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Asset Manager ← All Institutions

ALLIANCEBERNSTEIN L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$312.6B
-0.8%
Holdings
3,196
+5
New Purchases
74
Added To
1,231
Closed
87
Reduced
1,299
Top 10 Concentration
33.4%
Turnover
5.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.54% 2.35% +1.19% $11.1B
GOOG 3.96% 3.09% +0.87% $12.4B
LLY 1.59% 1.16% +0.42% $5.0B
CAM 0.28% 0.00% +0.28% $876M
ABT 0.50% 0.23% +0.26% $1.6B
TJX 0.57% 0.31% +0.26% $1.8B
GOOGL 0.99% 0.77% +0.23% $3.1B
XCHG 0.21% 0.00% +0.21% $659M
DXCM 0.18% 0.01% +0.17% $572M
AMZN 3.98% 3.83% +0.16% $12.4B
ISRG 0.67% 0.57% +0.10% $2.1B
ARGX 0.11% 0.02% +0.09% $348M
MU 0.18% 0.09% +0.09% $566M
VRTX 0.65% 0.56% +0.09% $2.0B
CAVA 0.14% 0.06% +0.08% $439M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 6.03% 6.78% -0.75% $18.9B
NFLX 1.09% 1.77% -0.68% $3.4B
META 2.71% 3.24% -0.52% $8.5B
MSFT 5.58% 6.08% -0.49% $17.5B
AMAT 0.53% 0.83% -0.30% $1.7B
AVGO 2.80% 3.05% -0.25% $8.7B
TXN 0.44% 0.67% -0.24% $1.4B
ORCL 0.29% 0.51% -0.22% $898M
HD 0.75% 0.92% -0.17% $2.4B
VEEV 0.42% 0.56% -0.14% $1.3B
AXON 0.02% 0.16% -0.14% $49M
ANET 0.06% 0.20% -0.14% $187M
SNPS 0.04% 0.17% -0.13% $116M
ADP 0.49% 0.61% -0.12% $1.5B
CDNS 0.40% 0.51% -0.12% $1.2B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $159.2B 50.9%
Large Cap 884 $119.6B 38.3%
Mid Cap 1,015 $21.9B 7.0%
Small Cap 987 $11.0B 3.5%
Micro Cap 232 $864M 0.3%

Portfolio Analytics

Avg Market Cap
$33.5B
Median Market Cap
$3.6B
Avg P/E
33.5
Median P/E
20.5
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,984
# ETFs / Funds
212

