Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 6, 2020

Total Value ($000): $104,676 (100.0% shares, 0.0% debt)

Holdings (63)

SSO PROSHARES TR 7.5%
Value ($000) $7,810 Shares 51,777 Est. Cost $98.75 Unrealized
INTC INTEL CORP 4.3%
Value ($000) $4,459 Shares 74,510 Est. Cost $34.42 Unrealized +43.1%
STT STATE STR CORP 4.1%
Value ($000) $4,321 Shares 54,625 Est. Cost $53.46 Unrealized +7.8%
OMC OMNICOM GROUP INC 3.8%
Value ($000) $3,956 Shares 48,831 Est. Cost $62.28 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS 3.6%
Value ($000) $3,724 Shares 27,784 Est. Cost $101.95 Unrealized -2.0%
WFC WELLS FARGO CO NEW 3.1%
Value ($000) $3,229 Shares 60,016 Est. Cost $40.75 Unrealized +9.7%
GLW CORNING INC 3.0%
Value ($000) $3,172 Shares 108,952 Est. Cost $22.60 Unrealized +8.1%
BEN FRANKLIN RES INC 3.0%
Value ($000) $3,101 Shares 119,379 Est. Cost $26.27 Unrealized -23.7%
AFL AFLAC INC 2.8%
Value ($000) $2,979 Shares 56,323 Est. Cost $32.71 Unrealized +40.2%
NEM NEWMONT GOLDCORP CORPORATION 2.8%
Value ($000) $2,941 Shares 67,692 Est. Cost $26.88 Unrealized +21.7%
MCK MCKESSON CORP 2.8%
Value ($000) $2,894 Shares 20,922 Est. Cost $140.03 Unrealized -3.2%
NWL NEWELL BRANDS INC 2.7%
Value ($000) $2,852 Shares 148,376 Est. Cost $16.58 Unrealized -12.4%
CENTURYLINK INC 2.7%
Value ($000) $2,802 Shares 212,105 Est. Cost $15.94 Unrealized
AMGN AMGEN INC 2.6%
Value ($000) $2,742 Shares 11,373 Est. Cost $135.87 Unrealized +34.5%
TGT TARGET CORP 2.5%
Value ($000) $2,646 Shares 20,635 Est. Cost $51.30 Unrealized +94.6%
WPM WHEATON PRECIOUS METALS CORP 2.5%
Value ($000) $2,645 Shares 88,852 Est. Cost $18.25 Unrealized +39.7%
GDX VANECK VECTORS ETF TRUST 2.3%
Value ($000) $2,377 Shares 81,194 Est. Cost $28.56 Unrealized
BIIB BIOGEN INC 2.3%
Value ($000) $2,376 Shares 8,008 Est. Cost $230.90 Unrealized +20.2%
VCIT VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $2,313 Shares 25,323 Est. Cost $87.96 Unrealized
SO SOUTHERN CO 2.1%
Value ($000) $2,178 Shares 34,190 Est. Cost $35.09 Unrealized +39.4%
BKR BAKER HUGHES COMPANY 2.0%
Value ($000) $2,107 Shares 82,209 Est. Cost $19.94 Unrealized -4.1%
TLT ISHARES TR 2.0%
Value ($000) $2,101 Shares 15,507 Est. Cost $121.48 Unrealized
CCL CARNIVAL CORP 2.0%
Value ($000) $2,092 Shares 41,165 Est. Cost $50.30 Unrealized -12.8%
CMI CUMMINS INC 1.9%
Value ($000) $1,976 Shares 11,043 Est. Cost $116.20 Unrealized +30.0%
VCSH VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $1,954 Shares 24,120 Est. Cost $80.67 Unrealized
MUR MURPHY OIL CORP 1.8%
Value ($000) $1,909 Shares 71,213 Est. Cost $20.00 Unrealized -8.0%
TM TOYOTA MOTOR CORP 1.8%
Value ($000) $1,880 Shares 13,377 Est. Cost $118.10 Unrealized
PCAR PACCAR INC 1.8%
Value ($000) $1,869 Shares 23,628 Est. Cost $36.20 Unrealized +12.2%
WALGREENS BOOTS ALLIANCE INC 1.8%
Value ($000) $1,840 Shares 31,201 Est. Cost $54.66 Unrealized
IEI ISHARES TR 1.7%
Value ($000) $1,770 Shares 14,077 Est. Cost $122.54 Unrealized
