CIK: 0001443037
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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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.
No holding changes 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 A | 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 Hldgs 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% | — | — | — |
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 |
|---|---|---|---|
| 2013-06-30 | 2013-08-29 | 13F-HR | View on EDGAR |
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