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Asset Manager ← All Institutions

ALLIANCEBERNSTEIN L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$304.5B
+10.9%
Holdings
3,238
+100
New Purchases
168
Added To
1,388
Closed
127
Reduced
1,210
Top 10 Concentration
32.5%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.98% 4.44% +1.54% $18.2B
MSFT 6.22% 4.97% +1.25% $18.9B
AVGO 2.77% 1.80% +0.97% $8.4B
SYK 0.73% 0.19% +0.54% $2.2B
META 3.45% 3.02% +0.43% $10.5B
AMAT 0.82% 0.42% +0.40% $2.5B
NFLX 2.16% 1.76% +0.40% $6.6B
MCK 0.55% 0.22% +0.32% $1.7B
TSM 0.78% 0.54% +0.24% $2.4B
TXRH 0.20% 0.03% +0.16% $595M
ORCL 0.52% 0.37% +0.15% $1.6B
NOW 0.64% 0.50% +0.14% $2.0B
DIS 0.49% 0.37% +0.12% $1.5B
PGR 0.96% 0.85% +0.11% $2.9B
GS 0.40% 0.30% +0.10% $1.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UNH 0.71% 1.43% -0.72% $2.2B
ZTS 0.19% 0.65% -0.46% $584M
COST 1.07% 1.49% -0.42% $3.3B
AAPL 1.91% 2.28% -0.37% $5.8B
LLY 1.33% 1.64% -0.30% $4.1B
ANET 0.35% 0.65% -0.30% $1.1B
V 2.44% 2.70% -0.26% $7.4B
TSCO 0.24% 0.49% -0.25% $734M
HD 0.94% 1.19% -0.24% $2.9B
LULU 0.28% 0.49% -0.21% $864M
FI 0.27% 0.46% -0.19% $822M
CPRT 0.41% 0.60% -0.18% $1.3B
SAIA 0.15% 0.29% -0.14% $460M
ANTM 0.18% 0.30% -0.12% $543M
STZ 0.01% 0.13% -0.12% $28M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $150.9B 49.5%
Large Cap 859 $121.3B 39.8%
Mid Cap 998 $21.9B 7.2%
Small Cap 1,013 $9.7B 3.2%
Micro Cap 291 $733M 0.2%

Portfolio Analytics

Avg Market Cap
$32.6B
Median Market Cap
$3.3B
Avg P/E
33.8
Median P/E
20.7
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
3,055
# ETFs / Funds
183

