Robinson Value Management, Ltd. Diversified Active

Location: San Antonio, TX

CIK: 0001694283 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 17, 2022

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

Holdings (73)

NEM NEWMONT CORP 5.2%
Value $6.739M Shares 84,823 Est. Cost $34.13 Unrealized +75.9%
PROSHARES TR 4.7%
Value $6.006M Shares 426,292 Est. Cost $14.09 Unrealized
OMC OMNICOM GROUP INC 4.2%
Value $5.442M Shares 64,109 Est. Cost $57.49 Unrealized +22.1%
EOG EOG RES INC 4.1%
Value $5.314M Shares 44,572 Est. Cost $34.11 Unrealized +174.1%
TM TOYOTA MOTOR CORP 3.7%
Value $4.736M Shares 26,276 Est. Cost $137.45 Unrealized
PCAR PACCAR INC 3.4%
Value $4.443M Shares 50,446 Est. Cost $42.22 Unrealized +24.2%
GLAXOSMITHKLINE PLC 3.2%
Value $4.175M Shares 95,846 Est. Cost $37.52 Unrealized
DGX QUEST DIAGNOSTICS INC 3.2%
Value $4.089M Shares 29,876 Est. Cost $123.74 Unrealized +4.4%
GLW CORNING INC 3.1%
Value $4.014M Shares 108,762 Est. Cost $28.52 Unrealized +22.5%
INTC INTEL CORP 2.9%
Value $3.728M Shares 75,217 Est. Cost $35.81 Unrealized +29.0%
SPTL SPDR SER TR 2.8%
Value $3.669M Shares 97,002 Est. Cost $37.82 Unrealized
AFL AFLAC INC 2.8%
Value $3.592M Shares 55,778 Est. Cost $34.34 Unrealized +66.8%
TBF PROSHARES TR 2.6%
Value $3.311M Shares 187,155 Est. Cost $15.99 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 2.6%
Value $3.292M Shares 33,227 Est. Cost $58.43 Unrealized +48.5%
WALGREENS BOOTS ALLIANCE INC 2.5%
Value $3.215M Shares 71,801 Est. Cost $45.57 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.5%
Value $3.172M Shares 40,617 Est. Cost $78.20 Unrealized
MCK MCKESSON CORP 2.3%
Value $2.908M Shares 9,498 Est. Cost $140.71 Unrealized +89.5%
DHI D R HORTON INC 2.2%
Value $2.89M Shares 38,784 Est. Cost $82.35 Unrealized +1.2%
WPM WHEATON PRECIOUS METALS CORP 2.2%
Value $2.848M Shares 59,851 Est. Cost $18.61 Unrealized +123.8%
WY WEYERHAEUSER CO MTN BE 2.1%
Value $2.686M Shares 70,871 Est. Cost $28.95 Unrealized +17.8%
WFC WELLS FARGO CO NEW 2.0%
Value $2.638M Shares 54,441 Est. Cost $40.76 Unrealized +19.0%
IAU ISHARES GOLD TR 1.8%
Value $2.357M Shares 63,991 Est. Cost $36.00 Unrealized
CCL CARNIVAL CORP 1.8%
Value $2.357M Shares 116,590 Est. Cost $27.30 Unrealized -25.9%
CMCSA COMCAST CORP NEW 1.8%
Value $2.355M Shares 50,308 Est. Cost $46.14 Unrealized -7.1%
MTB M & T BK CORP 1.8%
Value $2.325M Shares 13,716 Est. Cost $97.15 Unrealized +60.0%
GLD SPDR GOLD TR 1.8%
Value $2.291M Shares 12,680 Est. Cost $164.90 Unrealized
QCOM QUALCOMM INC 1.7%
Value $2.236M Shares 14,634 Est. Cost $122.15 Unrealized +25.7%
DIS DISNEY WALT CO 1.6%
Value $2.111M Shares 15,394 Est. Cost $140.23 Unrealized +0.7%
D DOMINION ENERGY INC 1.6%
Value $2.03M Shares 23,895 Est. Cost $63.42 Unrealized +5.5%
VCIT VANGUARD SCOTTSDALE FDS 1.5%
Value $1.981M Shares 23,020 Est. Cost $89.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value $1.899M Shares 14,602 Est. Cost $101.95 Unrealized +10.0%
SLV ISHARES SILVER TR 1.4%
Value $1.822M Shares 79,612 Est. Cost $22.29 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 1.3%
Value $1.664M Shares 13,937 Est. Cost $109.98 Unrealized +2.0%
CLX CLOROX CO DEL 1.2%
Value $1.563M Shares 11,244 Est. Cost $157.30 Unrealized -14.3%
