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Asset Manager ← All Institutions

RHUMBLINE ADVISERS

Q2 2025 · Filed 2025-08-12
Market Value
$116.1B
+9.1%
Holdings
4,058
+124
New Purchases
206
Added To
2,077
Closed
169
Reduced
1,432
Top 10 Concentration
30.7%
Turnover
9.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 6.12% 4.63% +1.49% $7.1B
MSFT 6.06% 5.05% +1.02% $7.0B
AVGO 2.03% 1.37% +0.67% $2.4B
META 2.58% 2.23% +0.34% $3.0B
NFLX 0.91% 0.70% +0.20% $1.1B
ORCL 0.59% 0.41% +0.18% $687M
TSLA 1.42% 1.27% +0.14% $1.6B
PLTR 0.47% 0.33% +0.13% $541M
AMZN 3.26% 3.15% +0.11% $3.8B
COF 0.22% 0.12% +0.10% $253M
GEV 0.23% 0.14% +0.09% $267M
GE 0.42% 0.35% +0.07% $492M
COIN 0.11% 0.04% +0.07% $131M
AMD 0.35% 0.29% +0.06% $411M
JPM 1.24% 1.18% +0.06% $1.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.99% 5.96% -0.97% $5.8B
UNH 0.42% 0.78% -0.36% $489M
BRK-B 1.25% 1.53% -0.28% $1.4B
LLY 0.98% 1.16% -0.18% $1.1B
XOM 0.69% 0.85% -0.17% $800M
PG 0.53% 0.65% -0.12% $617M
CVX 0.35% 0.47% -0.12% $409M
JNJ 0.53% 0.65% -0.11% $621M
V 1.03% 1.13% -0.11% $1.2B
ABBV 0.49% 0.59% -0.10% $570M
MRK 0.28% 0.38% -0.10% $325M
PEP 0.30% 0.40% -0.10% $347M
TMO 0.22% 0.31% -0.09% $257M
DFS 0.00% 0.09% -0.09% $0
FI 0.15% 0.22% -0.07% $179M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 83 $58.6B 50.5%
Large Cap 1,196 $47.1B 40.5%
Mid Cap 1,122 $8.7B 7.5%
Small Cap 1,118 $1.6B 1.4%
Micro Cap 539 $102M 0.1%

Portfolio Analytics

Avg Market Cap
$29.8B
Median Market Cap
$3.5B
Avg P/E
31.8
Median P/E
19.6
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
4,006
# ETFs / Funds
52