Top Holdings (3,238 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 6.22% 38,072,030 $18.9B $497.41 $5.3B +1,724,854 +4.8%
2 NVDA 5.98% 115,252,728 $18.2B $157.99 $6.0B +2,857,018 +2.5%
3 AMZN 4.01% 55,611,909 $12.2B $219.39 $1.2B -2,185,260 -3.8%
4 META 3.45% 14,220,829 $10.5B $738.09 $2.2B -171,593 -1.2%
5 AVGO 2.77% 30,598,590 $8.4B $275.65 $3.5B +1,084,776 +3.7%
6 V 2.44% 20,922,894 $7.4B $355.05 $20M -217,482 -1.0%
7 GOOG 2.20% 37,823,088 $6.7B $177.39 $759M -263,860 -0.7%
8 NFLX 2.16% 4,910,699 $6.6B $1,339.13 $1.7B -284,240 -5.5%
9 AAPL 1.91% 28,396,851 $5.8B $205.17 -$436M +204,954 +0.7%
10 LLY 1.33% 5,213,854 $4.1B $779.53 -$432M -230,065 -4.2%
11 COST 1.07% 3,296,524 $3.3B $989.94 -$834M -1,035,485 -23.9%
12 IVV 1.04% 5,077,582 $3.2B $620.90 $133M -296,820 -5.5%
13 PGR 0.96% 10,972,574 $2.9B $266.86 $590M +2,709,417 +32.8%
14 HD 0.94% 7,833,258 $2.9B $366.64 -$387M -1,058,444 -11.9%
15 AMAT 0.82% 13,564,120 $2.5B $183.07 $1.3B +5,700,349 +72.5%
16 TSM 0.78% 10,457,800 $2.4B $226.49 $897M +1,593,786 +18.0%
17 TXN 0.77% 11,252,791 $2.3B $207.62 $425M +616,859 +5.8%
18 0HQN.L 0.75% 9,854,571 $2.3B $233.21 $156M +390,034 +4.1%
19 ISRG 0.75% 4,195,815 $2.3B $543.41 $190M -23,576 -0.6%
20 SYK 0.73% 5,596,508 $2.2B $395.63 $1.7B +4,223,366 +307.6%
21 ADP 0.72% 7,135,468 $2.2B $308.40 -$59M -261,523 -3.5%
22 MNST 0.72% 34,821,109 $2.2B $62.64 -$97M -4,113,287 -10.6%
23 UNH 0.71% 6,945,750 $2.2B $311.97 -$1.8B -552,952 -7.4%
24 NOW 0.64% 1,910,078 $2.0B $1,028.08 $584M +177,392 +10.2%
25 VRTX 0.64% 4,378,320 $1.9B $445.20 $32M +424,808 +10.8%
26 OTIS 0.63% 19,378,760 $1.9B $99.02 -$19M +603,860 +3.2%
27 CMG 0.61% 33,111,508 $1.9B $56.15 $227M +606,190 +1.9%
28 BRK-B 0.59% 3,708,957 $1.8B $485.77 $78M +471,705 +14.6%
29 GOOGL 0.57% 9,872,493 $1.7B $176.23 $167M -298,528 -2.9%
30 IXUS 0.57% 22,381,111 $1.7B $77.31 $152M -229,202 -1.0%
31 MCK 0.55% 2,268,015 $1.7B $732.78 $1.1B +1,362,386 +150.4%
32 VEEV 0.54% 5,705,648 $1.6B $287.98 $369M +205,997 +3.8%
33 JPM 0.54% 5,630,274 $1.6B $289.91 $284M +135,070 +2.5%
34 MA 0.53% 2,892,792 $1.6B $561.94 -$27M -122,999 -4.1%
35 VRSK 0.53% 5,195,291 $1.6B $311.50 $60M -39,799 -0.8%
36 ORCL 0.52% 7,216,286 $1.6B $218.63 $572M +20,743 +0.3%
37 CDNS 0.50% 4,920,816 $1.5B $308.15 $138M -500,410 -9.2%
38 QCOM 0.50% 9,500,418 $1.5B $159.26 -$45M -642,784 -6.3%
39 DIS 0.49% 12,134,487 $1.5B $124.01 $478M +1,727,251 +16.6%
40 SHW 0.47% 4,203,031 $1.4B $343.36 -$96M -206,178 -4.7%
41 WAT 0.46% 4,021,358 $1.4B $349.04 $272M +950,687 +31.0%
42 SCHW 0.46% 15,374,233 $1.4B $91.24 $63M -1,741,526 -10.2%
43 WMT 0.44% 13,846,213 $1.4B $97.78 $117M -239,699 -1.7%
44 WFC 0.44% 16,581,785 $1.3B $80.12 $136M -34,969 -0.2%
45 ETN 0.44% 3,713,555 $1.3B $356.99 $331M +53,704 +1.5%
46 ITOT 0.43% 9,605,846 $1.3B $135.04 $158M +271,092 +2.9%
47 CPRT 0.41% 25,656,638 $1.3B $49.07 -$376M -3,228,602 -11.2%
48 GS 0.40% 1,710,516 $1.2B $707.75 $394M +215,230 +14.4%
49 JNJ 0.40% 7,901,227 $1.2B $152.75 -$84M +114,977 +1.5%
50 BAC 0.38% 24,282,020 $1.1B $47.32 $246M +2,644,209 +12.2%
51 MSI 0.36% 2,584,215 $1.1B $420.46 -$192M -336,789 -11.5%
52 ANET 0.35% 10,325,756 $1.1B $102.31 -$722M -12,633,458 -55.0%
53 KO 0.35% 14,912,439 $1.1B $70.75 $26M +548,787 +3.8%
