Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 8, 2022

Total Value ($000): $100,280 (100.0% shares, 0.0% debt)

Holdings (90)

PROSHARES TR 6.1%
Value ($000) $6,102 Shares 353,152 Est. Cost $14.09 Unrealized
AFL AFLAC INC 4.5%
Value ($000) $4,507 Shares 80,201 Est. Cost $40.60 Unrealized +34.4%
OMC OMNICOM GROUP INC 4.0%
Value ($000) $4,059 Shares 64,334 Est. Cost $57.49 Unrealized +4.9%
GSK GSK PLC 3.8%
Value ($000) $3,855 Shares 130,976 Est. Cost $29.43 Unrealized
TM TOYOTA MOTOR CORP 3.4%
Value ($000) $3,408 Shares 26,160 Est. Cost $137.45 Unrealized
GLW CORNING INC 3.1%
Value ($000) $3,135 Shares 108,025 Est. Cost $28.52 Unrealized +7.8%
VCSH VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $3,032 Shares 40,812 Est. Cost $78.20 Unrealized
QCOM QUALCOMM INC 3.0%
Value ($000) $3,009 Shares 26,637 Est. Cost $124.38 Unrealized +2.1%
SPTL SPDR SER TR 2.9%
Value ($000) $2,933 Shares 98,954 Est. Cost $37.73 Unrealized
EOG EOG RES INC 2.9%
Value ($000) $2,865 Shares 25,640 Est. Cost $34.11 Unrealized +186.3%
RTX RAYTHEON TECHNOLOGIES CORP 2.7%
Value ($000) $2,711 Shares 33,119 Est. Cost $58.43 Unrealized +43.5%
DHI D R HORTON INC 2.6%
Value ($000) $2,601 Shares 38,626 Est. Cost $82.35 Unrealized -13.6%
PCAR PACCAR INC 2.6%
Value ($000) $2,592 Shares 30,972 Est. Cost $42.22 Unrealized +19.2%
MTB M & T BK CORP 2.4%
Value ($000) $2,396 Shares 13,589 Est. Cost $97.15 Unrealized +62.7%
FISV FISERV INC 2.3%
Value ($000) $2,294 Shares 24,514 Est. Cost $101.91 Unrealized 0.0%
WFC WELLS FARGO CO NEW 2.2%
Value ($000) $2,176 Shares 54,092 Est. Cost $40.76 Unrealized -3.4%
DGX QUEST DIAGNOSTICS INC 2.1%
Value ($000) $2,070 Shares 16,873 Est. Cost $123.74 Unrealized -0.4%
IEI ISHARES TR 2.1%
Value ($000) $2,060 Shares 18,023 Est. Cost $121.93 Unrealized
WALGREENS BOOTS ALLIANCE INC 2.0%
Value ($000) $2,046 Shares 65,144 Est. Cost $45.57 Unrealized
IAU ISHARES GOLD TR 2.0%
Value ($000) $2,023 Shares 64,162 Est. Cost $36.00 Unrealized
WY WEYERHAEUSER CO MTN BE 2.0%
Value ($000) $2,017 Shares 70,634 Est. Cost $28.95 Unrealized +4.0%
NEM NEWMONT CORP 2.0%
Value ($000) $2,007 Shares 47,750 Est. Cost $34.13 Unrealized +23.5%
GLD SPDR GOLD TR 2.0%
Value ($000) $1,977 Shares 12,782 Est. Cost $164.79 Unrealized
TLT ISHARES TR 1.9%
Value ($000) $1,883 Shares 18,384 Est. Cost $114.86 Unrealized
SHY ISHARES TR 1.9%
Value ($000) $1,865 Shares 22,970 Est. Cost $83.74 Unrealized
IEF ISHARES TR 1.8%
Value ($000) $1,778 Shares 18,518 Est. Cost $103.94 Unrealized
INTC INTEL CORP 1.8%
Value ($000) $1,772 Shares 68,761 Est. Cost $35.81 Unrealized -9.8%
WPM WHEATON PRECIOUS METALS CORP 1.8%
Value ($000) $1,770 Shares 54,694 Est. Cost $18.61 Unrealized +70.5%
D DOMINION ENERGY INC 1.6%
Value ($000) $1,644 Shares 23,781 Est. Cost $63.42 Unrealized +7.8%
FDX FEDEX CORP 1.6%
Value ($000) $1,631 Shares 10,986 Est. Cost $195.77 Unrealized 0.0%
NORDSTROM INC 1.4%
Value ($000) $1,454 Shares 86,908 Est. Cost $16.73 Unrealized
DIS DISNEY WALT CO 1.4%
Value ($000) $1,452 Shares 15,389 Est. Cost $140.23 Unrealized -25.4%
CLX CLOROX CO DEL 1.4%
Value ($000) $1,440 Shares 11,218 Est. Cost $157.30 Unrealized -18.1%
SLV ISHARES SILVER TR 1.4%
Value ($000) $1,405 Shares 80,273 Est. Cost $22.03 Unrealized
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $1,201 Shares 40,948 Est. Cost $46.14 Unrealized -27.0%
BEN FRANKLIN RESOURCES INC 1.1%
Value ($000) $1,134 Shares 52,678 Est. Cost $26.02 Unrealized -17.8%
AKAM AKAMAI TECHNOLOGIES INC 1.1%
Value ($000) $1,111 Shares 13,832 Est. Cost $109.98 Unrealized -17.2%
CMI CUMMINS INC 1.1%
Value ($000) $1,108 Shares 5,444 Est. Cost $116.20 Unrealized +68.8%
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $882 Shares 22,891 Est. Cost $35.99 Unrealized +7.5%
PROSHARES TR 0.7%
Value ($000) $743 Shares 49,775 Est. Cost $11.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $722 Shares 2,021 Est. Cost $359.07 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $664 Shares 4,947 Est. Cost $41.79 Unrealized +204.2%
