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Portfolio (Quarterly) Guide ↗

RHUMBLINE ADVISERS

· CIK 0001115418
13F Portfolio $132.6B AUM 4,189 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4189 New
Page 2 of 210  ·  4,189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC COM Industrials 814,357.0 $867.2M 0.65% NEW $1064.90 -17.2%
22 WMT WALMART INC Consumer Defensive 7,340,834.0 $831.4M 0.63% NEW $113.26 +0.9%
23 CSCO CISCO SYSTEMS INC Technology 7,004,591.0 $822.8M 0.62% NEW $117.46 -3.9%
24 MA MASTERCARD INC CL A Financial Services 1,504,261.0 $772.6M 0.58% NEW $513.60 +9.5%
25 KLAC KLA CORP Technology 2,451,630.0 $739.7M 0.56% NEW $301.71 -31.8%
26 COST COSTCO WHOLESALE CORP NEW COM Consumer Defensive 786,232.0 $735.5M 0.56% NEW $935.47 +1.9%
27 ABBV ABBVIE INC COM USD0.01 Healthcare 2,733,648.0 $687.9M 0.52% NEW $251.64 -0.5%
28 BAC BANK OF AMERICA CORP Financial Services 11,416,501.0 $650.5M 0.49% NEW $56.98 +12.1%
29 HD HOME DEPOT INC COM Consumer Cyclical 1,774,973.0 $626.0M 0.47% NEW $352.68 -4.2%
30 GE GENERAL ELECTRIC CO Industrials 1,658,133.0 $619.7M 0.47% NEW $373.73 -1.2%
31 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,461,895.0 $607.6M 0.46% NEW $415.63 -4.8%
32 GEV GE VERNOVA INC Utilities 461,338.0 $542.0M 0.41% NEW $1174.86 -8.2%
33 KO COCA COLA CO COM Consumer Defensive 6,631,746.0 $539.0M 0.41% NEW $81.27 +7.0%
34 PG PROCTER & GAMBLE COM NPV Consumer Defensive 3,568,348.0 $523.3M 0.40% NEW $146.64 -2.4%
35 NFLX NETFLIX INC COM Communication Services 7,296,809.0 $521.0M 0.39% NEW $71.40 +6.5%
36 CVX CHEVRON CORP COM Energy 3,050,110.0 $505.6M 0.38% NEW $165.76 +22.3%
37 GS GOLDMAN SACHS GROUP INC COM Financial Services 485,235.0 $490.8M 0.37% NEW $1011.37 +3.9%
38 TXN TEXAS INSTRUMENTS INC COM Technology 1,643,360.0 $489.8M 0.37% NEW $298.07 -5.1%
39 MRK MERCK & CO INC NEW COM Healthcare 3,809,518.0 $489.5M 0.37% NEW $128.50 +5.8%
40 SNDK SANDISK CORP Technology 214,727.0 $488.2M 0.37% NEW $2273.73 -21.4%
Page 2 of 210  ·  4,189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 11.1%
Industrials 10.0%
Consumer Cyclical 9.6%
Healthcare 9.3%
Communication Services 9.1%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.7%
Real Estate 2.6%