RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,182 positions
APPLE INC | 28.6M | $6.3B | 5.9% | $55.80 | +295.64% | 26 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 14.3M | $5.4B | 5.0% | $131.20 | +182.79% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 45.4M | $4.9B | 4.6% | $6.73 | +1507.47% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 17.6M | $3.4B | 3.1% | $89.90 | +111.63% | 26 qtrssince 2018-Q4 | Increased 59 |
META PLATFORMS INC | 4.1M | $2.4B | 2.2% | $146.81 | +290.70% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 11.3M | $1.7B | 1.6% | $64.67 | +137.99% | 26 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 3M | $1.6B | 1.5% | $217.62 | +144.72% | 26 qtrssince 2018-Q4 | Increased 50 |
BROADCOM INC | 8.7M | $1.5B | 1.4% | $37.78 | +338.07% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 9.1M | $1.4B | 1.3% | $57.63 | +169.81% | 26 qtrssince 2018-Q4 | Increased 50 |
TESLA INC | 5.2M | $1.4B | 1.3% | $151.70 | +70.84% | 26 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 5.1M | $1.3B | 1.2% | $84.64 | +181.28% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.2B | 1.2% | $165.79 | +392.94% | 26 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 3.4M | $1.2B | 1.1% | $150.53 | +130.19% | 26 qtrssince 2018-Q4 | Increased 52 |
<![CDATA[EXXON MOBIL CORP]]> | 7.6M | $909.1M | 0.9% | $58.10 | +95.91% | 26 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.6M | $869.1M | 0.8% | $214.94 | +152.68% | 26 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 883,977 | $836M | 0.8% | $241.37 | +288.52% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $832M | 0.8% | $269.73 | +86.63% | 26 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 802,825 | $748.7M | 0.7% | $30.70 | +203.79% | 26 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.9M | $705.2M | 0.7% | $161.11 | +118.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 7.9M | $696M | 0.7% | $31.48 | +175.21% | 26 qtrssince 2018-Q4 | Increased 44 |
RHUMBLINE ADVISERS manages $106.9B across 4182 positions as of Q1 2025. Top holdings: AAPL (5.9%), MSFT (5.0%), NVDA (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 61 new positions, 101 exits, 1728 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $106.9B across 4182 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR