Richard Bernstein Advisors LLC New Holdings in Q2 2025

Richard Bernstein Advisors LLC

  • $4.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.25M
New
$28.21 - $28.85 $233M - $238M
8.25M $237M
XLP
Consumer Staples Sector Spdr

ETFs
745K
New
N/A
745K $56.6M
XLU
Utilities Sector Spdr

ETFs
557K
New
$73.09 - $82.77 $40.7M - $46.1M
557K $45.5M
MO
Altria Group, Inc.

Consumer Defensive
109K
New
$55.56 - $60.91 $6.04M - $6.63M
109K $6.38M
CL
Colgate Palmolive CO

Consumer Defensive
67.8K
New
$87.57 - $96.0 $5.94M - $6.51M
67.8K $6.16M
KMB
Kimberly Clark Corp

Consumer Defensive
42.5K
New
$126.84 - $145.22 $5.39M - $6.17M
42.5K $5.47M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
57.8K
New
$81.84 - $93.53 $4.73M - $5.41M
57.8K $5.36M
PPL
Ppl Corp

Utilities
141K
New
$33.45 - $36.5 $4.72M - $5.15M
141K $4.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
68.9K
New
$63.54 - $68.5 $4.38M - $4.72M
68.9K $4.65M
STZ
Constellation Brands, Inc.

Consumer Defensive
27.3K
New
$160.0 - $195.62 $4.37M - $5.35M
27.3K $4.45M
DUK
Duke Energy Corp

Utilities
28.4K
New
$112.46 - $124.05 $3.19M - $3.52M
28.4K $3.35M
D
Dominion Energy, Inc

Utilities
52.6K
New
$49.66 - $58.0 $2.61M - $3.05M
52.6K $2.98M
SYY
Sysco Corp

Consumer Defensive
36.1K
New
$68.0 - $75.91 $2.45M - $2.74M
36.1K $2.73M
PEG
Public Service Enterprise Group Inc

Utilities
31.7K
New
$77.13 - $84.18 $2.44M - $2.67M
31.7K $2.67M
CVS
Cvs Health Corp

Healthcare
37.9K
New
$60.04 - $70.18 $2.28M - $2.66M
37.9K $2.62M
NEE
Nextera Energy Inc

Utilities
37.5K
New
$64.11 - $75.0 $2.41M - $2.81M
37.5K $2.61M
TSN
Tyson Foods, Inc.

Consumer Defensive
45.6K
New
$54.33 - $63.56 $2.48M - $2.9M
45.6K $2.55M
SRE
Sempra Energy

Utilities
33.5K
New
$63.78 - $78.91 $2.14M - $2.64M
33.5K $2.54M
CB
Chubb LTD

Financial Services
8.73K
New
$274.32 - $302.46 $2.39M - $2.64M
8.73K $2.53M
CI
Cigna Corp

Healthcare
7.57K
New
$301.89 - $340.04 $2.29M - $2.57M
7.57K $2.5M
KR
Kroger CO

Consumer Defensive
34.6K
New
$64.62 - $74.0 $2.24M - $2.56M
34.6K $2.48M
ACGL
Arch Capital Group Ltd.

Financial Services
27K
New
$84.99 - $96.82 $2.29M - $2.61M
27K $2.46M
PGR
Progressive Corp

Financial Services
9.04K
New
$255.27 - $288.74 $2.31M - $2.61M
9.04K $2.41M
CNP
Centerpoint Energy Inc

Utilities
64.7K
New
$35.5 - $39.05 $2.3M - $2.53M
64.7K $2.38M
Kenvue Inc
243K
New
N/A
243K $0
Ralliant Corp
19.1K
New
N/A
19.1K $0
Activity Summary
Buys All Purchases 41 New Holdings 27 Increased Positions 14 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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