Top Holdings (3,196 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.03% 101,114,538 $18.9B $186.50 -$2.5B -13,393,860 -11.7%
2 MSFT 5.58% 36,082,677 $17.5B $483.62 -$1.7B -893,971 -2.4%
3 AMZN 3.98% 53,928,034 $12.4B $230.82 $389M -993,337 -1.8%
4 GOOG 3.96% 39,448,371 $12.4B $313.80 $2.6B -583,920 -1.5%
5 AAPL 3.54% 40,682,653 $11.1B $271.86 $3.7B +11,632,482 +40.0%
6 AVGO 2.80% 25,280,400 $8.7B $346.10 -$873M -3,888,084 -13.3%
7 META 2.71% 12,847,637 $8.5B $660.09 -$1.7B -1,047,590 -7.5%
8 V 2.08% 18,577,620 $6.5B $350.71 -$235M -1,195,847 -6.0%
9 LLY 1.59% 4,621,105 $5.0B $1,074.68 $1.3B -188,878 -3.9%
10 IVV 1.15% 5,259,028 $3.6B $684.94 $129M +69,731 +1.3%
11 NFLX 1.09% 36,453,436 $3.4B $93.76 -$2.2B +31,802,694 +683.8%
12 GOOGL 0.99% 9,935,851 $3.1B $313.00 $697M +8,685 +0.1%
13 TSM 0.99% 10,215,542 $3.1B $303.89 $120M -471,495 -4.4%
14 COST 0.79% 2,848,432 $2.5B $862.34 -$376M -210,969 -6.9%
15 PGR 0.76% 10,380,586 $2.4B $227.72 -$301M -411,822 -3.8%
16 HD 0.75% 6,840,897 $2.4B $344.10 -$542M -305,388 -4.3%
17 SYK 0.72% 6,444,358 $2.3B $351.47 -$78M +106,308 +1.7%
18 UNH 0.71% 6,715,914 $2.2B $330.11 -$2M +289,619 +4.5%
19 MNST 0.68% 27,686,492 $2.1B $76.67 $96M -2,419,796 -8.0%
20 ISRG 0.67% 3,720,529 $2.1B $566.36 $299M -321,885 -8.0%
21 MCK 0.65% 2,486,703 $2.0B $820.29 $190M +92,004 +3.8%
22 VRTX 0.65% 4,496,482 $2.0B $453.36 $267M -26,104 -0.6%
23 IXUS 0.63% 23,357,070 $2.0B $84.64 $81M +394,920 +1.7%
24 TJX 0.57% 11,597,461 $1.8B $153.61 $811M +4,885,235 +72.8%
25 JPM 0.56% 5,426,193 $1.7B $322.22 -$73M -349,455 -6.0%
26 BRK-B 0.56% 3,478,293 $1.7B $502.65 -$32M -63,118 -1.8%
27 AMAT 0.53% 6,422,185 $1.7B $256.99 -$965M -6,352,096 -49.7%
28 0HQN.L 0.53% 6,566,424 $1.6B $251.00 -$14M -211,209 -3.1%
29 JNJ 0.51% 7,695,402 $1.6B $206.95 $122M -237,210 -3.0%
30 INTU 0.50% 2,373,817 $1.6B $662.42 $207M +374,080 +18.7%
31 ABT 0.50% 12,451,937 $1.6B $125.29 $820M +6,926,031 +125.3%
32 ADP 0.49% 5,985,052 $1.5B $257.23 -$396M -608,877 -9.2%
33 ABBV 0.49% 6,709,941 $1.5B $228.49 -$153M -571,386 -7.8%
34 ITOT 0.47% 9,974,295 $1.5B $148.69 $43M +90,165 +0.9%
35 DIS 0.47% 12,925,675 $1.5B $113.77 $22M +275,250 +2.2%
36 TMO 0.45% 2,449,523 $1.4B $579.45 $187M -92,218 -3.6%
37 QCOM 0.45% 8,296,241 $1.4B $171.05 -$39M -469,214 -5.3%
38 TSLA 0.45% 3,132,645 $1.4B $449.72 -$6M -47,706 -1.5%
39 WMT 0.45% 12,581,892 $1.4B $111.41 $45M -578,672 -4.4%
40 TXN 0.44% 7,871,987 $1.4B $173.49 -$758M -3,685,826 -31.9%
41 NOW 0.43% 8,764,241 $1.3B $153.19 -$342M +6,934,208 +378.9%
42 OTIS 0.42% 15,186,158 $1.3B $87.35 -$222M -1,751,879 -10.3%
43 SCHW 0.42% 13,185,839 $1.3B $99.91 -$58M -1,220,777 -8.5%
44 WFC 0.42% 14,117,204 $1.3B $93.20 $89M -523,380 -3.6%
45 MA 0.42% 2,290,904 $1.3B $570.88 -$263M -470,004 -17.0%
46 VEEV 0.42% 5,844,608 $1.3B $223.23 -$465M -97,023 -1.6%
47 CDNS 0.40% 3,962,737 $1.2B $312.58 -$384M -655,595 -14.2%
48 VRSK 0.40% 5,529,415 $1.2B $223.69 -$110M +175,333 +3.3%
49 BAC 0.39% 22,225,447 $1.2B $55.00 -$36M -2,174,644 -8.9%
50 SHW 0.39% 3,736,210 $1.2B $324.03 -$129M -133,541 -3.5%
51 APP 0.37% 1,701,969 $1.1B $673.82 -$315M -332,756 -16.4%
52 GS 0.36% 1,268,361 $1.1B $879.00 $6M -124,373 -8.9%
53 MTD 0.35% 794,096 $1.1B $1,394.19 $132M +169 +0.0%
