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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 7 of 210  ·  4,189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ELV ELEVANCE HEALTH INC Healthcare 418,359.0 $161.8M 0.12% NEW $386.73 +0.9%
122 WM WASTE MGMT INC DEL COM STK Industrials 716,772.0 $159.8M 0.12% NEW $222.88 +0.5%
123 DDOG DATADOG INC Technology 605,663.0 $157.7M 0.12% NEW $260.36 -5.0%
124 MAR MARRIOTT INTL INC NEW COM STK CL A Consumer Cyclical 425,395.0 $157.6M 0.12% NEW $370.59 -3.8%
125 MPC MARATHON PETE CORP COM Energy 615,535.0 $157.4M 0.12% NEW $255.67 +40.1%
126 USB US BANCORP Financial Services 2,605,333.0 $157.4M 0.12% NEW $60.40 +7.4%
127 AMT AMERICAN TOWER CORP Real Estate 961,930.0 $157.3M 0.12% NEW $163.57 +5.3%
128 ADBE ADOBE INC Technology 763,020.0 $156.4M 0.12% NEW $205.02 +23.9%
129 CMCSA COMCAST CORP NEW-CL A Communication Services 6,363,634.0 $156.2M 0.12% NEW $24.55 +4.2%
130 CSX CSX CORP COM Industrials 3,261,164.0 $155.0M 0.12% NEW $47.53 +6.4%
131 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 1,057,774.0 $154.6M 0.12% NEW $146.11 +5.3%
132 SPG SIMON PROPERTY GROUP INC COM Real Estate 681,441.0 $152.4M 0.12% NEW $223.65 -0.9%
133 ORLY O REILLY AUTOMOTIVE INC NEW COM Consumer Cyclical 1,648,397.0 $151.8M 0.12% NEW $92.09 -2.0%
134 CI CIGNA GROUP Healthcare 545,690.0 $150.4M 0.11% NEW $275.68 -0.1%
135 VLO VALERO ENERGY CORP COM STK NEW Energy 572,841.0 $149.2M 0.11% NEW $260.44 +33.3%
136 FCX FREEPORT-MCMORAN INC Basic Materials 2,366,647.0 $148.8M 0.11% NEW $62.89 +8.7%
137 MRSH MARSH & MCLENNAN COS INC Financial Services 892,176.0 $148.7M 0.11% NEW $166.67 +10.5%
138 RCL ROYAL CARIBBEAN CRUI F Consumer Cyclical 467,074.0 $148.3M 0.11% NEW $317.53 -5.0%
139 BX BLACKSTONE INC Financial Services 1,242,310.0 $146.2M 0.11% NEW $117.67 +19.5%
140 TER TERADYNE INC COM Technology 301,374.0 $145.8M 0.11% NEW $483.84 -8.4%
Page 7 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%