Richard Bernstein Advisors LLC: XLC position timeline

Richard Bernstein Advisors LLC held 335,477 XLC shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 335,477 shares

   Change vs previous 13F -334,612 shares

   1.08% of the 13F portfolio, value $37,193,980.

   13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 670,089 shares

   Change vs previous 13F -13,702 shares

   2.32% of the 13F portfolio, value $78,885,987.

   13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 683,791 shares

   Change vs previous 13F -27,239 shares

   2.28% of the 13F portfolio, value $79,885,931.

   13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 711,030 shares

   Change vs previous 13F +25,362 shares

   1.9% of the 13F portfolio, value $77,171,078.

   13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 685,668 shares

   Change vs previous 13F not available

   1.6% of the 13F portfolio, value $66,132,642.

   13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).