54 ABBV 0.34% 5,522,670 $1.0B $185.62 $127M +1,234,884 +28.8%
55 TSLA 0.33% 3,140,830 $998M $317.66 $183M -1,195 -0.0%
56 ONON 0.32% 19,007,456 $989M $52.05 $120M -787,355 -4.0%
57 SNPS 0.32% 1,913,001 $981M $512.68 $241M +187,790 +10.9%
58 ILOW 0.31% 22,567,772 $939M $41.63 $131M +680,681 +3.1%
59 PG 0.31% 5,878,438 $937M $159.32 -$101M -211,467 -3.5%
60 RACE 0.30% 1,866,558 $916M $490.74 $160M +99,221 +5.6%
61 AXON 0.29% 1,067,814 $884M $827.94 $208M -217,121 -16.9%
62 TMO 0.29% 2,171,766 $881M $405.46 $2M +405,699 +23.0%
63 CELH 0.28% 18,662,921 $866M $46.39 $223M +617,743 +3.4%
64 LULU 0.28% 3,635,389 $864M $237.58 -$493M -1,156,905 -24.1%
65 MTD 0.28% 717,449 $843M $1,174.72 $5M +8,121 +1.1%
66 RTX 0.27% 5,654,616 $826M $146.02 $172M +722,374 +14.7%
67 FI 0.27% 4,768,783 $822M $172.41 -$442M -955,883 -16.7%
68 CRM 0.27% 2,990,299 $815M $272.69 $52M +145,862 +5.1%
69 XOM 0.27% 7,550,493 $814M $107.80 -$124M -335,913 -4.3%
70 APH 0.26% 8,025,801 $793M $98.75 $219M -713,752 -8.2%
71 URI 0.25% 1,030,232 $776M $753.40 $154M +36,991 +3.7%
72 YEAR 0.25% 15,007,157 $760M $50.66 $61M +1,183,032 +8.6%
73 EOG 0.24% 6,159,281 $737M $119.61 -$21M +249,984 +4.2%
74 TSCO 0.24% 13,913,606 $734M $52.77 -$625M -10,751,301 -43.6%
75 BUFC 0.24% 18,352,653 $724M $39.47 $66M +1,333,501 +7.8%
76 BKNG 0.23% 122,078 $707M $5,789.24 $53M -19,781 -13.9%
77 MRK 0.23% 8,854,176 $701M $79.16 -$218M -1,382,219 -13.5%
78 VOO 0.23% 1,210,576 $688M $568.03 $173M +208,464 +20.8%
79 PM 0.23% 3,765,315 $686M $182.13 -$95M -1,153,026 -23.4%
80 GILD 0.22% 6,144,790 $681M $110.87 -$98M -809,531 -11.6%
81 HON 0.22% 2,915,387 $679M $232.88 $117M +263,043 +9.9%
82 ROP 0.22% 1,164,439 $660M $566.84 -$95M -116,391 -9.1%
83 CMCSA 0.21% 17,855,475 $637M $35.69 -$65M -1,177,557 -6.2%
84 CSCO 0.21% 9,155,339 $635M $69.38 $173M +1,664,099 +22.2%
85 SHOP 0.21% 5,500,179 $634M $115.35 $104M -54,241 -1.0%
86 SPY 0.21% 1,025,490 $634M $617.85 $101M +73,397 +7.7%
87 AZO 0.20% 165,622 $615M $3,712.23 $11M +7,135 +4.5%
88 ACN 0.20% 2,053,080 $614M $298.89 -$158M -421,291 -17.0%
89 NXPI 0.20% 2,788,307 $609M $218.49 -$24M -542,872 -16.3%
90 VLTO 0.20% 5,999,393 $606M $100.95 -$2M -236,170 -3.8%
91 APP 0.20% 1,724,934 $604M $350.08 $115M -118,389 -6.4%
92 TMUS 0.20% 2,515,606 $599M $238.26 -$130M -218,209 -8.0%
93 TXRH 0.20% 3,172,738 $595M $187.41 $510M +2,667,716 +528.2%
94 ZTS 0.19% 3,745,037 $584M $155.95 -$1.2B -7,111,354 -65.5%
95 GEV 0.19% 1,099,971 $582M $529.15 $234M -41,643 -3.6%
96 ALAB 0.19% 6,391,580 $578M $90.42 $77M -2,009,439 -23.9%
97 SPGI 0.19% 1,081,155 $570M $527.29 $181M +315,001 +41.1%
98 IQV 0.18% 3,555,929 $560M $157.59 -$63M +19,573 +0.6%
99 INTU 0.18% 704,538 $555M $787.63 $102M -32,441 -4.4%
100 IEFA 0.18% 6,570,264 $548M $83.48 $65M +173,840 +2.7%

New Positions

SymbolValue% Port
SBLK $65M 0.02%
CHYM $41M 0.01%
CAI $25M 0.01%
VOYG $25M 0.01%
HYG $16M 0.01%
CRWV $14M —%
OKLO $11M —%
EMLC $9M —%
RKLB $9M —%
XLE $8M —%
RAL $7M —%
KRE $5M —%
EMOP $5M —%
ANGIV $5M —%
CRSP $4M —%

Sold Out Positions

SymbolValue% Port
BBVA —%
GGB —%
CCO —%
DQ —%
AMPY —%
NRGV —%
STEM —%
SES —%
GCTS —%
CHGG —%
SMRT —%
CHPT —%
GPMT —%
SPCE —%
ONL —%
View SEC EDGAR Filings for ALLIANCEBERNSTEIN L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms