US Investment Firm Rhumbline Advisers Discloses $133.8 Billion US Equity Portfolio Heavy on AI Infrastructure
Rhumbline Advisers filed its Form 13F-HR for Q3 2026, revealing $133.8 billion in reportable US equities with significant holdings in Broadcom, Meta, and AMD.
US investment firm Rhumbline Advisers has filed its Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) for the quarter ended September 30, 2026. The filing discloses approximately $133.84 billion in reportable US equity securities. It is important to note that this figure represents only the market value of specific stocks held in US markets as of the quarter-end snapshot; it does not reflect the firm's total Assets Under Management (AUM), which remains undisclosed in this form.
The portfolio reveals substantial exposure to the artificial intelligence sector. Key holdings include significant positions in Broadcom Inc. (approximately $2.89 billion), Meta Platforms Inc. (approximately $2.79 billion), and Advanced Micro Devices Inc. (approximately $1.72 billion). Other notable tech and AI-related holdings include Micron Technology ($2.11 billion) and Cisco Systems ($743 million). These figures indicate deep institutional capital participation in the AI infrastructure and platform layers.
13F filings are quarterly snapshots required from large institutional investors, reflecting holdings at quarter-end rather than real-time trading activity or complete asset portfolios (excluding shorts, detailed derivatives, and non-US assets). Despite the lag, Rhumbline's disclosure provides concrete quantitative evidence of how top-tier institutional capital is positioned within the AI ecosystem.