Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 16, 2017

Total Value ($000): $108,914 (100.0% shares, 0.0% debt)

Holdings (62)

SSO PROSHARES TR 9.7%
Value ($000) $10,564 Shares 109,205 Est. Cost $82.44 Unrealized
AFL AFLAC INC 3.8%
Value ($000) $4,181 Shares 51,372 Est. Cost $28.76 Unrealized +15.1%
WFC WELLS FARGO CO NEW 3.8%
Value ($000) $4,137 Shares 75,010 Est. Cost $40.75 Unrealized +3.4%
GAP GAP INC DEL 3.6%
Value ($000) $3,885 Shares 131,562 Est. Cost $18.60 Unrealized -1.3%
IBM INTERNATIONAL BUSINESS MACHS 3.4%
Value ($000) $3,711 Shares 25,578 Est. Cost $103.07 Unrealized -6.0%
QCOM QUALCOMM INC 3.3%
Value ($000) $3,567 Shares 68,805 Est. Cost $47.65 Unrealized -11.2%
TM TOYOTA MOTOR CORP 3.2%
Value ($000) $3,486 Shares 29,250 Est. Cost $117.77 Unrealized
NEM NEWMONT MINING CORP 2.9%
Value ($000) $3,141 Shares 83,735 Est. Cost $26.88 Unrealized +6.8%
FLR FLUOR CORP NEW 2.7%
Value ($000) $2,954 Shares 70,156 Est. Cost $40.97 Unrealized -5.2%
RHI ROBERT HALF INTL INC 2.6%
Value ($000) $2,797 Shares 55,569 Est. Cost $43.06 Unrealized +7.3%
GLW CORNING INC 2.5%
Value ($000) $2,672 Shares 89,292 Est. Cost $19.02 Unrealized +24.0%
TLT ISHARES TR 2.3%
Value ($000) $2,559 Shares 20,511 Est. Cost $119.75 Unrealized
VLO VALERO ENERGY CORP NEW 2.3%
Value ($000) $2,481 Shares 32,251 Est. Cost $42.78 Unrealized +15.5%
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $2,409 Shares 26,633 Est. Cost $61.35 Unrealized +24.9%
MTB M & T BK CORP 2.2%
Value ($000) $2,409 Shares 14,959 Est. Cost $104.02 Unrealized +17.7%
GLD SPDR GOLD TRUST 2.2%
Value ($000) $2,380 Shares 19,576 Est. Cost $118.03 Unrealized
INTC INTEL CORP 2.1%
Value ($000) $2,284 Shares 59,966 Est. Cost $29.59 Unrealized 0.0%
WMT WAL-MART STORES INC 2.1%
Value ($000) $2,238 Shares 28,640 Est. Cost $20.10 Unrealized +14.0%
SO SOUTHERN CO 2.0%
Value ($000) $2,173 Shares 44,213 Est. Cost $35.09 Unrealized -2.2%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $2,110 Shares 18,174 Est. Cost $110.07 Unrealized
WPM WHEATON PRECIOUS METALS CORP 1.9%
Value ($000) $2,072 Shares 108,630 Est. Cost $18.25 Unrealized -3.3%
IEI ISHARES TR 1.9%
Value ($000) $2,035 Shares 16,473 Est. Cost $122.60 Unrealized
TGT TARGET CORP 1.9%
Value ($000) $2,016 Shares 34,162 Est. Cost $47.58 Unrealized -7.2%
MUR MURPHY OIL CORP 1.8%
Value ($000) $2,011 Shares 75,733 Est. Cost $18.53 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $1,986 Shares 20,798 Est. Cost $60.97 Unrealized +20.8%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $1,970 Shares 15,154 Est. Cost $89.75 Unrealized +17.0%
MCK MCKESSON CORP 1.8%
Value ($000) $1,936 Shares 12,603 Est. Cost $141.57 Unrealized +3.1%
VCIT VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $1,840 Shares 20,903 Est. Cost $85.78 Unrealized
GILD GILEAD SCIENCES INC 1.7%
Value ($000) $1,821 Shares 22,482 Est. Cost $53.23 Unrealized +5.1%
IEF ISHARES TR 1.6%
