Fund HoldingsRobinson Value Management, Ltd.

Total Portfolio Value
$134.30M
Total Bought
$21.64M
Total Sold
$19.81M
Net Transaction
+$1.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PROSHARES TR0586,875+586,87508,4926.32%+8,492
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
39,64771,151+31,5043,0005,3473.98%+2,347
3M CO(MMM)3,35024,784+21,4343352,3201.73%+1,985
PROSHARES TR
PSHS ULTRA QQQ
019,684+19,68401,1680.87%+1,168
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,035+7,03501,1530.86%+1,153
RTX CORPORATION(RTX)33,70455,657+21,9533,3024,0062.98%+704
AKAMAI TECHNOLOGIES INC(AKAM)45,07843,170-1,9084,0514,5993.42%+548
TESLA INC(TSLA)2792,000+1,721735000.37%+427
TOYOTA MOTOR CORP(TM)26,61426,007-6074,2784,6753.48%+397
AFLAC INC(AFL)54,29753,924-3733,7904,1393.08%+349
EOG RES INC(EOG)25,86225,934+722,9603,2872.45%+328
ISHARES TR
MSCI UK ETF NEW
24,55235,043+10,4917941,1090.83%+315
INTEL CORP(INTC)81,29481,709+4152,7182,9052.16%+186
FEDEX CORP(FDX)11,43811,180-2582,8352,9622.21%+126
COMCAST CORP NEW(CCZ)40,86541,014+1491,6981,8191.35%+121
M & T BK CORP(MTB)33,45733,542+854,1414,2413.16%+101
ISHARES TR8,9499,646+6977878840.66%+98
WESTROCK CO02,000+2,0000720.05%+72
ABBVIE INC(ABBV)4,9474,94706677370.55%+71
PIONEER NAT RES CO2,7072,70705616210.46%+61
ISHARES GOLD TR(IAU)73,68477,164+3,4802,6812,7002.01%+19
MARATHON PETE CORP(MPC)676600-7679910.07%+12
ISHARES INC14,21615,339+1,1239019040.67%+3
BERKSHIRE HATHAWAY INC DEL31031001061090.08%+3
MARATHON OIL CORP600600014160.01%+2
EXXON MOBIL CORP160160017190.01%+2
NORTHERN OIL & GAS INC(NOG)2002000780.01%+1
ISHARES TR75750440.00%-0
UNITED AIRLS HLDGS INC(UAL)39390220.00%-0
MONDELEZ INTL INC(MDLZ)166166012120.01%-1
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
210-2110-1
PEPSICO INC(PEP)7070013120.01%-1
VANGUARD BD INDEX FDS4,5924,59203473450.26%-2
MERCK & CO INC(MRK)166166019170.01%-2
SPROTT PHYSICAL GOLD TR(PHYS)3,5003,500052500.04%-2
KIMBERLY-CLARK CORP(KMB)200200028240.02%-3
HOME BANCSHARES INC(HOMB)2,0002,000046420.03%-4
CULLEN FROST BANKERS INC(CFR)500500054460.03%-8
SOUTHWEST AIRLS CO(LUV)900900033240.02%-8
THERMO FISHER SCIENTIFIC INC(TMO)166153-1387770.06%-9
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
800650-15055430.03%-12
ISHARES SILVER TR(SLV)90,55592,207+1,6521,8921,8751.40%-16
WORLD GOLD TR(GLDM)21,75022,122+3728288110.60%-17
BIOGEN INC(BIIB)79379302262040.15%-22
MASCO CORP(MAS)8,2518,25104734410.33%-32
ISHARES TR3,9703,909-616275930.44%-33
ISHARES TR12,49012,083-4071,0139780.73%-34
COCA COLA CO(KO)10,00010,00006025600.42%-42
ABBOTT LABS3,5003,50003823390.25%-43
ISHARES INC15,19615,480+2849459010.67%-43
GSK PLC(GSK)131,677128,116-3,5614,6934,6443.46%-49
TEXAS INSTRS INC(TXN)2,5002,50004503980.30%-53
ISHARES TR2,0602,094+341,0459920.74%-53
HONEYWELL INTL INC(HON)2,5152,51505224650.35%-57
BANK NEW YORK MELLON CORP28,48228,165-3171,2681,2010.89%-67
WESTROCK COFFEE CO45,00045,00004893990.30%-90
WELLS FARGO CO NEW(WFC)59,99160,204+2132,5602,4601.83%-100
ISHARES TR18,17317,255-9182,0951,9531.45%-142
WHEATON PRECIOUS METALS CORP(WPM)50,10449,729-3752,1652,0171.50%-149
ISHARES TR21,31820,799-5192,0591,9051.42%-154
ISHARES TR22,10123,839+1,7382,2752,1141.57%-161
QUALCOMM INC(QCOM)29,60929,737+1283,5253,3032.46%-222
MEDTRONIC PLC(MDT)24,98925,115+1262,2021,9681.47%-234
NEWMONT CORP(NEM)47,95347,926-272,0461,7711.32%-275
D R HORTON INC(DHI)17,98517,807-1782,1891,9141.42%-275
DISNEY WALT CO(DIS)38,57938,733+1543,4443,1392.34%-305
CLOROX CO DEL(CLX)11,27011,325+551,7921,4841.11%-308
SPDR SER TR
ST LON TREAS ETF
147,545156,624+9,0794,4124,0963.05%-316
FISERV INC(FISV)25,22724,720-5073,1822,7922.08%-390
DOMINION ENERGY INC(D)59,55559,827+2723,0842,6721.99%-412
CORNING INC(GLW)109,374109,884+5103,8323,3482.49%-484
APPLE INC(AAPL)2,5280-2,5284900-490
WEYERHAEUSER CO MTN BE(WY)146,468143,266-3,2024,9084,3933.27%-516
WALGREENS BOOTS ALLIANCE INC108,221108,548+3273,0832,4141.80%-669
OMNICOM GROUP INC(OMC)38,70538,909+2043,6832,8982.16%-785
ISHARES TR118,935106,210-12,72513,13611,7338.74%-1,403
SPDR S&P 500 ETF TR(SPY)7,1703,605-3,5653,1781,5411.15%-1,637
SPDR GOLD TR(GLD)14,1220-14,1222,5180-2,518
PROSHARES TR
PSHS ULT S&P 500
175,7510-175,75110,2200-10,220
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