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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Richard Bernstein Advisors LLC

Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0001420506-24-000731

Total Value
$4.66B
Positions
213
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (213)

#IssuerTicker / CUSIPSharesValue% of Filing
1JANUS DETROIT STR TR47103U85210,910,972$492.1M10.56%
2ISHARES TR4642886533,283,349$344.9M7.40%
3ISHARES INC46434G7645,042,057$290.3M6.23%
4VANGUARD INDEX FDS9229087441,740,605$283.5M6.08%
5WISDOMTREE TRWT4,870,490$244.9M5.26%
6ISHARES TR46429B6716,144,512$244.1M5.24%
7INVESCO EXCHANGE TRADED FD TIVZ5,412,051$190.5M4.09%
8SPDR SER TR78464A7631,341,291$176.0M3.78%
9SPDR SER TR78468R8533,516,927$151.4M3.25%
10ISHARES TR4642873251,576,749$146.9M3.15%
11JANUS DETROIT STR TR47103U8452,736,380$138.8M2.98%
12ISHARES TR46434V4563,217,195$127.6M2.74%
13J P MORGAN EXCHANGE TRADED F46641Q2171,369,997$80.2M1.72%
14GRANITESHARES GOLD TRBAR3,461,371$76.0M1.63%
15VANGUARD INTL EQUITY INDEX F9220428741,051,304$70.8M1.52%
16ISHARES TR464288760531,329$70.1M1.50%
17KRANESHARES TRUST5007677363,649,669$69.1M1.48%
18SELECT SECTOR SPDR TR81369Y506695,354$65.6M1.41%
19MICROSOFT CORPMSFT153,472$64.6M1.39%
20SELECT SECTOR SPDR TR81369Y6051,402,363$59.1M1.27%
21APPLE INCAAPL339,511$58.2M1.25%
22ISHARES TR464288737871,220$53.2M1.14%
23ISHARES INC464286608990,608$50.6M1.09%
24NVIDIA CORPORATIONNVDA51,725$46.7M1.00%
25INVESCO EXCHANGE TRADED FD TIVZ788,038$40.2M0.86%
26J P MORGAN EXCHANGE TRADED F46641Q225579,569$38.7M0.83%
27ISHARES TR46429B598731,900$37.8M0.81%
28ISHARES INC46434G772754,900$36.7M0.79%
29AMAZON COM INCAMZN195,581$35.3M0.76%
30SPDR INDEX SHS FDS78463X541590,057$34.2M0.73%
31ISHARES TR464288729216,409$30.2M0.65%
32ISHARES INC464286772408,200$27.4M0.59%
33META PLATFORMS INCMETA45,340$22.0M0.47%
34SPDR SER TR78468R101681,747$19.7M0.42%
35ALPHABET INCGOOG121,915$18.4M0.39%
36ISHARES TR46432F339109,603$18.0M0.39%
37SPDR SER TR78468R663183,023$16.8M0.36%
38ALPHABET INCGOOG108,896$16.6M0.36%
39ELI LILLY & COLLY16,982$13.2M0.28%
40BERKSHIRE HATHAWAY INC DELBRK-A29,983$12.6M0.27%
41BROADCOM INCAVGO8,624$11.4M0.25%
42UNITEDHEALTH GROUP INCUNH22,493$11.1M0.24%
43EXXON MOBIL CORPXOM94,130$10.9M0.23%
44TESLA INCTSLA56,472$9.9M0.21%
45CHEVRON CORP NEWCVX53,216$8.4M0.18%
