BENDER ROBERT & ASSOCIATES

HTTP://WWW.ROBERTBENDER.COM • PASADENA, CA • Investment Advisor How do I update this listing?

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Bender Robert & Associates is based out of Pasadena. Bender Robert & Associates is a large advisory firm with 345 clients and discretionary assets under management (AUM) of $331,293,927 (Form ADV from 2022-03-29). Their last reported 13F filing for Q2 2022 included $261,549,000 in managed 13F securities and a top 10 holdings concentration of 66.42%. Bender Robert & Associates's largest holding is Apple Inc with shares held of 463,876. Bender Robert & Associates has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 88 13F filings

06/30/2022

13F Activity

  • Market Value $261.549 Million
  • Prior Market Value $351.083 Million
  • New Purchases11 stocks
  • Additional Purchases4 stocks
  • Sold out of1 stock
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 66.42 %
  • Turnover % [1]:21.82%
  • Turnover Alt % [2]: 0.88 %
  • Time Held Top20:22.65 quarters
  • Time Held Top10:20.30 quarters
  • Time Held All:28.05 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.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 8.12%
Performance Last 4 Quarters: -21.5%
Performance Metrics
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
199 S. LOS ROBLES AVENUE SUITE 530
PASADENA CA    91101
Country: United States
Business Phone: 626-397-9072
Fax: 626-397-9090
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 345
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

ownership team - last updated 2022-03-29
Name Title Start Date Direct/Indirect % Ownership
BENDER, ROBERT, LLOYD PRESIDENT, CHIEF EXECUTIVE OFFICER 06/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC PRESIDENT, CHIEF EXECUTIVE OFFICER direct 1978-06-01
BENDER ROBERT L INC PRESIDENT direct 1978-06-01 2005-03-24
BENDER, REED, GAVIN SECRETARY 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC SECRETARY direct 2014-11-01
EMMETT, CATHERINE, MARIE CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC CHIEF COMPLIANCE OFFICER direct 2004-10-01

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
BENDER, ROBERT, LLOYD PRESIDENT, CHIEF EXECUTIVE OFFICER 06/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC PRESIDENT, CHIEF EXECUTIVE OFFICER direct 1978-06-01
BENDER ROBERT L INC PRESIDENT direct 1978-06-01 2005-03-24
BENDER, REED, GAVIN SECRETARY 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC SECRETARY direct 2014-11-01
EMMETT, CATHERINE, MARIE CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC CHIEF COMPLIANCE OFFICER direct 2004-10-01

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
BENDER, ROBERT, LLOYD PRESIDENT, CHIEF EXECUTIVE OFFICER 06/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC PRESIDENT, CHIEF EXECUTIVE OFFICER direct 1978-06-01
BENDER ROBERT L INC PRESIDENT direct 1978-06-01 2005-03-24
BENDER, REED, GAVIN SECRETARY 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC SECRETARY direct 2014-11-01
EMMETT, CATHERINE, MARIE CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC CHIEF COMPLIANCE OFFICER direct 2004-10-01

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

BENDER ROBERT L INC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
BENDER, ROBERT, LLOYD PRESIDENT, CHIEF EXECUTIVE OFFICER 06/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC PRESIDENT, CHIEF EXECUTIVE OFFICER direct 1978-06-01
BENDER ROBERT L INC PRESIDENT direct 1978-06-01 2005-03-24
BENDER, REED, GAVIN SECRETARY 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC SECRETARY direct 2014-11-01
EMMETT, CATHERINE, MARIE CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC CHIEF COMPLIANCE OFFICER direct 2004-10-01

BENDER ROBERT L INC

ownership team - last updated 2018-11-14
Name Title Start Date Direct/Indirect % Ownership
BENDER, ROBERT, LLOYD PRESIDENT, CHIEF EXECUTIVE OFFICER 06/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC PRESIDENT, CHIEF EXECUTIVE OFFICER direct 1978-06-01
BENDER ROBERT L INC PRESIDENT direct 1978-06-01 2005-03-24
BENDER, REED, GAVIN SECRETARY 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC SECRETARY direct 2014-11-01
EMMETT, CATHERINE, MARIE CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC CHIEF COMPLIANCE OFFICER direct 2004-10-01

BENDER ROBERT L INC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
BENDER, ROBERT, LLOYD PRESIDENT, CHIEF EXECUTIVE OFFICER 06/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC PRESIDENT, CHIEF EXECUTIVE OFFICER direct 1978-06-01
BENDER ROBERT L INC PRESIDENT direct 1978-06-01 2005-03-24
BENDER, REED, GAVIN SECRETARY 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC SECRETARY direct 2014-11-01
EMMETT, CATHERINE, MARIE CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BENDER ROBERT L INC CHIEF COMPLIANCE OFFICER direct 2004-10-01

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