54 CMG 0.35% 29,747,259 $1.1B $37.00 $93M +4,036,155 +15.7%
55 SHOP 0.34% 6,550,340 $1.1B $160.97 $255M +1,170,955 +21.8%
56 MSI 0.32% 2,610,459 $1.0B $383.32 -$52M +308,535 +13.4%
57 ILOW 0.31% 22,873,540 $974M $42.59 $13M +258,546 +1.1%
58 RTX 0.30% 5,182,547 $950M $183.40 $41M -250,635 -4.6%
59 ETN 0.30% 2,942,472 $937M $318.51 -$331M -446,181 -13.2%
60 MRK 0.29% 8,632,385 $909M $105.26 $218M +402,592 +4.9%
61 ORCL 0.29% 4,607,212 $898M $194.91 -$704M -1,090,337 -19.1%
62 KO 0.29% 12,782,277 $894M $69.91 $69M +355,033 +2.9%
63 VOO 0.28% 1,413,896 $887M $627.13 $115M +153,399 +12.2%
64 MDT 0.28% 9,204,762 $884M $96.06 $130M +1,283,282 +16.2%
65 URI 0.28% 1,084,165 $877M $809.32 -$161M -4,044 -0.4%
66 CAM 0.28% 34,904,728 $876M $25.09 +34,904,728 NEW
67 XOM 0.28% 7,239,279 $871M $120.34 $57M +13,794 +0.2%
68 ASML 0.28% 811,064 $868M $1,069.86 $102M +20,195 +2.5%
69 RACE 0.28% 2,334,745 $863M $369.56 -$292M -44,516 -1.9%
70 CSCO 0.27% 11,157,889 $859M $77.03 $111M +219,515 +2.0%
71 CRM 0.27% 3,226,374 $855M $264.91 $65M -106,949 -3.2%
72 CELH 0.27% 18,579,032 $850M $45.74 -$76M +2,480,726 +15.4%
73 FWD 0.27% 8,091,146 $845M $104.41 $78M +514,042 +6.8%
74 BR 0.26% 3,646,884 $814M $223.17 -$65M -43,821 -1.2%
75 BUFC 0.26% 19,514,864 $806M $41.33 $53M +975,753 +5.3%
76 WAT 0.25% 2,066,898 $785M $379.83 $160M -17,545 -0.8%
77 SAIA 0.24% 2,314,180 $756M $326.52 $75M +40,784 +1.8%
78 TSCO 0.24% 15,077,720 $754M $50.01 $8M +1,953,224 +14.9%
79 IQV 0.24% 3,304,031 $745M $225.41 $61M -293,541 -8.2%
80 PG 0.23% 5,081,651 $728M $143.31 $138M +1,238,249 +32.2%
81 GILD 0.23% 5,896,300 $724M $122.74 $70M +9,723 +0.2%
82 RDDT 0.23% 3,113,402 $716M $229.87 $6M +28,062 +0.9%
83 YEAR 0.23% 14,080,688 $711M $50.48 $7M +183,947 +1.3%
84 APH 0.22% 5,174,320 $699M $135.14 -$191M -2,017,275 -28.1%
85 XCHG 0.21% 26,334,445 $659M $25.04 +26,334,445 NEW
86 SPGI 0.21% 1,259,328 $658M $522.59 $124M +162,291 +14.8%
87 SPY 0.21% 949,167 $647M $681.92 -$40M -82,573 -8.0%
88 BKNG 0.20% 117,988 $632M $5,355.33 $22M +4,970 +4.4%
89 AEP 0.20% 5,473,622 $631M $115.31 $43M +249,774 +4.8%
90 COF 0.20% 2,585,355 $627M $242.36 $152M +353,008 +15.8%
91 TMUS 0.19% 2,868,547 $582M $203.04 -$49M +231,546 +8.8%
92 IEFA 0.18% 6,448,530 $577M $89.46 $3M -122,971 -1.9%
93 GEV 0.18% 881,923 $576M $653.57 $15M -31,619 -3.5%
94 AZO 0.18% 169,439 $575M $3,391.50 -$139M +3,070 +1.9%
95 DXCM 0.18% 8,624,132 $572M $66.37 $544M +8,204,553 +1955.4%
96 PM 0.18% 3,556,930 $571M $160.40 -$49M -261,054 -6.8%
97 MS 0.18% 3,204,090 $569M $177.53 $171M +700,598 +28.0%
98 MU 0.18% 1,981,468 $566M $285.41 $280M +276,959 +16.2%
99 NXPI 0.18% 2,599,972 $564M $217.06 -$4M +102,281 +4.1%
100 AMD 0.18% 2,626,945 $563M $214.16 $148M +65,472 +2.6%

New Positions

SymbolValue% Port
CAM $876M 0.28%
XCHG $659M 0.21%
TOTB.DE $165M 0.05%
BETA $60M 0.02%
LMRI $60M 0.02%
ALH $38M 0.01%
BNDW $31M 0.01%
Q $29M 0.01%
PVLA $28M 0.01%
CBK $28M 0.01%
CDNL $23M 0.01%
XLB $21M 0.01%
BLLN $17M 0.01%
STRT $16M 0.01%
VTIP $15M —%

Sold Out Positions

SymbolValue% Port
BKKT —%
VEL —%
LXP —%
HPP —%
LEVI —%
UL —%
WIT —%
STVN —%
ETON —%
MMYT —%
KRRO —%
LLYVK —%
ASPI —%
JRVR —%
BIDU —%
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