Top Holdings (4,058 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.12% 45,007,259 $7.1B $157.99 $2.2B -439,963 -1.0%
2 MSFT 6.06% 14,157,673 $7.0B $497.41 $1.7B -146,242 -1.0%
3 AAPL 4.99% 28,265,971 $5.8B $205.17 -$548M -307,324 -1.1%
4 AMZN 3.26% 17,248,392 $3.8B $219.39 $434M -362,253 -2.1%
5 META 2.58% 4,057,511 $3.0B $738.09 $618M -67,033 -1.6%
6 AVGO 2.03% 8,569,721 $2.4B $275.65 $908M -118,736 -1.4%
7 GOOGL 1.64% 10,830,762 $1.9B $176.23 $166M -436,981 -3.9%
8 TSLA 1.42% 5,179,984 $1.6B $317.66 $291M -44,532 -0.8%
9 GOOG 1.32% 8,663,451 $1.5B $177.39 $119M -414,873 -4.6%
10 BRK-B 1.25% 2,984,784 $1.4B $485.77 -$173M -63,421 -2.1%
11 JPM 1.24% 4,960,424 $1.4B $289.91 $184M -153,381 -3.0%
12 V 1.03% 3,361,979 $1.2B $355.05 -$14M -83,265 -2.4%
13 LLY 0.98% 1,465,054 $1.1B $779.53 -$93M -30,667 -2.0%
14 NFLX 0.91% 787,720 $1.1B $1,339.13 $306M -15,105 -1.9%
15 MA 0.75% 1,557,371 $875M $561.94 $6M -28,291 -1.8%
16 COST 0.74% 863,436 $855M $989.94 $19M -20,541 -2.3%
17 XOM 0.69% 7,417,069 $800M $107.80 -$110M -227,087 -3.0%
18 WMT 0.65% 7,745,657 $757M $97.78 $61M -182,126 -2.3%
19 HD 0.60% 1,892,606 $694M $366.64 -$11M -31,509 -1.6%
20 ORCL 0.59% 3,141,262 $687M $218.63 $249M +10,369 +0.3%
21 JNJ 0.53% 4,062,429 $621M $152.75 -$69M -95,647 -2.3%
22 PG 0.53% 3,875,319 $617M $159.32 -$76M -195,911 -4.8%
23 BAC 0.49% 12,128,459 $574M $47.32 $61M -153,974 -1.2%
24 ABBV 0.49% 3,069,883 $570M $185.62 -$61M +59,193 +2.0%
25 PLTR 0.47% 3,966,326 $541M $136.32 $187M -220,163 -5.3%
26 CSCO 0.45% 7,463,744 $518M $69.38 $49M -139,601 -1.8%
27 KO 0.44% 7,210,006 $510M $70.75 -$21M -206,978 -2.8%
28 GE 0.42% 1,913,054 $492M $257.39 $117M +38,053 +2.0%
29 UNH 0.42% 1,566,808 $489M $311.97 -$343M -21,678 -1.4%
30 IBM 0.42% 1,636,934 $483M $294.78 $64M -46,330 -2.8%
31 WFC 0.40% 5,793,630 $464M $80.12 $28M -280,304 -4.6%
32 CRM 0.39% 1,664,378 $454M $272.69 -$21M -104,553 -5.9%
33 PM 0.38% 2,445,571 $445M $182.13 $47M -61,345 -2.5%
34 INTU 0.37% 548,557 $432M $787.63 $94M -2,845 -0.5%
35 ABT 0.36% 3,093,462 $421M $136.01 $3M -53,460 -1.7%
36 AMD 0.35% 2,893,099 $411M $141.90 $101M -121,260 -4.0%
37 CVX 0.35% 2,857,326 $409M $143.19 -$90M -126,527 -4.2%
38 DIS 0.34% 3,204,066 $397M $124.01 $73M -79,786 -2.4%
39 GS 0.34% 550,627 $390M $707.75 $78M -19,972 -3.5%
40 BKNG 0.33% 66,946 $388M $5,789.24 $63M -3,484 -5.0%
41 MCD 0.33% 1,325,333 $387M $292.17 -$38M -35,445 -2.6%
42 NOW 0.33% 375,774 $386M $1,028.08 $86M -1,976 -0.5%
43 LIN 0.33% 812,255 $381M $469.18 -$22M -53,779 -6.2%
44 T 0.32% 12,761,145 $369M $28.94 $3M -188,352 -1.4%
45 ISRG 0.32% 676,331 $368M $543.41 $27M -10,440 -1.5%
46 TXN 0.31% 1,741,809 $362M $207.62 $46M -14,816 -0.8%
47 PEP 0.30% 2,627,841 $347M $132.04 -$75M -186,480 -6.6%
48 UBER 0.30% 3,688,238 $344M $93.30 $70M -78,691 -2.1%
49 VZ 0.30% 7,919,080 $343M $43.27 -$26M -219,143 -2.7%
50 ACN 0.29% 1,133,832 $339M $298.89 -$24M -30,412 -2.6%
51 AXP 0.29% 1,053,715 $336M $318.98 $45M -28,052 -2.6%
52 CAT 0.28% 846,648 $329M $388.21 $46M -11,262 -1.3%
53 RTX 0.28% 2,243,722 $328M $146.02 $19M -82,781 -3.6%
