Rhumbline Advisers Portfolio Holdings

Rhumbline Advisers

  • $104 Billion
  • Q1 2025

Rhumbline Advisers has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 41830 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.35B, Microsoft Corp with a value of $5.37B, Nvidia Corp with a value of $4.93B, Amazon Com Inc with a value of $3.35B, and Meta Platforms, Inc. with a value of $2.38B.

Examining the 13F form we can see an decrease of $4.82B in the current position value, from $109B to 104B. Also it can be appreciated an additional of 61 stocks purchases and 2 closed positions.

Rhumbline Advisers is based out at Boston, MA

Below you can find more details about Rhumbline Advisers portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
Technology: $29.7 Billion
Financial Services: $15 Billion
Healthcare: $11.4 Billion
Consumer Cyclical: $11.4 Billion
Industrials: $9.61 Billion
Communication Services: $8.97 Billion
Consumer Defensive: $6 Billion
Energy: $3.88 Billion
Other: $8.18 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.23B
$170,000 0.0% of portfolio
4,491
Q1 2025 Reduced 1.84%
$2.13B
$0 0.0% of portfolio
29
Q1 2024 New
$7.62B
$302,000 0.0% of portfolio
20,237
Q1 2025 Reduced 7.06%
$6.73B
$54,000 0.0% of portfolio
1,054
Q4 2024 Reduced 0.38%
$3.65B
$9,000 0.0% of portfolio
263
Q1 2025 Reduced 88.26%
$9.06B
$133,000 0.0% of portfolio
7,671
Q1 2025 Added 78.52%
$2.36B
$3.52 Million 0.0% of portfolio
255,647
Q1 2025 Added 3.31%
$3.94B
$3.41 Million 0.0% of portfolio
51,030
Q1 2025 Added 7.97%

Summary

  • Portfolio
  • No. of Stocks 41,830
  • Current Value $104 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 61 stocks
  • Additional Purchases 1,728 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 2,081 stocks
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