Richard Bernstein Advisors LLC Q2 2018 Filing

Filed August 10, 2018

Portfolio Value

$3.1T

Holdings

332

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (332 positions)

#StockSharesValue% PortfolioType
1
IEMGISHARES INC
4,185,370$219.8B7.04%
2
VGTVANGUARD WORLD FDS
1,203,228$218.3B7.00%
3
SHYISHARES TR
2,261,502$188.5B6.04%
4
SHYGISHARES TR
3,441,325$160.4B5.14%
5
XLISELECT SECTOR SPDR TR
2,210,836$158.4B5.08%
6
XLFSELECT SECTOR SPDR TR
5,261,114$139.9B4.48%
7
XLYSELECT SECTOR SPDR TR
973,038$106.4B3.41%
8
MCHIISHARES TR
1,277,511$82.5B2.64%
9
XOPUSDSPDR SERIES TRUST
1,643,791$70.8B2.27%
10
VAWVANGUARD WORLD FDS
502,565$66.1B2.12%
11
PDBCINVESCO ACTIVELY MANAGD ETF
2,333,923$43.1B1.38%
12
HYHGPROSHARES TR
622,000$41.6B1.33%
13
AAPLAPPLE INC
207,761$38.5B1.23%
14
XLESELECT SECTOR SPDR TR
495,267$37.6B1.21%
15
GDXJVANECK VECTORS ETF TR
1,065,627$34.8B1.12%
16
HYGHISHARES US ETF TR
381,083$34.5B1.11%
17
HYZDWISDOMTREE TR
1,252,000$29.9B0.96%
18
MSFTMICROSOFT CORP
294,318$29.0B0.93%
19
AMZNAMAZON COM INC
16,297$27.7B0.89%
20
BARGRANITESHARES GOLD TR
202,849$25.4B0.81%
21
XLKSELECT SECTOR SPDR TR
309,566$21.5B0.69%
22
IAUUSDISHARES GOLD TRUST
1,728,127$20.8B0.67%
23
KWEBKRANESHARES TR
339,819$20.2B0.65%
24
METAFACEBOOK INC
97,829$19.0B0.61%
25
MBBISHARES TR
180,597$18.8B0.60%
26
VVISA INC
126,165$16.7B0.54%
27
XOMEXXON MOBIL CORP
200,772$16.6B0.53%
28
EWTISHARES INC
453,303$16.3B0.52%
29
MAMASTERCARD INCORPORATED
81,090$15.9B0.51%
30
JPMJPMORGAN CHASE & CO
151,674$15.8B0.51%
31
CSCOCISCO SYS INC
314,885$13.6B0.43%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
72,002$13.4B0.43%
33
GOOGALPHABET INC
11,925$13.3B0.43%
34
HDHOME DEPOT INC
68,163$13.3B0.43%
35
GOOGLALPHABET INC
11,518$13.0B0.42%
36
JNJJOHNSON & JOHNSON
103,670$12.6B0.40%
37
CVXCHEVRON CORP NEW
99,126$12.5B0.40%
38
INTCINTEL CORP
250,510$12.5B0.40%
39
WFCWELLS FARGO CO NEW
223,807$12.4B0.40%
40
BACBANK AMER CORP
407,491$11.5B0.37%
41
ORCLORACLE CORP
257,854$11.4B0.36%
42
MINTPIMCO ETF TR
108,947$11.1B0.35%
43
DISDISNEY WALT CO
98,837$10.4B0.33%
44
CMCSACOMCAST CORP NEW
305,910$10.0B0.32%
45
MMM3M CO
50,947$10.0B0.32%
46
BABOEING CO
28,717$9.6B0.31%
47
DOWDUPONT INC
145,200$9.6B0.31%
48
INTUINTUIT
46,613$9.5B0.31%
49
HONHONEYWELL INTL INC
65,688$9.5B0.30%
50
TRVCCITIGROUP INC
140,797$9.4B0.30%
51
CARRIZO OIL & GAS INC
338,043$9.4B0.30%
52
MCDMCDONALDS CORP
55,623$8.7B0.28%
53
ADPAUTOMATIC DATA PROCESSING IN
64,492$8.7B0.28%
54
PAYXPAYCHEX INC
126,422$8.6B0.28%
55
TXNTEXAS INSTRS INC
75,953$8.4B0.27%
56
GPOR1EURGULFPORT ENERGY CORP
652,583$8.2B0.26%
57
FISVFISERV INC
109,460$8.1B0.26%
58
ROWAN COMPANIES PLC
497,201$8.1B0.26%
59
UTXZUNITED TECHNOLOGIES CORP
63,242$7.9B0.25%
60
ARCH COAL INC
100,507$7.9B0.25%
61
CALIFORNIA RES CORP
173,247$7.9B0.25%
62
UNPUNION PAC CORP
55,332$7.8B0.25%
63
NFLXNETFLIX INC
19,985$7.8B0.25%
64
ADBEADOBE SYS INC
31,847$7.8B0.25%
65
ACNACCENTURE PLC IRELAND
45,647$7.5B0.24%
66
SEMGROUP CORP
276,813$7.0B0.23%
67
COPCONOCOPHILLIPS
100,106$7.0B0.22%
68
TAT&T INC
216,718$7.0B0.22%
69
PYPLPAYPAL HLDGS INC
83,018$6.9B0.22%
70
IBMINTERNATIONAL BUSINESS MACHS
49,472$6.9B0.22%
71
OXYOCCIDENTAL PETE CORP DEL
79,999$6.7B0.21%
72
NVDANVIDIA CORP
28,125$6.7B0.21%
73
RPMRPM INTL INC
111,685$6.5B0.21%
74
CECELANESE CORP DEL
58,043$6.4B0.21%
75
TJXTJX COS INC NEW
67,632$6.4B0.21%
76
SLBSCHLUMBERGER LTD
93,881$6.3B0.20%
77
CRMSALESFORCE COM INC
44,826$6.1B0.20%
78
PSXPHILLIPS 66
54,367$6.1B0.20%
79
EOGEOG RES INC
48,537$6.0B0.19%
80
NKENIKE INC
74,870$6.0B0.19%
81
BKNGBOOKING HLDGS INC
2,938$6.0B0.19%
82
SONSONOCO PRODS CO
112,908$5.9B0.19%
83
LMTLOCKHEED MARTIN CORP
19,559$5.8B0.19%
84
RESOLUTE ENERGY CORP
183,698$5.7B0.18%
85
SPGIS&P GLOBAL INC
27,756$5.7B0.18%
86
WSOWATSCO INC
31,498$5.6B0.18%
87
SLABSILICON LABORATORIES INC
56,114$5.6B0.18%
88
WRKUSDWESTROCK CO
97,350$5.6B0.18%
89
L3 TECHNOLOGIES INC
28,739$5.5B0.18%
90
ROPROPER TECHNOLOGIES INC
20,020$5.5B0.18%
91
UNIT CORP
215,439$5.5B0.18%
92
BABAALIBABA GROUP HLDG LTD
29,460$5.5B0.18%
93
USBUS BANCORP DEL
108,223$5.4B0.17%
94
AXPAMERICAN EXPRESS CO
53,841$5.3B0.17%
95
CATCATERPILLAR INC DEL
38,876$5.3B0.17%
96
CDWCDW CORP
65,217$5.3B0.17%
97
ITWILLINOIS TOOL WKS INC
37,983$5.3B0.17%
98
TXTTEXTRON INC
79,319$5.2B0.17%
99
CBCHUBB LIMITED
40,357$5.1B0.16%
100
IFFINTERNATIONAL FLAVORS&FRAGRA
41,284$5.1B0.16%
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