54 MRK 0.28% 4,109,208 $325M $79.16 -$78M -383,775 -8.5%
55 QCOM 0.28% 2,028,309 $323M $159.26 -$19M -196,369 -8.8%
56 MS 0.27% 2,264,771 $319M $140.86 $49M -48,044 -2.1%
57 ADBE 0.27% 821,873 $318M $386.88 -$4M -16,761 -2.0%
58 SPGI 0.27% 592,495 $312M $527.29 $9M -4,974 -0.8%
59 BSX 0.25% 2,737,625 $294M $107.41 $12M -58,819 -2.1%
60 C 0.24% 3,291,503 $280M $85.12 $42M -68,203 -2.0%
61 PGR 0.24% 1,049,778 $280M $266.86 -$36M -67,782 -6.1%
62 SCHW 0.24% 3,061,161 $279M $91.24 $38M -22,425 -0.7%
63 AMAT 0.24% 1,509,499 $276M $183.07 $45M -86,312 -5.4%
64 TJX 0.24% 2,226,307 $275M $123.49 -$3M -58,555 -2.6%
65 AMGN 0.23% 964,835 $269M $279.21 -$36M -14,804 -1.5%
66 GEV 0.23% 504,965 $267M $529.15 $119M +19,733 +4.1%
67 BLK 0.23% 251,120 $263M $1,049.25 $23M -3,161 -1.2%
68 ADP 0.22% 843,296 $260M $308.40 -$3M -17,399 -2.0%
69 GILD 0.22% 2,343,468 $260M $110.87 $7M +88,328 +3.9%
70 UNP 0.22% 1,127,272 $259M $230.08 -$22M -64,853 -5.4%
71 NEE 0.22% 3,712,125 $258M $69.42 -$5M +13,484 +0.4%
72 TMO 0.22% 635,055 $257M $405.46 -$70M -23,302 -3.5%
73 COF 0.22% 1,190,239 $253M $212.76 $126M +478,117 +67.1%
74 BA 0.22% 1,206,862 $253M $209.53 $42M -31,799 -2.6%
75 HON 0.22% 1,084,168 $252M $232.88 $8M -71,209 -6.2%
76 CMCSA 0.22% 7,049,816 $252M $35.69 -$14M -155,412 -2.2%
77 MU 0.22% 2,039,129 $251M $123.25 $73M -7,620 -0.4%
78 SYK 0.22% 632,569 $250M $395.63 $4M -29,619 -4.5%
79 LRCX 0.21% 2,561,919 $249M $97.34 $61M -33,901 -1.3%
80 PANW 0.21% 1,204,274 $246M $204.64 $41M -2,278 -0.2%
81 ETN 0.21% 689,912 $246M $356.99 $56M -10,226 -1.5%
82 LOW 0.21% 1,093,432 $243M $221.87 -$14M -5,223 -0.5%
83 APH 0.21% 2,444,650 $241M $98.75 $83M +30,412 +1.3%
84 AMT 0.21% 1,078,789 $238M $221.02 $4M +2,456 +0.2%
85 DE 0.20% 466,930 $237M $508.49 $9M -19,920 -4.1%
86 KLAC 0.20% 263,704 $236M $895.74 $56M -1,839 -0.7%
87 CRWD 0.20% 449,156 $229M $509.31 $75M +11,949 +2.7%
88 ADI 0.19% 921,813 $219M $238.02 $28M -28,616 -3.0%
89 PFE 0.19% 9,020,600 $219M $24.24 -$21M -439,036 -4.6%
90 TMUS 0.18% 888,238 $212M $238.26 -$35M -36,629 -4.0%
91 DHR 0.18% 1,064,218 $210M $197.54 -$12M -18,499 -1.7%
92 COP 0.18% 2,328,451 $209M $89.74 -$37M -16,767 -0.7%
93 MMC 0.18% 948,045 $207M $218.64 -$34M -41,917 -4.2%
94 MDT 0.18% 2,362,292 $206M $87.17 -$10M -39,315 -1.6%
95 VRTX 0.17% 454,372 $202M $445.20 -$16M +3,341 +0.7%
96 WELL 0.17% 1,300,515 $200M $153.73 $645K -206 -0.0%
97 CB 0.17% 684,735 $198M $289.72 -$12M -10,955 -1.6%
98 BX 0.17% 1,321,109 $198M $149.58 $12M -4,390 -0.3%
99 TT 0.17% 450,232 $197M $437.41 $48M +9,222 +2.1%
100 ICE 0.17% 1,067,039 $196M $183.47 $10M -8,798 -0.8%

New Positions

SymbolValue% Port
RKLB $16M 0.01%
RAL $16M 0.01%
ONON $12M 0.01%
CRSP $6M 0.01%
GENI $3M —%
TIGO $3M —%
DEA $3M —%
FRHC $2M —%
ANGIV $2M —%
FWRD $2M —%
SMA $2M —%
TIC $2M —%
BTDR $1M —%
KRMN $1M —%
CDTX $1M —%

Sold Out Positions

SymbolValue% Port
ARCO —%
DAC —%
TSQ —%
NXDR —%
BLCO —%
CCO —%
NRGV —%
STEM —%
SES —%
GCTS —%
SMRT —%
CHPT —%
GPMT —%
RFL —%
ANRO —%
View SEC EDGAR Filings for RHUMBLINE ADVISERS →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms