Fund Holdings

Richard Bernstein Advisors LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR06,178,128+6,178,1280516,306,78914.98%+516,306,789
ISHARES TR03,673,879+3,673,8790350,636,07210.17%+350,636,072
ISHARES TR65,3181,846,285+1,780,96712,973,558354,139,91610.27%+341,166,358
BLACKROCK ETF TRUST II06,186,664+6,186,6640320,685,9799.30%+320,685,979
ISHARES TR101,648,703+1,648,6931,032156,546,0564.54%+156,545,024
SPDR SERIES TRUST41,592,652+1,592,648388145,952,3774.23%+145,951,989
INVESCO EXCH TRADED FD TR II3,040,6629,102,497+6,061,83570,513,252209,175,4026.07%+138,662,150
ISHARES INC2,706,1173,400,240+694,123196,682,082267,464,2047.76%+70,782,122
SPDR SERIES TRUST1,018,6841,139,462+120,778141,763,064166,296,6534.82%+24,533,589
VANGUARD INTL EQUITY INDEX F4,417102,468+98,051623,08214,173,4320.41%+13,550,350
GRANITESHARES GOLD TR(BAR)2,196,0942,151,643-44,45193,312,66199,255,9312.88%+5,943,270
ARGAN INC08,425+8,42504,588,6760.13%+4,588,676
MASTEC INC(MTZ)013,515+13,51504,348,3160.13%+4,348,316
COMFORT SYS USA INC(FIX)02,845+2,84503,923,2270.11%+3,923,227
STERLING INFRASTRUCTURE INC(STRL)09,142+9,14203,723,2620.11%+3,723,262
EMCOR GROUP INC(EME)04,487+4,48703,312,7970.10%+3,312,797
PRIMORIS SVCS CORP(PRIM)021,836+21,83603,123,4210.09%+3,123,421
SAIA INC(SAIA)08,471+8,47102,975,6930.09%+2,975,693
BWX TECHNOLOGIES INC(BWXT)014,428+14,42802,950,3820.09%+2,950,382
SPX TECHNOLOGIES INC014,672+14,67202,933,5200.09%+2,933,520
HUNTINGTON INGALLS INDS INC(HII)07,615+7,61502,892,9390.08%+2,892,939
C H ROBINSON WORLDWIDE IN(CHRW)017,311+17,31102,874,8380.08%+2,874,838
DYCOM INDS INC(DY)08,445+8,44502,861,3350.08%+2,861,335
CORE & MAIN INC(CNM)053,381+53,38102,637,0210.08%+2,637,021
OWENS CORNING NEW(OC)024,121+24,12102,610,3750.08%+2,610,375
LOEWS CORP(L)024,315+24,31502,595,3830.08%+2,595,383
ISHARES TR15,40255,886+40,4841,001,3423,596,2760.10%+2,594,934
KINDER MORGAN INC DEL(KMI)073,204+73,20402,454,5300.07%+2,454,530
WELLS FARGO & CO(WFC)029,172+29,17202,322,3830.07%+2,322,383
CLEAN HARBORS INC(CLH)08,064+8,06402,312,1910.07%+2,312,191
KARMAN HLDGS INC(KRMN)027,468+27,46802,198,8130.06%+2,198,813
ONEOK INC NEW(OKE)024,281+24,28102,194,7600.06%+2,194,760
RBC BEARINGS INC(RBC)04,041+4,04102,194,7480.06%+2,194,748
REGENCY CTRS CORP(REG)026,343+26,34301,993,1110.06%+1,993,111
HARTFORD INSURANCE GROUP INC(HIG)014,656+14,65601,981,9310.06%+1,981,931
FEDERAL RLTY INVT TR NEW(FRT)018,279+18,27901,941,4130.06%+1,941,413
ORACLE CORP(ORCL)012,900+12,90001,897,7190.06%+1,897,719
US BANCORP(USB)036,328+36,32801,889,4190.05%+1,889,419
TEXAS PACIFIC LAND CORPORATI(TPL)03,979+3,97901,888,2740.05%+1,888,274
AAON INC022,573+22,57301,867,9160.05%+1,867,916
RYDER SYS INC(R)09,030+9,03001,848,5310.05%+1,848,531
OSHKOSH CORP(OSK)012,404+12,40401,825,9930.05%+1,825,993
KRATOS DEFENSE & SEC SOLUTIO(KTOS)025,621+25,62101,806,5370.05%+1,806,537
KIRBY CORP(KEX)013,513+13,51301,795,6070.05%+1,795,607
F N B CORP(FNB)0105,813+105,81301,769,1930.05%+1,769,193
GRANITE CONSTR INC(GVA)014,542+14,54201,743,2950.05%+1,743,295
POWELL INDS INC(POWL)03,205+3,20501,734,1610.05%+1,734,161
APPLIED INDL TECHNOLOGIES IN(AIT)06,524+6,52401,730,9480.05%+1,730,948
