Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 2, 2018

Total Value ($000): $108,144 (100.0% shares, 0.0% debt)

Holdings (67)

SSO PROSHARES TR 9.6%
Value ($000) $10,371 Shares 81,325 Est. Cost $98.75 Unrealized
FLR FLUOR CORP NEW 4.6%
Value ($000) $5,027 Shares 86,528 Est. Cost $43.05 Unrealized +20.6%
MUR MURPHY OIL CORP 3.9%
Value ($000) $4,207 Shares 126,190 Est. Cost $20.00 Unrealized +21.4%
AFL AFLAC INC 3.8%
Value ($000) $4,159 Shares 88,365 Est. Cost $32.71 Unrealized +17.6%
TM TOYOTA MOTOR CORP 3.3%
Value ($000) $3,559 Shares 28,621 Est. Cost $118.10 Unrealized
WFC WELLS FARGO CO NEW 3.2%
Value ($000) $3,482 Shares 66,253 Est. Cost $40.75 Unrealized +14.1%
GAP GAP INC DEL 3.2%
Value ($000) $3,408 Shares 118,144 Est. Cost $18.82 Unrealized +22.6%
IBM INTERNATIONAL BUSINESS MACHS 3.1%
Value ($000) $3,403 Shares 22,508 Est. Cost $103.07 Unrealized -1.8%
NWL NEWELL BRANDS INC 3.1%
Value ($000) $3,321 Shares 163,614 Est. Cost $16.58 Unrealized 0.0%
MCK MCKESSON CORP 2.8%
Value ($000) $3,072 Shares 23,158 Est. Cost $140.03 Unrealized -12.1%
BEN FRANKLIN RES INC 2.8%
Value ($000) $3,004 Shares 98,798 Est. Cost $26.74 Unrealized -14.7%
AMGN AMGEN INC 2.5%
Value ($000) $2,738 Shares 13,210 Est. Cost $135.87 Unrealized +15.8%
TGT TARGET CORP 2.4%
Value ($000) $2,558 Shares 28,994 Est. Cost $47.58 Unrealized +42.8%
TLT ISHARES TR 2.4%
Value ($000) $2,554 Shares 21,775 Est. Cost $121.48 Unrealized
INTC INTEL CORP 2.3%
Value ($000) $2,504 Shares 52,957 Est. Cost $29.59 Unrealized +40.3%
IEF ISHARES TR 2.3%
Value ($000) $2,462 Shares 24,337 Est. Cost $104.50 Unrealized
GDX VANECK VECTORS ETF TR 2.2%
Value ($000) $2,395 Shares 129,339 Est. Cost $18.75 Unrealized
QCOM QUALCOMM INC 2.1%
Value ($000) $2,308 Shares 32,045 Est. Cost $47.65 Unrealized +14.7%
NEM NEWMONT MINING CORP 2.1%
Value ($000) $2,283 Shares 75,600 Est. Cost $26.88 Unrealized +0.7%
AXP AMERICAN EXPRESS CO 2.1%
Value ($000) $2,267 Shares 21,287 Est. Cost $61.35 Unrealized +53.4%
WMT WALMART INC 2.1%
Value ($000) $2,223 Shares 23,671 Est. Cost $20.10 Unrealized +36.0%
IEI ISHARES TR 1.9%
Value ($000) $2,046 Shares 17,181 Est. Cost $122.54 Unrealized
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $1,920 Shares 31,518 Est. Cost $55.74 Unrealized -6.7%
WPM WHEATON PRECIOUS METALS CORP 1.6%
Value ($000) $1,739 Shares 99,364 Est. Cost $18.25 Unrealized -4.1%
CMI CUMMINS INC 1.6%
Value ($000) $1,731 Shares 11,853 Est. Cost $116.20 Unrealized 0.0%
SO SOUTHERN CO 1.6%
Value ($000) $1,726 Shares 39,581 Est. Cost $35.09 Unrealized -2.3%
CENTURYLINK INC 1.6%
Value ($000) $1,684 Shares 79,425 Est. Cost $23.78 Unrealized
GENERAL ELECTRIC CO 1.5%
Value ($000) $1,618 Shares 143,305 Est. Cost $13.48 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $1,539 Shares 5,295 Est. Cost $255.70 Unrealized
PCG PG&E CORP 1.4%
Value ($000) $1,519 Shares 33,009 Est. Cost $42.86 Unrealized +2.7%
FCX FREEPORT-MCMORAN INC 1.3%
Value ($000) $1,445 Shares 103,833 Est. Cost $15.42 Unrealized -10.7%
VCIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $1,414 Shares 16,928 Est. Cost $85.90 Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $1,395 Shares 27,055 Est. Cost $34.32 Unrealized +27.0%
