Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed February 3, 2026 · Accession 0001420506-26-000132

Total Value
$3.40B
Positions
174
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V45612,750,445$579.5M17.03%
2JANUS DETROIT STR TR47103U8528,887,247$406.1M11.93%
3VANGUARD INDEX FDS9229087441,662,254$317.5M9.33%
4FIDELITY COVINGTON TRUST3160928081,333,956$299.7M8.81%
5SPDR SERIES TRUST78464A6727,945,875$229.2M6.73%
6SPDR SERIES TRUST78468R1017,109,860$208.2M6.12%
7ISHARES INC46434G7642,706,117$196.7M5.78%
8SPDR SERIES TRUST78464A7631,018,684$141.8M4.17%
9ISHARES TR4642873251,284,224$125.1M3.68%
10ISHARES TR4642886531,050,711$106.8M3.14%
11GRANITESHARES GOLD TRBAR2,196,094$93.3M2.74%
12SELECT SECTOR SPDR TR81369Y852670,089$78.9M2.32%
13INVESCO EXCH TRADED FD TR IIIVZ3,040,662$70.5M2.07%
14SELECT SECTOR SPDR TR81369Y308704,141$54.7M1.61%
15FIDELITY COVINGTON TRUST316092204484,039$49.5M1.45%
16SELECT SECTOR SPDR TR81369Y8861,065,126$45.5M1.34%
17NVIDIA CORPORATIONNVDA174,783$32.6M0.96%
18APPLE INCAAPL106,412$28.9M0.85%
19MICROSOFT CORPMSFT48,249$23.3M0.69%
20AMAZON COM INCAMZN66,685$15.4M0.45%
21ALPHABET INCGOOG42,162$13.2M0.39%
22ISHARES TR46432F33965,318$13.0M0.38%
23ALPHABET INCGOOG36,405$11.4M0.34%
24BROADCOM INCAVGO32,264$11.2M0.33%
25META PLATFORMS INCMETA15,681$10.4M0.30%
26TESLA INCTSLA19,963$9.0M0.26%
27JPMORGAN CHASE & CO.VYLD20,206$6.5M0.19%
28ELI LILLY & COLLY5,978$6.4M0.19%
29WALMART INCWMT45,021$5.0M0.15%
30JOHNSON & JOHNSONJNJ20,982$4.3M0.13%
31BERKSHIRE HATHAWAY INC DELBRK-A8,256$4.1M0.12%
32BOSTON SCIENTIFIC CORPBSX38,555$3.7M0.11%
33COCA COLA COKO49,499$3.5M0.10%
34S&P GLOBAL INCSPGI6,582$3.4M0.10%
35BANK AMERICA CORP06050510456,372$3.1M0.09%
36PHILIP MORRIS INTL INC71817210919,274$3.1M0.09%
37MCKESSON CORPMCK3,586$2.9M0.09%
38CENCORA INCCOR8,519$2.9M0.08%
39ABBOTT LABSABLZF22,600$2.8M0.08%
40ABBVIE INCABBV12,125$2.8M0.08%
41MICRON TECHNOLOGY INCMU9,606$2.7M0.08%
42ADVANCED MICRO DEVICES INCAMD12,662$2.7M0.08%
43CONSTELLATION ENERGY CORPCEG7,635$2.7M0.08%
44WESTERN DIGITAL CORPWDC15,532$2.7M0.08%
45PEPSICO INCPEP18,272$2.6M0.08%
46GILEAD SCIENCES INCGILD21,121$2.6M0.08%
47EXXON MOBIL CORPXOM21,440$2.6M0.08%
48ALTRIA GROUP INCMO44,230$2.6M0.07%
49CARDINAL HEALTH INCCAH12,186$2.5M0.07%
50CHEVRON CORP NEWCVX16,231$2.5M0.07%
51UNITEDHEALTH GROUP INCUNH7,289$2.4M0.07%
52GE VERNOVA INCGEV3,616$2.4M0.07%
53INTERNATIONAL BUSINESS MACHSINTR7,962$2.4M0.07%
54INTUITIVE SURGICAL INCISRG4,053$2.3M0.07%
