Bender Robert & Associates
Bender Robert & Associates, officially known as Robert L. Bender, Inc. dba Robert Bender & Associates, is a Pasadena, California-based investment advisory firm founded in 1973. Registered with the SEC, it provides asset management services focused on capital appreciation and balanced asset portfolios for high net worth individuals and small institutions. The firm offers customized investment solutions using growth stock investing and dividend income strategies. It employs approximately 6-7 people and serves clients seeking discretionary portfolio management.
Investment Strategy
Bender Robert & Associates manages separate accounts focused on equity and balanced portfolios. Its proprietary 'Bender Model' uses in-depth research and analysis to select industry-leading, high-quality companies with superior earnings growth potential. The firm targets companies with profitability and positive cash flow, often leaders in their sectors, aiming for long-term capital appreciation. Extensive due diligence includes fundamental research, industry analysis, and ongoing performance monitoring against specific investment theses. Portfolios are adjusted in response to company performance, with a focus on sustained growth driven by technological advancements and market trends.
Latest 13F Filing Activity
Bender Robert & Associates filed their most recent 13F report on Sep 30, 2025 disclosing 46 equity positions with a total 13F market value of $463M. The fund increased holdings in Apple Inc., Nvidia Corporation, Alphabet Inc. among other positions. Bender Robert & Associates reduced exposure to Intuitive Surgical Inc., Mercadolibre Inc., Lululemon Athletica Inc. among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 19.96% | $92.3M | 494,878 | $121.44 | $186.58 | +$12.3M |
A AAPL | APPLE INC | 16.02% | $74.1M | 291,005 | $231.45 | $254.63 | +$12.8M |
I ISRG | INTUITIVE SURGICAL INC | 7.05% | $32.6M | 72,952 | $491.40 | $447.23 | -$7.3M |
A AMZN | AMAZON COM INC | 6.24% | $28.9M | 131,395 | $186.49 | $219.57 | -$278.0K |
M MELI | MERCADOLIBRE INC | 6.12% | $28.3M | 12,113 | $2049.21 | $2336.94 | -$3.7M |