Fund HoldingsRichard Bernstein Advisors LLC

Total Portfolio Value
$4.05B
Total Bought
$605.88M
Total Sold
$881.71M
Net Transaction
-$275.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR SERIES TRUST
ST INTER ETF
08,248,164+8,248,1640237,3005.86%+237,300
ISHARES TR
MSCI INTL QUALTY
7,000,6329,134,121+2,133,489277,855394,7779.74%+116,922
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0744,800+744,800060,3091.49%+60,309
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0557,493+557,493045,5271.12%+45,527
FIDELITY COVINGTON TRUST01,406,475+1,406,4750277,3906.84%+277,390
JANUS DETROIT STR TR
HENDERSON MTG
9,574,09410,274,977+700,883432,749462,88811.42%+30,139
NVIDIA CORPORATION(NVDA)0420,800+420,800066,4821.64%+66,482
SELECT SECTOR SPDR TR
ST STR SVC ETF
685,668711,030+25,36266,13377,1711.90%+11,038
MICROSOFT CORP(MSFT)0121,884+121,884060,6261.50%+60,626
BROADCOM INC(AVGO)075,497+75,497020,8110.51%+20,811
ALTRIA GROUP INC(MO)0108,799+108,79906,3790.16%+6,379
COLGATE PALMOLIVE CO(CL)067,811+67,81106,1640.15%+6,164
KIMBERLY-CLARK CORP(KMB)042,467+42,46705,4750.14%+5,475
COCA-COLA EUROPACIFIC PARTNE
SHS
057,845+57,84505,3630.13%+5,363
ISHARES TR1,216,8791,349,163+132,284110,979116,1522.87%+5,172
KENVUE INC(KVUE)0243,471+243,47105,0960.13%+5,096
PPL CORP(PPL)0141,089+141,08904,7820.12%+4,782
MONDELEZ INTL INC(MDLZ)068,932+68,93204,6490.11%+4,649
CONSTELLATION BRANDS INC(STZ)027,342+27,34204,4480.11%+4,448
PHILIP MORRIS INTL INC(PM)26,49546,320+19,8254,2068,4360.21%+4,231
META PLATFORMS INC(META)036,968+36,968027,2860.67%+27,286
SOUTHERN CO(SO)037,921+37,92103,4820.09%+3,482
DUKE ENERGY CORP NEW(DUK)028,398+28,39803,3510.08%+3,351
JOHNSON & JOHNSON(JNJ)28,08050,045+21,9654,6577,6440.19%+2,988
DOMINION ENERGY INC(D)052,641+52,64102,9750.07%+2,975
PROCTER AND GAMBLE CO(PG)14,49733,779+19,2822,4715,3820.13%+2,911
SYSCO CORP(SYY)036,056+36,05602,7310.07%+2,731
PEPSICO INC(PEP)042,615+42,61505,6270.14%+5,627
CONSTELLATION ENERGY CORP(CEG)022,354+22,35407,2150.18%+7,215
PUBLIC SVC ENTERPRISE GRP IN(PEG)031,660+31,66002,6650.07%+2,665
CVS HEALTH CORP(CVS)037,935+37,93502,6170.06%+2,617
NEXTERA ENERGY INC(NEE)037,527+37,52702,6050.06%+2,605
TYSON FOODS INC(TSN)045,603+45,60302,5510.06%+2,551
SEMPRA(SRE)033,481+33,48102,5370.06%+2,537
CHUBB LIMITED
COM
08,727+8,72702,5280.06%+2,528
THE CIGNA GROUP(CI)07,571+7,57102,5030.06%+2,503
GILEAD SCIENCES INC(GILD)27,58550,390+22,8053,0915,5870.14%+2,496
KROGER CO(KR)034,610+34,61002,4830.06%+2,483
ARCH CAP GROUP LTD
ORD
026,981+26,98102,4570.06%+2,457
PROGRESSIVE CORP(PGR)09,037+9,03702,4120.06%+2,412
CENTERPOINT ENERGY INC(CNP)064,692+64,69202,3770.06%+2,377
TESLA INC(TSLA)048,193+48,193015,3090.38%+15,309
AMAZON COM INC(AMZN)0160,852+160,852035,2890.87%+35,289
EATON CORP PLC(ETN)019,391+19,39106,9220.17%+6,922
GE VERNOVA INC(GEV)08,288+8,28804,3860.11%+4,386
VISTRA CORP(VST)019,630+19,63003,8040.09%+3,804
GE AEROSPACE(GE)36,35933,277-3,0827,2778,5650.21%+1,288
