$141 Million is the total value of BENDER ROBERT & ASSOCIATES's 59 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BA | BOEING CO | $552,000 | +1.8% | 4,336 | 0.0% | 0.39% | +7.7% | |
SLB | SCHLUMBERGER LTD | $361,000 | -9.5% | 3,064 | 0.0% | 0.26% | -4.9% | |
CVX | CHEVRON CORP NEW | $260,000 | +9.7% | 1,990 | 0.0% | 0.18% | +15.7% | |
4945SC | KINDER MORGAN ENERGY PARTNERut ltd partner | $249,000 | +11.2% | 3,030 | 0.0% | 0.18% | +17.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 25.0% |
INTUITIVE SURGICAL INC | 42 | Q3 2023 | 9.6% |
ILLUMINA INC COM | 42 | Q3 2023 | 8.9% |
AMAZON COM INC COM | 42 | Q3 2023 | 8.7% |
LULULEMON ATHLETICA INC | 42 | Q3 2023 | 7.8% |
MERCADOLIBRE INC COM | 42 | Q3 2023 | 7.8% |
GILEAD SCIENCES INC C | 42 | Q3 2023 | 8.1% |
ULTA SALON COSMETCS & FRAG I | 42 | Q3 2023 | 5.6% |
STARBUCKS CORP COM | 42 | Q3 2023 | 3.1% |
BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 15.1% |
View BENDER ROBERT & ASSOCIATES's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-21 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-14 |
13F-HR | 2022-02-07 |
View BENDER ROBERT & ASSOCIATES's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.