Richard Bernstein Advisors LLC Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$4.1T

Holdings

223

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (223 positions)

#StockSharesValue% PortfolioType
101
IBPINSTALLED BLDG PRODS INC
22,925$3.9B0.10%
102
HCAHCA HEALTHCARE INC
11,339$3.9B0.09%
103
XOMEXXON MOBIL CORP
32,874$3.9B0.09%
104
RYANRYAN SPECIALTY HOLDINGS INC
52,787$3.9B0.09%
105
ZBHZIMMER BIOMET HOLDINGS INC
33,710$3.8B0.09%
106
TWTRADEWEB MKTS INC
25,493$3.8B0.09%
107
APGAPI GROUP CORP
104,257$3.7B0.09%
108
APOAPOLLO GLOBAL MGMT INC
27,189$3.7B0.09%
109
OTISOTIS WORLDWIDE CORP
35,355$3.6B0.09%
110
CMECME GROUP INC
13,517$3.6B0.09%
111
CRMSALESFORCE INC
13,202$3.5B0.09%
112
AXPAMERICAN EXPRESS CO
13,148$3.5B0.09%
113
VBTXVERITEX HLDGS INC
141,430$3.5B0.09%
114
KKRKKR & CO INC
30,543$3.5B0.09%
115
EBCEASTERN BANKSHARES INC
214,079$3.5B0.08%
116
MRKMERCK & CO INC
39,005$3.5B0.08%
117
CSWCSW INDUSTRIALS INC
11,932$3.5B0.08%
118
VVISA INC
9,914$3.5B0.08%
119
CSCOCISCO SYS INC
55,894$3.4B0.08%
120
TRVCCITIGROUP INC
48,378$3.4B0.08%
121
AAMIACADIAN ASSET MANAGEMENT INC
132,563$3.4B0.08%
122
PJTPJT PARTNERS INC
24,466$3.4B0.08%
123
CAHCARDINAL HEALTH INC
24,406$3.4B0.08%
124
RTXRTX CORPORATION
25,346$3.4B0.08%
125
SYFSYNCHRONY FINANCIAL
63,129$3.3B0.08%
126
ALSALLSTATE CORP
16,137$3.3B0.08%
127
VRRMVERRA MOBILITY CORP
148,370$3.3B0.08%
128
DOWDOW INC
95,634$3.3B0.08%
129
NWSNEWS CORP NEW
109,813$3.3B0.08%
130
FISFIDELITY NATL INFORMATION SV
44,396$3.3B0.08%
131
CTVACORTEVA INC
52,280$3.3B0.08%
132
AMDADVANCED MICRO DEVICES INC
31,950$3.3B0.08%
133
CFGCITIZENS FINL GROUP INC
78,950$3.2B0.08%
134
GMS1EURGMS INC
44,180$3.2B0.08%
135
ITWILLINOIS TOOL WKS INC
12,980$3.2B0.08%
136
VIRTVIRTU FINL INC
84,304$3.2B0.08%
137
BHFBRIGHTHOUSE FINL INC
55,365$3.2B0.08%
138
MCMOELIS & CO
54,971$3.2B0.08%
139
STELSTELLAR BANCORP INC
114,177$3.2B0.08%
140
EIXEDISON INTL
53,493$3.2B0.08%
141
JCIJOHNSON CTLS INTL PLC
38,899$3.1B0.08%
142
TRGPTARGA RES CORP
15,509$3.1B0.08%
143
GILDGILEAD SCIENCES INC
27,585$3.1B0.07%
144
DALDELTA AIR LINES INC DEL
70,462$3.1B0.07%
145
JXNJACKSON FINANCIAL INC
36,636$3.1B0.07%
146
TEAMATLASSIAN CORPORATION
14,284$3.0B0.07%
147
ADPAUTOMATIC DATA PROCESSING IN
9,900$3.0B0.07%
148
BDXBECTON DICKINSON & CO