55COCA-COLA EUROPACIFIC PARTNECCEP24,931$2.3M0.07%
56EXELON CORPEXC51,075$2.2M0.07%
57FIRSTENERGY CORPFE49,513$2.2M0.07%
58VICI PPTYS INC92565210978,798$2.2M0.07%
59TARGA RES CORPTRGP11,905$2.2M0.06%
60COLGATE PALMOLIVE COCL27,594$2.2M0.06%
61PPL CORPPPLC60,958$2.1M0.06%
62GE HEALTHCARE TECHNOLOGIES IGEHC25,884$2.1M0.06%
63BOOKING HOLDINGS INCBKNG395$2.1M0.06%
64FOX CORPFOX32,390$2.1M0.06%
65CORNING INCGLW23,903$2.1M0.06%
66PG&E CORPPCG-PX127,945$2.1M0.06%
67MASTERCARD INCORPORATEDMA3,565$2.0M0.06%
68ANTERO MIDSTREAM CORPAM113,696$2.0M0.06%
69PROCTER AND GAMBLE CO74271810914,083$2.0M0.06%
70API GROUP CORPAPG52,461$2.0M0.06%
71MERCK & CO INCMRK18,815$2.0M0.06%
72ENTERGY CORP NEWENO21,340$2.0M0.06%
73CISCO SYS INCCSCO24,527$1.9M0.06%
74VISA INCV5,323$1.9M0.05%
75HCA HEALTHCARE INCHCA3,904$1.8M0.05%
76CITIGROUP INCC-PR15,505$1.8M0.05%
77WORLD GOLD TRGLDW20,984$1.8M0.05%
78UBER TECHNOLOGIES INCUBER21,828$1.8M0.05%
79MEDTRONIC PLCMDT18,197$1.7M0.05%
80KIMBERLY-CLARK CORPKMB17,296$1.7M0.05%
81ARISTA NETWORKS INCANET13,196$1.7M0.05%
82KENVUE INCKVUE97,339$1.7M0.05%
83GOLDMAN SACHS GROUP INCGSCE1,869$1.6M0.05%
84LINDE PLCLIN3,852$1.6M0.05%
85MONDELEZ INTL INC60920710530,030$1.6M0.05%
86ENACT HLDGS INCACT40,671$1.6M0.05%
87TPG INCTPGXL24,411$1.6M0.05%
88NVENT ELECTRIC PLCNVT15,178$1.5M0.05%
89EQUITABLE HLDGS INCEQH-PC32,152$1.5M0.05%
90VERTEX PHARMACEUTICALS INCVRTX3,367$1.5M0.04%
91CATERPILLAR INCCAT2,643$1.5M0.04%
92CONSTELLATION BRANDS INCSTZ10,904$1.5M0.04%
93AT&T INCT-PC59,599$1.5M0.04%
94HOULIHAN LOKEY INCHLI8,492$1.5M0.04%
95SOUTHERN COSOMN16,902$1.5M0.04%
96FORTIVE CORPFTV26,692$1.5M0.04%
97DUKE ENERGY CORP NEWDUKB12,486$1.5M0.04%
98CARRIER GLOBAL CORPORATIONCARR27,469$1.5M0.04%
99SALESFORCE INCCRM5,377$1.4M0.04%
100HOME DEPOT INCHD4,129$1.4M0.04%
101AMGEN INCAMGN4,238$1.4M0.04%
102VISTRA CORPVST8,585$1.4M0.04%
103DOMINION ENERGY INCD23,506$1.4M0.04%
104COREBRIDGE FINL INC21871X10945,295$1.4M0.04%
105EDISON INTL28102010722,680$1.4M0.04%
106CRH PLCCRH10,838$1.4M0.04%
107PROGRESSIVE CORP7433151035,862$1.3M0.04%
108HAMILTON LANE INCHLNE9,900$1.3M0.04%
109WASTE MGMT INC DEL94106L1096,043$1.3M0.04%
110GENERAL DYNAMICS CORPGD3,943$1.3M0.04%
111CVS HEALTH CORPCVS16,718$1.3M0.04%
112NEXTERA ENERGY INCNEE-PW16,501$1.3M0.04%
113SEMPRASREA14,705$1.3M0.04%
114STRYKER CORPORATIONSYK3,678$1.3M0.04%
115BRISTOL-MYERS SQUIBB COCELG-RI23,697$1.3M0.04%
116MARVELL TECHNOLOGY INCMRVL14,774$1.3M0.04%
117ZIMMER BIOMET HOLDINGS INCZBH13,855$1.2M0.04%
