Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $110,129 (100.0% shares, 0.0% debt)

Holdings (77)

SSO PROSHARES TR 9.5%
Value ($000) $10,514 Shares 94,475 Est. Cost $98.75 Unrealized
MUR MURPHY OIL CORP 4.0%
Value ($000) $4,418 Shares 130,837 Est. Cost $20.00 Unrealized +16.9%
FLR FLUOR CORP NEW 4.0%
Value ($000) $4,358 Shares 89,342 Est. Cost $43.05 Unrealized +15.4%
AFL AFLAC INC 3.6%
Value ($000) $3,994 Shares 92,852 Est. Cost $32.71 Unrealized +14.8%
MCK MCKESSON CORP 3.5%
Value ($000) $3,889 Shares 29,152 Est. Cost $140.03 Unrealized -1.6%
WFC WELLS FARGO CO NEW 3.5%
Value ($000) $3,830 Shares 69,092 Est. Cost $40.75 Unrealized +6.4%
GAP GAP INC DEL 3.3%
Value ($000) $3,641 Shares 112,407 Est. Cost $18.60 Unrealized +26.2%
TM TOYOTA MOTOR CORP 3.2%
Value ($000) $3,504 Shares 27,203 Est. Cost $117.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 3.0%
Value ($000) $3,261 Shares 23,340 Est. Cost $103.07 Unrealized -3.0%
BEN FRANKLIN RES INC 3.0%
Value ($000) $3,252 Shares 101,461 Est. Cost $26.74 Unrealized -12.0%
NEM NEWMONT MINING CORP 2.7%
Value ($000) $2,935 Shares 77,829 Est. Cost $26.88 Unrealized +16.6%
TLT ISHARES TR 2.5%
Value ($000) $2,720 Shares 22,343 Est. Cost $121.48 Unrealized
INTC INTEL CORP 2.4%
Value ($000) $2,668 Shares 53,666 Est. Cost $29.59 Unrealized +52.2%
CPB CAMPBELL SOUP CO 2.3%
Value ($000) $2,564 Shares 63,245 Est. Cost $34.01 Unrealized -11.2%
IEF ISHARES TR 2.3%
Value ($000) $2,518 Shares 24,559 Est. Cost $104.50 Unrealized
AMGN AMGEN INC 2.3%
Value ($000) $2,518 Shares 13,643 Est. Cost $135.87 Unrealized +3.2%
GLW CORNING INC 2.2%
Value ($000) $2,462 Shares 89,503 Est. Cost $19.22 Unrealized +16.5%
TGT TARGET CORP 2.2%
Value ($000) $2,395 Shares 31,460 Est. Cost $47.58 Unrealized +25.4%
WPM WHEATON PRECIOUS METALS CORP 2.1%
Value ($000) $2,259 Shares 102,387 Est. Cost $18.25 Unrealized +7.1%
VCSH VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $2,259 Shares 28,928 Est. Cost $78.89 Unrealized
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $2,190 Shares 32,679 Est. Cost $55.74 Unrealized -1.2%
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $2,190 Shares 22,343 Est. Cost $61.35 Unrealized +44.4%
WMT WALMART INC 2.0%
Value ($000) $2,156 Shares 25,173 Est. Cost $20.10 Unrealized +25.6%
IEI ISHARES TR 1.9%
Value ($000) $2,095 Shares 17,460 Est. Cost $122.54 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $2,005 Shares 147,354 Est. Cost $13.48 Unrealized
SO SOUTHERN CO 1.7%
Value ($000) $1,920 Shares 41,457 Est. Cost $35.09 Unrealized -6.4%
QCOM QUALCOMM INC 1.7%
Value ($000) $1,866 Shares 33,258 Est. Cost $47.65 Unrealized -3.7%
FCX FREEPORT-MCMORAN INC 1.7%
Value ($000) $1,863 Shares 107,927 Est. Cost $15.42 Unrealized 0.0%
CENTURYLINK INC 1.4%
Value ($000) $1,585 Shares 85,011 Est. Cost $23.78 Unrealized
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $1,464 Shares 20,671 Est. Cost $53.23 Unrealized -0.9%
PCG PG&E CORP 1.3%
Value ($000) $1,460 Shares 34,315 Est. Cost $42.86 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $1,438 Shares 17,215 Est. Cost $85.90 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $1,423 Shares 5,247 Est. Cost $255.70 Unrealized
TPR TAPESTRY INC 1.2%
Value ($000) $1,337 Shares 28,632 Est. Cost $32.95 Unrealized +18.4%
BK BANK NEW YORK MELLON CORP 1.2%
Value ($000) $1,300 Shares 24,105 Est. Cost $35.74 Unrealized +24.7%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,285 Shares 15,536 Est. Cost $58.15 Unrealized -3.5%
