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CIK: 0001115418
Total reported value
$132.6B
$132.6B
4249 檔
18.4%
As reported in its official Q3 2024 Form 13F filing, Rhumbline Advisers's tracked investment portfolio stood at $132.6B with 4249 total positions.
During Q3 2024, Rhumbline Advisers's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 18.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 4249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.09% | -0.14% | +0.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -0.57% | -1.55% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.07% | — | -0.88% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.08% | -0.38% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.23% | -0.26% | -0.68% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.28% | -1.40% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | +0.20% | -1.85% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.15% | +916.85% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.10% | -1.85% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.24% | +0.01% | -1.28% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.14% | -4.10% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.05% | -2.12% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.12% | -3.11% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.31% | -3.31% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.02% | +0.44% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.07% | -1.55% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.15% | -2.32% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.04% | -1.99% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.06% | -2.22% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.08% | -2.83% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.16% | -2.96% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.02% | -2.40% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.22% | +1.59% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.04% | -0.53% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.05% | -1.50% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.02% | -1.08% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | — | -5.62% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.08% | -1.76% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.75% | -1.34% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.08% | -0.34% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.17% | -3.11% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.05% | -2.39% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | -3.19% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.09% | -2.49% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.14% | -2.33% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.38% | -0.03% | -2.03% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.38% | -0.04% | -3.09% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.05% | -0.54% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.01% | -3.61% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | +0.09% | -1.87% | |
| 41 | GE | General Electric | Stock-Industrials | 0.33% | +0.06% | +2.94% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.06% | -2.87% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.09% | -3.35% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.32% | -0.04% | -1.10% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.32% | -0.10% | -2.07% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.06% | -0.49% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.17% | +0.48% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.30% | -0.03% | -1.47% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.30% | -0.02% | -4.39% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.30% | -0.03% | -4.19% |
According to official SEC Form 13F filings, Rhumbline Advisers reported a total U.S. public equity portfolio value of $132.6B across 4249 disclosed positions in Q3 2024.
During Q3 2024, Rhumbline Advisers's top holdings by market value included AAPL (6.1%)、MSFT (5.6%)、NVDA (5.1%). The largest single position, AAPL, represented 6.1% of total portfolio value.
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In Q3 2024, Rhumbline Advisers made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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