Fund HoldingsBENDER ROBERT & ASSOCIATES

Total Portfolio Value
$414.29M
Total Bought
$8.78M
Total Sold
$58.35M
Net Transaction
-$49.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC(GOOG)58,14958,933+7849,64411,1562.69%+1,512
AMAZON COM INC(AMZN)147,868128,122-19,74627,55228,1096.78%+556
DISNEY WALT CO(DIS)32,19632,394+1983,0973,6070.87%+510
BOOKING HOLDINGS INC(BKNG)2,0131,806-2078,4798,9732.17%+494
UROGEN PHARMA LTD(URGN)034,701+34,70103700.09%+370
PALO ALTO NETWORKS INC(PANW)8,65218,150+9,4982,9573,3030.80%+345
EVOLUS INC025,070+25,07002770.07%+277
SUMMIT THERAPEUTICS INC(SMMT)011,496+11,49602050.05%+205
PAYCHEX INC(PAYX)01,455+1,45502040.05%+204
PULSE BIOSCIENCES INC(PLSE)011,590+11,59002020.05%+202
PRICE T ROWE GROUP INC(TROW)01,770+1,77002000.05%+200
BIOCRYST PHARMACEUTICALS INC(BCRX)023,710+23,71001780.04%+178
COSTCO WHSL CORP NEW(COST)1,4281,482+541,2661,3580.33%+92
VISA INC(V)8941,009+1152463190.08%+73
JPMORGAN CHASE & CO.(JPM)2,8482,754-946016600.16%+60
CHIMERIX INC010,609+10,6090370.01%+37
GILEAD SCIENCES INC(GILD)11,33410,363-9719509570.23%+7
DEERE & CO(DE)1,0151,012-34244290.10%+5
ORACLE CORP(ORCL)1,9491,94903323250.08%-7
ABBOTT LABS5,7715,638-1336586380.15%-20
MICROSOFT CORP(MSFT)19,85120,199+3488,5428,5142.06%-28
CATERPILLAR INC(CAT)1,0891,084-54263930.09%-33
JOHNSON & JOHNSON(JNJ)3,5393,719+1805735380.13%-36
HOME DEPOT INC(HD)8,5188,779+2613,4513,4150.82%-37
MERCK & CO INC(MRK)4,9824,98205664960.12%-70
NUCOR CORP(NUE)2,4252,42503652830.07%-82
ABBVIE INC(ABBV)4,3294,297-328557640.18%-91
ALPHABET INC(GOOG)81,88771,092-10,79513,69113,5393.27%-152
STARBUCKS CORP(SBUX)43,25144,406+1,1554,2174,0520.98%-164
AMERICAN ELEC PWR CO INC2,0500-2,0502100-210
ULTA BEAUTY INC(ULTA)24,58121,365-3,2169,5659,2922.24%-273
ASTRAZENECA PLC(AZN)13,88212,202-1,6801,0827990.19%-282
SERVICENOW INC(NOW)14,23811,708-2,53012,73412,4123.00%-322
CHUBB LIMITED
COM
33,74833,918+1709,7339,3722.26%-361
LULULEMON ATHLETICA INC(LULU)55,07837,933-17,14514,94514,5063.50%-439
NEXTERA ENERGY INC(NEE)36,23136,526+2953,0632,6190.63%-444
FIVE BELOW INC(FIVE)39,10727,048-12,0593,4552,8390.69%-616
ILLUMINA INC(ILMN)44,57935,619-8,9605,8144,7601.15%-1,054
VERTEX PHARMACEUTICALS INC(VRTX)27,13427,306+17212,61910,9962.65%-1,623
ELI LILLY & CO(LLY)18,05118,283+23215,99214,1143.41%-1,878
ADOBE INC(ADBE)24,11422,697-1,41712,48610,0932.44%-2,393
INTUITIVE SURGICAL INC84,41572,661-11,75441,47137,9269.15%-3,544
ADVANCED MICRO DEVICES INC(AMD)69,21762,176-7,04111,3577,5101.81%-3,847
META PLATFORMS INC(META)43,78135,981-7,80025,06221,0675.09%-3,995
NVIDIA CORPORATION(NVDA)662,150568,095-94,05580,41176,28918.41%-4,122
MERCADOLIBRE INC(MELI)13,39112,050-1,34127,47820,4904.95%-6,987
APPLE INC(AAPL)405,831262,400-143,43194,55965,71015.86%-28,848
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