Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 18, 2018

Total Value ($000): $108,403 (100.0% shares, 0.0% debt)

Holdings (60)

VCSH VANGUARD SCOTTSDALE FDS 7.7%
Value ($000) $8,356 Shares 106,545 Est. Cost $78.89 Unrealized
SSO PROSHARES TR 4.0%
Value ($000) $4,330 Shares 41,052 Est. Cost $82.44 Unrealized
AFL AFLAC INC 3.9%
Value ($000) $4,280 Shares 97,812 Est. Cost $32.71 Unrealized +12.5%
MCK MCKESSON CORP 3.9%
Value ($000) $4,183 Shares 29,696 Est. Cost $140.03 Unrealized +4.6%
FLR FLUOR CORP NEW 3.6%
Value ($000) $3,890 Shares 67,985 Est. Cost $40.97 Unrealized +32.4%
WFC WELLS FARGO CO NEW 3.4%
Value ($000) $3,721 Shares 71,000 Est. Cost $40.75 Unrealized +17.1%
IBM INTERNATIONAL BUSINESS MACHS 3.4%
Value ($000) $3,693 Shares 24,070 Est. Cost $103.07 Unrealized +4.1%
GAP GAP INC DEL 3.4%
Value ($000) $3,669 Shares 117,593 Est. Cost $18.60 Unrealized +33.3%
TM TOYOTA MOTOR CORP 3.4%
Value ($000) $3,665 Shares 28,110 Est. Cost $117.77 Unrealized
BEN FRANKLIN RES INC 3.3%
Value ($000) $3,628 Shares 104,612 Est. Cost $26.74 Unrealized -2.1%
MUR MURPHY OIL CORP 3.2%
Value ($000) $3,511 Shares 135,874 Est. Cost $20.00 Unrealized +8.6%
NEM NEWMONT MINING CORP 2.9%
Value ($000) $3,101 Shares 79,366 Est. Cost $26.88 Unrealized +14.0%
INTC INTEL CORP 2.8%
Value ($000) $2,991 Shares 57,426 Est. Cost $29.59 Unrealized +35.4%
RHI ROBERT HALF INTL INC 2.7%
Value ($000) $2,908 Shares 50,233 Est. Cost $43.06 Unrealized +32.7%
IEF ISHARES TR 2.5%
Value ($000) $2,711 Shares 26,269 Est. Cost $104.50 Unrealized
GLW CORNING INC 2.4%
Value ($000) $2,597 Shares 93,137 Est. Cost $19.22 Unrealized +29.1%
AMGN AMGEN INC 2.2%
Value ($000) $2,395 Shares 14,051 Est. Cost $135.87 Unrealized +6.3%
WMT WALMART INC 2.2%
Value ($000) $2,360 Shares 26,527 Est. Cost $20.10 Unrealized +41.0%
TGT TARGET CORP 2.1%
Value ($000) $2,280 Shares 32,836 Est. Cost $47.58 Unrealized +22.9%
AXP AMERICAN EXPRESS CO 2.1%
Value ($000) $2,256 Shares 24,187 Est. Cost $61.35 Unrealized +41.8%
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $2,192 Shares 33,838 Est. Cost $55.74 Unrealized 0.0%
IEI ISHARES TR 2.0%
Value ($000) $2,179 Shares 18,065 Est. Cost $122.54 Unrealized
WPM WHEATON PRECIOUS METALS CORP 2.0%
Value ($000) $2,146 Shares 105,360 Est. Cost $18.25 Unrealized +1.6%
GENERAL ELECTRIC CO 1.9%
Value ($000) $2,049 Shares 152,024 Est. Cost $13.48 Unrealized
TBF PROSHARES TR 1.9%
Value ($000) $2,027 Shares 89,286 Est. Cost $21.87 Unrealized
SO SOUTHERN CO 1.7%
Value ($000) $1,886 Shares 42,241 Est. Cost $35.09 Unrealized -8.4%
QCOM QUALCOMM INC 1.7%
Value ($000) $1,873 Shares 33,797 Est. Cost $47.65 Unrealized +8.9%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $1,615 Shares 21,419 Est. Cost $53.23 Unrealized +10.7%
TPR TAPESTRY INC 1.4%
