Richard Bernstein Advisors LLC Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$3.5T

Holdings

346

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (346 positions)

#StockSharesValue% PortfolioType
1
VGTVANGUARD WORLD FDS
1,315,356$266.4B7.66%
2
SHYISHARES TR
2,414,019$200.6B5.77%
3
XLISELECT SECTOR SPDR TR
2,397,207$187.9B5.40%
4
SHYGISHARES TR
3,609,107$169.9B4.89%
5
XLFSELECT SECTOR SPDR TR
5,719,605$157.8B4.54%
6
IEMGISHARES INC
2,670,037$138.3B3.98%
7
XLYSELECT SECTOR SPDR TR
1,052,326$123.3B3.55%
8
MCHIISHARES TR
1,303,728$78.1B2.25%
9
XOPUSDSPDR SERIES TRUST
1,786,068$77.3B2.22%
10
XLVSELECT SECTOR SPDR TR
810,472$77.1B2.22%
11
VAWVANGUARD WORLD FDS
551,930$72.4B2.08%
12
PDBCINVESCO ACTIVELY MANAGD ETF
2,577,334$48.4B1.39%
13
AAPLAPPLE INC
201,093$45.4B1.31%
14
HYHGPROSHARES TR
622,000$42.6B1.23%
15
HYGHISHARES US ETF TR
439,764$40.6B1.17%
16
XLESELECT SECTOR SPDR TR
534,586$40.5B1.16%
17
MSFTMICROSOFT CORP
294,318$33.7B0.97%
18
AMZNAMAZON COM INC
15,855$31.8B0.91%
19
HYZDWISDOMTREE TR
1,252,000$30.3B0.87%
20
BARGRANITESHARES GOLD TR
218,614$26.0B0.75%
21
XLKSELECT SECTOR SPDR TR
315,603$23.8B0.68%
22
IAUUSDISHARES GOLD TRUST
1,833,225$21.0B0.60%
23
VVISA INC
126,165$18.9B0.54%
24
MBBISHARES TR
182,894$18.9B0.54%
25
KWEBKRANESHARES TR
365,077$17.8B0.51%
26
EWTISHARES INC
453,303$17.1B0.49%
27
CSCOCISCO SYS INC
344,974$16.8B0.48%
28
INTCINTEL CORP
340,709$16.1B0.46%
29
METAFACEBOOK INC
97,829$16.1B0.46%
30
JPMJPMORGAN CHASE & CO
142,052$16.0B0.46%
31
MAMASTERCARD INCORPORATED
71,770$16.0B0.46%
32
XOMEXXON MOBIL CORP
187,520$15.9B0.46%
33
ORCLORACLE CORP
279,487$14.4B0.41%
34
JNJJOHNSON & JOHNSON
103,670$14.3B0.41%
35
MMM3M CO
67,971$14.3B0.41%
36
GOOGALPHABET INC
11,925$14.2B0.41%
37
HDHOME DEPOT INC
68,163$14.1B0.41%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
65,648$14.1B0.40%
39
GOOGLALPHABET INC
11,518$13.9B0.40%
40
ROWAN COMPANIES PLC
652,293$12.3B0.35%
41
CVXCHEVRON CORP NEW
99,126$12.1B0.35%
42
BABOEING CO
32,015$11.9B0.34%
43
WFCWELLS FARGO CO NEW
223,807$11.8B0.34%
44
DISDISNEY WALT CO
98,837$11.6B0.33%
45
MINTPIMCO ETF TR
108,947$11.1B0.32%
46
BACBANK AMER CORP
372,623$11.0B0.32%
47
HONHONEYWELL INTL INC
65,688$10.9B0.31%
48
CMCSACOMCAST CORP NEW
305,910$10.8B0.31%
49
INTUINTUIT
46,613$10.6B0.30%
50
PFEPFIZER INC
239,163$10.5B0.30%
51
DOWDUPONT INC
162,083$10.4B0.30%
52
UNHUNITEDHEALTH GROUP INC
38,930$10.4B0.30%
53
TRVCCITIGROUP INC
140,797$10.1B0.29%
54
ADPAUTOMATIC DATA PROCESSING IN
64,492$9.7B0.28%
55
CATCATERPILLAR INC DEL
62,012$9.5B0.27%
56
CARRIZO OIL & GAS INC
372,436$9.4B0.27%
57
MCDMCDONALDS CORP
55,623$9.3B0.27%
58
COPCONOCOPHILLIPS
117,415$9.1B0.26%
59
IBMINTERNATIONAL BUSINESS MACHS
59,939$9.1B0.26%
60
FISVFISERV INC
109,460$9.0B0.26%
61
UNPUNION PAC CORP
55,332$9.0B0.26%
62
UTXZUNITED TECHNOLOGIES CORP
63,242$8.8B0.25%
63
CCKCROWN HOLDINGS INC
183,980$8.8B0.25%
64
ADBEADOBE SYS INC
31,847$8.6B0.25%
65
RESOLUTE ENERGY CORP
225,017$8.5B0.24%
66
MRKMERCK & CO INC
115,225$8.2B0.24%
67
TXNTEXAS INSTRS INC
75,953$8.1B0.23%
68
NOCNORTHROP GRUMMAN CORP
25,591$8.1B0.23%
69
LMTLOCKHEED MARTIN CORP
23,273$8.1B0.23%
70
ARCH COAL INC
88,769$7.9B0.23%
71
NVDANVIDIA CORP
28,125$7.9B0.23%
72
ACNACCENTURE PLC IRELAND
45,647$7.8B0.22%
73
GPOR1EURGULFPORT ENERGY CORP
744,380$7.7B0.22%
74
TJXTJX COS INC NEW
67,632$7.6B0.22%
75
NFLXNETFLIX INC
19,985$7.5B0.22%
76
EOGEOG RES INC
58,363$7.4B0.21%
77
PYPLPAYPAL HLDGS INC
83,018$7.3B0.21%
78
TAT&T INC
216,718$7.3B0.21%
79
PAYXPAYCHEX INC
98,530$7.3B0.21%
80
RPMRPM INTL INC
111,685$7.3B0.21%
81
ITWILLINOIS TOOL WKS INC
51,109$7.2B0.21%
82
CRMSALESFORCE COM INC
44,826$7.1B0.21%
83
AMATAPPLIED MATLS INC
173,433$6.7B0.19%
84
WKCWORLD FUEL SVCS CORP
239,195$6.6B0.19%
85
CECELANESE CORP DEL
58,043$6.6B0.19%
86
OXYOCCIDENTAL PETE CORP DEL
79,999$6.6B0.19%
87
NKENIKE INC
74,870$6.3B0.18%
88
SONSONOCO PRODS CO
112,908$6.3B0.18%
89
PSXPHILLIPS 66
54,367$6.1B0.18%
90
EBAEBAY INC
185,541$6.1B0.18%
91
L3 TECHNOLOGIES INC
28,739$6.1B0.18%
92
SEMGROUP CORP
276,813$6.1B0.18%
93
ROPROPER TECHNOLOGIES INC
20,020$5.9B0.17%
94
RTN1USDRAYTHEON CO
28,656$5.9B0.17%
95
SWKSTANLEY BLACK & DECKER INC
40,330$5.9B0.17%
96
BKNGBOOKING HLDGS INC
2,938$5.8B0.17%
97
CDWCDW CORP
65,217$5.8B0.17%
98
ABBVABBVIE INC
61,150$5.8B0.17%
99
IFFINTERNATIONAL FLAVORS&FRAGRA
41,284$5.7B0.17%
100
AXPAMERICAN EXPRESS CO
53,841$5.7B0.16%
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