Richard Bernstein Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$3.45B
Q ending 2026-03-31
Prior quarter
$3.40B
Q ending 2025-12-31
Change
+1.3% QoQ · -16.6% YoY
Positions
227
reported holdings

Largest positions

Top 100 of 227 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrIDEVShares$516.3M6.2M
Ishares TrQUALShares$354.1M1.8M
Ishares TrIEFShares$350.6M3.7M
Blackrock Etf Trust IiCLOAShares$320.7M6.2M
Ishares IncEMXCShares$267.5M3.4M
Invesco Exch Traded Fd Tr IiPZAShares$209.2M9.1M
Vanguard Index FdsVTVShares$190.3M970K
Spdr Series TrustSDYShares$166.3M1.1M
Ishares TrMBBShares$156.5M1.6M
Spdr Series TrustBILShares$146.0M1.6M
Fidelity Covington TrustFTECShares$123.6M594K
Graniteshares Gold TrBARShares$99.3M2.2M
Select Sector Spdr TrXLCShares$37.2M335K
Ishares TrIXJShares$37.1M397K
Nvidia CorporationNVDAShares$29.9M172K
Apple IncAAPLShares$26.0M102K
Microsoft CorpMSFTShares$18.7M50K
Vanguard Intl Equity Index FVTShares$14.2M102K
Amazon Com IncAMZNShares$13.9M67K
Alphabet IncGOOGLShares$11.7M41K
Alphabet IncGOOGShares$9.7M34K
Broadcom IncAVGOShares$9.6M31K
Meta Platforms IncMETAShares$8.5M15K
Tesla IncTSLAShares$7.0M19K
Jpmorgan Chase & CoJPMShares$5.3M18K
Johnson & JohnsonJNJShares$5.1M21K
Eli Lilly & CoLLYShares$4.9M5K
Argan IncAGXShares$4.6M8K
Mastec IncMTZShares$4.3M14K
Comfort Sys Usa IncFIXShares$3.9M3K
Coca Cola CoKOShares$3.8M49K
Sterling Infrastructure IncSTRLShares$3.7M9K
Exxon Mobil CorpXOMShares$3.6M21K
Ishares TrAORShares$3.6M56K
Chevron CorporationCVXShares$3.4M16K
Emcor Group IncEMEShares$3.3M4K
Berkshire Hathaway Inc DelBRK/BShares$3.2M7K
Philip Morris Intl IncPMShares$3.2M19K
Primoris Svcs CorpPRIMShares$3.1M22K
Targa Res CorpTRGPShares$3.0M12K
Saia IncSAIAShares$3.0M8K
Bwx Technologies IncBWXTShares$3.0M14K
Spx Technologies IncSPXCShares$2.9M15K
Huntington Ingalls Inds IncHIIShares$2.9M8K
C H Robinson Worldwide InCHRWShares$2.9M17K
Dycom Inds IncDYShares$2.9M8K
Micron Technology IncMUShares$2.8M8K
Pepsico IncPEPShares$2.8M18K
Western Digital CorpWDCShares$2.8M10K
S&P Global IncSPGIShares$2.8M7K
Walmart IncWMTShares$2.8M22K
Bank America CorpBACShares$2.7M56K
Cencora IncCORShares$2.7M9K
Abbvie IncABBVShares$2.6M12K
Core & Main IncCNMShares$2.6M53K
Owens Corning NewOCShares$2.6M24K
Loews CorpLShares$2.6M24K
Antero Midstream CorpAMShares$2.6M114K
Advanced Micro Devices IncAMDShares$2.6M13K
Exelon CorpEXCShares$2.5M51K
Kinder Morgan Inc DelKMIShares$2.5M73K
Entergy Corp NewETRShares$2.4M21K
Colgate Palmolive CoCLShares$2.4M28K
Wells Fargo & CoWFCShares$2.3M29K
Abbott LaboratoriesABTShares$2.3M23K
Clean Harbors IncCLHShares$2.3M8K
Merck & Co IncMRKShares$2.3M19K
Janus Detroit Str TrJMBSShares$2.3M50K
Karman Hldgs IncKRMNShares$2.2M27K
Oneok Inc NewOKEShares$2.2M24K
Rbc Bearings IncRBCShares$2.2M4K
Vici Pptys IncVICIShares$2.2M79K
Api Group CorpAPGShares$2.1M52K
Ge Vernova IncGEVShares$2.1M2K
Procter & Gamble CoPGShares$2.0M14K
Regency Ctrs CorpREGShares$2.0M26K
Ishares TrAGGShares$2.0M20K
Hartford Insurance Group IncHIGShares$2.0M15K
Unitedhealth Group IncUNHShares$2.0M7K
Federal Rlty Invt Tr NewFRTShares$1.9M18K
International Business MachsIBMShares$1.9M8K
Linde PlcShares$1.9M4K
Cisco Sys IncCSCOShares$1.9M25K
Oracle CorpORCLShares$1.9M13K
Us BancorpUSBShares$1.9M36K
Texas Pacific Land CorporatiTPLShares$1.9M4K
Caterpillar IncCATShares$1.9M3K
Intuitive Surgical IncISRGShares$1.9M4K
Aaon IncAAONShares$1.9M23K
Ryder Sys IncRShares$1.8M9K
Hca Healthcare IncHCAShares$1.8M4K
Oshkosh CorpOSKShares$1.8M12K
Corning IncGLWShares$1.8M13K
Kratos Defense & Sec SolutioKTOSShares$1.8M26K
Kirby CorpKEXShares$1.8M14K
Mastercard IncorporatedMAShares$1.8M4K
F N B CorpFNBShares$1.8M106K
Citigroup IncCShares$1.8M16K
World Gold TrGLDMShares$1.8M19K
Granite Constr IncGVAShares$1.7M15K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.