Richard Bernstein Advisors LLC
Richard Bernstein Advisors LLC reported 227 positions worth $3.45B as of March 31, 2026 (13F filed April 22, 2026). Largest holding: IDEV (15.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IDEV | SH | $516.3M | 14.98% | 6,178,128 | — | — | |
| ▸ 2 | QUAL | SH | $354.1M | 10.27% | 1,846,285 | — | — | |
| ▸ 3 | IEF | SH | $350.6M | 10.17% | 3,673,879 | — | — | |
| ▸ 4 | CLOA | SH | $320.7M | 9.30% | 6,186,664 | — | — | |
| ▸ 5 | EMXC | SH | $267.5M | 7.76% | 3,400,240 | — | — | |
| ▸ 6 | PZA | SH | $209.2M | 6.07% | 9,102,497 | — | — | |
| ▸ 7 | VTV | SH | $190.3M | 5.52% | 969,895 | — | — | |
| ▸ 8 | SDY | SH | $166.3M | 4.82% | 1,139,462 | — | — | |
| ▸ 9 | MBB | SH | $156.5M | 4.54% | 1,648,703 | — | — | |
| ▸ 10 | BIL | SH | $146.0M | 4.23% | 1,592,652 | — | — |
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Frequently Asked Questions
What stocks does Richard Bernstein Advisors LLC hold as of Q1 2026?
Richard Bernstein Advisors LLC reported 227 positions worth $3.45B in its Q1 2026 13F filing. Largest positions: IDEV (15.0%), QUAL (10.3%), IEF (10.2%), CLOA (9.3%) and EMXC (7.8%).
What did Richard Bernstein Advisors LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Richard Bernstein Advisors LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.