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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 Q3 2025 · Filed November 13, 2025 · Accession 0001420506-25-003180

Total Value
$3.51B
Positions
204
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (204)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V45610,533,655$467.4M13.33%
2JANUS DETROIT STR TR47103U8528,951,956$409.7M11.68%
3VANGUARD INDEX FDS9229087441,692,463$315.1M8.99%
4FIDELITY COVINGTON TRUST3160928081,362,189$311.2M8.88%
5SPDR SERIES TRUST78464A6728,024,019$232.1M6.62%
6SPDR SERIES TRUST78468R1017,103,678$208.3M5.94%
7ISHARES INC46434G7642,831,289$195.3M5.57%
8SPDR SERIES TRUST78464A7631,039,379$144.3M4.12%
9ISHARES TR4642873251,308,385$117.4M3.35%
10ISHARES TR4642886531,074,047$111.0M3.17%
11GRANITESHARES GOLD TRBAR2,230,019$86.4M2.46%
12SELECT SECTOR SPDR TR81369Y852683,791$79.9M2.28%
13INVESCO EXCH TRADED FD TR IIIVZ3,071,002$71.3M2.03%
14SELECT SECTOR SPDR TR81369Y6051,226,089$66.0M1.88%
15SELECT SECTOR SPDR TR81369Y308724,175$56.1M1.60%
16FIDELITY COVINGTON TRUST316092204492,170$50.6M1.44%
17SELECT SECTOR SPDR TR81369Y886541,973$47.7M1.36%
18ISHARES TR464288729240,338$41.5M1.18%
19NVIDIA CORPORATIONNVDA194,630$36.3M1.04%
20APPLE INCAAPL118,196$30.1M0.86%
21MICROSOFT CORPMSFT56,563$29.3M0.84%
22AMAZON COM INCAMZN73,947$16.2M0.46%
23ISHARES TR46432F33968,090$13.2M0.38%
24META PLATFORMS INCMETA17,327$12.7M0.36%
25BROADCOM INCAVGO35,578$11.7M0.33%
26ALPHABET INCGOOG46,785$11.4M0.32%
27TESLA INCTSLA22,129$9.8M0.28%
28ALPHABET INCGOOG40,289$9.8M0.28%
29JPMORGAN CHASE & CO.VYLD22,432$7.1M0.20%
30BERKSHIRE HATHAWAY INC DELBRK-A11,514$5.8M0.17%
31ISHARES TR46428876025,090$5.3M0.15%
32WALMART INCWMT50,903$5.2M0.15%
33ELI LILLY & COLLY6,648$5.1M0.14%
34GE AEROSPACE36960430115,972$4.8M0.14%
35JOHNSON & JOHNSONJNJ23,291$4.3M0.12%
36BOSTON SCIENTIFIC CORPBSX42,704$4.2M0.12%
37COCA COLA COKO54,528$3.6M0.10%
38S&P GLOBAL INCSPGI7,298$3.6M0.10%
39PHILIP MORRIS INTL INC71817210921,394$3.5M0.10%
40ABBOTT LABSABLZF24,998$3.3M0.10%
41MARKEL GROUP INCMKL1,751$3.3M0.10%
42AMERICAN INTL GROUP INC02687478442,289$3.3M0.09%
43HOWMET AEROSPACE INCHWM16,873$3.3M0.09%
44ALTRIA GROUP INCMO49,604$3.3M0.09%
45BANK AMERICA CORP06050510462,873$3.2M0.09%
46EATON CORP PLCETN8,351$3.1M0.09%
47ABBVIE INCABBV13,362$3.1M0.09%
48MCKESSON CORPMCK3,930$3.0M0.09%
49CENCORA INCCOR9,338$2.9M0.08%
50GENERAL DYNAMICS CORPGD8,518$2.9M0.08%
51CONSTELLATION ENERGY CORPCEG8,761$2.9M0.08%
52PEPSICO INCPEP20,282$2.8M0.08%
53VICI PPTYS INC92565210986,681$2.8M0.08%
54CHEVRON CORP NEWCVX18,023$2.8M0.08%
55UNITEDHEALTH GROUP INCUNH8,060$2.8M0.08%
56EXXON MOBIL CORPXOM23,807$2.7M0.08%
57NORTHROP GRUMMAN CORPNOC4,335$2.6M0.08%
58WELLS FARGO CO NEW94974610131,230$2.6M0.07%
59CATERPILLAR INCCAT5,483$2.6M0.07%
60GILEAD SCIENCES INCGILD23,448$2.6M0.07%
61EXELON CORPEXC56,386$2.5M0.07%
62FIRSTENERGY CORPFE55,002$2.5M0.07%
63PPL CORPPPLC67,645$2.5M0.07%