WALMART INC(WMT)0114,880+114,880011,2330.28%+11,233
JOHNSON CTLS INTL PLC
SHS
038,866+38,86604,1050.10%+4,105
RALLIANT CORP(RAL)019,126+19,12609270.02%+927
WESTERN DIGITAL CORP(WDC)039,291+39,29102,5140.06%+2,514
NVENT ELECTRIC PLC(NVT)044,295+44,29503,2450.08%+3,245
MICRON TECHNOLOGY INC(MU)23,72723,72702,0622,9240.07%+863
TRANE TECHNOLOGIES PLC(TT)08,328+8,32803,6430.09%+3,643
ARISTA NETWORKS INC(ANET)033,116+33,11603,3880.08%+3,388
UBER TECHNOLOGIES INC(UBER)63,44857,962-5,4864,6235,4080.13%+785
CARDINAL HEALTH INC(CAH)24,40624,40603,3624,1000.10%+738
BOOKING HOLDINGS INC(BKNG)0878+87805,0830.13%+5,083
ISHARES TR
MSCI USA QLT FCT
067,879+67,879012,4100.31%+12,410
ALPHABET INC(GOOG)097,522+97,522017,1860.42%+17,186
CARRIER GLOBAL CORPORATION(CARR)062,416+62,41604,5680.11%+4,568
CORTEVA INC(CTVA)52,28052,28003,2903,8960.10%+606
BLOCK INC(XYZ)44,32444,32402,4083,0110.07%+603
GOLDMAN SACHS GROUP INC(GS)4,8884,593-2952,6703,2510.08%+580
WELLS FARGO CO NEW(WFC)069,170+69,17005,5420.14%+5,542
CAPITAL ONE FINL CORP(COF)15,16815,16802,7203,2270.08%+508
HOWMET AEROSPACE INC(HWM)40,99031,294-9,6965,3185,8250.14%+507
L3HARRIS TECHNOLOGIES INC(LHX)012,015+12,01503,0140.07%+3,014
UNITED RENTALS INC(URI)03,921+3,92102,9540.07%+2,954
CENCORA INC21,65421,646-86,0226,4910.16%+469
MCKESSON CORP(MCK)7,7867,78605,2405,7050.14%+466
MARKEL GROUP INC(MKL)3,5153,51506,5727,0210.17%+449
ISHARES TR09,353+9,35309280.02%+928
CISCO SYS INC(CSCO)55,89455,89403,4493,8780.10%+429
HCA HEALTHCARE INC(HCA)11,33911,33903,9184,3440.11%+426
CATERPILLAR INC(CAT)013,368+13,36805,1900.13%+5,190
CITIGROUP INC(C)044,744+44,74403,8090.09%+3,809
CORNING INC(GLW)054,938+54,93802,8890.07%+2,889
GENERAL DYNAMICS CORP(GD)018,934+18,93405,5220.14%+5,522
ALPHABET INC(GOOG)082,624+82,624014,6570.36%+14,657
INTERNATIONAL BUSINESS MACHS(IBM)19,46717,578-1,8894,8415,1820.13%+341
RTX CORPORATION(RTX)25,34625,301-453,3573,6940.09%+337
TPG INC(TPG)61,45561,45502,9153,2230.08%+309
FIDELITY NATL INFORMATION SV(FIS)44,39644,39603,3153,6140.09%+299
ADVANCED MICRO DEVICES INC(AMD)025,198+25,19803,5760.09%+3,576
MARVELL TECHNOLOGY INC(MRVL)031,046+31,04602,4030.06%+2,403
STRYKER CORPORATION(SYK)10,72810,72803,9934,2440.10%+251
AMERICAN EXPRESS CO(AXP)011,869+11,86903,7860.09%+3,786
AIRBNB INC019,097+19,09702,5270.06%+2,527
ANTERO MIDSTREAM CORP(AM)227,064227,06404,0874,3030.11%+216
KKR & CO INC(KKR)028,051+28,05103,7320.09%+3,732
PAYPAL HLDGS INC(PYPL)042,605+42,60503,1660.08%+3,166
BOSTON SCIENTIFIC CORP(BSX)98,07993,890-4,1899,89410,0850.25%+191
FORD MTR CO(F)232,325232,32502,3302,5210.06%+191
ABBOTT LABS56,55456,55407,5027,6920.19%+190
COREBRIDGE FINL INC(CRBD)134,914124,571-10,3434,2594,4220.11%+163
BANK AMERICA CORP0119,557+119,55705,6570.14%+5,657
CME GROUP INC(CME)13,51713,506-113,5863,7230.09%+137
DELTA AIR LINES INC DEL(DAL)065,126+65,12603,2030.08%+3,203
MASTERCARD INCORPORATED(MA)9,4479,44705,1785,3090.13%+131
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