CIK: 0001614662
Total reported value
$15.8M
Reporting period: 2014-06-30 · Number of holdings: 23
Global Index Advisors Inc disclosed 23 holdings in its latest 13F filing for the period ending 2014-06-30, with total reported value of $15.8M and a quarterly turnover rate of 0.0%.
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Global Index Advisors Inc's disclosed holdings carry a Herfindahl concentration index of 0.089 — mathematically equivalent to about 11 equally-sized positions, well below its 23 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.04), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
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 32% 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.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLM | Martin Marietta Materials | Stock-Materials | 12.13% | — | — | — |
| 2 | TXN | Texas Instruments Incorporated | Stock-Tech | 11.68% | — | — | — |
| 3 | TRN | Trinity Industries INC | Stock-Other | 10.21% | — | — | — |
| 4 | EXP | Eagle Materials INC | Stock-Materials | 10.05% | — | — | — |
| 5 | XLB | Ss Materials Select Sector | ETF-Other | 9.68% | — | — | — |
| 6 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 8.88% | — | — | — |
| 7 | CAT | Caterpillar INC | Stock-Industrials | 7.71% | — | — | — |
| 8 | CMI | Cummins INC | Stock-Industrials | 7.54% | — | — | — |
| 9 | GVA | Granite Construction INC | Stock-Industrials | 6.03% | — | — | — |
| 10 | TEX | Terex CORP | Stock-Industrials | 5.12% | — | — | — |
| 11 | ASTE | Astec Industries INC | Stock-Other | 4.84% | — | — | — |
| 12 | CRH | CRH plc | Stock-Materials | 4.60% | — | — | — |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.35% | — | — | — |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.14% | — | — | — |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.13% | — | — | — |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.13% | — | — | — |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.13% | — | — | — |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.12% | — | — | — |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.12% | — | — | — |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.12% | — | — | — |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.11% | — | — | — |
| 22 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.09% | — | — | — |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
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