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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 Q2 2025 · Filed August 6, 2025 · Accession 0001420506-25-001714

Total Value
$4.05B
Positions
212
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (212)

#IssuerTicker / CUSIPSharesValue% of Filing
1JANUS DETROIT STR TR47103U85210,274,977$462.9M11.42%
2ISHARES TR46434V4569,134,121$394.8M9.74%
3VANGUARD INDEX FDS9229087441,747,771$308.9M7.62%
4FIDELITY COVINGTON TRUST3160928081,406,475$277.4M6.84%
5SPDR SERIES TRUST78464A6728,248,164$237.3M5.86%
6SPDR SERIES TRUST78468R1017,282,805$213.3M5.26%
7ISHARES INC46434G7642,895,477$182.8M4.51%
8ISHARES TR4642886531,707,464$173.5M4.28%
9SPDR SERIES TRUST78464A7631,075,337$146.0M3.60%
10ISHARES TR4642873251,349,163$116.2M2.87%
11SELECT SECTOR SPDR TR81369Y6052,092,158$109.6M2.70%
12GRANITESHARES GOLD TRBAR2,703,358$88.2M2.18%
13SELECT SECTOR SPDR TR81369Y852711,030$77.2M1.90%
14ISHARES TR464288729439,899$72.8M1.80%
15NVIDIA CORPORATIONNVDA420,800$66.5M1.64%
16MICROSOFT CORPMSFT121,884$60.6M1.50%
17SELECT SECTOR SPDR TR81369Y308744,800$60.3M1.49%
18APPLE INCAAPL257,609$52.9M1.30%
19FIDELITY COVINGTON TRUST316092204506,198$47.6M1.18%
20SELECT SECTOR SPDR TR81369Y886557,493$45.5M1.12%
21AMAZON COM INCAMZN160,852$35.3M0.87%
22META PLATFORMS INCMETA36,968$27.3M0.67%
23ISHARES TR46429B598429,008$23.9M0.59%
24ISHARES INC46434G772379,306$21.8M0.54%
25BROADCOM INCAVGO75,497$20.8M0.51%
26ALPHABET INCGOOG97,522$17.2M0.42%
27TESLA INCTSLA48,193$15.3M0.38%
28ALPHABET INCGOOG82,624$14.7M0.36%
29JPMORGAN CHASE & CO.VYLD47,101$13.7M0.34%
30ISHARES TR46432F33967,879$12.4M0.31%
31ISHARES INC464286772170,000$12.2M0.30%
32ELI LILLY & COLLY15,045$11.7M0.29%
33BERKSHIRE HATHAWAY INC DELBRK-A23,630$11.5M0.28%
34WALMART INCWMT114,880$11.2M0.28%
35BOSTON SCIENTIFIC CORPBSX93,890$10.1M0.25%
36GE AEROSPACE36960430133,277$8.6M0.21%
37PHILIP MORRIS INTL INC71817210946,320$8.4M0.21%
38S&P GLOBAL INCSPGI15,885$8.4M0.21%
39ABBOTT LABSABLZF56,554$7.7M0.19%
40COCA COLA COKO108,634$7.7M0.19%
41JOHNSON & JOHNSONJNJ50,045$7.6M0.19%
42CONSTELLATION ENERGY CORPCEG22,354$7.2M0.18%
43MARKEL GROUP INCMKL3,515$7.0M0.17%
44EATON CORP PLCETN19,391$6.9M0.17%
45CENCORA INCCOR21,646$6.5M0.16%
46VICI PPTYS INC925652109195,903$6.4M0.16%
47ALTRIA GROUP INCMO108,799$6.4M0.16%
48AMERICAN INTL GROUP INC02687478473,571$6.3M0.16%
49UNITEDHEALTH GROUP INCUNH20,160$6.3M0.16%
50COLGATE PALMOLIVE COCL67,811$6.2M0.15%
51ABBVIE INCABBV32,672$6.1M0.15%
52HOWMET AEROSPACE INCHWM31,294$5.8M0.14%
53MCKESSON CORPMCK7,786$5.7M0.14%
54BANK AMERICA CORP060505104119,557$5.7M0.14%
55PEPSICO INCPEP42,615$5.6M0.14%
56GILEAD SCIENCES INCGILD50,390$5.6M0.14%
57WELLS FARGO CO NEW94974610169,170$5.5M0.14%
58GENERAL DYNAMICS CORPGD18,934$5.5M0.14%
59KIMBERLY-CLARK CORPKMB42,467$5.5M0.14%
60UBER TECHNOLOGIES INCUBER57,962$5.4M0.13%
61PROCTER AND GAMBLE CO74271810933,779$5.4M0.13%
62COCA-COLA EUROPACIFIC PARTNECCEP57,845$5.4M0.13%
63MASTERCARD INCORPORATEDMA9,447$5.3M0.13%
64EXELON CORPEXC121,672$5.3M0.13%
65CATERPILLAR INCCAT13,368$5.2M0.13%
66INTERNATIONAL BUSINESS MACHSINTR17,578$5.2M0.13%
67KENVUE INCKVUE243,471$5.1M0.13%
68BOOKING HOLDINGS INCBKNG878$5.1M0.13%
69ISHARES TR46428876026,186$4.9M0.12%
70EQUITABLE HLDGS INCEQH-PC87,335$4.9M0.12%
71FIRSTENERGY CORPFE118,823$4.8M0.12%
72PPL CORPPPLC141,089$4.8M0.12%
73GE HEALTHCARE TECHNOLOGIES IGEHC63,098$4.7M0.12%
74MONDELEZ INTL INC60920710568,932$4.6M0.11%
75INTUITIVE SURGICAL INCISRG8,516$4.6M0.11%
76MEDTRONIC PLCMDT52,743$4.6M0.11%
77CARRIER GLOBAL CORPORATIONCARR62,416$4.6M0.11%
78CONSTELLATION BRANDS INCSTZ27,342$4.4M0.11%
79COREBRIDGE FINL INC21871X109124,571$4.4M0.11%
80GE VERNOVA INCGEV8,288$4.4M0.11%
81PG&E CORPPCG-PX313,242$4.4M0.11%
82LINDE PLCLIN9,280$4.4M0.11%
83HCA HEALTHCARE INCHCA11,339$4.3M0.11%
84NORTHROP GRUMMAN CORPNOC8,656$4.3M0.11%
85ANTERO MIDSTREAM CORPAM227,064$4.3M0.11%
86STRYKER CORPORATIONSYK10,728$4.2M0.10%
87HOULIHAN LOKEY INCHLI23,295$4.2M0.10%
88PACCAR INCPCAR43,254$4.1M0.10%
89JOHNSON CTLS INTL PLCG5150210538,866$4.1M0.10%
90CARDINAL HEALTH INCCAH24,406$4.1M0.10%
91ENTERGY CORP NEWENO49,260$4.1M0.10%
92AT&T INCT-PC140,968$4.1M0.10%
93CENTENE CORP DELCNC75,032$4.1M0.10%
94DEERE & CODE7,745$3.9M0.10%
95FOX CORPFOX75,877$3.9M0.10%
96CORTEVA INCCTVA52,280$3.9M0.10%
97CISCO SYS INCCSCO55,894$3.9M0.10%
98HAMILTON LANE INCHLNE27,237$3.9M0.10%
99CHEVRON CORP NEWCVX26,972$3.9M0.10%
100CITIGROUP INCC-PR44,744$3.8M0.09%
101VISTRA CORPVST19,630$3.8M0.09%
102AMERICAN EXPRESS COAXP11,869$3.8M0.09%
103WASTE MGMT INC DEL94106L10916,451$3.8M0.09%
104HARTFORD INSURANCE GROUP INCHIG-PG29,515$3.7M0.09%
105KKR & CO INCKKRT28,051$3.7M0.09%
106CME GROUP INCCME13,506$3.7M0.09%
107AMGEN INCAMGN13,329$3.7M0.09%
108RTX CORPORATIONRTX25,301$3.7M0.09%
109TRANE TECHNOLOGIES PLCTT8,328$3.6M0.09%
110FIDELITY NATL INFORMATION SV31620M10644,396$3.6M0.09%
111SALESFORCE INCCRM13,202$3.6M0.09%
112ADVANCED MICRO DEVICES INCAMD25,198$3.6M0.09%
113HOME DEPOT INCHD9,684$3.6M0.09%
114EXXON MOBIL CORPXOM32,818$3.5M0.09%
115OTIS WORLDWIDE CORPOTIS35,355$3.5M0.09%
116SOUTHERN COSOMN37,921$3.5M0.09%
117APOLLO GLOBAL MGMT INC03769M10624,469$3.5M0.09%
118VERTEX PHARMACEUTICALS INCVRTX7,751$3.5M0.09%
119ARISTA NETWORKS INCANET33,116$3.4M0.08%
120API GROUP CORPAPG66,331$3.4M0.08%
121NEWS CORP NEWNWSLL98,001$3.4M0.08%
122DUKE ENERGY CORP NEWDUKB28,398$3.4M0.08%
123TRADEWEB MKTS INC89267210622,827$3.3M0.08%
124ENACT HLDGS INCACT89,920$3.3M0.08%
125GOLDMAN SACHS GROUP INCGSCE4,593$3.3M0.08%
126ALLSTATE CORPALL-PJ16,119$3.2M0.08%
127NVENT ELECTRIC PLCNVT44,295$3.2M0.08%
128CAPITAL ONE FINL CORP14040H10515,168$3.2M0.08%
129TPG INCTPGXL61,455$3.2M0.08%
130ILLINOIS TOOL WKS INC45230810912,980$3.2M0.08%
131DELTA AIR LINES INC DELDAL65,126$3.2M0.08%
132PAYPAL HLDGS INCPYPL42,605$3.2M0.08%
133VISA INCV8,867$3.1M0.08%
134BRISTOL-MYERS SQUIBB COCELG-RI66,813$3.1M0.08%
135LOCKHEED MARTIN CORPLMT6,676$3.1M0.08%
136MERCK & CO INCMRK39,005$3.1M0.08%
137ZIMMER BIOMET HOLDINGS INCZBH33,710$3.1M0.08%
138AUTOMATIC DATA PROCESSING INADP9,900$3.1M0.08%
139L3HARRIS TECHNOLOGIES INCLHX12,015$3.0M0.07%
140BLOCK INCBSQKZ44,324$3.0M0.07%
141FORTIVE CORPFTV57,382$3.0M0.07%
142DOMINION ENERGY INCD52,641$3.0M0.07%
143UNITED RENTALS INCURI3,921$3.0M0.07%
144HONEYWELL INTL INC43851610612,681$3.0M0.07%
145MICRON TECHNOLOGY INCMU23,727$2.9M0.07%
146ARES MANAGEMENT CORPORATIONARES-PB16,875$2.9M0.07%
147CORNING INCGLW54,938$2.9M0.07%
148PFIZER INCPFE117,805$2.9M0.07%
149EQUINIX INCEQIX3,508$2.8M0.07%
150EDISON INTL28102010753,493$2.8M0.07%
151SYSCO CORPSYY36,056$2.7M0.07%
152U HAUL HOLDING COMPANYUHAL-B49,926$2.7M0.07%
153ATLASSIAN CORPORATIONTEAM13,355$2.7M0.07%
154TARGA RES CORPTRGP15,509$2.7M0.07%
155UNION PAC CORPUNP11,635$2.7M0.07%
156PUBLIC SVC ENTERPRISE GRP IN74457310631,660$2.7M0.07%
157CVS HEALTH CORPCVS37,935$2.6M0.06%