IES HOLDINGS INC(IESC)03,611+3,61101,720,5330.05%+1,720,533
ISHARES TR2,86120,062+17,201285,8111,991,5530.06%+1,705,742
SIMON PPTY GROUP INC NEW(SPG)08,759+8,75901,633,8160.05%+1,633,816
WINTRUST FINL CORP(WTFC)011,465+11,46501,592,9470.05%+1,592,947
JOHNSON CONTROLS INTERNATION011,805+11,80501,545,8650.04%+1,545,865
LANDSTAR SYS INC(LSTR)09,354+9,35401,499,5400.04%+1,499,540
DEERE & CO(DE)02,658+2,65801,497,2510.04%+1,497,251
AVALONBAY CMNTYS INC09,122+9,12201,490,0790.04%+1,490,079
AMERICAN EXPRESS CO(AXP)04,901+4,90101,482,4540.04%+1,482,454
OLD NATL BANCORP IND(ONB)067,012+67,01201,480,9650.04%+1,480,965
EVERUS CONSTR GROUP(ECG)012,394+12,39401,463,2360.04%+1,463,236
AON PLC(AON)04,425+4,42501,428,3020.04%+1,428,302
SCHWAB CHARLES CORP(SCHW)015,195+15,19501,428,0260.04%+1,428,026
ADVANCED DRAIN SYS INC DEL(WMS)010,381+10,38101,423,5470.04%+1,423,547
PARKER-HANNIFIN CORP(PH)01,507+1,50701,349,1270.04%+1,349,127
ECOLAB INC(ECL)04,894+4,89401,301,9020.04%+1,301,902
FEDERAL SIGNAL CORP(FSS)011,883+11,88301,285,0280.04%+1,285,028
ASSOCIATED BANC-CORP049,646+49,64601,283,8460.04%+1,283,846
CUMMINS INC(CMI)02,380+2,38001,280,4880.04%+1,280,488
OREILLY AUTOMOTIVE INC(ORLY)013,777+13,77701,271,7550.04%+1,271,755
INNOSPEC INC(IOSP)017,281+17,28101,261,8590.04%+1,261,859
CINTAS CORP(CTAS)07,278+7,27801,231,0010.04%+1,231,001
EMERSON ELEC CO(EMR)09,355+9,35501,225,6920.04%+1,225,692
MSC INDL DIRECT INC(MSM)013,234+13,23401,221,1010.04%+1,221,101
CONSTRUCTION PARTNERS INC(ROAD)010,600+10,60001,177,8720.03%+1,177,872
BOEING CO(BA)05,847+5,84701,163,7280.03%+1,163,728
TRANSDIGM GROUP INC(TDG)0978+97801,133,4630.03%+1,133,463
BLACKSTONE INC(BX)09,353+9,35301,075,5010.03%+1,075,501
EXXON MOBIL CORP(XOM)21,44021,44002,580,0903,637,5100.11%+1,057,420
CSW INDUSTRIALS INC(CSW)03,838+3,83801,000,1060.03%+1,000,106
HERC HLDGS INC(HRI)09,474+9,4740943,1370.03%+943,137
FULTON FINL CORP PA(FULT)044,224+44,2240899,5160.03%+899,516
CHEVRON CORPORATION(CVX)16,23116,23102,473,7673,358,1940.10%+884,427
MUELLER WTR PRODS INC(MWA)030,881+30,8810848,9190.02%+848,919
ZURN ELKAY WATER SOLNS CORP(ZWS)018,877+18,8770846,4450.02%+846,445
TARGA RES CORP(TRGP)11,90511,90502,196,4732,984,9410.09%+788,468
JOHNSON & JOHNSON(JNJ)20,98220,98204,342,2255,128,8400.15%+786,615
MERCURY SYS INC(MRCY)010,715+10,7150781,2310.02%+781,231
TUTOR PERINI CORP(TPC)09,824+9,8240758,3150.02%+758,315
LEONARDO DRS INC(DRS)016,352+16,3520727,9910.02%+727,991
XOMETRY INC(XMTR)015,418+15,4180629,6710.02%+629,671
WERNER ENTERPRISES INC(WERN)020,024+20,0240588,9060.02%+588,906
ANTERO MIDSTREAM CORP(AM)113,696113,69602,022,6522,592,2690.08%+569,617
ATKORE INC09,455+9,4550556,9940.02%+556,994
ARCOSA INC04,913+4,9130521,4660.02%+521,466
1ST FINL BANCORP(FFBC)018,620+18,6200519,1260.02%+519,126
DNOW INC(DNOW)043,494+43,4940518,0140.02%+518,014
SHOALS TECHNOLOGIES GROUP IN(SHLS)078,632+78,6320517,3990.02%+517,399
ENTERGY CORP NEW(ETR)21,34021,34001,972,4562,397,7620.07%+425,306
CATERPILLAR INC(CAT)2,6432,64301,514,0951,872,4600.05%+358,365
COCA COLA CO(KO)49,49949,49903,460,4753,764,3990.11%+303,924
CORTEVA INC(CTVA)17,55117,55101,176,4441,469,1940.04%+292,750
Page 1 of 3