Sign In
test

Lisa Ann Sheeler

Rhumbline Advisers

Assets Managed
$116.897B
Holdings
4151
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-5.49%(2Q avg: -3.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rhumbline Advisers's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4151 positions.

Assets under management

The assets under management (AUM) of Rhumbline Advisers over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.897B in assets, with a quarterly growth rate of -5.49% and a 2-quarter average growth rate of -3.07%. The portfolio is managed by Lisa Ann Sheeler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.95%
6.27%
$7.325B
42.003M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.69%
5.61%
$6.553B
25.819M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.48%
4.12%
$4.812B
13M shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.18%
2.96%
$3.455B
16.587M shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.04%
2.5%
$2.915B
10.139M shares@ $287.56 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.63%
2.18%
$2.54B
8.207M shares@ $309.52 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.49%
2.01%
$2.344B
8.17M shares@ $286.87 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -3.51%
1.88%
$2.195B
3.837M shares@ $572.13 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -1.09%
1.55%
$1.801B
4.845M shares@ $371.75 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.63%
1.17%
$1.365B
2.849M shares@ $479.2 avg price

1-10 of 4151