46ISHARES TR464289867148,440$8.3M0.18%
47COCA COLA COKO124,956$7.6M0.16%
48EATON CORP PLCETN24,040$7.5M0.16%
49INSTALLED BLDG PRODS INC45780R10127,700$7.2M0.15%
50TRI POINTE HOMES INCTPH178,762$6.9M0.15%
51MCKESSON CORPMCK12,537$6.7M0.14%
52GENERAL ELECTRIC CO36960430138,154$6.7M0.14%
53ABBVIE INCABBV36,597$6.7M0.14%
54AMERICAN INTL GROUP INC02687478482,815$6.5M0.14%
55ALARM COM HLDGS INCALRM88,887$6.4M0.14%
56BANK AMERICA CORP060505104169,379$6.4M0.14%
57CENCORA INCCOR25,597$6.2M0.13%
58PACCAR INCPCAR49,871$6.2M0.13%
59GENERAL DYNAMICS CORPGD21,414$6.0M0.13%
60MERCK & CO INCMRK44,045$5.8M0.12%
61DOW INCDOW100,025$5.8M0.12%
62JPMORGAN CHASE & COVYLD28,804$5.8M0.12%
63CATERPILLAR INCCAT15,070$5.5M0.12%
64WALMART INCWMT90,213$5.4M0.12%
65FOUR CORNERS PPTY TR INC35086T109219,973$5.4M0.12%
66NORTHROP GRUMMAN CORPNOC11,128$5.3M0.11%
67ISHARES TR46428733361,213$5.3M0.11%
68HOME DEPOT INCHD13,714$5.3M0.11%
69FORTIVE CORPFTV60,457$5.2M0.11%
70INTUITIVE SURGICAL INCISRG13,000$5.2M0.11%
71UBER TECHNOLOGIES INCUBER65,905$5.1M0.11%
72WELLS FARGO CO NEW94974610187,213$5.1M0.11%
73MEDTRONIC PLCMDT54,895$4.8M0.10%
74JOHNSON & JOHNSONJNJ29,683$4.7M0.10%
75LINDE PLCLIN9,750$4.5M0.10%
76GMS INC36251C10345,815$4.5M0.10%
77SLM CORPSLMBP202,302$4.4M0.09%
78BOSTON SCIENTIFIC CORPBSX63,629$4.4M0.09%
79TARGA RES CORPTRGP38,675$4.3M0.09%
80BRISTOL-MYERS SQUIBB COCELG-RI78,571$4.3M0.09%
81API GROUP CORPAPG108,410$4.3M0.09%
82CONSTELLATION ENERGY CORPCEG22,975$4.2M0.09%
83PARSONS CORP DELPSN51,148$4.2M0.09%
84FIRST HAWAIIAN INCFHB190,512$4.2M0.09%
85AMERICAN EXPRESS COAXP17,834$4.1M0.09%
86COREBRIDGE FINL INC21871X109140,440$4.0M0.09%
87WASTE MGMT INC DEL94106L10918,786$4.0M0.09%
88CONOCOPHILLIPSCOP31,388$4.0M0.09%
89STRYKER CORPORATIONSYK11,159$4.0M0.09%
90HCA HEALTHCARE INCHCA11,847$4.0M0.08%
91AMGEN INCAMGN13,862$3.9M0.08%
92BOOKING HOLDINGS INCBKNG1,064$3.9M0.08%
93SYNCHRONY FINANCIALSYF-PB89,215$3.8M0.08%
94CITIZENS FINL GROUP INCCIA105,908$3.8M0.08%
95CARRIER GLOBAL CORPORATIONCARR66,032$3.8M0.08%
96PHILLIPS 66PSX23,490$3.8M0.08%
97ABBOTT LABSABLZF33,724$3.8M0.08%
98VERRA MOBILITY CORPVRRM153,217$3.8M0.08%
99RTX CORPORATIONRTX39,153$3.8M0.08%
100VISA INCV13,652$3.8M0.08%
101EQUITABLE HLDGS INCEQH-PC99,859$3.8M0.08%
102VERTEX PHARMACEUTICALS INCVRTX9,048$3.8M0.08%
103KNOWLES CORPKN233,313$3.8M0.08%
