Robinson Value Management as of June 30, 2024
Portfolio Holdings for Robinson Value Management
Robinson Value Management holds 72 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 10.9 | $16M | 190k | 82.60 | |
| Ishares Tr Short Treas Bd (SHV) | 5.9 | $8.5M | 77k | 110.50 | |
| Wells Fargo & Company (WFC) | 4.2 | $6.0M | 101k | 59.39 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 3.6 | $5.2M | 192k | 27.22 | |
| Qualcomm (QCOM) | 3.5 | $5.0M | 25k | 199.18 | |
| Raytheon Technologies Corp (RTX) | 3.1 | $4.5M | 45k | 100.39 | |
| GSK Sponsored Adr (GSK) | 3.1 | $4.5M | 117k | 38.50 | |
| Medtronic SHS (MDT) | 2.9 | $4.2M | 53k | 78.71 | |
| M&T Bank Corporation (MTB) | 2.7 | $3.9M | 26k | 151.36 | |
| Corning Incorporated (GLW) | 2.6 | $3.8M | 97k | 38.85 | |
| Dominion Resources (D) | 2.4 | $3.5M | 71k | 49.00 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 2.4 | $3.4M | 122k | 28.39 | |
| Ishares Gold Tr Ishares New (IAU) | 2.3 | $3.3M | 76k | 43.93 | |
| Walt Disney Company (DIS) | 2.3 | $3.3M | 33k | 99.29 | |
| FedEx Corporation (FDX) | 2.2 | $3.2M | 11k | 299.84 | |
| Omni (OMC) | 2.0 | $2.8M | 32k | 89.70 | |
| Fiserv (FI) | 1.9 | $2.8M | 19k | 149.04 | |
| EOG Resources (EOG) | 1.9 | $2.8M | 22k | 125.87 | |
| Target Corporation (TGT) | 1.9 | $2.8M | 19k | 148.04 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $2.7M | 34k | 77.28 | |
| Newmont Mining Corporation (NEM) | 1.8 | $2.6M | 62k | 41.87 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.8 | $2.6M | 28k | 91.78 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.8 | $2.6M | 22k | 115.47 | |
| Archer Daniels Midland Company (ADM) | 1.7 | $2.5M | 42k | 60.45 | |
| Intel Corporation (INTC) | 1.7 | $2.5M | 80k | 30.97 | |
| D.R. Horton (DHI) | 1.7 | $2.4M | 17k | 140.93 | |
| Ishares Silver Tr Ishares (SLV) | 1.7 | $2.4M | 90k | 26.57 | |
| Wheaton Precious Metals Corp (WPM) | 1.6 | $2.3M | 44k | 52.42 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $2.2M | 24k | 93.65 | |
| Toyota Motor Corp Ads (TM) | 1.5 | $2.2M | 11k | 204.96 | |
| 3M Company (MMM) | 1.5 | $2.2M | 21k | 102.19 | |
| Akamai Technologies (AKAM) | 1.3 | $1.9M | 22k | 90.08 | |
| CVS Caremark Corporation (CVS) | 1.3 | $1.8M | 31k | 59.06 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 1.2 | $1.7M | 17k | 99.81 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $1.7M | 43k | 39.16 | |
| Clorox Company (CLX) | 1.1 | $1.5M | 11k | 136.47 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $1.5M | 18k | 81.65 | |
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $1.4M | 6.2k | 226.23 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.9 | $1.3M | 5.3k | 246.63 | |
| Bank of New York Mellon Corporation (BK) | 0.9 | $1.3M | 22k | 59.89 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.9 | $1.2M | 13k | 92.71 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.8 | $1.2M | 18k | 66.09 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.8 | $1.2M | 24k | 49.10 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.8 | $1.2M | 33k | 34.88 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 0.8 | $1.1M | 11k | 101.08 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $1.1M | 23k | 46.09 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $716k | 4.1k | 174.47 | |
| Microsoft Corporation (MSFT) | 0.3 | $471k | 1.1k | 446.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $423k | 777.00 | 544.22 | |
| Westrock Coffee (WEST) | 0.2 | $358k | 35k | 10.23 | |
| Home Depot (HD) | 0.2 | $290k | 843.00 | 344.24 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $270k | 27k | 9.93 | |
| Global X Fds Global X Silver (SIL) | 0.2 | $231k | 7.4k | 31.19 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $229k | 10k | 22.05 | |
| Alamos Gold Com Cl A (AGI) | 0.2 | $228k | 15k | 15.68 | |
| Endeavour Silver Corp (EXK) | 0.1 | $134k | 38k | 3.52 | |
| Agnico (AEM) | 0.1 | $131k | 2.0k | 65.40 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $121k | 1.6k | 76.70 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $104k | 600.00 | 173.48 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $74k | 134.00 | 553.00 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $54k | 3.0k | 18.06 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $51k | 500.00 | 101.63 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $28k | 200.00 | 138.20 | |
| Merck & Co (MRK) | 0.0 | $21k | 166.00 | 123.80 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $18k | 160.00 | 115.12 | |
| Marathon Oil Corporation (MRO) | 0.0 | $17k | 600.00 | 28.67 | |
| Southwest Airlines (LUV) | 0.0 | $15k | 526.00 | 28.61 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $11k | 166.00 | 65.44 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $7.4k | 200.00 | 37.17 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $3.8k | 75.00 | 51.24 | |
| Hldgs (UAL) | 0.0 | $1.9k | 39.00 | 48.67 | |
| AFLAC Incorporated (AFL) | 0.0 | $89.000000 | 1.00 | 89.00 |