Fund HoldingsRobinson Value Management, Ltd.

Total Portfolio Value
$151.47M
Total Bought
$40.66M
Total Sold
$32.21M
Net Transaction
+$8.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
84,422254,961+170,5396,70519,89013.13%+13,185
PROSHARES TR
SHRT 20+YR TRE
0162,526+162,52604,0052.64%+4,005
NIKE INC(NKE)033,108+33,10802,5051.65%+2,505
ADOBE INC(ADBE)05,388+5,38802,3961.58%+2,396
IDEXX LABS INC(IDXX)05,787+5,78702,3931.58%+2,393
GENUINE PARTS CO(GPC)020,270+20,27002,3671.56%+2,367
PRICE T ROWE GROUP INC(TROW)020,296+20,29602,2951.52%+2,295
COMCAST CORP NEW(CCZ)43,253102,360+59,1071,8073,8422.54%+2,035
ISHARES TR09,097+9,09701,3110.87%+1,311
VANGUARD INDEX FDS013,498+13,49801,2020.79%+1,202
DISNEY WALT CO(DIS)33,03333,369+3363,1773,7162.45%+538
FISERV INC(FISV)18,47817,945-5333,3203,6862.43%+367
TOYOTA MOTOR CORP(TM)10,88611,024+1381,9442,1451.42%+201
CORNING INC(GLW)94,96292,512-2,4504,2884,3962.90%+109
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,7945,977+1831,3081,3900.92%+82
CLOROX CO DEL(CLX)11,01611,539+5231,7951,8741.24%+79
FEDEX CORP(FDX)5,6585,712+541,5481,6071.06%+58
CONOCOPHILLIPS(COP)0153+1530150.01%+15
EOG RES INC(EOG)21,38721,569+1822,6292,6441.75%+15
CULLEN FROST BANKERS INC(CFR)500500056670.04%+11
M & T BK CORP(MTB)26,44825,103-1,3454,7114,7203.12%+9
BANK NEW YORK MELLON CORP21,78020,407-1,3731,5651,5681.04%+3
UNITED AIRLS HLDGS INC(UAL)39390240.00%+2
SOUTHWEST AIRLS CO(LUV)2632630890.01%+1
ISHARES TR17,78718,049+2621,4791,4800.98%+1
NORTHERN OIL & GAS INC(NOG)2002000770.00%0
SPROTT PHYSICAL GOLD TR(PHYS)3,0003,000061600.04%-1
EXXON MOBIL CORP80800990.01%-1
WORLD GOLD TR(GLDM)26,36326,393+301,3741,3720.91%-2
VANGUARD BD INDEX FDS1,5771,57701241220.08%-2
KIMBERLY-CLARK CORP(KMB)200200028260.02%-2
MONDELEZ INTL INC(MDLZ)166166012100.01%-2
MERCK & CO INC(MRK)166166019170.01%-2
WESTROCK COFFEE CO35,00035,00002282250.15%-3
ISHARES TR750-7540-4
SPDR SER TR
ST LON TREAS ETF
195,287216,460+21,1735,6775,6693.74%-8
MICROSOFT CORP(MSFT)1,0541,05404544440.29%-9
MARATHON PETE CORP(MPC)520520085730.05%-12
THERMO FISHER SCIENTIFIC INC(TMO)134134083700.05%-13
HOME DEPOT INC(HD)84384303423280.22%-14
MARATHON OIL CORP6000-600160-16
AGNICO EAGLE MINES LTD(AEM)2,0001,553-4471611210.08%-40
ENDEAVOUR SILVER CORP(EXK)38,00028,408-9,5921501040.07%-46
SPDR SER TR
ST STR SP REGBNK
24,71822,391-2,3271,3991,3510.89%-48
ISHARES TR22,31822,650+3322,6692,6171.73%-52
ISHARES TR
MSCI UK ETF NEW
33,10634,944+1,8381,2381,1850.78%-54
ALAMOS GOLD INC NEW9,1026,784-2,3181811250.08%-56
ABRDN SILVER ETF TRUST44,17245,612+1,4401,3141,2580.83%-57
AKAMAI TECHNOLOGIES INC(AKAM)21,63522,215+5802,1842,1251.40%-59
SPROTT PHYSICAL GOLD & SILVE(CEF)10,4007,982-2,4182551900.13%-65
GLOBAL X FDS
GLOBAL X SILVER
7,4005,547-1,8532601760.12%-83
ISHARES TR3,9193,522-3977446520.43%-92
SPROTT PHYSICAL SILVER TR(PSLV)27,20019,696-7,5042841900.13%-94
ISHARES TR23,68823,919+2312,3242,2111.46%-113
ISHARES GOLD TR(IAU)78,45176,086-2,3653,8993,7672.49%-132
3M CO(MMM)21,28921,499+2102,9102,7751.83%-135
SPDR S&P 500 ETF TR(SPY)3,4333,110-3231,9701,8231.20%-147
PROSHARES TR
PSHS ULTRA QQQ
16,16213,542-2,6201,6281,4660.97%-162
SCHLUMBERGER LTD(SLB)61,73062,312+5822,5902,3891.58%-201
ISHARES SILVER TR(SLV)94,72494,303-4212,6912,4831.64%-208
DOMINION ENERGY INC(D)71,62672,159+5334,1393,8862.57%-253
QUALCOMM INC(QCOM)25,91726,993+1,0764,4074,1472.74%-261
WHEATON PRECIOUS METALS CORP(WPM)43,70842,250-1,4582,6702,3761.57%-294
TARGET CORP(TGT)18,23418,721+4872,8422,5311.67%-311
GSK PLC(GSK)55,60757,101+1,4942,2731,9311.27%-342
ARCHER DANIELS MIDLAND CO41,85942,377+5182,5012,1411.41%-360
CVS HEALTH CORP(CVS)30,55233,083+2,5311,9211,4850.98%-436
INTEL CORP(INTC)80,70071,725-8,9751,8931,4380.95%-455
OMNICOM GROUP INC(OMC)32,79534,078+1,2833,3912,9321.94%-459
MEDTRONIC PLC(MDT)54,05154,708+6574,8664,3702.89%-496
D R HORTON INC(DHI)17,23418,760+1,5263,2882,6231.73%-665
WEYERHAEUSER CO MTN BE(WY)121,998121,909-894,1313,4322.27%-699
WELLS FARGO CO NEW(WFC)101,37265,324-36,0485,7274,5883.03%-1,138
ISHARES INC18,1490-18,1491,1610-1,161
SPDR SER TR
ST STR SP BIOT
13,4520-13,4521,3290-1,329
NEWMONT CORP(NEM)108,797110,050+1,2535,8154,0962.70%-1,719
SPDR GOLD TR(GLD)12,1590-12,1592,9550-2,955
RTX CORPORATION(RTX)44,11720,324-23,7935,3452,3521.55%-2,993
ISHARES TR31,1281-31,1273,05400.00%-3,054
ISHARES TR71,0551,585-69,4707,8611750.12%-7,686
PROSHARES TR807,9150-807,9158,7660-8,766
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