Bender Robert & Associates has filed its latest 13F-HR report, revealing a total of approximately $524.6 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and highlights its substantial positions in various leading companies.
The report shows that Bender Robert & Associates holds 46 different securities, indicating a diversified investment approach. This diverse portfolio includes significant investments in major companies across sectors such as technology, healthcare, and consumer goods.
Background
Bender Robert & Associates is an investment management firm based in Pasadena, California. The firm is not publicly traded and does not have a specific SIC code listed. It primarily engages in managing investment portfolios for clients, providing insights and strategies to optimize their financial outcomes. The firm has been actively filing with the SEC, with its most recent filings indicating a consistent approach to portfolio management.
What the Filing Says
The latest filing, accession number 0000894300-26-000005, provides a detailed account of the firm's holdings. The report includes a total value of $524,590,165, with a total of 46 different securities reported. The firm’s investment discretion is noted as 'sole' for all holdings, indicating that Bender Robert & Associates has full control over the investment decisions for these assets.
Impact
This filing may impact various stakeholders, including clients of Bender Robert & Associates who rely on the firm’s investment strategies for their financial growth. Additionally, other investment firms and competitors in the industry may analyze Bender's holdings to gauge market trends and adjust their own investment strategies accordingly.
What's Next
The filing does not specify what happens next for Bender Robert & Associates. However, it is expected that the firm will continue to monitor its investments and make adjustments as necessary in response to market conditions.