RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q3 2024
Top Holdings4,249 positions
APPLE INC | 29M | $6.7B | 6.1% | $54.66 | +322.73% | 24 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 14.5M | $6.2B | 5.6% | $131.20 | +222.86% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 46.3M | $5.6B | 5.1% | $6.73 | +1700.88% | 24 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 17.7M | $3.3B | 3.0% | $89.34 | +108.56% | 24 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 4.3M | $2.5B | 2.2% | $146.81 | +287.39% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 11.4M | $1.9B | 1.7% | $63.98 | +157.41% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 9.4M | $1.6B | 1.4% | $57.61 | +188.21% | 24 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 8.9M | $1.5B | 1.4% | $37.78 | +348.77% | 24 qtrssince 2018-Q4 | Increased 81 |
BERKSHIRE HATHAWAY INC DEL | 3.1M | $1.4B | 1.3% | $216.14 | +112.95% | 24 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5.2M | $1.4B | 1.2% | $151.28 | +72.95% | 24 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.3B | 1.2% | $162.76 | +436.80% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5.3M | $1.1B | 1.0% | $84.64 | +139.08% | 24 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $942.3M | 0.9% | $269.73 | +106.66% | 24 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.9M | $927.3M | 0.8% | $58.10 | +89.47% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.3M | $902.8M | 0.8% | $141.15 | +91.90% | 24 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INCORPORATED | 1.7M | $816M | 0.7% | $214.94 | +127.01% | 24 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 899,549 | $797.5M | 0.7% | $241.37 | +263.29% | 24 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2M | $793.3M | 0.7% | $161.11 | +138.92% | 24 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 4.1M | $706.2M | 0.6% | $86.31 | +90.14% | 24 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.2M | $688M | 0.6% | $114.18 | +34.47% | 24 qtrssince 2018-Q4 | Decreased 0 |
RHUMBLINE ADVISERS manages $110.9B across 4249 positions as of Q3 2024. Top holdings: AAPL (6.1%), MSFT (5.6%), NVDA (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 85 new positions, 258 exits, 1268 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $110.9B across 4249 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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