Latest Portfolio Value
$481.32 M
12/31/2025
Total Holdings
39
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
74.53%
Bender Robert & Associates (CIK: 0000894300) is a financial institution headquartered at 199 S. Los Robles Avenue, Suite 530, , La Canada, California 91101. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $481,316,147, comprising 39 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
No buy transactions available for this period
No sell transactions available for this period
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 475,127 | $88.61 M | 18.41% | ▼ 19,751 | Reduce -4.0% | |
| 285,181 | $77.53 M | 16.11% | ▼ 5,824 | Reduce -2.0% | |
| 72,424 | $41.02 M | 8.52% | ▼ 528 | Reduce -0.7% | |
| 130,521 | $30.13 M | 6.26% | ▼ 874 | Reduce -0.7% | |
| 37,603 | $24.82 M | 5.16% | ▼ 309 | Reduce -0.8% | |
| 11,994 | $24.16 M | 5.02% | ▼ 119 | Reduce -1.0% | |
| 69,798 | $21.9 M | 4.55% | ▼ 1,468 | Reduce -2.1% | |
| 17,940 | $19.28 M | 4.01% | ▼ 270 | Reduce -1.5% | |
| 57,174 | $17.9 M | 3.72% | ▼ 832 | Reduce -1.4% | |
| 62,543 | $13.39 M | 2.78% | ▼ 611 | Reduce -1.0% |