XOP SPDR SER TR 0.6%
Value ($000) $600 Shares 4,809 Est. Cost $95.90 Unrealized
IAI ISHARES TR 0.6%
Value ($000) $599 Shares 7,017 Est. Cost $74.89 Unrealized
PIONEER NAT RES CO 0.6%
Value ($000) $586 Shares 2,707 Est. Cost $180.06 Unrealized
IWD ISHARES TR 0.6%
Value ($000) $567 Shares 4,166 Est. Cost $157.96 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $560 Shares 10,000 Est. Cost $33.10 Unrealized +69.4%
GLDM WORLD GOLD TR 0.5%
Value ($000) $528 Shares 15,995 Est. Cost $38.31 Unrealized
EWW ISHARES INC 0.5%
Value ($000) $501 Shares 11,332 Est. Cost $46.62 Unrealized
EWU ISHARES TR 0.5%
Value ($000) $487 Shares 18,571 Est. Cost $33.39 Unrealized
EWH ISHARES INC 0.5%
Value ($000) $482 Shares 26,443 Est. Cost $18.23 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $467 Shares 3,935 Est. Cost $118.68 Unrealized
WEST WESTROCK COFFEE CO 0.5%
Value ($000) $465 Shares 45,000 Est. Cost $10.32 Unrealized 0.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $420 Shares 2,515 Est. Cost $84.19 Unrealized +92.6%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $387 Shares 2,500 Est. Cost $92.88 Unrealized +63.3%
MAS MASCO CORP 0.4%
Value ($000) $385 Shares 8,251 Est. Cost $27.95 Unrealized +74.8%
MMM 3M CO 0.4%
Value ($000) $370 Shares 3,350 Est. Cost $108.50 Unrealized -11.1%
ABT ABBOTT LABS 0.3%
Value ($000) $339 Shares 3,500 Est. Cost $43.18 Unrealized +131.6%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $218 Shares 2,909 Est. Cost $78.84 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $212 Shares 793 Est. Cost $231.84 Unrealized -8.4%
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $90 Shares 4,000 Est. Cost $24.62 Unrealized -5.7%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $73 Shares 2,365 Est. Cost $43.30 Unrealized -19.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $67 Shares 676 Est. Cost $69.68 Unrealized +24.7%
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $66 Shares 500 Est. Cost $82.47 Unrealized +42.8%
SSO PROSHARES TR 0.0%
Value ($000) $40 Shares 996 Est. Cost $40.16 Unrealized
CRMT AMERICAS CAR-MART INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $112.81 Unrealized -20.4%
AAPL APPLE INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $154.28 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $27 Shares 310 Est. Cost $53.90 Unrealized +50.9%
GDX VANECK ETF TRUST 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $23 Shares 200 Est. Cost $115.86 Unrealized -1.3%
MARATHON OIL CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $25.00 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.00 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $11 Shares 132 Est. Cost $85.86 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $11 Shares 70 Est. Cost $81.72 Unrealized +89.0%
HLN HALEON PLC 0.0%
Value ($000) $7 Shares 1,220 Est. Cost $5.74 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $5 Shares 487 Est. Cost $10.86 Unrealized 0.0%
NOG NORTHERN OIL AND GAS INC MN 0.0%
Value ($000) $5 Shares 200 Est. Cost $16.30 Unrealized +73.3%
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $1.33 Unrealized 0.0%
SRL SCULLY ROYALTY LTD 0.0%
Value ($000) $4 Shares 503 Est. Cost $7.52 Unrealized 0.0%
HL HECLA MNG CO 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.55 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $3 Shares 272 Est. Cost $11.03 Unrealized
T AT&T INC 0.0%
Value ($000) $2 Shares 157 Est. Cost $15.08 Unrealized 0.0%
VBI VACCINES INC CDA 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $43.67 Unrealized 0.0%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $1 Shares 143 Est. Cost $6.72 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $43.35 Unrealized -14.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $13.59 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $115.07 Unrealized +17.9%