104REGENERON PHARMACEUTICALSREGN3,901$3.8M0.08%
105FB FINL CORP30257X10497,748$3.7M0.08%
106OTIS WORLDWIDE CORPOTIS36,961$3.7M0.08%
107CSW INDUSTRIALS INCCSW15,618$3.7M0.08%
108DEERE & CODE8,875$3.6M0.08%
109ILLINOIS TOOL WKS INC45230810913,515$3.6M0.08%
110EQUINIX INCEQIX4,387$3.6M0.08%
111DIAMONDBACK ENERGY INCFANG18,269$3.6M0.08%
112AUTOMATIC DATA PROCESSING INADP14,481$3.6M0.08%
113TRADEWEB MKTS INC89267210634,626$3.6M0.08%
114RESIDEO TECHNOLOGIES INCREZI159,453$3.6M0.08%
115ARES MANAGEMENT CORPORATIONARES-PB26,862$3.6M0.08%
116FREEPORT-MCMORAN INCFCX75,718$3.6M0.08%
117DT MIDSTREAM INCDTM57,794$3.5M0.08%
118HARTFORD FINL SVCS GROUP INCHIG-PG34,146$3.5M0.08%
119VICTORY CAP HLDGS INC92645B10382,901$3.5M0.08%
120DELTA AIR LINES INC DELDAL72,377$3.5M0.07%
121HAMILTON LANE INCHLNE30,690$3.5M0.07%
122LOCKHEED MARTIN CORPLMT7,607$3.5M0.07%
123SCIENCE APPLICATIONS INTL CO80862510726,501$3.5M0.07%
124U HAUL HOLDING COMPANYUHAL-B51,813$3.5M0.07%
125NVENT ELECTRIC PLCNVT45,815$3.5M0.07%
126PFIZER INCPFE123,445$3.4M0.07%
127PHILIP MORRIS INTL INC71817210937,243$3.4M0.07%
128BECTON DICKINSON & COBDX13,717$3.4M0.07%
129HOULIHAN LOKEY INCHLI26,365$3.4M0.07%
130SILGAN HLDGS INCSLGN69,010$3.4M0.07%
131ANTERO MIDSTREAM CORPAM237,398$3.3M0.07%
132CSX CORPCSX88,667$3.3M0.07%
133CME GROUP INCCME15,251$3.3M0.07%
134AIRBNB INCABNB19,899$3.3M0.07%
135PROLOGIS INC.PLDGP24,988$3.3M0.07%
136CALIFORNIA RES CORPCRC58,722$3.2M0.07%
137FORD MTR CO DEL345370860243,394$3.2M0.07%
138MOELIS & COMC56,761$3.2M0.07%
139HEWLETT PACKARD ENTERPRISE CHPE-PC181,587$3.2M0.07%
140SONOCO PRODS CO83549510255,272$3.2M0.07%
141PRUDENTIAL FINL INCPUKPF27,192$3.2M0.07%
142INGERSOLL RAND INCIR33,619$3.2M0.07%
143IQVIA HLDGS INCIQV12,609$3.2M0.07%
144APOLLO GLOBAL MGMT INC03769M10628,309$3.2M0.07%
145KKR & CO INCKKRT31,626$3.2M0.07%
146CITIGROUP INCC-PR50,156$3.2M0.07%
147MAGNOLIA OIL & GAS CORPMGY122,043$3.2M0.07%
148HOWMET AEROSPACE INCHWM46,266$3.2M0.07%
149PAYPAL HLDGS INCPYPL47,211$3.2M0.07%
150BRIGHTSPHERE INVT GROUP INCAAMI138,290$3.2M0.07%
151VANGUARD INTL EQUITY INDEX F92204274228,459$3.1M0.07%
152ENACT HLDGS INCACT100,744$3.1M0.07%
153CORTEVA INCCTVA54,444$3.1M0.07%
154SOUTHERN COSOMN43,628$3.1M0.07%
155MARVELL TECHNOLOGY INCMRVL43,955$3.1M0.07%
156NEWS CORP NEWNWSLL114,268$3.1M0.07%
157CHENIERE ENERGY INCLNG19,171$3.1M0.07%