ORCL ORACLE CORP 1.1%
Value ($000) $1,252 Shares 28,427 Est. Cost $34.32 Unrealized +20.0%
HOG HARLEY DAVIDSON INC 1.1%
Value ($000) $1,231 Shares 29,259 Est. Cost $56.72 Unrealized -25.7%
SHY ISHARES TR 0.9%
Value ($000) $1,044 Shares 12,523 Est. Cost $84.42 Unrealized
PIONEER NAT RES CO 0.6%
Value ($000) $700 Shares 3,700 Est. Cost $180.06 Unrealized
MMM 3M CO 0.6%
Value ($000) $659 Shares 3,350 Est. Cost $106.20 Unrealized +22.5%
ABBV ABBVIE INC 0.5%
Value ($000) $584 Shares 6,304 Est. Cost $41.79 Unrealized +68.7%
HON HONEYWELL INTL INC 0.5%
Value ($000) $582 Shares 4,042 Est. Cost $84.19 Unrealized +34.9%
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $573 Shares 7,323 Est. Cost $78.76 Unrealized
CELGENE CORP 0.5%
Value ($000) $532 Shares 6,700 Est. Cost $115.80 Unrealized
XBI SPDR SERIES TRUST 0.4%
Value ($000) $463 Shares 4,864 Est. Cost $95.19 Unrealized
SOXX ISHARES TR 0.4%
Value ($000) $461 Shares 2,589 Est. Cost $125.64 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $439 Shares 10,000 Est. Cost $31.21 Unrealized +9.0%
IDGT ISHARES TR 0.4%
Value ($000) $401 Shares 7,668 Est. Cost $45.63 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $400 Shares 5,755 Est. Cost $69.50 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $395 Shares 3,160 Est. Cost $110.07 Unrealized
MAS MASCO CORP 0.3%
Value ($000) $374 Shares 10,000 Est. Cost $27.95 Unrealized +22.0%
ABT ABBOTT LABS 0.3%
Value ($000) $366 Shares 6,000 Est. Cost $33.65 Unrealized +58.0%
EWC ISHARES INC 0.3%
Value ($000) $359 Shares 12,579 Est. Cost $26.79 Unrealized
XME SPDR SERIES TRUST 0.3%
Value ($000) $304 Shares 8,573 Est. Cost $35.46 Unrealized
IEZ ISHARES TR 0.3%
Value ($000) $299 Shares 8,179 Est. Cost $32.40 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $276 Shares 2,500 Est. Cost $65.19 Unrealized +33.9%
EWL ISHARES INC 0.2%
Value ($000) $234 Shares 7,170 Est. Cost $34.31 Unrealized
GDX VANECK VECTORS ETF TR 0.2%
Value ($000) $179 Shares 8,022 Est. Cost $22.31 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $171 Shares 1,570 Est. Cost $81.72 Unrealized 0.0%
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $88 Shares 3,880 Est. Cost $23.13 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $61 Shares 4,000 Est. Cost $15.25 Unrealized
ACXIOM CORP 0.1%
Value ($000) $60 Shares 2,000 Est. Cost $30.00 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $43 Shares 400 Est. Cost $89.84 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $8 Shares 5 Est. Cost $79.37 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $7 Shares 60 Est. Cost $82.55 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $6 Shares 32 Est. Cost $155.00 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $6 Shares 94 Est. Cost $48.29 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $43.06 Unrealized +47.3%
MYLAN N V 0.0%
Value ($000) $5 Shares 144 Est. Cost $34.72 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $141.53 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $4 Shares 43 Est. Cost $89.02 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $4 Shares 33 Est. Cost $100.70 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $51.69 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 141 Est. Cost $21.28 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $3 Shares 27 Est. Cost $89.14 Unrealized 0.0%