BEN FRANKLIN RESOURCES INC 1.1%
Value $1.472M Shares 52,721 Est. Cost $26.02 Unrealized -4.4%
SPY SPDR S&P 500 ETF TR 0.9%
Value $1.179M Shares 2,611 Est. Cost $364.41 Unrealized
BK BANK NEW YORK MELLON CORP 0.9%
Value $1.141M Shares 22,992 Est. Cost $35.99 Unrealized +41.0%
IEI ISHARES TR 0.9%
Value $1.137M Shares 9,317 Est. Cost $124.34 Unrealized
CMI CUMMINS INC 0.9%
Value $1.125M Shares 5,485 Est. Cost $116.20 Unrealized +69.2%
SHY ISHARES TR 0.7%
Value $932K Shares 11,186 Est. Cost $84.73 Unrealized
ABBV ABBVIE INC 0.6%
Value $802K Shares 4,947 Est. Cost $41.79 Unrealized +202.5%
IWD ISHARES TR 0.6%
Value $775K Shares 4,670 Est. Cost $158.52 Unrealized
LQD ISHARES TR 0.6%
Value $765K Shares 6,327 Est. Cost $136.72 Unrealized
XOP SPDR SER TR 0.6%
Value $744K Shares 5,528 Est. Cost $95.90 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.6%
Value $741K Shares 32,696 Est. Cost $16.24 Unrealized
IEF ISHARES TR 0.6%
Value $732K Shares 6,810 Est. Cost $106.79 Unrealized
PIONEER NAT RES CO 0.5%
Value $677K Shares 2,707 Est. Cost $180.06 Unrealized
IAI ISHARES TR 0.5%
Value $629K Shares 6,300 Est. Cost $73.88 Unrealized
KO COCA COLA CO 0.5%
Value $620K Shares 10,000 Est. Cost $33.10 Unrealized +63.4%
SOXX ISHARES TR 0.5%
Value $594K Shares 1,255 Est. Cost $167.30 Unrealized
GLDM WORLD GOLD TR 0.5%
Value $586K Shares 15,226 Est. Cost $38.49 Unrealized
EWU ISHARES TR 0.5%
Value $583K Shares 17,333 Est. Cost $33.64 Unrealized
PROSHARES TR 0.4%
Value $539K Shares 46,587 Est. Cost $11.57 Unrealized
MMM 3M CO 0.4%
Value $499K Shares 3,350 Est. Cost $108.50 Unrealized +5.6%
HON HONEYWELL INTL INC 0.4%
Value $489K Shares 2,515 Est. Cost $84.19 Unrealized +102.3%
TXN TEXAS INSTRS INC 0.4%
Value $459K Shares 2,500 Est. Cost $92.88 Unrealized +69.3%
MAS MASCO CORP 0.3%
Value $421K Shares 8,251 Est. Cost $27.95 Unrealized +97.4%
ABT ABBOTT LABS 0.3%
Value $414K Shares 3,500 Est. Cost $43.18 Unrealized +167.1%
BSV VANGUARD BD INDEX FDS 0.2%
Value $256K Shares 3,289 Est. Cost $79.78 Unrealized
BIIB BIOGEN INC 0.1%
Value $167K Shares 793 Est. Cost $231.84 Unrealized -6.2%
LUV SOUTHWEST AIRLS CO 0.1%
Value $104K Shares 2,265 Est. Cost $43.68 Unrealized -6.4%
HOMB HOME BANCSHARES INC 0.1%
Value $90,000 Shares 4,000 Est. Cost $24.62 Unrealized -3.9%
CFR CULLEN FROST BANKERS INC 0.1%
Value $69,000 Shares 500 Est. Cost $82.47 Unrealized +49.8%
MPC MARATHON PETE CORP 0.0%
Value $58,000 Shares 676 Est. Cost $69.68 Unrealized 0.0%
CRMT AMERICAS CAR-MART INC 0.0%
Value $40,000 Shares 500 Est. Cost $112.81 Unrealized -16.0%
XOM EXXON MOBIL CORP 0.0%
Value $26,000 Shares 310 Est. Cost $53.90 Unrealized +25.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value $25,000 Shares 200 Est. Cost $115.86 Unrealized -1.6%
MARATHON OIL CORP 0.0%
Value $15,000 Shares 600 Est. Cost $25.00 Unrealized
PEP PEPSICO INC 0.0%
Value $12,000 Shares 70 Est. Cost $81.72 Unrealized +81.6%
NOG NORTHERN OIL AND GAS INC MN 0.0%
Value $6,000 Shares 200 Est. Cost $16.30 Unrealized +50.5%
IGSB ISHARES TR 0.0%
Value $4,000 Shares 75 Est. Cost $54.55 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $2,000 Shares 39 Est. Cost $43.35 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value $0 Shares 1 Est. Cost $115.07 Unrealized 0.0%