158DEVON ENERGY CORP NEW25179M10361,398$3.1M0.07%
159LABORATORY CORP AMER HLDGS50540R40914,089$3.1M0.07%
160L3HARRIS TECHNOLOGIES INCLHX14,374$3.1M0.07%
161EASTERN BANKSHARES INCEBC221,907$3.1M0.07%
162HONEYWELL INTL INC43851610614,755$3.0M0.07%
163VERITEX HLDGS INC923451108146,876$3.0M0.06%
164PG&E CORPPCG-PX179,060$3.0M0.06%
165UNION PAC CORPUNP12,185$3.0M0.06%
166MARATHON OIL CORPMARA105,486$3.0M0.06%
167BRIGHTHOUSE FINL INC10922N10357,650$3.0M0.06%
168SCHLUMBERGER LTDSLB54,155$3.0M0.06%
169PEPSICO INCPEP16,920$3.0M0.06%
170GLOBALFOUNDRIES INCGFS56,544$2.9M0.06%
171CARDINAL HEALTH INCCAH25,953$2.9M0.06%
172STELLAR BANCORP INCSTEL118,648$2.9M0.06%
173ATLASSIAN CORPORATIONTEAM14,669$2.9M0.06%
174OCCIDENTAL PETE CORP67459910543,908$2.9M0.06%
175AT&T INCT-PC160,902$2.8M0.06%
176MARKEL GROUP INCMKL1,838$2.8M0.06%
177HESS CORPHESM18,265$2.8M0.06%
178NISOURCE INCNI100,299$2.8M0.06%
179CHAMPIONX CORPORATION15872M10476,793$2.8M0.06%
180CENTENE CORP DELCNC34,107$2.7M0.06%
181HALLIBURTON COHAL67,890$2.7M0.06%
182EXELON CORPEXC70,918$2.7M0.06%
183DOMINION ENERGY INCD53,011$2.6M0.06%
184BAKER HUGHES COMPANYBKR77,396$2.6M0.06%
185FOX CORPFOX89,459$2.6M0.05%
186INTEL CORPINTC57,586$2.5M0.05%
187CENTERPOINT ENERGY INCCNP89,257$2.5M0.05%
188DUKE ENERGY CORP NEWDUKB26,049$2.5M0.05%
189GILEAD SCIENCES INCGILD34,378$2.5M0.05%
190VICI PPTYS INC92565210983,823$2.5M0.05%
191PROCTER AND GAMBLE CO74271810915,235$2.5M0.05%
192MASTERCARD INCORPORATEDMA5,096$2.5M0.05%
193MID-AMER APT CMNTYS INC59522J10317,495$2.3M0.05%
194FEDEX CORPFDX7,897$2.3M0.05%
195SCHNEIDER NATIONAL INCSNDR100,098$2.3M0.05%
196PAYCOM SOFTWARE INCPAYC10,993$2.2M0.05%
197ADVANSIX INCASIX76,302$2.2M0.05%
198UNITED PARCEL SERVICE INCUPS14,590$2.2M0.05%
199REALTY INCOME CORPO39,973$2.2M0.05%
200BOEING COBA-PA9,885$1.9M0.04%
201WORLD GOLD TRGLDW31,184$1.4M0.03%
202SELECT SECTOR SPDR TR81369Y2096,085$898,9370.02%
203NUSHARES ETF TRNU16,203$629,6490.01%
204ISHARES TR4642874326,625$626,8580.01%
205ISHARES TR46435U54912,885$606,3680.01%
206ISHARES TR46435U6636,466$260,3860.01%
207NUSHARES ETF TRNU8,124$223,4100.00%
208ISHARES TR46436E6762,173$66,0350.00%
209SELECT SECTOR SPDR TR81369Y803170$35,4930.00%
210ISHARES TR464288588300$27,7110.00%
211ISHARES TR464289875616$26,3470.00%
212ISHARES INC464286525155$16,3160.00%
213ISHARES TR46428825727$2,9250.00%