$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IP | INTL PAPER CO | $239,000 | +2.1% | 4,122 | 0.0% | 0.13% | -1.5% | |
| DUK | DUKE ENERGY CORP NEW | $232,000 | +0.4% | 2,757 | 0.0% | 0.13% | -3.0% | |
| ET | ENERGY TRANSFER EQUITY L P | $178,000 | -0.6% | 10,311 | 0.0% | 0.10% | -3.9% |
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.