Fund HoldingsRobinson Value Management, Ltd.

Total Portfolio Value
$154.05M
Total Bought
$32.76M
Total Sold
$27.55M
Net Transaction
+$5.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PROSHARES TR0807,915+807,91508,7665.69%+8,766
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
34,38184,422+50,0412,6576,7054.35%+4,048
NEWMONT CORP(NEM)62,080108,797+46,7172,5995,8153.77%+3,216
SPDR GOLD TR(GLD)012,159+12,15902,9551.92%+2,955
SCHLUMBERGER LTD(SLB)061,730+61,73002,5901.68%+2,590
SPDR S&P 500 ETF TR(SPY)7773,433+2,6564231,9701.28%+1,547
ABRDN SILVER ETF TRUST044,172+44,17201,3140.85%+1,314
D R HORTON INC(DHI)17,33517,234-1012,4433,2882.13%+845
RTX CORPORATION(RTX)45,02444,117-9074,5205,3453.47%+825
M & T BK CORP(MTB)26,07126,448+3773,9464,7113.06%+765
3M CO(MMM)21,35321,289-642,1822,9101.89%+728
MEDTRONIC PLC(MDT)52,98554,051+1,0664,1704,8663.16%+696
WEYERHAEUSER CO MTN BE(WY)121,481121,998+5173,4494,1312.68%+682
DOMINION ENERGY INC(D)71,29971,626+3273,4944,1392.69%+646
ISHARES GOLD TR(IAU)76,00078,451+2,4513,3393,8992.53%+560
OMNICOM GROUP INC(OMC)31,70132,795+1,0942,8443,3912.20%+547
FISERV INC(FISV)18,70018,478-2222,7873,3202.15%+533
CORNING INC(GLW)96,99694,962-2,0343,7684,2882.78%+519
ISHARES TR28,25831,128+2,8702,5943,0541.98%+460
SPDR SER TR
ST LON TREAS ETF
191,682195,287+3,6055,2185,6773.69%+459
WHEATON PRECIOUS METALS CORP(WPM)43,46443,708+2442,2782,6701.73%+391
WORLD GOLD TR(GLDM)22,90626,363+3,4571,0561,3740.89%+319
ISHARES SILVER TR(SLV)90,10794,724+4,6172,3942,6911.75%+297
CLOROX CO DEL(CLX)11,20811,016-1921,5301,7951.16%+265
AKAMAI TECHNOLOGIES INC(AKAM)21,45421,635+1811,9332,1841.42%+251
BANK NEW YORK MELLON CORP21,97021,780-1901,3161,5651.02%+249
SPDR SER TR
ST STR SP REGBNK
24,39524,718+3231,1981,3990.91%+201
ISHARES TR23,60123,688+872,2102,3241.51%+114
COMCAST CORP NEW(CCZ)43,34843,253-951,6981,8071.17%+109
ISHARES TR22,21822,318+1002,5662,6691.73%+104
SPDR SER TR
ST STR SP BIOT
13,29713,452+1551,2331,3290.86%+96
CVS HEALTH CORP(CVS)31,01130,552-4591,8321,9211.25%+90
TARGET CORP(TGT)18,59918,234-3652,7532,8421.84%+89
ISHARES TR
MSCI UK ETF NEW
33,43433,106-3281,1661,2380.80%+72
HOME DEPOT INC(HD)84384302903420.22%+51
AGNICO EAGLE MINES LTD(AEM)2,0002,00001311610.10%+30
GLOBAL X FDS
GLOBAL X SILVER
7,4007,40002312600.17%+29
ISHARES TR4,1043,919-1857167440.48%+28
ISHARES TR17,78717,78701,4521,4790.96%+27
SPROTT PHYSICAL GOLD & SILVE(CEF)10,40010,40002292550.17%+25
ENDEAVOUR SILVER CORP(EXK)38,00038,00001341500.10%+16
SPROTT PHYSICAL SILVER TR(PSLV)27,20027,20002702840.18%+14
THERMO FISHER SCIENTIFIC INC(TMO)134134074830.05%+9
SPROTT PHYSICAL GOLD TR(PHYS)3,0003,000054610.04%+7
CULLEN FROST BANKERS INC(CFR)500500051560.04%+5
VANGUARD BD INDEX FDS1,5771,57701211240.08%+3
MONDELEZ INTL INC(MDLZ)166166011120.01%+1
KIMBERLY-CLARK CORP(KMB)200200028280.02%+1
UNITED AIRLS HLDGS INC(UAL)39390220.00%0
ISHARES TR75750440.00%0
AFLAC INC(AFL)10-100-0
NORTHERN OIL & GAS INC(NOG)2002000770.00%-0
MARATHON OIL CORP600600017160.01%-1
MERCK & CO INC(MRK)166166021190.01%-2
SOUTHWEST AIRLS CO(LUV)526263-2631580.01%-7
EXXON MOBIL CORP16080-801890.01%-9
ARCHER DANIELS MIDLAND CO41,53941,859+3202,5112,5011.62%-10
MICROSOFT CORP(MSFT)1,0541,05404714540.29%-18
MARATHON PETE CORP(MPC)600520-80104850.05%-19
ALAMOS GOLD INC NEW14,5459,102-5,4432281810.12%-47
ISHARES INC18,27818,149-1291,2081,1610.75%-47
PROSHARES TR
PSHS ULTRA QQQ
17,14416,162-9821,7111,6281.06%-84
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,1755,794-3811,3971,3080.85%-89
DISNEY WALT CO(DIS)33,03933,033-63,2803,1772.06%-103
EOG RES INC(EOG)21,89421,387-5072,7562,6291.71%-127
WESTROCK COFFEE CO35,00035,00003582280.15%-131
TOYOTA MOTOR CORP(TM)10,75510,886+1312,2041,9441.26%-261
WELLS FARGO CO NEW(WFC)101,069101,372+3036,0025,7273.72%-276
INTEL CORP(INTC)80,30680,700+3942,4871,8931.23%-594
QUALCOMM INC(QCOM)25,11325,917+8045,0024,4072.86%-595
ISHARES TR77,04171,055-5,9868,5137,8615.10%-652
SPDR SER TR
ST STR SP HOME
10,9710-10,9711,1090-1,109
ISHARES TR5,3410-5,3411,3170-1,317
FEDEX CORP(FDX)10,7125,658-5,0543,2121,5481.01%-1,663
GSK PLC(GSK)116,45655,607-60,8494,4842,2731.48%-2,210
PROSHARES TR
PSHS ULT S&P 500
190,2070-190,20715,7110-15,711
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