Richard Bernstein Advisors LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.11 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Henderson with a value of $433M, Spdr Portfolio Short Term Trea with a value of $367M, Vanguard Value ETF with a value of $315M, Ishares Inc Msci Emerging Mkts with a value of $286M, and Ishares Msci Intl Quality Fact with a value of $278M.
Examining the 13F form we can see an decrease of $280M in the current position value, from $4.39B to 4.11B.
Below you can find more details about Richard Bernstein Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.11 Billion
ETFs: $3.18 Billion
Technology: $241 Million
Financial Services: $205 Million
Healthcare: $121 Million
Industrials: $117 Million
Consumer Cyclical: $68.3 Million
Communication Services: $66.5 Million
Utilities: $30 Million
Other: $79.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
