Bender Robert & Associates - Q4 2025 13F Filings

BE

Bender Robert & Associates

CIK: 0000894300
Address: California La Canada 199 S. Los Robles Avenue, Suite 530
$481.32 M
Portfolio Value
39
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+4.04%
$481.32 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bender Robert & Associates Q4 2025 Filing Summary

Bender Robert & Associates filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 481.32 M reflecting a +4.04% change from the prior quarter, spanning 39 assets. The top 10 holdings comprised 74.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 7 complete exits.

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Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bender Robert & Associates’s Q4 2025 Filing

Bender Robert & Associates submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Bender Robert & Associates reported a managed portfolio value of 481.32 M, consisting of 39 individual positions.

This page displays the raw filing documents. To see which stocks Bender Robert & Associates bought or sold during Q4 2025, please visit Bender Robert & Associates's Portfolio Analysis page.