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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 51 of 210  ·  4,189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BSY BENTLEY SYSTEMS INC-CLASS B Technology 401,378.0 $12.0M 0.01% NEW $29.89 +24.1%
1002 GHC GRAHAM HLDGS CO COM Consumer Defensive 10,510.0 $12.0M 0.01% NEW $1141.42 +2.2%
1003 BBWI BATH & BODY WORKS INC Consumer Cyclical 514,635.0 $11.9M 0.01% NEW $23.13 -15.9%
1004 CAG CONAGRA BRANDS INC Consumer Defensive 883,251.0 $11.9M 0.01% NEW $13.46 +22.2%
1005 WCN WASTE CONNECTIONS INC Industrials 71,284.0 $11.9M 0.01% NEW $166.69 +1.6%
1006 FELE FRANKLIN ELEC INC COM Industrials 110,604.0 $11.9M 0.01% NEW $107.19 -2.9%
1007 EBC EASTERN BANKSHARES INC Financial Services 532,934.0 $11.9M 0.01% NEW $22.24 +2.2%
1008 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 71,984.0 $11.8M 0.01% NEW $164.27 +0.8%
1009 COMP COMPASS INC - CLASS A Technology 958,467.0 $11.8M 0.01% NEW $12.33 -4.7%
1010 DOX AMDOCS LIMITED F Technology 233,760.0 $11.8M 0.01% NEW $50.54 +21.5%
1011 MC MOELIS & CO CL A CL A Financial Services 180,413.0 $11.8M 0.01% NEW $65.42 +4.4%
1012 OLLI OLLIES BARGAIN OUTLT HLDGS INC COM Consumer Defensive 152,987.0 $11.8M 0.01% NEW $76.88 -1.1%
1013 CATY CATHAY GENERAL BANCORP INC COM Financial Services 189,717.0 $11.8M 0.01% NEW $61.99 +0.5%
1014 TFX TELEFLEX INC COM Healthcare 92,613.0 $11.7M 0.01% NEW $126.76 +9.5%
1015 SHC SOTERA HEALTH CO Healthcare 660,238.0 $11.7M 0.01% NEW $17.75 +10.3%
1016 POWI POWER INTEGRATIONS INC COM Technology 139,613.0 $11.7M 0.01% NEW $83.76 -34.1%
1017 AVNT AVIENT CORP Basic Materials 316,382.0 $11.7M 0.01% NEW $36.96 +20.8%
1018 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 19,006.0 $11.7M 0.01% NEW $614.38 -5.2%
1019 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 107,615.0 $11.7M 0.01% NEW $108.35 -2.3%
1020 MHO M / I HOMES INC Consumer Cyclical 72,408.0 $11.6M 0.01% NEW $160.79 -5.2%
Page 51 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 36.9%
Financial Services 11.2%
Industrials 10.3%
Consumer Cyclical 9.9%
Healthcare 9.5%
Communication Services 7.0%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 2.8%
Real Estate 2.7%