Fund HoldingsRobinson Value Management, Ltd.

Total Portfolio Value
$143.54M
Total Bought
$7.26M
Total Sold
$15.59M
Net Transaction
-$8.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PROSHARES TR
PSHS ULT S&P 500
147,271190,207+42,93611,41615,71110.95%+4,295
SPDR SER TR
ST STR SP HOME
010,971+10,97101,1090.77%+1,109
QUALCOMM INC(QCOM)25,85825,113-7454,3785,0023.48%+624
MICROSOFT CORP(MSFT)01,054+1,05404710.33%+471
CORNING INC(GLW)101,19596,996-4,1993,3353,7682.63%+433
NEWMONT CORP(NEM)62,35962,080-2792,2352,5991.81%+364
ISHARES SILVER TR(SLV)91,20190,107-1,0942,0752,3941.67%+319
HOME DEPOT INC(HD)0843+84302900.20%+290
WHEATON PRECIOUS METALS CORP(WPM)43,85743,464-3932,0672,2781.59%+211
ISHARES GOLD TR(IAU)76,29376,000-2933,2053,3392.33%+134
WORLD GOLD TR(GLDM)21,91322,906+9939651,0560.74%+90
ISHARES TR3,6984,104+4066627160.50%+54
SPROTT PHYSICAL SILVER TR(PSLV)27,20027,20002252700.19%+45
BANK NEW YORK MELLON CORP22,07421,970-1041,2721,3160.92%+44
EOG RES INC(EOG)21,21721,894+6772,7122,7561.92%+43
ENDEAVOUR SILVER CORP(EXK)38,00038,0000921340.09%+42
WELLS FARGO CO NEW(WFC)102,884101,069-1,8155,9636,0024.18%+39
M & T BK CORP(MTB)26,89026,071-8193,9113,9462.75%+35
ISHARES TR23,01923,601+5822,1792,2101.54%+31
GLOBAL X FDS
GLOBAL X SILVER
7,4007,40002032310.16%+28
ISHARES TR21,95522,218+2632,5432,5661.79%+23
SPROTT PHYSICAL GOLD & SILVE(CEF)10,40010,40002122290.16%+18
ALAMOS GOLD INC NEW14,54514,54502152280.16%+14
AGNICO EAGLE MINES LTD(AEM)2,0002,00001191310.09%+12
SPDR S&P 500 ETF TR(SPY)792777-154144230.29%+9
PROSHARES TR
PSHS ULTRA QQQ
19,47217,144-2,3281,7031,7111.19%+8
FEDEX CORP(FDX)11,06910,712-3573,2073,2122.24%+5
SPROTT PHYSICAL GOLD TR(PHYS)3,0003,000052540.04%+2
KIMBERLY-CLARK CORP(KMB)200200026280.02%+2
MARATHON OIL CORP600600017170.01%0
UNITED AIRLS HLDGS INC(UAL)39390220.00%0
AFLAC INC(AFL)110000.00%0
ISHARES TR75750440.00%-0
EXXON MOBIL CORP160160019180.01%-0
SOUTHWEST AIRLS CO(LUV)526526015150.01%-0
NORTHERN OIL & GAS INC(NOG)2002000870.01%-1
MONDELEZ INTL INC(MDLZ)166166012110.01%-1
ISHARES TR17,76817,787+191,4531,4521.01%-1
MERCK & CO INC(MRK)166166022210.01%-1
WESTROCK COFFEE CO35,00035,00003623580.25%-3
THERMO FISHER SCIENTIFIC INC(TMO)134134078740.05%-4
CULLEN FROST BANKERS INC(CFR)500500056510.04%-5
MARATHON PETE CORP(MPC)60060001211040.07%-17
VANGUARD BD INDEX FDS1,8421,577-2651411210.08%-20
ISHARES TR
MSCI UK ETF NEW
34,84033,434-1,4061,1921,1660.81%-26
RTX CORPORATION(RTX)46,61945,024-1,5954,5474,5203.15%-27
DOMINION ENERGY INC(D)71,58671,299-2873,5213,4942.43%-28
ISHARES INC18,68218,278-4041,2541,2080.84%-46
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,9606,175-7851,4501,3970.97%-53
SPDR SER TR
ST STR SP BIOT
13,67013,297-3731,2971,2330.86%-64
SPDR SER TR
ST STR SP REGBNK
25,13924,395-7441,2641,1980.83%-66
ISHARES TR28,22228,258+362,6702,5941.81%-77
ISHARES TR6,2245,341-8831,4061,3170.92%-89
3M CO(MMM)21,45821,353-1052,2762,1821.52%-94
ARCHER DANIELS MIDLAND CO41,67641,539-1372,6182,5111.75%-107
SPDR SER TR
ST LON TREAS ETF
190,732191,682+9505,3295,2183.64%-111
COMCAST CORP NEW(CCZ)43,62643,348-2781,8911,6981.18%-194
CLOROX CO DEL(CLX)11,28711,208-791,7281,5301.07%-199
OMNICOM GROUP INC(OMC)31,96331,701-2623,0932,8441.98%-249
FISERV INC(FISV)19,65818,700-9583,1422,7871.94%-355
ISHARES TR80,77977,041-3,7388,9298,5135.93%-416
AKAMAI TECHNOLOGIES INC(AKAM)21,63121,454-1772,3531,9331.35%-420
MEDTRONIC PLC(MDT)53,17452,985-1894,6344,1702.91%-464
D R HORTON INC(DHI)17,73917,335-4042,9192,4431.70%-476
TOYOTA MOTOR CORP(TM)10,90310,755-1482,7442,2041.54%-540
TARGET CORP(TGT)18,69018,599-913,3122,7531.92%-559
GSK PLC(GSK)118,870116,456-2,4145,0964,4843.12%-612
CVS HEALTH CORP(CVS)31,17031,011-1592,4861,8321.28%-655
WEYERHAEUSER CO MTN BE(WY)114,521121,481+6,9604,1123,4492.40%-664
DISNEY WALT CO(DIS)33,25633,039-2174,0693,2802.29%-789
INTEL CORP(INTC)81,08380,306-7773,5812,4871.73%-1,094
ISHARES TR9,5600-9,5601,1220-1,122
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
93,92834,381-59,5477,2622,6571.85%-4,605
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