RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q2 2022
Top Holdings3,093 positions
APPLE INC | 26.8M | $3.7B | 5.3% | $43.49 | +207.90% | 15 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 12.8M | $3.3B | 4.8% | $110.79 | +123.88% | 15 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 15M | $1.6B | 2.3% | $84.30 | +25.99% | 15 qtrssince 2018-Q4 | Increased 88 |
ALPHABET INC | 529,138 | $1.2B | 1.7% | $59.85 | +80.34% | 15 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC | 475,385 | $1B | 1.5% | $55.17 | +96.38% | 15 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 1.4M | $958.6M | 1.4% | $132.64 | +69.23% | 15 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 3.1M | $847.7M | 1.2% | $209.94 | +30.05% | 15 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 1.5M | $769.6M | 1.1% | $235.51 | +101.21% | 15 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 4.1M | $735.3M | 1.1% | $109.06 | +44.31% | 15 qtrssince 2018-Q4 | Increased 53 |
NVIDIA CORPORATION | 4.3M | $651.8M | 1.0% | $4.65 | +224.47% | 15 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC | 4M | $649.6M | 0.9% | $140.77 | +13.46% | 15 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 7.2M | $614.4M | 0.9% | $49.85 | +55.59% | 15 qtrssince 2018-Q4 | Increased 46 |
VISA INC | 3M | $584.2M | 0.9% | $131.72 | +44.68% | 15 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 5.2M | $583.9M | 0.9% | $81.10 | +24.92% | 15 qtrssince 2018-Q4 | Increased 46 |
PROCTER AND GAMBLE CO | 3.9M | $563.4M | 0.8% | $80.18 | +60.45% | 15 qtrssince 2018-Q4 | Increased 46 |
HOME DEPOT INC | 1.8M | $507.3M | 0.7% | $148.65 | +65.24% | 15 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INCORPORATED | 1.6M | $489.3M | 0.7% | $195.89 | +56.98% | 15 qtrssince 2018-Q4 | Increased 45 |
CHEVRON CORP NEW | 3.4M | $488.8M | 0.7% | $81.79 | +50.60% | 15 qtrssince 2018-Q4 | Increased 48 |
PFIZER INC | 9.3M | $485.8M | 0.7% | $29.30 | +40.75% | 15 qtrssince 2018-Q4 | Increased 47 |
ELI LILLY & CO | 1.4M | $448.3M | 0.7% | $117.46 | +166.63% | 15 qtrssince 2018-Q4 | Increased 45 |
RHUMBLINE ADVISERS manages $68.5B across 3093 positions as of Q2 2022. Top holdings: AAPL (5.3%), MSFT (4.8%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 369 new positions, 291 exits, 2429 increased. Top move: AMZN (INCREASED, conviction 88). Portfolio: $68.5B across 3093 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
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR