCOR CORP(NUE)2,4252,42503143280.07%+14
DUKE ENERGY CORP NEW(DUK)1,8481,84802182290.05%+11
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,2741,27402322420.05%+10
GILEAD SCIENCES INC(GILD)2,8692,819-503183130.07%-5
ABBOTT LABS4,1154,065-505605440.12%-15
VISA INC(V)1,0511,004-473733430.07%-30
BIOCRYST PHARMACEUTICALS INC(BCRX)23,71023,71002121800.04%-32
ILLUMINA INC(ILMN)39,71739,474-2433,7893,7490.81%-41
DEERE & CO(DE)98298204994490.10%-50
EVOLUS INC(EOLS)25,07025,07002311540.03%-77
COSTCO WHSL CORP NEW(COST)1,4451,404-411,4301,3000.28%-131
CHUBB LIMITED
COM
32,65832,875+2179,4629,2792.01%-183
PAYCHEX INC(PAYX)1,4550-1,4552120—-212
AMAZON COM INC(AMZN)132,770131,395-1,37529,12828,8506.24%-278
STARBUCKS CORP(SBUX)45,40344,750-6534,1603,7860.82%-374
ELI LILLY & CO(LLY)18,36618,210-15614,31713,8943.00%-423
DISNEY WALT CO(DIS)31,49129,866-1,6253,9053,4200.74%-486
META PLATFORMS INC(META)38,42837,912-51628,36327,8426.02%-522
BOOKING HOLDINGS INC(BKNG)1,8611,842-1910,7749,9452.15%-828
ADOBE INC(ADBE)24,10623,877-2299,3268,4231.82%-904
SERVICENOW INC(NOW)12,53212,486-4612,88411,4912.48%-1,393
VERTEX PHARMACEUTICALS INC(VRTX)26,71226,330-38211,89210,3122.23%-1,580
CHIPOTLE MEXICAN GRILL INC(CMG)141,073131,940-9,1337,9215,1711.12%-2,751
LULULEMON ATHLETICA INC(LULU)44,34543,499-84610,5357,7401.67%-2,796
MERCADOLIBRE INC(MELI)12,23912,113-12631,98828,3076.12%-3,681
INTUITIVE SURGICAL INC73,39772,952-44539,88532,6267.05%-7,258
Page 1 of 1