$220 Million is the total value of BENDER ROBERT & ASSOCIATES's 48 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | BIOGEN INC | $3,485,000 | +21.7% | 9,864 | 0.0% | 1.58% | +5.5% | |
| BMY | BRISTOL MYERS SQUIBB CO | $756,000 | +12.2% | 12,180 | 0.0% | 0.34% | -2.5% | |
| MRK | MERCK & CO INC | $453,000 | +16.8% | 6,387 | 0.0% | 0.21% | +1.5% | |
| CAT | CATERPILLAR INC DEL | $297,000 | +12.5% | 1,949 | 0.0% | 0.14% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-17
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.