RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q2 2025
Top Holdings4,194 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 45M | $7.1B | 6.1% | $112.79 | +39.84% | 27 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 14.2M | $7B | 6.0% | $131.15 | +276.83% | 27 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 28.3M | $5.8B | 5.0% | $102.47 | +99.27% | 27 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 17.2M | $3.8B | 3.2% | $109.35 | +104.21% | 27 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.1M | $3B | 2.6% | $148.46 | +393.44% | 27 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 8.6M | $2.4B | 2.0% | $156.67 | +74.66% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 10.8M | $1.9B | 1.6% | $95.54 | +86.56% | 27 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5.2M | $1.6B | 1.4% | $234.64 | +37.93% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 8.7M | $1.5B | 1.3% | $95.31 | +86.76% | 27 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3M | $1.4B | 1.2% | $215.97 | +124.88% | 27 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5M | $1.4B | 1.2% | $85.06 | +232.80% | 27 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.4M | $1.2B | 1.0% | $150.53 | +133.59% | 27 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.1B | 1.0% | $165.79 | +366.21% | 27 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 787,720 | $1.1B | 0.9% | $29.88 | +342.82% | 27 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.6M | $875.1M | 0.7% | $213.83 | +156.30% | 27 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 863,436 | $854.7M | 0.7% | $241.37 | +307.19% | 27 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.4M | $799.6M | 0.7% | $58.10 | +83.69% | 27 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 7.7M | $757.4M | 0.6% | $49.91 | +94.05% | 27 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.9M | $693.9M | 0.6% | $163.23 | +123.19% | 27 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 3.1M | $686.8M | 0.6% | $47.78 | +337.17% | 27 qtrssince 2018-Q4 | Increased 45 |
RHUMBLINE ADVISERS manages $116.8B across 4194 positions as of Q2 2025. Top holdings: NVDA (6.1%), MSFT (6.0%), AAPL (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 224 new positions, 212 exits, 2180 increased. Top move: ORCL (INCREASED, conviction 45). Portfolio: $116.8B across 4194 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer