Fund HoldingsRobinson Value Management, Ltd.

Total Portfolio Value
$186.70M
Total Bought
$44.36M
Total Sold
$51.35M
Net Transaction
-$6.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIREXION SHARES ETF TRUST02,090,279+2,090,279018,1239.71%+18,123
SPDR SERIES TRUST
ST LON TREAS ETF
0205,075+205,07505,3792.88%+5,379
POOL CORP(POOL)016,617+16,61703,5711.91%+3,571
WATERS CORP(WAT)08,643+8,64303,2411.74%+3,241
MCCORMICK & CO INC(MKC)12,50073,137+60,6376313,6881.98%+3,057
ISHARES TR36319,965+19,6021552,4791.33%+2,324
ISHARES TR16,36336,775+20,4121,8064,0582.17%+2,252
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,181+10,18101,9401.04%+1,940
ADVANCED MICRO DEVICES INC(AMD)24,11311,665-12,4484,9056,7763.63%+1,871
ISHARES S&P GSCI COMMODITY-(GSG)052,813+52,81301,5100.81%+1,510
SPDR SERIES TRUST
ST STR SP REGBNK
019,632+19,63201,4690.79%+1,469
INTUIT(INTU)6,74916,221+9,4722,9184,2342.27%+1,316
ROBERT HALF INC.(RHI)198,196195,060-3,1365,0345,9883.21%+954
M & T BK CORP(MTB)26,36325,907-4565,4506,1663.30%+716
HARLEY DAVIDSON INC(HOG)158,986157,085-1,9013,2153,8422.06%+628
ISHARES TR5,2493,587-1,6621,7252,2981.23%+573
PRICE T ROWE GROUP INC(TROW)19,88119,584-2971,7922,2271.19%+434
D R HORTON INC(DHI)17,45617,276-1802,3952,8141.51%+419
ISHARES TR9,2659,201-641,4791,8410.99%+362
ISHARES INC13,0609,540-3,5201,6071,9261.03%+320
GENUINE PARTS CO(GPC)20,28320,022-2612,1452,3621.27%+217
DOMINION ENERGY INC(D)68,20864,336-3,8724,2174,3942.35%+177
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
01,652+1,65201740.09%+174
WELLS FARGO & CO(WFC)56,76956,501-2684,5194,6692.50%+150
ISHARES TR4,7794,77901,0211,1590.62%+137
TARGET CORP(TGT)18,01117,490-5212,1832,2841.22%+101
ARCHER DANIELS MIDLAND CO44,78643,838-9483,2553,3491.79%+94
AKAMAI TECHNOLOGIES INC(AKAM)21,04820,620-4282,4172,4371.31%+20
ISHARES TR8,0617,652-4091,3231,3420.72%+18
PROLOGIS INC.(PLD)23,96823,494-4743,1683,1831.70%+15
CULLEN FROST BANKERS INC(CFR)500500069770.04%+9
HOME DEPOT INC(HD)33333301101170.06%+8
ISHARES TR
MSCI UK ETF NEW
28,61828,393-2251,3041,3100.70%+6
MARATHON PETE CORP(MPC)320320078820.04%+4
VANGUARD INDEX FDS12,47911,511-9681,1071,1100.59%+3
KIMBERLY-CLARK CORP(KMB)200200019220.01%+3
MERCK & CO INC(MRK)166166020210.01%+1
THERMO FISHER SCIENTIFIC INC(TMO)134134066670.04%+1
MICROSOFT CORP(MSFT)45045001671680.09%+1
MONDELEZ INTL INC(MDLZ)166166010100.01%0
RTX CORPORATION(RTX)110000.00%-0
VANGUARD BD INDEX FDS1,0661,066084830.04%-1
NORTHERN OIL & GAS INC(NOG)2002000640.00%-2
SPDR GOLD TR(GLD)50050002151840.10%-31
DISNEY WALT CO(DIS)30,26129,947-3142,9172,8821.54%-34
ISHARES TR41,35340,997-3563,5853,5431.90%-42
SPROTT ASSET MANAGEMENT LP(CEF)5,9825,98202852410.13%-45
GLOBAL X FDS
GLOBAL X SILVER
4,3474,34703923370.18%-55
ISHARES TR21,42021,083-3372,5402,4761.33%-64
ALAMOS GOLD INC5,0845,08402261540.08%-72
SPROTT ASSET MANAGEMENT LP(PSLV)14,69614,69603582770.15%-81
ISHARES TR17,50116,379-1,1221,4451,3450.72%-100
CLOROX CO DEL(CLX)11,42511,291-1341,1841,0780.58%-106
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
1,6520-1,6521740-174
ISHARES TR21,61119,828-1,7832,0631,8751.00%-187
IDEXX LABS INC(IDXX)5,4455,377-683,0592,8311.52%-229
OMNICOM GROUP INC(OMC)64,91063,820-1,0904,8884,6482.49%-240
FISERV INC(FISV)44,27843,894-3842,4712,1531.15%-318
NIKE INC(NKE)32,67032,413-2571,7261,3310.71%-395
EOG RES INC(EOG)20,65119,909-7422,9862,5831.38%-403
TOYOTA MOTOR CORP(TM)10,43210,228-2042,1501,7230.92%-427
COMCAST CORP NEW(CCZ)104,643103,729-9143,0042,5471.36%-458
MEDTRONIC PLC(MDT)52,77751,525-1,2524,5734,0312.16%-542
WHEATON PRECIOUS METALS CORP(WPM)25,07023,760-1,3103,2842,6691.43%-616
ISHARES SILVER TR(SLV)40,21239,612-6002,7402,1181.13%-622
ISHARES GOLD TR(IAU)50,91850,163-7554,4893,7882.03%-701
DEVON ENERGY CORP NEW(DVN)78,14977,469-6803,9323,2011.71%-731
NEWMONT CORP(NEM)47,62746,692-9355,1564,3612.34%-795
ADOBE INC(ADBE)20,83020,652-1785,0634,2342.27%-829
ACCENTURE PLC IRELAND
SHS CLASS A
14,74214,615-1272,9231,8190.97%-1,104
QUALCOMM INC(QCOM)44,44524,326-20,1195,7244,4952.41%-1,228
ABRDN SILVER ETF TRUST21,1944,170-17,0241,5182340.13%-1,283
SPDR SERIES TRUST
ST STR SP REGBNK
21,3050-21,3051,3880-1,388
SELECT SECTOR SPDR TR
ST STR TECHN ETF
10,9510-10,9511,4550-1,455
HUNT J B TRANS SVCS INC(JBHT)19,4848,667-10,8174,1292,5081.34%-1,620
WORLD GOLD TR(GLDM)19,7160-19,7161,8270-1,827
GSK PLC(GSK)53,9901-53,9892,98000.00%-2,980
SLB LIMITED(SLB)61,064948-60,1163,138440.02%-3,094
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
158,023113,789-44,23412,5268,9934.82%-3,534
SPDR SERIES TRUST
ST LON TREAS ETF
166,8170-166,8174,3870-4,387
DIREXION SHARES ETF TRUST
DAILY 500 2X ETF
74,6980-74,69812,3510-12,351
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