GLW CORNING INC 1.3%
Value ($000) $1,365 Shares 38,665 Est. Cost $19.22 Unrealized +37.7%
TPR TAPESTRY INC 1.3%
Value ($000) $1,357 Shares 26,992 Est. Cost $32.95 Unrealized +21.3%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,297 Shares 15,252 Est. Cost $58.15 Unrealized +0.1%
HOG HARLEY DAVIDSON INC 1.2%
Value ($000) $1,271 Shares 28,062 Est. Cost $56.72 Unrealized -23.5%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $1,246 Shares 16,142 Est. Cost $53.23 Unrealized +6.8%
BK BANK NEW YORK MELLON CORP 1.1%
Value ($000) $1,183 Shares 23,195 Est. Cost $35.74 Unrealized +19.5%
SHY ISHARES TR 0.9%
Value ($000) $1,021 Shares 12,289 Est. Cost $84.42 Unrealized
MMM 3M CO 0.7%
Value ($000) $706 Shares 3,350 Est. Cost $106.20 Unrealized +24.5%
HON HONEYWELL INTL INC 0.6%
Value ($000) $673 Shares 4,042 Est. Cost $84.19 Unrealized +44.4%
PIONEER NAT RES CO 0.6%
Value ($000) $645 Shares 3,700 Est. Cost $180.06 Unrealized
CELGENE CORP 0.6%
Value ($000) $600 Shares 6,700 Est. Cost $115.80 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $596 Shares 6,304 Est. Cost $41.79 Unrealized +65.5%
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $546 Shares 7,003 Est. Cost $78.76 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $462 Shares 10,000 Est. Cost $31.21 Unrealized +16.3%
ABT ABBOTT LABS 0.4%
Value ($000) $440 Shares 6,000 Est. Cost $33.65 Unrealized +71.9%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $432 Shares 3,092 Est. Cost $110.07 Unrealized
SOXX ISHARES TR 0.3%
Value ($000) $373 Shares 2,018 Est. Cost $125.64 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $369 Shares 4,893 Est. Cost $69.50 Unrealized
XBI SPDR SERIES TRUST 0.3%
Value ($000) $366 Shares 3,819 Est. Cost $95.19 Unrealized
MAS MASCO CORP 0.3%
Value ($000) $366 Shares 10,000 Est. Cost $27.95 Unrealized +22.2%
IDGT ISHARES TR 0.3%
Value ($000) $319 Shares 5,786 Est. Cost $45.63 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $313 Shares 7,224 Est. Cost $43.33 Unrealized
EWC ISHARES INC 0.3%
Value ($000) $279 Shares 9,688 Est. Cost $26.79 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $268 Shares 2,500 Est. Cost $65.19 Unrealized +38.4%
EWL ISHARES INC 0.2%
Value ($000) $198 Shares 5,720 Est. Cost $34.31 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $176 Shares 1,570 Est. Cost $81.72 Unrealized +10.5%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $55 Shares 4,000 Est. Cost $15.25 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $89.84 Unrealized -1.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $35 Shares 250 Est. Cost $107.07 Unrealized +0.9%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $29 Shares 550 Est. Cost $40.69 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $22.53 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $10 Shares 5 Est. Cost $79.37 Unrealized +18.5%
HD HOME DEPOT INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $155.00 Unrealized +8.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $51.69 Unrealized +9.3%