Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 12, 2019

Total Value ($000): $104,635 (100.0% shares, 0.0% debt)

Holdings (68)

SSO PROSHARES TR 7.9%
Value ($000) $8,295 Shares 65,828 Est. Cost $98.75 Unrealized
BEN FRANKLIN RES INC 4.2%
Value ($000) $4,441 Shares 127,605 Est. Cost $26.27 Unrealized -6.1%
VCSH VANGUARD SCOTTSDALE FDS 4.0%
Value ($000) $4,155 Shares 51,505 Est. Cost $80.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 4.0%
Value ($000) $4,152 Shares 30,108 Est. Cost $101.95 Unrealized -3.3%
INTC INTEL CORP 3.8%
Value ($000) $3,946 Shares 82,438 Est. Cost $34.42 Unrealized +25.2%
AFL AFLAC INC 3.2%
Value ($000) $3,335 Shares 60,851 Est. Cost $32.71 Unrealized +34.8%
WFC WELLS FARGO CO NEW 3.0%
Value ($000) $3,098 Shares 65,463 Est. Cost $40.75 Unrealized -4.1%
TGT TARGET CORP 2.9%
Value ($000) $3,080 Shares 35,557 Est. Cost $51.30 Unrealized +32.0%
MCK MCKESSON CORP 2.9%
Value ($000) $3,064 Shares 22,798 Est. Cost $140.03 Unrealized -15.1%
FLR FLUOR CORP NEW 2.8%
Value ($000) $2,938 Shares 87,221 Est. Cost $43.05 Unrealized -24.7%
NEM NEWMONT GOLDCORP CORPORATION 2.7%
Value ($000) $2,796 Shares 72,690 Est. Cost $26.88 Unrealized +4.0%
CENTURYLINK INC 2.6%
Value ($000) $2,687 Shares 228,451 Est. Cost $15.94 Unrealized
TLT ISHARES TR 2.5%
Value ($000) $2,592 Shares 19,519 Est. Cost $121.48 Unrealized
NWL NEWELL BRANDS INC 2.4%
Value ($000) $2,532 Shares 164,187 Est. Cost $16.58 Unrealized -33.9%
IEF ISHARES TR 2.3%
Value ($000) $2,378 Shares 21,614 Est. Cost $104.50 Unrealized
WPM WHEATON PRECIOUS METALS CORP 2.2%
Value ($000) $2,352 Shares 97,218 Est. Cost $18.25 Unrealized +12.5%
AMGN AMGEN INC 2.1%
Value ($000) $2,233 Shares 12,117 Est. Cost $135.87 Unrealized +7.6%
BKR BAKER HUGHES A GE CO 2.0%
Value ($000) $2,127 Shares 86,339 Est. Cost $19.94 Unrealized 0.0%
SO SOUTHERN CO 2.0%
Value ($000) $2,077 Shares 37,571 Est. Cost $35.09 Unrealized +17.8%
CMI CUMMINS INC 1.9%
Value ($000) $2,007 Shares 11,714 Est. Cost $116.20 Unrealized +18.9%
CCL CARNIVAL CORP 1.9%
Value ($000) $1,974 Shares 42,413 Est. Cost $50.30 Unrealized 0.0%
BIIB BIOGEN INC 1.9%
Value ($000) $1,969 Shares 8,421 Est. Cost $230.90 Unrealized 0.0%
IEI ISHARES TR 1.9%
Value ($000) $1,949 Shares 15,499 Est. Cost $122.54 Unrealized
PCAR PACCAR INC 1.8%
Value ($000) $1,877 Shares 26,187 Est. Cost $36.20 Unrealized 0.0%
OMC OMNICOM GROUP INC 1.7%
Value ($000) $1,793 Shares 21,877 Est. Cost $61.97 Unrealized 0.0%
MUR MURPHY OIL CORP 1.7%
Value ($000) $1,788 Shares 72,521 Est. Cost $20.00 Unrealized +3.4%
TM TOYOTA MOTOR CORP 1.7%
Value ($000) $1,759 Shares 14,184 Est. Cost $118.10 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.7%
Value ($000) $1,759 Shares 32,181 Est. Cost $54.66 Unrealized
GAP GAP INC 1.6%
Value ($000) $1,688 Shares 93,932 Est. Cost $18.82 Unrealized -5.8%
STT STATE STR CORP 1.6%
Value ($000) $1,678 Shares 29,935 Est. Cost $50.01 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $1,413 Shares 15,724 Est. Cost $85.90 Unrealized
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $1,378 Shares 11,165 Est. Cost $61.35 Unrealized +75.2%
WMT WALMART INC 1.3%