64COCA-COLA EUROPACIFIC PARTNECCEP27,670$2.5M0.07%
65GE VERNOVA INCGEV4,065$2.5M0.07%
66INTERNATIONAL BUSINESS MACHSINTR8,830$2.5M0.07%
67COLGATE PALMOLIVE COCL30,968$2.5M0.07%
68ANTERO MIDSTREAM CORPAM126,248$2.5M0.07%
69KIMBERLY-CLARK CORPKMB19,430$2.4M0.07%
70PROCTER AND GAMBLE CO74271810915,633$2.4M0.07%
71UBER TECHNOLOGIES INCUBER24,338$2.4M0.07%
72BOOKING HOLDINGS INCBKNG439$2.4M0.07%
73ADVANCED MICRO DEVICES INCAMD14,048$2.3M0.06%
74MASTERCARD INCORPORATEDMA3,958$2.3M0.06%
75TARGA RES CORPTRGP13,216$2.2M0.06%
76AMERICAN EXPRESS COAXP6,666$2.2M0.06%
77ARISTA NETWORKS INCANET15,108$2.2M0.06%
78ENTERGY CORP NEWENO23,586$2.2M0.06%
79CORNING INCGLW26,723$2.2M0.06%
80WESTERN DIGITAL CORPWDC18,160$2.2M0.06%
81GE HEALTHCARE TECHNOLOGIES IGEHC28,831$2.2M0.06%
82PG&E CORPPCG-PX140,681$2.1M0.06%
83CARDINAL HEALTH INCCAH13,422$2.1M0.06%
84RTX CORPORATIONRTX12,452$2.1M0.06%
85MONDELEZ INTL INC60920710533,331$2.1M0.06%
86FOX CORPFOX35,876$2.1M0.06%
87INTUITIVE SURGICAL INCISRG4,531$2.0M0.06%
88LINDE PLCLIN4,261$2.0M0.06%
89API GROUP CORPAPG58,204$2.0M0.06%
90VISA INCV5,777$2.0M0.06%
91HOULIHAN LOKEY INCHLI9,459$1.9M0.06%
92JOHNSON CTLS INTL PLCG5150210517,556$1.9M0.06%
93MEDTRONIC PLCMDT20,209$1.9M0.05%
94VISTRA CORPVST9,823$1.9M0.05%
95PACCAR INCPCAR19,548$1.9M0.05%
96HOME DEPOT INCHD4,625$1.9M0.05%
97CISCO SYS INCCSCO27,188$1.9M0.05%
98HARTFORD INSURANCE GROUP INCHIG-PG13,860$1.8M0.05%
99AT&T INCT-PC65,440$1.8M0.05%
100ENACT HLDGS INCACT47,758$1.8M0.05%
101HCA HEALTHCARE INCHCA4,291$1.8M0.05%
102EQUITABLE HLDGS INCEQH-PC35,576$1.8M0.05%
103CARRIER GLOBAL CORPORATIONCARR30,260$1.8M0.05%
104MICRON TECHNOLOGY INCMU10,635$1.8M0.05%
105SOUTHERN COSOMN18,757$1.8M0.05%
106KENVUE INCKVUE109,369$1.8M0.05%
107CITIGROUP INCC-PR17,344$1.8M0.05%
108MERCK & CO INCMRK20,760$1.7M0.05%
109DUKE ENERGY CORP NEWDUKB13,858$1.7M0.05%
110NVENT ELECTRIC PLCNVT17,139$1.7M0.05%
111UNITED RENTALS INCURI1,765$1.7M0.05%
112GOLDMAN SACHS GROUP INCGSCE2,086$1.7M0.05%
113CONSTELLATION BRANDS INCSTZ12,264$1.7M0.05%
114PROGRESSIVE CORP7433151036,509$1.6M0.05%
115COREBRIDGE FINL INC21871X10950,147$1.6M0.05%
116FIDELITY NATL INFORMATION SV31620M10624,274$1.6M0.05%
117DOMINION ENERGY INCD26,086$1.6M0.05%
118TRANE TECHNOLOGIES PLCTT3,741$1.6M0.05%
119TPG INCTPGXL27,276$1.6M0.04%
120ARES MANAGEMENT CORPORATIONARES-PB9,766$1.6M0.04%
121DELTA AIR LINES INC DELDAL27,465$1.6M0.04%
122WORLD GOLD TRGLDW20,288$1.6M0.04%
123NEWS CORP NEWNWSLL44,843$1.5M0.04%
124KKR & CO INCKKRT11,805$1.5M0.04%
125ALLSTATE CORPALL-PJ7,066$1.5M0.04%
126STRYKER CORPORATIONSYK4,090$1.5M0.04%
127ZIMMER BIOMET HOLDINGS INCZBH15,184$1.5M0.04%
128APOLLO GLOBAL MGMT INC03769M10611,144$1.5M0.04%
129HAMILTON LANE INCHLNE10,960$1.5M0.04%
130WASTE MGMT INC DEL94106L1096,685$1.5M0.04%
131LOCKHEED MARTIN CORPLMT2,942$1.5M0.04%
132SEMPRASREA16,319$1.5M0.04%
133FORTIVE CORPFTV29,738$1.5M0.04%
134MARVELL TECHNOLOGY INCMRVL17,289$1.5M0.04%
135SYSCO CORPSYY17,610$1.5M0.04%