IEF ISHARES TR 1.7%
Value ($000) $1,728 Shares 15,674 Est. Cost $104.50 Unrealized
GAP GAP INC 1.5%
Value ($000) $1,609 Shares 90,982 Est. Cost $18.82 Unrealized -26.5%
FLR FLUOR CORP NEW 1.5%
Value ($000) $1,521 Shares 80,548 Est. Cost $43.05 Unrealized -58.4%
CAH CARDINAL HEALTH INC 1.3%
Value ($000) $1,380 Shares 27,283 Est. Cost $38.16 Unrealized +14.3%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $1,291 Shares 10,371 Est. Cost $61.35 Unrealized +79.5%
BK BANK NEW YORK MELLON CORP 1.2%
Value ($000) $1,230 Shares 24,429 Est. Cost $36.09 Unrealized +10.6%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,046 Shares 14,987 Est. Cost $58.12 Unrealized -10.4%
SHY ISHARES TR 1.0%
Value ($000) $1,031 Shares 12,186 Est. Cost $84.43 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $916 Shares 2,847 Est. Cost $265.91 Unrealized
TPR TAPESTRY INC 0.6%
Value ($000) $615 Shares 22,808 Est. Cost $32.95 Unrealized -31.7%
MMM 3M CO 0.6%
Value ($000) $591 Shares 3,350 Est. Cost $106.20 Unrealized +5.2%
KO COCA COLA CO 0.5%
Value ($000) $554 Shares 10,000 Est. Cost $31.21 Unrealized +42.6%
ABBV ABBVIE INC 0.5%
Value ($000) $531 Shares 6,000 Est. Cost $41.79 Unrealized +54.7%
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $496 Shares 6,147 Est. Cost $78.76 Unrealized
MAS MASCO CORP 0.5%
Value ($000) $480 Shares 10,000 Est. Cost $27.95 Unrealized +46.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $445 Shares 2,515 Est. Cost $84.19 Unrealized +70.9%
PIONEER NAT RES CO 0.4%
Value ($000) $410 Shares 2,707 Est. Cost $180.06 Unrealized
SOXX ISHARES TR 0.4%
Value ($000) $395 Shares 1,574 Est. Cost $125.64 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $321 Shares 2,500 Est. Cost $65.19 Unrealized +59.1%
ABT ABBOTT LABS 0.3%
Value ($000) $304 Shares 3,500 Est. Cost $33.65 Unrealized +123.8%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $302 Shares 4,700 Est. Cost $45.19 Unrealized 0.0%
IAI ISHARES TR 0.3%
Value ($000) $301 Shares 4,396 Est. Cost $63.08 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $294 Shares 1,966 Est. Cost $110.07 Unrealized
IDGT ISHARES TR 0.3%
Value ($000) $284 Shares 5,138 Est. Cost $45.63 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $275 Shares 6,191 Est. Cost $44.42 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $262 Shares 6,007 Est. Cost $42.77 Unrealized
EWS ISHARES INC 0.2%
Value ($000) $255 Shares 10,581 Est. Cost $24.74 Unrealized
XRT SPDR SERIES TRUST 0.2%
Value ($000) $243 Shares 5,292 Est. Cost $42.29 Unrealized
EWM ISHARES INC 0.2%
Value ($000) $226 Shares 7,922 Est. Cost $29.69 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $215 Shares 1,570 Est. Cost $81.72 Unrealized +38.0%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $67 Shares 4,000 Est. Cost $15.25 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $89.84 Unrealized -14.2%
BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $14 Shares 4,700 Est. Cost $2.98 Unrealized