RHUMBLINE ADVISERS
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,222 positions
APPLE INC | 28.4M | $7.1B | 6.4% | $54.66 | +354.83% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 45.5M | $6.1B | 5.5% | $6.73 | +1891.58% | 25 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 14.3M | $6B | 5.4% | $131.20 | +216.89% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 17.5M | $3.8B | 3.4% | $89.34 | +145.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 4.2M | $2.5B | 2.2% | $146.81 | +296.55% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 11.2M | $2.1B | 1.9% | $63.98 | +194.14% | 25 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5.2M | $2.1B | 1.9% | $151.28 | +166.95% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 8.8M | $2B | 1.8% | $37.78 | +504.76% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 9.1M | $1.7B | 1.5% | $57.61 | +228.66% | 25 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3M | $1.4B | 1.2% | $216.14 | +109.72% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5.2M | $1.2B | 1.1% | $84.64 | +173.46% | 25 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.1B | 1.0% | $162.76 | +368.54% | 25 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.3M | $1B | 0.9% | $142.46 | +118.97% | 25 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INCORPORATED | 1.6M | $850.3M | 0.8% | $214.94 | +142.39% | 25 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.8M | $840.7M | 0.8% | $58.10 | +74.43% | 25 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 884,288 | $810.2M | 0.7% | $241.37 | +275.98% | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $809M | 0.7% | $269.73 | +79.48% | 25 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.9M | $752.3M | 0.7% | $161.11 | +130.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 804,795 | $717.3M | 0.6% | $30.70 | +190.36% | 25 qtrssince 2018-Q4 | Increased 45 |
WALMART INC | 7.9M | $715.5M | 0.6% | $31.42 | +183.01% | 25 qtrssince 2018-Q4 | Decreased 0 |
RHUMBLINE ADVISERS manages $111.8B across 4222 positions as of Q4 2024. Top holdings: AAPL (6.4%), NVDA (5.5%), MSFT (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 77 new positions, 104 exits, 1990 increased. Top move: V (INCREASED, conviction 45). Portfolio: $111.8B across 4222 positions.
Top holdings by portfolio weight
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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