136DEERE & CODE3,165$1.4M0.04%
137VERTEX PHARMACEUTICALS INCVRTX3,692$1.4M0.04%
138SALESFORCE INCCRM6,045$1.4M0.04%
139AUTOMATIC DATA PROCESSING INADP4,825$1.4M0.04%
140CVS HEALTH CORPCVS18,562$1.4M0.04%
141TRADEWEB MKTS INC89267210612,588$1.4M0.04%
142NEXTERA ENERGY INCNEE-PW18,311$1.4M0.04%
143CAPITAL ONE FINL CORP14040H1056,488$1.4M0.04%
144EDISON INTL28102010724,899$1.4M0.04%
145BLOCK INCBSQKZ18,979$1.4M0.04%
146CME GROUP INCCME4,938$1.3M0.04%
147PFIZER INCPFE52,169$1.3M0.04%
148AMGEN INCAMGN4,674$1.3M0.04%
149CSX CORPCSX37,006$1.3M0.04%
150CORTEVA INCCTVA19,413$1.3M0.04%
151PUBLIC SVC ENTERPRISE GRP IN74457310615,478$1.3M0.04%
152ILLINOIS TOOL WKS INC4523081094,836$1.3M0.04%
153OTIS WORLDWIDE CORPOTIS13,699$1.3M0.04%
154L3HARRIS TECHNOLOGIES INCLHX4,049$1.2M0.04%
155UNION PAC CORPUNP5,201$1.2M0.04%
156CENTERPOINT ENERGY INCCNP31,596$1.2M0.03%
157HONEYWELL INTL INC4385161065,802$1.2M0.03%
158TYSON FOODS INCTSN22,351$1.2M0.03%
159CHUBB LIMITEDCB4,267$1.2M0.03%
160ARCH CAP GROUP LTDG0450A10513,186$1.2M0.03%
161BRISTOL-MYERS SQUIBB COCELG-RI26,104$1.2M0.03%
162FORD MTR CO34537086097,517$1.2M0.03%
163KROGER COKR16,954$1.1M0.03%
164PAYPAL HLDGS INCPYPL17,022$1.1M0.03%
165THE CIGNA GROUP1255231003,742$1.1M0.03%
166EQUINIX INCEQIX1,368$1.1M0.03%
167PRUDENTIAL FINL INCPUKPF10,108$1.0M0.03%
168INGERSOLL RAND INCIR12,487$1.0M0.03%
169BLUE OWL CAPITAL INCOWL57,815$978,8080.03%
170AIRBNB INCABNB8,039$976,0960.03%
171U HAUL HOLDING COMPANYUHAL-B18,619$947,7070.03%
172HP INCHPQ34,557$940,9870.03%
173ATLASSIAN CORPORATIONTEAM5,584$891,7650.03%
174BECTON DICKINSON & COBDX4,760$890,9300.03%
175PROLOGIS INC.PLDGP7,757$888,3320.03%
176REALTY INCOME CORPO14,364$873,1870.02%
177FEDEX CORPFDX3,560$839,4840.02%
178IQVIA HLDGS INCIQV4,381$832,1270.02%
179ADOBE INCADBE2,229$786,2800.02%
180SCHNEIDER NATIONAL INCSNDR36,335$768,8480.02%
181GLOBALFOUNDRIES INCGFS21,232$760,9550.02%
182REGENERON PHARMACEUTICALSREGN1,321$742,7590.02%
183VANGUARD INTL EQUITY INDEX F9220427424,084$574,1160.02%
184INVESCO EXCHANGE TRADED FD TIVZ10,890$507,9320.01%
185RALLIANT CORPRAL9,912$433,4520.01%
186SPDR SERIES TRUST78468R8535,481$251,6770.01%
187ISHARES TR4642898673,310$215,4450.01%
188VANGUARD INTL EQUITY INDEX F9220428742,237$179,6720.01%
189ISHARES TR46436E6764,223$149,6820.00%
190ISHARES INC4642866081,847$114,8090.00%
191ISHARES TR46429B6711,156$73,4700.00%
192J P MORGAN EXCHANGE TRADED F46641Q225618$53,8790.00%
193ISHARES TR464288737732$46,4910.00%
194INVESCO EXCHANGE TRADED FD TIVZ800$44,2380.00%
195ISHARES TR464288257244$34,4700.00%
196SELECT SECTOR SPDR TR81369Y80370$21,0470.00%
197J P MORGAN EXCHANGE TRADED F46641Q217256$17,6110.00%
198JANUS DETROIT STR TR47103U845279$14,1740.00%
199SELECT SECTOR SPDR TR81369Y506104$9,1850.00%
200KRANESHARES TRUST500767736299$5,7440.00%
201ISHARES TR46428987553$2,5220.00%
202ISHARES TR46428858811$1,0360.00%
203SPDR SERIES TRUST78468R6634$3890.00%
204ISHARES TR4642873332$2280.00%