Richard Bernstein Advisors LLC
Annual return '25
+5.6%
SPY '25
+17.7%
Alpha
-12.2ptsvs SPY
Invested
$3.4B
Holdings
227
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IDEV
ISHARES TR
Held since at least Q1 2024
15.0%
02
$QUAL
ISHARES TR
Q1 2026: Exited (was 65.3k shares)
10.3%
03
$IEF
ISHARES TR
Held since at least Q1 2024
10.2%
04
$CLOA
BLACKROCK ETF TRUST II
Held since at least Q1 2024
9.3%
05
$EMXC
ISHARES INC
Q1 2026: Exited (was 2.71M shares)
7.8%
06
$PZA
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 3.04M shares)
6.1%
07
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 1.66M shares)
5.5%
08
$SDY
SPDR SERIES TRUST
Q1 2026: Exited (was 1.02M shares)
4.8%
09
$MBB
ISHARES TR
Q1 2026: Exited (was 10 shares)
4.5%
10
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 4 shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:05 UTC.