Robinson Value Management, Ltd. Diversified Active

CIK: 0001694283 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 15, 2024

Total Value ($000): $148,994 (100.0% shares, 0.0% debt)

Holdings (70)

SSO PROSHARES TR 7.7%
Value ($000) $11,416 Shares 147,271 Est. Cost $65.07 Unrealized
SHV ISHARES TR 6.0%
Value ($000) $8,929 Shares 80,779 Est. Cost $110.50 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 4.9%
Value ($000) $7,262 Shares 93,928 Est. Cost $76.89 Unrealized
WFC WELLS FARGO CO NEW 4.0%
Value ($000) $5,963 Shares 102,884 Est. Cost $40.87 Unrealized +22.6%
SPTL SPDR SER TR 3.6%
Value ($000) $5,329 Shares 190,732 Est. Cost $31.57 Unrealized
GSK GSK PLC 3.4%
Value ($000) $5,096 Shares 118,870 Est. Cost $29.56 Unrealized
MDT MEDTRONIC PLC 3.1%
Value ($000) $4,634 Shares 53,174 Est. Cost $77.30 Unrealized +4.3%
RTX RTX CORPORATION 3.1%
Value ($000) $4,547 Shares 46,619 Est. Cost $67.93 Unrealized +27.8%
QCOM QUALCOMM INC 2.9%
Value ($000) $4,378 Shares 25,858 Est. Cost $122.63 Unrealized +21.1%
WY WEYERHAEUSER CO MTN BE 2.8%
Value ($000) $4,112 Shares 114,521 Est. Cost $28.23 Unrealized +13.1%
DIS DISNEY WALT CO 2.7%
Value ($000) $4,069 Shares 33,256 Est. Cost $112.05 Unrealized -8.6%
MTB M & T BK CORP 2.6%
Value ($000) $3,911 Shares 26,890 Est. Cost $105.25 Unrealized +24.1%
INTC INTEL CORP 2.4%
Value ($000) $3,581 Shares 81,083 Est. Cost $33.60 Unrealized +31.1%
D DOMINION ENERGY INC 2.4%
Value ($000) $3,521 Shares 71,586 Est. Cost $49.70 Unrealized -14.2%
GLW CORNING INC 2.2%
Value ($000) $3,335 Shares 101,195 Est. Cost $28.55 Unrealized +6.7%
TGT TARGET CORP 2.2%
Value ($000) $3,312 Shares 18,690 Est. Cost $113.03 Unrealized +25.6%
FDX FEDEX CORP 2.2%
Value ($000) $3,207 Shares 11,069 Est. Cost $195.51 Unrealized +22.6%
IAU ISHARES GOLD TR 2.2%
Value ($000) $3,205 Shares 76,293 Est. Cost $35.93 Unrealized
FISV FISERV INC 2.1%
Value ($000) $3,142 Shares 19,658 Est. Cost $102.29 Unrealized +42.4%
OMC OMNICOM GROUP INC 2.1%
Value ($000) $3,093 Shares 31,963 Est. Cost $57.49 Unrealized +46.3%
DHI D R HORTON INC 2.0%
Value ($000) $2,919 Shares 17,739 Est. Cost $82.89 Unrealized +77.5%
TM TOYOTA MOTOR CORP 1.8%
Value ($000) $2,744 Shares 10,903 Est. Cost $138.20 Unrealized
EOG EOG RES INC 1.8%
Value ($000) $2,712 Shares 21,217 Est. Cost $35.00 Unrealized +215.4%
TLT ISHARES TR 1.8%
Value ($000) $2,670 Shares 28,222 Est. Cost $108.56 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.8%
Value ($000) $2,618 Shares 41,676 Est. Cost $54.82 Unrealized 0.0%
IEI ISHARES TR 1.7%
Value ($000) $2,543 Shares 21,955 Est. Cost $119.83 Unrealized
CVS CVS HEALTH CORP 1.7%
Value ($000) $2,486 Shares 31,170 Est. Cost $65.40 Unrealized +8.3%
AKAM AKAMAI TECHNOLOGIES INC 1.6%
Value ($000) $2,353 Shares 21,631 Est. Cost $94.04 Unrealized +22.6%
MMM 3M CO 1.5%
Value ($000) $2,276 Shares 21,458 Est. Cost $83.47 Unrealized -5.0%
NEM NEWMONT CORP 1.5%
Value ($000) $2,235 Shares 62,359 Est. Cost $35.23 Unrealized -5.9%
IEF ISHARES TR 1.5%
Value ($000) $2,179 Shares 23,019 Est. Cost $101.92 Unrealized
SLV ISHARES SILVER TR 1.4%
Value ($000) $2,075 Shares 91,201 Est. Cost $21.93 Unrealized
WPM WHEATON PRECIOUS METALS CORP 1.4%
Value ($000) $2,067 Shares 43,857 Est. Cost $19.02 Unrealized +134.0%
CMCSA COMCAST CORP NEW 1.3%
