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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 22 of 210  ·  4,189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NXT NEXTPOWER INC Technology 380,110.0 $45.3M 0.03% NEW $119.14 -22.8%
422 WDAY WORKDAY INC CL A Technology 368,961.0 $45.2M 0.03% NEW $122.42 +57.7%
423 DOCN DIGITALOCEAN HOLDINGS INC Technology 286,625.0 $45.0M 0.03% NEW $157.03 -20.3%
424 NU NU HOLDINGS LTD CAYMAN ISL-A Financial Services 3,359,767.0 $44.9M 0.03% NEW $13.36 +8.8%
425 PFG PRINCIPAL FINL GROUP INC COM STK Financial Services 414,014.0 $44.6M 0.03% NEW $107.78 +5.4%
426 CPRT COPART INC Industrials 1,575,515.0 $44.4M 0.03% NEW $28.19 +15.0%
427 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 397,055.0 $44.4M 0.03% NEW $111.79 -5.8%
428 SITM SITIME CORP Technology 59,500.0 $44.4M 0.03% NEW $745.56 -8.9%
429 PINNACLE FINANCIAL PARTNERS 437,921.0 $44.2M 0.03% NEW $100.88
430 PKG PACKAGING CORP AMER COM ISIN US Consumer Cyclical 185,186.0 $44.1M 0.03% NEW $238.28 +5.6%
431 ARES ARES MGMT CORP Financial Services 393,846.0 $43.8M 0.03% NEW $111.31 +26.1%
432 WCC WESCO INTERNATIONAL Industrials 126,531.0 $43.7M 0.03% NEW $345.43 +2.2%
433 NVR NVR INC Consumer Cyclical 6,392.0 $43.6M 0.03% NEW $6813.39 -7.7%
434 SMURFIT WESTROCK PLC 936,821.0 $43.3M 0.03% NEW $46.26
435 GIS GENERAL MILLS INC COM Consumer Defensive 1,243,010.0 $43.3M 0.03% NEW $34.80 +10.1%
436 CSL CARLISLE COMPANIES INC COM Industrials 119,041.0 $43.2M 0.03% NEW $362.75 -2.1%
437 CHD CHURCH & DWIGHT INC COM Consumer Defensive 444,011.0 $43.0M 0.03% NEW $96.88 +2.3%
438 VRSK VERISK ANALYTICS INC COM Industrials 239,481.0 $43.0M 0.03% NEW $179.53 +1.0%
439 RGLD ROYAL GOLD INC COM STK USD0.01 Basic Materials 213,589.0 $42.6M 0.03% NEW $199.61 +15.7%
440 OMC OMNICOM GROUP INC COM Communication Services 584,048.0 $42.5M 0.03% NEW $72.83 +19.6%
Page 22 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%