158BLUE OWL CAPITAL INCOWL135,766$2.6M0.06%
159NEXTERA ENERGY INCNEE-PW37,527$2.6M0.06%
160PRUDENTIAL FINL INCPUKPF24,222$2.6M0.06%
161TYSON FOODS INCTSN45,603$2.6M0.06%
162CSX CORPCSX78,017$2.5M0.06%
163SEMPRASREA33,481$2.5M0.06%
164DOW INCDOW95,634$2.5M0.06%
165CHUBB LIMITEDCB8,727$2.5M0.06%
166AIRBNB INCABNB19,097$2.5M0.06%
167FORD MTR CO345370860232,325$2.5M0.06%
168WESTERN DIGITAL CORPWDC39,291$2.5M0.06%
169THE CIGNA GROUP1255231007,571$2.5M0.06%
170INGERSOLL RAND INCIR30,048$2.5M0.06%
171KROGER COKR34,610$2.5M0.06%
172ARCH CAP GROUP LTDG0450A10526,981$2.5M0.06%
173PROGRESSIVE CORP7433151039,037$2.4M0.06%
174MARVELL TECHNOLOGY INCMRVL31,046$2.4M0.06%
175CENTERPOINT ENERGY INCCNP64,692$2.4M0.06%
176SCHNEIDER NATIONAL INCSNDR96,811$2.3M0.06%
177BECTON DICKINSON & COBDX13,165$2.3M0.06%
178PROLOGIS INC.PLDGP20,120$2.1M0.05%
179REGENERON PHARMACEUTICALSREGN3,770$2.0M0.05%
180IQVIA HLDGS INCIQV12,246$1.9M0.05%
181ADOBE INCADBE4,934$1.9M0.05%
182REALTY INCOME CORPO32,408$1.9M0.05%
183HP INCHPQ70,895$1.7M0.04%
184FEDEX CORPFDX7,528$1.7M0.04%
185GLOBALFOUNDRIES INCGFS40,555$1.5M0.04%
186UNITED PARCEL SERVICE INCUPS14,156$1.4M0.04%
187WORLD GOLD TRGLDW21,152$1.4M0.03%
188ISHARES TR4642872269,353$927,8500.02%
189RALLIANT CORPRAL19,126$927,4670.02%
190ISHARES TR4642898679,911$610,2380.02%
191VANGUARD INTL EQUITY INDEX F9220427424,534$582,8110.01%
192INVESCO EXCHANGE TRADED FD TIVZ11,008$448,9320.01%
193SPDR SERIES TRUST78468R8537,168$305,4000.01%
194VANGUARD INTL EQUITY INDEX F9220428742,317$179,6240.00%
195ISHARES TR46436E6764,535$151,6840.00%
196ISHARES INC4642866082,327$138,3800.00%
197ISHARES TR464288257668$85,9610.00%
198ISHARES TR46429B6711,155$63,6810.00%
199ISHARES TR464288737804$52,5850.00%
200J P MORGAN EXCHANGE TRADED F46641Q225622$50,2500.00%
201INVESCO EXCHANGE TRADED FD TIVZ826$43,9960.00%
202SELECT SECTOR SPDR TR81369Y80381$20,7050.00%
203ISHARES INC464286525154$18,3540.00%
204J P MORGAN EXCHANGE TRADED F46641Q217293$18,1600.00%
205JANUS DETROIT STR TR47103U845289$14,6850.00%
206SELECT SECTOR SPDR TR81369Y506104$8,8390.00%
207KRANESHARES TRUST500767736406$7,9510.00%
208ISHARES TR46428987557$2,6460.00%
209SPDR SERIES TRUST78468R66315$1,4080.00%
210ISHARES TR46428858810$1,0180.00%
211SELECT SECTOR SPDR TR81369Y2097$9430.00%
212ISHARES TR4642873332$2210.00%