Value ($000) $1,891 Shares 43,626 Est. Cost $45.71 Unrealized -11.1%
CLX CLOROX CO DEL 1.2%
Value ($000) $1,728 Shares 11,287 Est. Cost $157.03 Unrealized -10.8%
QLD PROSHARES TR 1.1%
Value ($000) $1,703 Shares 19,472 Est. Cost $59.35 Unrealized
SHY ISHARES TR 1.0%
Value ($000) $1,453 Shares 17,768 Est. Cost $83.10 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,450 Shares 6,960 Est. Cost $163.93 Unrealized
SOXX ISHARES TR 0.9%
Value ($000) $1,406 Shares 6,224 Est. Cost $320.39 Unrealized
XBI SPDR SER TR 0.9%
Value ($000) $1,297 Shares 13,670 Est. Cost $94.89 Unrealized
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $1,272 Shares 22,074 Est. Cost $36.66 Unrealized +43.7%
KRE SPDR SER TR 0.8%
Value ($000) $1,264 Shares 25,139 Est. Cost $50.28 Unrealized
EWY ISHARES INC 0.8%
Value ($000) $1,254 Shares 18,682 Est. Cost $62.37 Unrealized
EWU ISHARES TR 0.8%
Value ($000) $1,192 Shares 34,840 Est. Cost $32.58 Unrealized
IAK ISHARES TR 0.8%
Value ($000) $1,122 Shares 9,560 Est. Cost $86.34 Unrealized
GLDM WORLD GOLD TR 0.6%
Value ($000) $965 Shares 21,913 Est. Cost $38.03 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $662 Shares 3,698 Est. Cost $157.95 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $414 Shares 792 Est. Cost $437.81 Unrealized
WEST WESTROCK COFFEE CO 0.2%
Value ($000) $362 Shares 35,000 Est. Cost $10.32 Unrealized -2.2%
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $225 Shares 27,200 Est. Cost $8.08 Unrealized
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $215 Shares 14,545 Est. Cost $12.97 Unrealized -3.3%
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $212 Shares 10,400 Est. Cost $19.15 Unrealized
SIL GLOBAL X FDS 0.1%
Value ($000) $203 Shares 7,400 Est. Cost $28.37 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $141 Shares 1,842 Est. Cost $76.98 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $121 Shares 600 Est. Cost $69.68 Unrealized +135.9%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $119 Shares 2,000 Est. Cost $47.96 Unrealized +3.3%
EXK ENDEAVOUR SILVER CORP 0.1%
Value ($000) $92 Shares 38,000 Est. Cost $2.17 Unrealized -18.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $78 Shares 134 Est. Cost $535.25 Unrealized +4.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $56 Shares 500 Est. Cost $82.47 Unrealized +22.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $52 Shares 3,000 Est. Cost $13.82 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $26 Shares 200 Est. Cost $115.86 Unrealized -1.5%
MRK MERCK & CO INC 0.0%
Value ($000) $22 Shares 166 Est. Cost $104.47 Unrealized +10.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $19 Shares 160 Est. Cost $53.90 Unrealized +82.0%
MARATHON OIL CORP 0.0%
Value ($000) $17 Shares 600 Est. Cost $25.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $15 Shares 526 Est. Cost $43.30 Unrealized -31.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $12 Shares 166 Est. Cost $68.54 Unrealized +0.5%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $16.30 Unrealized +117.5%
IGSB ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.55 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $43.35 Unrealized -1.2%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.91 Unrealized +92.5%