118CHECK POINT SOFTWARE TECH LTM224651046,573$1.2M0.04%
119TRADEWEB MKTS INC89267210611,169$1.2M0.04%
120CHUBB LIMITEDCB3,844$1.2M0.04%
121NEWS CORP NEWNWSLL40,113$1.2M0.03%
122TYSON FOODS INCTSN20,134$1.2M0.03%
123CORTEVA INCCTVA17,551$1.2M0.03%
124PFIZER INCPFE47,088$1.2M0.03%
125SYSCO CORPSYY15,864$1.2M0.03%
126FORD MTR CO34537086088,391$1.2M0.03%
127PUBLIC SVC ENTERPRISE GRP IN74457310613,950$1.1M0.03%
128AUTOMATIC DATA PROCESSING INADP4,306$1.1M0.03%
129CENTERPOINT ENERGY INCCNP28,472$1.1M0.03%
130OTIS WORLDWIDE CORPOTIS12,442$1.1M0.03%
131UNION PAC CORPUNP4,679$1.1M0.03%
132ILLINOIS TOOL WKS INC4523081094,369$1.1M0.03%
133HONEYWELL INTL INC4385161065,237$1.0M0.03%
134ISHARES TR46428986715,402$1.0M0.03%
135AIRBNB INCABNB7,197$976,7770.03%
136KROGER COKR15,273$954,2570.03%
137EQUINIX INCEQIX1,221$935,4810.03%
138THE CIGNA GROUP1255231003,371$927,8000.03%
139REGENERON PHARMACEUTICALSREGN1,181$911,5780.03%
140PROLOGIS INC.PLDGP6,956$888,0030.03%
141IQVIA HLDGS INCIQV3,860$870,0830.03%
142SCHNEIDER NATIONAL INCSNDR32,240$855,3270.03%
143BECTON DICKINSON & COBDX4,303$835,0830.02%
144SELECT SECTOR SPDR TR81369Y60514,733$806,9740.02%
145ATLASSIAN CORPORATIONTEAM4,861$788,1630.02%
146U HAUL HOLDING COMPANYUHAL-B16,688$779,9970.02%
147BLUE OWL CAPITAL INCOWL51,966$776,3720.02%
148REALTY INCOME CORPO12,736$717,9280.02%
149ADOBE INCADBE1,983$694,0300.02%
150ISHARES TR4642887293,940$690,9160.02%
151HP INCHPQ30,758$685,2880.02%
152GLOBALFOUNDRIES INCGFS18,806$656,7060.02%
153VANGUARD INTL EQUITY INDEX F9220427424,417$623,0820.02%
154INVESCO EXCHANGE TRADED FD TIVZ10,890$495,6250.01%
155ISHARES TR4642872262,861$285,8110.01%
156SPDR SERIES TRUST78468R8534,611$216,1180.01%
157VANGUARD INTL EQUITY INDEX F9220428742,237$187,0790.01%
158ISHARES TR46436E6764,206$148,6730.00%
159ISHARES TR464288760648$139,1730.00%
160ISHARES INC4642866081,846$118,3730.00%
161ISHARES TR46429B6711,155$69,4250.00%
162J P MORGAN EXCHANGE TRADED F46641Q225618$57,5220.00%
163ISHARES TR464288737732$47,3330.00%
164INVESCO EXCHANGE TRADED FD TIVZ799$45,6210.00%
165ISHARES TR464288257243$34,4900.00%
166SELECT SECTOR SPDR TR81369Y803140$20,1550.00%
167J P MORGAN EXCHANGE TRADED F46641Q217255$16,8690.00%
168JANUS DETROIT STR TR47103U845279$14,1300.00%
169SELECT SECTOR SPDR TR81369Y506207$9,2650.00%
170KRANESHARES TRUST500767736294$5,6500.00%
171ISHARES TR46428987552$2,4840.00%
172ISHARES TR46428858810$1,0320.00%
173SPDR SERIES TRUST78468R6634$3880.00%
174ISHARES TR4642873332$2410.00%