Value ($000) $1,792 Shares 16,825 Est. Cost $105.05 Unrealized
CENTURYLINK INC 1.6%
Value ($000) $1,719 Shares 90,946 Est. Cost $23.78 Unrealized
HOG HARLEY DAVIDSON INC 1.4%
Value ($000) $1,541 Shares 31,959 Est. Cost $56.72 Unrealized -14.2%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $1,465 Shares 17,867 Est. Cost $58.15 Unrealized -6.6%
BK BANK NEW YORK MELLON CORP 1.3%
Value ($000) $1,442 Shares 27,202 Est. Cost $35.66 Unrealized +17.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.3%
Value ($000) $1,433 Shares 81,441 Est. Cost $36.09 Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $1,377 Shares 28,485 Est. Cost $34.14 Unrealized +28.7%
SHY ISHARES TR 1.1%
Value ($000) $1,209 Shares 14,313 Est. Cost $84.48 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,111 Shares 9,455 Est. Cost $73.87 Unrealized +3.2%
CPB CAMPBELL SOUP CO 0.9%
Value ($000) $1,033 Shares 22,073 Est. Cost $41.51 Unrealized -7.5%
CELGENE CORP 0.9%
Value ($000) $977 Shares 6,700 Est. Cost $115.80 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $757 Shares 5,340 Est. Cost $84.19 Unrealized +23.9%
AMGN AMGEN INC 0.7%
Value ($000) $746 Shares 4,000 Est. Cost $114.37 Unrealized +20.2%
ABBV ABBVIE INC 0.7%
Value ($000) $711 Shares 8,000 Est. Cost $41.79 Unrealized +28.4%
MMM 3M CO 0.6%
Value ($000) $703 Shares 3,350 Est. Cost $106.20 Unrealized +22.3%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $653 Shares 2,601 Est. Cost $228.50 Unrealized
PIONEER NAT RES CO 0.5%
Value ($000) $575 Shares 3,900 Est. Cost $180.06 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $464 Shares 10,300 Est. Cost $31.21 Unrealized +11.9%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $461 Shares 5,747 Est. Cost $79.45 Unrealized
HAL HALLIBURTON CO 0.4%
Value ($000) $426 Shares 9,263 Est. Cost $41.70 Unrealized -15.0%
SOXX ISHARES TR 0.4%
Value ($000) $411 Shares 2,589 Est. Cost $125.64 Unrealized
IHI ISHARES TR 0.4%
Value ($000) $410 Shares 2,455 Est. Cost $166.81 Unrealized
EWI ISHARES INC 0.4%
Value ($000) $406 Shares 12,960 Est. Cost $27.78 Unrealized
MAS MASCO CORP 0.4%
Value ($000) $390 Shares 10,000 Est. Cost $27.95 Unrealized +18.5%
EWC ISHARES INC 0.3%
Value ($000) $364 Shares 12,579 Est. Cost $26.79 Unrealized
EWY ISHARES INC 0.3%
Value ($000) $357 Shares 5,174 Est. Cost $69.00 Unrealized
IAK ISHARES TR 0.3%
Value ($000) $356 Shares 5,584 Est. Cost $60.01 Unrealized
IDGT ISHARES TR 0.3%
Value ($000) $354 Shares 7,668 Est. Cost $45.63 Unrealized
EWP ISHARES INC 0.3%
Value ($000) $347 Shares 10,294 Est. Cost $33.71 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $320 Shares 6,000 Est. Cost $33.65 Unrealized +28.9%
EWW ISHARES INC 0.3%
Value ($000) $304 Shares 5,573 Est. Cost $54.55 Unrealized
EWL ISHARES INC 0.2%
Value ($000) $251 Shares 7,170 Est. Cost $34.31 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $224 Shares 2,500 Est. Cost $65.19 Unrealized 0.0%