$180 Million is the total value of BENDER ROBERT & ASSOCIATES's 50 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VMW | Buy | VMWARE INC | $5,705,000 | +15.0% | 45,527 | +0.2% | 3.16% | +10.9% |
ADBE | Buy | ADOBE SYS INC | $4,085,000 | +17.5% | 23,311 | +0.1% | 2.26% | +13.3% |
ALXN | Buy | ALEXION PHARMACEUTICALS INC | $3,931,000 | -13.6% | 32,873 | +1.3% | 2.18% | -16.7% |
CAT | New | CATERPILLAR INC DEL | $223,000 | – | 1,414 | +100.0% | 0.12% | – |
DE | New | DEERE & CO | $213,000 | – | 1,360 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 44 | Q1 2024 | 25.0% |
INTUITIVE SURGICAL INC | 44 | Q1 2024 | 9.6% |
ILLUMINA INC COM | 44 | Q1 2024 | 8.9% |
AMAZON COM INC COM | 44 | Q1 2024 | 8.7% |
LULULEMON ATHLETICA INC | 44 | Q1 2024 | 7.8% |
MERCADOLIBRE INC COM | 44 | Q1 2024 | 7.8% |
ULTA SALON COSMETCS & FRAG I | 44 | Q1 2024 | 5.6% |
GILEAD SCIENCES INC C | 44 | Q1 2024 | 8.1% |
STARBUCKS CORP COM | 44 | Q1 2024 | 3.1% |
BRISTOL-MYERS SQUIBB CO | 44 | Q1 2024 | 15.1% |
View BENDER ROBERT & ASSOCIATES's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-16 |
13F-HR | 2024-07-30 |
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 |
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.