Value ($000) $1,375 Shares 12,445 Est. Cost $20.10 Unrealized +55.8%
CAH CARDINAL HEALTH INC 1.3%
Value ($000) $1,330 Shares 28,241 Est. Cost $38.16 Unrealized 0.0%
GLW CORNING INC 1.2%
Value ($000) $1,272 Shares 38,291 Est. Cost $19.22 Unrealized +38.5%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,195 Shares 15,600 Est. Cost $58.12 Unrealized -2.1%
BK BANK NEW YORK MELLON CORP 1.1%
Value ($000) $1,155 Shares 26,150 Est. Cost $36.09 Unrealized +7.5%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $1,061 Shares 15,701 Est. Cost $53.23 Unrealized -4.5%
SHY ISHARES TR 1.0%
Value ($000) $996 Shares 11,744 Est. Cost $84.42 Unrealized
HOG HARLEY DAVIDSON INC 0.9%
Value ($000) $980 Shares 27,343 Est. Cost $56.72 Unrealized -35.9%
TPR TAPESTRY INC 0.8%
Value ($000) $847 Shares 26,682 Est. Cost $32.95 Unrealized -20.6%
HON HONEYWELL INTL INC 0.7%
Value ($000) $706 Shares 4,042 Est. Cost $84.19 Unrealized +64.7%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $705 Shares 2,407 Est. Cost $255.70 Unrealized
MMM 3M CO 0.6%
Value ($000) $581 Shares 3,350 Est. Cost $106.20 Unrealized +13.6%
PIONEER NAT RES CO 0.5%
Value ($000) $569 Shares 3,700 Est. Cost $180.06 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $516 Shares 6,410 Est. Cost $78.76 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $509 Shares 10,000 Est. Cost $31.21 Unrealized +27.9%
ABT ABBOTT LABS 0.5%
Value ($000) $505 Shares 6,000 Est. Cost $33.65 Unrealized +108.7%
ABBV ABBVIE INC 0.4%
Value ($000) $436 Shares 6,000 Est. Cost $41.79 Unrealized +42.1%
CELGENE CORP 0.4%
Value ($000) $434 Shares 4,700 Est. Cost $115.80 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $403 Shares 3,092 Est. Cost $110.07 Unrealized
MAS MASCO CORP 0.4%
Value ($000) $392 Shares 10,000 Est. Cost $27.95 Unrealized +23.8%
SOXX ISHARES TR 0.3%
Value ($000) $355 Shares 1,787 Est. Cost $125.64 Unrealized
IDGT ISHARES TR 0.3%
Value ($000) $314 Shares 5,786 Est. Cost $45.63 Unrealized
EWH ISHARES INC 0.3%
Value ($000) $293 Shares 11,311 Est. Cost $25.90 Unrealized
EWS ISHARES INC 0.3%
Value ($000) $290 Shares 11,721 Est. Cost $24.74 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $287 Shares 2,500 Est. Cost $65.19 Unrealized +42.3%
IAI ISHARES TR 0.3%
Value ($000) $287 Shares 4,550 Est. Cost $63.08 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $285 Shares 6,664 Est. Cost $42.77 Unrealized
EWM ISHARES INC 0.2%
Value ($000) $260 Shares 8,757 Est. Cost $29.69 Unrealized
PROSHARES TR 0.2%
Value ($000) $253 Shares 9,520 Est. Cost $26.58 Unrealized
XRT SPDR SERIES TRUST 0.2%
Value ($000) $250 Shares 5,912 Est. Cost $42.29 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $206 Shares 1,570 Est. Cost $81.72 Unrealized +28.2%
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $141 Shares 5,517 Est. Cost $18.75 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $57 Shares 4,000 Est. Cost $15.25 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $38 Shares 347 Est. Cost $109.51 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $89.84 Unrealized -11.2%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $14 Shares 100 Est. Cost $107.07 Unrealized +7.2%