Value ($000) $1,564 Shares 29,735 Est. Cost $32.95 Unrealized +20.7%
VCIT VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $1,491 Shares 17,576 Est. Cost $85.90 Unrealized
CENTURYLINK INC 1.3%
Value ($000) $1,431 Shares 87,075 Est. Cost $23.78 Unrealized
BK BANK NEW YORK MELLON CORP 1.2%
Value ($000) $1,340 Shares 26,007 Est. Cost $35.74 Unrealized +25.2%
ORCL ORACLE CORP 1.2%
Value ($000) $1,330 Shares 29,066 Est. Cost $34.32 Unrealized +29.0%
HOG HARLEY DAVIDSON INC 1.2%
Value ($000) $1,289 Shares 30,070 Est. Cost $56.72 Unrealized -15.6%
SHY ISHARES TR 1.1%
Value ($000) $1,212 Shares 14,503 Est. Cost $84.42 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,185 Shares 15,882 Est. Cost $58.15 Unrealized -4.1%
CPB CAMPBELL SOUP CO 0.9%
Value ($000) $939 Shares 21,691 Est. Cost $41.34 Unrealized -16.1%
MMM 3M CO 0.7%
Value ($000) $735 Shares 3,350 Est. Cost $106.20 Unrealized +41.4%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $727 Shares 2,763 Est. Cost $241.76 Unrealized
PIONEER NAT RES CO 0.6%
Value ($000) $636 Shares 3,700 Est. Cost $180.06 Unrealized
CELGENE CORP 0.6%
Value ($000) $598 Shares 6,700 Est. Cost $115.80 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $597 Shares 6,304 Est. Cost $41.79 Unrealized +87.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $584 Shares 4,042 Est. Cost $84.19 Unrealized +39.6%
SOXX ISHARES TR 0.4%
Value ($000) $466 Shares 2,589 Est. Cost $125.64 Unrealized
IHI ISHARES TR 0.4%
Value ($000) $454 Shares 2,455 Est. Cost $166.81 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $447 Shares 10,300 Est. Cost $31.21 Unrealized +12.3%
BSV VANGUARD BD INDEX FD INC 0.4%
Value ($000) $413 Shares 5,262 Est. Cost $78.96 Unrealized
MAS MASCO CORP 0.4%
Value ($000) $404 Shares 10,000 Est. Cost $27.95 Unrealized +35.8%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $398 Shares 3,160 Est. Cost $110.07 Unrealized
IDGT ISHARES TR 0.4%
Value ($000) $395 Shares 7,668 Est. Cost $45.63 Unrealized
EWY ISHARES INC 0.4%
Value ($000) $390 Shares 5,174 Est. Cost $69.00 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $360 Shares 6,000 Est. Cost $33.65 Unrealized +56.3%
IAK ISHARES TR 0.3%
Value ($000) $360 Shares 5,584 Est. Cost $60.01 Unrealized
EWI ISHARES INC 0.3%
Value ($000) $358 Shares 11,140 Est. Cost $27.78 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $355 Shares 2,913 Est. Cost $119.75 Unrealized
EWC ISHARES INC 0.3%
Value ($000) $347 Shares 12,579 Est. Cost $26.79 Unrealized
EWP ISHARES INC 0.3%
Value ($000) $335 Shares 10,294 Est. Cost $33.71 Unrealized
IEZ ISHARES TR 0.2%
Value ($000) $265 Shares 8,179 Est. Cost $32.40 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $260 Shares 2,500 Est. Cost $65.19 Unrealized +33.2%
EWL ISHARES INC 0.2%
Value ($000) $246 Shares 7,170 Est. Cost $34.31 Unrealized