Fund HoldingsRobinson Value Management, Ltd.

Total Portfolio Value
$152.07M
Total Bought
$30.66M
Total Sold
$24.97M
Net Transaction
+$5.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PROSHARES TR
PSHS ULT S&P 500
0177,866+177,866011,5747.61%+11,574
WELLS FARGO CO NEW(WFC)60,204126,141+65,9372,4606,2094.08%+3,749
CVS HEALTH CORP(CVS)037,419+37,41902,9551.94%+2,955
TARGET CORP(TGT)018,750+18,75002,6701.76%+2,670
SPDR S&P 500 ETF TR(SPY)3,6056,622+3,0171,5413,1482.07%+1,606
DOMINION ENERGY INC(D)59,82790,925+31,0982,6724,2732.81%+1,601
NEWMONT CORP(NEM)47,92678,213+30,2871,7713,2372.13%+1,466
SPDR SER TR
ST LON TREAS ETF
156,624188,831+32,2074,0965,4803.60%+1,384
INTEL CORP(INTC)81,70981,212-4972,9054,0812.68%+1,176
QUALCOMM INC(QCOM)29,73729,747+103,3034,3022.83%+1,000
D R HORTON INC(DHI)17,80717,797-101,9142,7051.78%+791
RTX CORPORATION(RTX)55,65755,428-2294,0064,6643.07%+658
WEYERHAEUSER CO MTN BE(WY)143,266143,572+3064,3934,9923.28%+599
FISERV INC(FISV)24,72024,666-542,7923,2772.15%+484
OMNICOM GROUP INC(OMC)38,90938,864-452,8983,3622.21%+464
WHEATON PRECIOUS METALS CORP(WPM)49,72950,117+3882,0172,4731.63%+456
3M CO(MMM)24,78424,78402,3202,7091.78%+389
DISNEY WALT CO(DIS)38,73338,497-2363,1393,4762.29%+337
PROSHARES TR
PSHS ULTRA QQQ
19,68419,68401,1681,4960.98%+328
M & T BK CORP(MTB)33,54233,281-2614,2414,5623.00%+321
ISHARES GOLD TR(IAU)77,16476,901-2632,7003,0011.97%+301
BANK NEW YORK MELLON CORP28,16528,16501,2011,4660.96%+265
ISHARES TR23,83923,996+1572,1142,3731.56%+258
SPROTT PHYSICAL SILVER TR(PSLV)027,200+27,20002200.14%+220
ISHARES TR2,0942,09409921,2060.79%+215
GLOBAL X FDS
GLOBAL X SILVER
07,400+7,40002100.14%+210
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,0357,03501,1531,3540.89%+201
SPROTT PHYSICAL GOLD & SILVE(CEF)010,400+10,40001990.13%+199
ALAMOS GOLD INC NEW014,545+14,54501960.13%+196
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
71,15171,143-85,3475,5043.62%+157
ISHARES TR20,79921,259+4601,9052,0491.35%+144
CLOROX CO DEL(CLX)11,32511,32501,4841,6151.06%+131
ISHARES SILVER TR(SLV)92,20791,278-9291,8751,9881.31%+113
MASCO CORP(MAS)8,2518,25104415530.36%+112
AGNICO EAGLE MINES LTD(AEM)02,000+2,00001100.07%+110
GSK PLC(GSK)128,116128,079-374,6444,7473.12%+102
ISHARES INC15,33915,33909041,0050.66%+101
MEDTRONIC PLC(MDT)25,11525,11501,9682,0691.36%+101
WORLD GOLD TR(GLDM)22,12222,151+298119060.60%+95
ISHARES TR9,6469,64608849660.64%+82
ENDEAVOUR SILVER CORP(EXK)038,000+38,0000750.05%+75
HONEYWELL INTL INC(HON)2,5152,51504655270.35%+63
ISHARES TR17,25517,132-1231,9532,0071.32%+54
ISHARES TR3,9093,915+65936470.43%+53
ISHARES TR
MSCI UK ETF NEW
35,04335,04301,1091,1580.76%+49
ABBOTT LABS3,5003,50003393850.25%+46
COCA COLA CO(KO)10,00010,00005605890.39%+30
ABBVIE INC(ABBV)4,9474,94707377670.50%+29
TEXAS INSTRS INC(TXN)2,5002,50003984260.28%+29
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0419+4190260.02%+26
WESTROCK CO2,0002,000072830.05%+11
CULLEN FROST BANKERS INC(CFR)500500046540.04%+9
ISHARES TR12,08312,000-839789840.65%+6
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
650666+1643480.03%+5
THERMO FISHER SCIENTIFIC INC(TMO)153153077810.05%+4
BERKSHIRE HATHAWAY INC DEL31031001091110.07%+2
BIOGEN INC(BIIB)79379302042050.13%+1
MERCK & CO INC(MRK)166166017180.01%+1
MONDELEZ INTL INC(MDLZ)166166012120.01%+1
KIMBERLY-CLARK CORP(KMB)200200024240.02%0
ISHARES TR75750440.00%0
PEPSICO INC(PEP)7070012120.01%0
UNITED AIRLS HLDGS INC(UAL)39390220.00%-0
NORTHERN OIL & GAS INC(NOG)2002000870.00%-1
MARATHON OIL CORP600600016140.01%-2
MARATHON PETE CORP(MPC)600600091890.06%-2
CORNING INC(GLW)109,884109,891+73,3483,3462.20%-2
SPROTT PHYSICAL GOLD TR(PHYS)3,5003,000-50050480.03%-2
EXXON MOBIL CORP160160019160.01%-3
COMCAST CORP NEW(CCZ)41,01441,275+2611,8191,8101.19%-9
SOUTHWEST AIRLS CO(LUV)900526-37424150.01%-9
PIONEER NAT RES CO2,7072,70706216090.40%-13
WESTROCK COFFEE CO45,00035,000-10,0003993570.23%-41
HOME BANCSHARES INC(HOMB)2,0000-2,000420-42
VANGUARD BD INDEX FDS4,5922,742-1,8503452110.14%-134
FEDEX CORP(FDX)11,18011,111-692,9622,8111.85%-151
EOG RES INC(EOG)25,93425,871-633,2873,1292.06%-158
TESLA INC(TSLA)2,0000-2,0005000-500
ISHARES INC15,4800-15,4809010-901
AKAMAI TECHNOLOGIES INC(AKAM)43,17026,246-16,9244,5993,1062.04%-1,493
TOYOTA MOTOR CORP(TM)26,00716,154-9,8534,6752,9621.95%-1,712
ISHARES TR106,21090,575-15,63511,7339,9756.56%-1,758
AFLAC INC(AFL)53,92423,515-30,4094,1391,9401.28%-2,199
WALGREENS BOOTS ALLIANCE INC108,5480-108,5482,4140-2,414
PROSHARES TR586,8750-586,8758,4920-8,492
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