RI
Rushmore Investment Advisors, Inc. Historical SEC 13F Holdings & Archive (Q2 2013)
Rushmore Investment Advisors, Inc.CIK: 0001443037
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$491.3M
Reporting period: 2013-06-30 · Number of holdings: 197
RUSHMORE INVESTMENT ADVISORS, INC. disclosed 197 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $491.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 7.53
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 57.06
- Diversification
- 100
- Sizing Uniformity
- 83.5
Rushmore Investment Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 53 equally-sized positions, well below its 197 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.65), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 6.37% | — | — | — |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.58% | — | — | — |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.27% | — | — | — |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.85% | — | — | — |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.67% | — | — | — |
| 6 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 2.71% | — | — | — |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.65% | — | — | — |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.42% | — | — | — |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.18% | — | — | — |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.15% | — | — | — |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.66% | — | — | — |
| 12 | GOOG | Alphabet Inc. | Stock-Comm Services | 1.60% | — | — | — |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.54% | — | — | — |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | — | — | — |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.31% | — | — | — |
| 16 | ✓ | Credit Suisse Nassau Brh | Stock-Other | 1.21% | — | — | — |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.12% | — | — | — |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.00% | — | — | — |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 0.97% | — | — | — |
| 20 | ACN | Accenture plc | Stock-Tech | 0.93% | — | — | — |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | — | — | — |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.86% | — | — | — |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | — | — | — |
| 24 | CELG | Celgene CORP | Stock-Other | 0.80% | — | — | — |
| 25 | CERNCHF | Cerner CORP | Stock-Other | 0.75% | — | — | — |
| 26 | OKE | Oneok Inc | Stock-Energy | 0.74% | — | — | — |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | — | — |
| 28 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.73% | — | — | — |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | — | — | — |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | — | — | — |
| 31 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.70% | — | — | — |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | — | — | — |
| 33 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.66% | — | — | — |
| 34 | T | At&t Inc | Stock-Comm Services | 0.65% | — | — | — |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.64% | — | — | — |
| 36 | M | Macy's, Inc. | Stock-Consumer Disc | 0.62% | — | — | — |
| 37 | KHC | The Kraft Heinz Company | Stock-Consumer Staples | 0.61% | — | — | — |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.61% | — | — | — |
| 39 | AME | Ametek Inc | Stock-Industrials | 0.60% | — | — | — |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | — | — | — |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.57% | — | — | — |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | — | — | — |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | — | — | — |
| 44 | BKNG | Booking Holdings Inc. | Stock-Consumer Disc | 0.55% | — | — | — |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.55% | — | — | — |
| 46 | RHI | Robert Half Inc | Stock-Industrials | 0.54% | — | — | — |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | — | — | — |
| 48 | CB | Chubb Limited | Stock-Financials | 0.54% | — | — | — |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.53% | — | — | — |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | — | — | — |
1–50 of 197
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Rushmore Investment Advisors, Inc. and what type of investor is it?
Rushmore Investment Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-06-30), the firm manages a tracked equity portfolio valued at approximately $491.3M, spread across 197 disclosed positions.
What are Rushmore Investment Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Rushmore Investment Advisors, Inc.'s top holdings by market value are:
1. Ishares Russell Mid-cap Grow (IWP) — $31.3M (6.4%)
2. Ishares Russell 1000 Growth (IWF) — $27.4M (5.6%)
3. Ishares Russell Mid-cap Valu (IWS) — $21.0M (4.3%)
4. Ishares Russell 1000 Value E (IWD) — $18.9M (3.9%)
5. Ishares Msci Eafe Growth ETF (EFG) — $18.0M (3.7%)
What changes did Rushmore Investment Advisors, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Rushmore Investment Advisors, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Rushmore Investment Advisors, Inc. focus on?
Rushmore Investment Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.5%
• Health Care: 19.1%
• Financials: 13.9%
• Consumer Staples: 12.0%
• Consumer Discretionary: 11.6%
• Energy: 7.4%
Investment Profile
Rushmore Investment Advisors, Inc.'s portfolio is broadly diversified and long-term-holding, with 31.5% of the portfolio concentrated in Information Technology.
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