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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 5 of 210  ·  4,189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES Technology 3,236,344.0 $233.5M 0.18% NEW $72.16 +3.9%
82 PH PARKER-HANNIFIN CORP COM Industrials 234,761.0 $229.6M 0.17% NEW $978.12 +7.7%
83 BLK BLACKROCK INC COM STK Financial Services 238,231.0 $229.1M 0.17% NEW $961.56 +19.3%
84 LOW LOWES COS INC COM Consumer Cyclical 1,030,390.0 $227.2M 0.17% NEW $220.49 -2.1%
85 APP APPLOVIN CORP Technology 438,735.0 $226.0M 0.17% NEW $515.23 -39.4%
86 DELL DELL TECHNOLOGIES -C Technology 519,444.0 $224.1M 0.17% NEW $431.46 +11.2%
87 COF CAP 1 FNCL COM Financial Services 1,113,275.0 $223.3M 0.17% NEW $200.62 +10.4%
88 STX SEAGATE TECHNOLOGY PLC SHS Technology 229,645.0 $221.6M 0.17% NEW $965.00 +3.1%
89 CRM SALESFORCE INC COM Technology 1,400,630.0 $219.4M 0.17% NEW $156.66 +21.9%
90 CB CHUBB LTD COM Financial Services 640,847.0 $218.4M 0.17% NEW $340.74 +0.0%
91 VRT VERTIV HOLDINGS CO Industrials 651,693.0 $218.2M 0.17% NEW $334.82 -12.7%
92 SPGI S&P GLOBAL INC COM Financial Services 535,392.0 $218.0M 0.16% NEW $407.26 +0.8%
93 PGR PROGRESSIVE CORP OH COM Financial Services 991,016.0 $216.5M 0.16% NEW $218.45 -6.7%
94 COP CONOCOPHILLIPS COM Energy 2,056,370.0 $213.8M 0.16% NEW $103.96 +22.7%
95 TT TRANE TECHNOLOGIES PLC Industrials 428,222.0 $210.3M 0.16% NEW $491.16 -3.2%
96 PFE PFIZER INC COM Healthcare 8,609,603.0 $207.3M 0.16% NEW $24.08 +11.6%
97 SBUX STARBUCKS CORP COM Consumer Cyclical 2,013,074.0 $205.7M 0.15% NEW $102.19 +5.6%
98 PWR QUANTA SERVICES INC Industrials 284,552.0 $204.9M 0.15% NEW $720.04 +0.3%
99 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 396,380.0 $196.9M 0.15% NEW $496.73 +3.8%
100 CMI CUMMINS INC Industrials 273,957.0 $195.4M 0.15% NEW $713.21 -10.1%
Page 5 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%