Richard Bernstein Advisors LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$3.5T

Holdings

204

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
1
IQLTISHARES TR
10,533,655$467.4B13.33%
2
JMBSJANUS DETROIT STR TR
8,951,956$409.7B11.68%
3
VTVVANGUARD INDEX FDS
1,692,463$315.1B8.99%
4
FTECFIDELITY COVINGTON TRUST
1,362,189$311.2B8.88%
5
SPTISPDR SERIES TRUST
8,024,019$232.1B6.62%
6
SPTSSPDR SERIES TRUST
7,103,678$208.3B5.94%
7
EMXCISHARES INC
2,831,289$195.3B5.57%
8
SDYSPDR SERIES TRUST
1,039,379$144.3B4.12%
9
IXJISHARES TR
1,308,385$117.4B3.35%
10
TLHISHARES TR
1,074,047$111.0B3.17%
11
BARGRANITESHARES GOLD TR
2,230,019$86.4B2.46%
12
XLCSELECT SECTOR SPDR TR
683,791$79.9B2.28%
13
PZAINVESCO EXCH TRADED FD TR II
3,071,002$71.3B2.03%
14
XLFSELECT SECTOR SPDR TR
1,226,089$66.0B1.88%
15
XLFISELECT SECTOR SPDR TR
724,175$56.1B1.60%
16
FDISFIDELITY COVINGTON TRUST
492,170$50.6B1.44%
17
XLUSELECT SECTOR SPDR TR
541,973$47.7B1.36%
18
EXIISHARES TR
240,338$41.5B1.18%
19
NVDANVIDIA CORPORATION
194,630$36.3B1.04%
20
AAPLAPPLE INC
118,196$30.1B0.86%
21
MSFTMICROSOFT CORP
56,563$29.3B0.84%
22
AMZNAMAZON COM INC
73,947$16.2B0.46%
23
QUALISHARES TR
68,090$13.2B0.38%
24
METAMETA PLATFORMS INC
17,327$12.7B0.36%
25
AVGOBROADCOM INC
35,578$11.7B0.33%
26
GOOGLALPHABET INC
46,785$11.4B0.32%
27
TSLATESLA INC
22,129$9.8B0.28%
28
GOOGALPHABET INC
40,289$9.8B0.28%
29
JPMJPMORGAN CHASE & CO.
22,432$7.1B0.20%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
11,514$5.8B0.17%
31
ITA*ISHARES TR
25,090$5.3B0.15%
32
WMTWALMART INC
50,903$5.2B0.15%
33
LLYELI LILLY & CO
6,648$5.1B0.14%
34
GEGE AEROSPACE
15,972$4.8B0.14%
35
JNJJOHNSON & JOHNSON
23,291$4.3B0.12%
36
BSXBOSTON SCIENTIFIC CORP
42,704$4.2B0.12%
37
KOCOCA COLA CO
54,528$3.6B0.10%
38
SPGIS&P GLOBAL INC
7,298$3.6B0.10%
39
4I1PHILIP MORRIS INTL INC
21,394$3.5B0.10%
40
ABTABBOTT LABS
24,998$3.3B0.10%
41
MKLMARKEL GROUP INC
1,751$3.3B0.10%
42
AIGAMERICAN INTL GROUP INC
42,289$3.3B0.09%
43
HWMHOWMET AEROSPACE INC
16,873$3.3B0.09%
44
MOALTRIA GROUP INC
49,604$3.3B0.09%
45
BACBANK AMERICA CORP
62,873$3.2B0.09%
46
ETNEATON CORP PLC
8,351$3.1B0.09%
47
ABBVABBVIE INC
13,362$3.1B0.09%
48
MCKMCKESSON CORP
3,930$3.0B0.09%
49
ABGCENCORA INC
9,338$2.9B0.08%
50
GDGENERAL DYNAMICS CORP
8,518$2.9B0.08%
51
CEGCONSTELLATION ENERGY CORP
8,761$2.9B0.08%
52
PEPPEPSICO INC
20,282$2.8B0.08%
53
VICIVICI PPTYS INC
86,681$2.8B0.08%
54
CVXCHEVRON CORP NEW
18,023$2.8B0.08%
55
UNHUNITEDHEALTH GROUP INC
8,060$2.8B0.08%
56
XOMEXXON MOBIL CORP
23,807$2.7B0.08%
57
NOCNORTHROP GRUMMAN CORP
4,335$2.6B0.08%
58
WFCWELLS FARGO CO NEW
31,230$2.6B0.07%
59
CATCATERPILLAR INC
5,483$2.6B0.07%
60
GILDGILEAD SCIENCES INC
23,448$2.6B0.07%
61
PEOEXELON CORP
56,386$2.5B0.07%
62
FEFIRSTENERGY CORP
55,002$2.5B0.07%
63
PPLPPL CORP
67,645$2.5B0.07%
64
CCEPCOCA-COLA EUROPACIFIC PARTNE
27,670$2.5B0.07%
65
GEVGE VERNOVA INC
4,065$2.5B0.07%
66
IBMINTERNATIONAL BUSINESS MACHS
8,830$2.5B0.07%
67
CLCOLGATE PALMOLIVE CO
30,968$2.5B0.07%
68
AMANTERO MIDSTREAM CORP
126,248$2.5B0.07%
69
KMBKIMBERLY-CLARK CORP
19,430$2.4B0.07%
70
PGPROCTER AND GAMBLE CO
15,633$2.4B0.07%
71
UBERUBER TECHNOLOGIES INC
24,338$2.4B0.07%
72
BKNGBOOKING HOLDINGS INC
439$2.4B0.07%
73
AMDADVANCED MICRO DEVICES INC
14,048$2.3B0.06%
74
MAMASTERCARD INCORPORATED
3,958$2.3B0.06%
75
TRGPTARGA RES CORP
13,216$2.2B0.06%
76
AXPAMERICAN EXPRESS CO
6,666$2.2B0.06%
77
ANETARISTA NETWORKS INC
15,108$2.2B0.06%
78
ETRENTERGY CORP NEW
23,586$2.2B0.06%
79
GLWCORNING INC
26,723$2.2B0.06%
80
WDCWESTERN DIGITAL CORP
18,160$2.2B0.06%
81
GEHCGE HEALTHCARE TECHNOLOGIES I
28,831$2.2B0.06%
82
PCGPG&E CORP
140,681$2.1B0.06%
83
CAHCARDINAL HEALTH INC
13,422$2.1B0.06%
84
RTXRTX CORPORATION
12,452$2.1B0.06%
85
MDLZMONDELEZ INTL INC
33,331$2.1B0.06%
86
FOXFOX CORP
35,876$2.1B0.06%
87
ISRGINTUITIVE SURGICAL INC
4,531$2.0B0.06%
88
LINLINDE PLC
4,261$2.0B0.06%
89
APGAPI GROUP CORP
58,204$2.0B0.06%
90
VVISA INC
5,777$2.0B0.06%
91
HLIHOULIHAN LOKEY INC
9,459$1.9B0.06%
92
JCIJOHNSON CTLS INTL PLC
17,556$1.9B0.06%
93
MDTMEDTRONIC PLC
20,209$1.9B0.05%
94
VSTVISTRA CORP
9,823$1.9B0.05%
95
PCARPACCAR INC
19,548$1.9B0.05%
96
HDHOME DEPOT INC
4,625$1.9B0.05%
97
CSCOCISCO SYS INC
27,188$1.9B0.05%
98
HIGHARTFORD INSURANCE GROUP INC
13,860$1.8B0.05%
99
TAT&T INC
65,440$1.8B0.05%
100
ACTENACT HLDGS INC
47,758$1.8B0.05%
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