Equal-WT
WhaleScore 2.0
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Bender Robert & Associates is based out of Pasadena. Bender Robert & Associates is a large advisory firm with 346 clients and discretionary assets under management (AUM) of $432,555,798 (Form ADV from 2025-05-16). Their last reported 13F filing for Q1 2025 included $396,107,149 in managed 13F securities
and a top 10 holdings concentration of 72.08%. Bender Robert & Associates's largest holding is Apple Inc with shares held of 305,949. Whalewisdom has at least 99 13F filings
Business Description
Robert Bender & Associates (“RBA”), was formed in 1972, is located in Pasadena, CA, and has been providing investment advisory services since 1978. RBA’s principal owner is Robert Bender.
RBA offers asset management services to advisory Clients. RBA will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. When the Client elects to use RBA on a discretionary basis, the Client will sign a limited trading authorization or equivalent allowing RBA to determine the securities to be bought or sold and the amount of the securities to be bought or sold. RBA will have the authority to execute transactions in the account without seeking Client approval on each transaction.
Investment Strategy
RBA's investment strategy for a client is based upon the objectives stated by the Client during consultations. The Client may change these objectives at any time by providing written notice to RBA. Each Client executes a Client profile form or similar form that documents their objectives and their desired investment strategy. RBA offers asset management services to advisory Clients. RBA will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors.
Security analysis methods may include fundamental analysis which concentrates on factors that determine a company’s value and expected future earnings. This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value. The risk assumed is that the market will fail to reach expectations of perceived value.
Owners
- BENDER, ROBERT, LLOYD - CHIEF EXECUTIVE OFFICER
- BENDER, REED, GAVIN - PRESIDENT, SECRETARY
- EMMETT, CATHERINE, MARIE - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| CMG Chipotle Mexican Gri | 1.84% |
| PANW Palo Alto Networks I | 1.55% |
| AAPL Apple Inc | 1.3% |
| MELI MercadoLibre Inc | 1.15% |
| META Meta Platforms Inc | 0.55% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp | 4.32% |
| FIVE Five Below Inc | 0.69% |
| GOOGL Alphabet Inc. Class | 0.4% |
| AZN AstraZeneca PLC | 0.19% |
| GILD Gilead Sciences Inc | 0.15% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 17.16% |
| NVDA NVIDIA Corp | 14.1% |
| ISRG Intuitive Surgical I | 9.38% |
| AMZN Amazon.com Inc | 6.42% |
| MELI MercadoLibre Inc | 6.1% |
2025-03-31
13F Activity
| Market Value | $396m, Prior: $414m |
| Inflows (Outflows) as % of Total MV | +5.5194% |
| New Purchases | 3 stocks |
| Added To | 19 stocks |
| Sold out of | 9 stocks |
| Reduced holdings in | 15 stocks |
| Top 10 Holdings % | 72.08% |
| Turnover %[1] | 24.49% |
| Turnover Alt %[2] | 3.43% |
| Time Held Top 20 | 1.8 quarters |
| Time Held Top 10 | 1.8 quarters |
| Time Held All | 38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31