13,165$3.0B0.07%
149
HONHONEYWELL INTL INC
14,117$3.0B0.07%
150
PFEPFIZER INC
117,805$3.0B0.07%
151
LMTLOCKHEED MARTIN CORP
6,679$3.0B0.07%
152
PYPLPAYPAL HLDGS INC
45,516$3.0B0.07%
153
UHAL/BU HAUL HOLDING COMPANY
49,926$3.0B0.07%
154
MGYMAGNOLIA OIL & GAS CORP
116,786$3.0B0.07%
155
VTVANGUARD INTL EQUITY INDEX F
25,428$2.9B0.07%
156
PSNPARSONS CORP DEL
49,568$2.9B0.07%
157
TPGTPG INC
61,455$2.9B0.07%
158
PEPPEPSICO INC
19,429$2.9B0.07%
159
PRUPRUDENTIAL FINL INC
26,023$2.9B0.07%
160
EQIXEQUINIX INC
3,508$2.9B0.07%
161
SAICSCIENCE APPLICATIONS INTL CO
25,416$2.9B0.07%
162
KNKNOWLES CORP
186,774$2.8B0.07%
163
TTTRANE TECHNOLOGIES PLC
8,328$2.8B0.07%
164
GEVGE VERNOVA INC
9,161$2.8B0.07%
165
ARESARES MANAGEMENT CORPORATION
19,057$2.8B0.07%
166
UNPUNION PAC CORP
11,635$2.7B0.07%
167
REZIRESIDEO TECHNOLOGIES INC
154,034$2.7B0.07%
168
OWLBLUE OWL CAPITAL INC
135,766$2.7B0.07%
169
COFCAPITAL ONE FINL CORP
15,168$2.7B0.07%
170
HPEHEWLETT PACKARD ENTERPRISE C
174,996$2.7B0.07%
171
GSGOLDMAN SACHS GROUP INC
4,888$2.7B0.06%
172
TOSTTOAST INC
79,573$2.6B0.06%
173
IRINGERSOLL RAND INC
32,403$2.6B0.06%
174
ANETARISTA NETWORKS INC
33,116$2.6B0.06%
175
GLWCORNING INC
54,938$2.5B0.06%
176
LHXL3HARRIS TECHNOLOGIES INC
12,015$2.5B0.06%
177
CSXCSX CORP
84,979$2.5B0.06%
178
PGPROCTER AND GAMBLE CO
14,497$2.5B0.06%
179
JEFJEFFERIES FINL GROUP INC
46,051$2.5B0.06%
180
URIUNITED RENTALS INC
3,921$2.5B0.06%
181
XYZBLOCK INC
44,324$2.4B0.06%
182
REGNREGENERON PHARMACEUTICALS
3,770$2.4B0.06%
183
FFORD MTR CO
232,325$2.3B0.06%
184
NVTNVENT ELECTRIC PLC
44,295$2.3B0.06%
185
VSTVISTRA CORP
19,630$2.3B0.06%
186
ABNBAIRBNB INC
19,097$2.3B0.06%
187
PLDPROLOGIS INC.
20,142$2.3B0.05%
188
SNDRSCHNEIDER NATIONAL INC
96,811$2.2B0.05%
189
IQVIQVIA HLDGS INC
12,246$2.2B0.05%
190
MRVLMARVELL TECHNOLOGY INC
34,292$2.1B0.05%
191
MUMICRON TECHNOLOGY INC
23,727$2.1B0.05%
192
PSTGPURE STORAGE INC
45,793$2.0B0.05%
193
7HPHP INC
70,895$2.0B0.05%
194
NTAPNETAPP INC
21,900$1.9B0.05%
195
ADBEADOBE INC
4,934$1.9B0.05%
196
OREALTY INCOME CORP
32,408$1.9B0.05%
197
FDXFEDEX CORP
7,528$1.8B0.04%
198
GFSGLOBALFOUNDRIES INC
48,286$1.8B0.04%
199
MCHPMICROCHIP TECHNOLOGY INC.
35,607$1.7B0.04%
200
ASIXADVANSIX INC
74,632$1.7B0.04%
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