Robinson Value Management as of Sept. 30, 2024
Portfolio Holdings for Robinson Value Management
Robinson Value Management holds 72 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proshares Tr Short S&p 500 Ne | 5.7 | $8.8M | 808k | 10.85 | |
| Ishares Tr Short Treas Bd (SHV) | 5.1 | $7.9M | 71k | 110.63 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.4 | $6.7M | 84k | 79.42 | |
| Newmont Mining Corporation (NEM) | 3.8 | $5.8M | 109k | 53.45 | |
| Wells Fargo & Company (WFC) | 3.7 | $5.7M | 101k | 56.49 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 3.7 | $5.7M | 195k | 29.07 | |
| Raytheon Technologies Corp (RTX) | 3.5 | $5.3M | 44k | 121.16 | |
| Medtronic SHS (MDT) | 3.2 | $4.9M | 54k | 90.03 | |
| M&T Bank Corporation (MTB) | 3.1 | $4.7M | 26k | 178.12 | |
| Qualcomm (QCOM) | 2.9 | $4.4M | 26k | 170.05 | |
| Corning Incorporated (GLW) | 2.8 | $4.3M | 95k | 45.15 | |
| Dominion Resources (D) | 2.7 | $4.1M | 72k | 57.79 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 2.7 | $4.1M | 122k | 33.86 | |
| Ishares Gold Tr Ishares New (IAU) | 2.5 | $3.9M | 79k | 49.70 | |
| Omni (OMC) | 2.2 | $3.4M | 33k | 103.39 | |
| Fiserv (FI) | 2.2 | $3.3M | 19k | 179.65 | |
| D.R. Horton (DHI) | 2.1 | $3.3M | 17k | 190.77 | |
| Walt Disney Company (DIS) | 2.1 | $3.2M | 33k | 96.19 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.0 | $3.1M | 31k | 98.10 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $3.0M | 12k | 243.06 | |
| 3M Company (MMM) | 1.9 | $2.9M | 21k | 136.70 | |
| Target Corporation (TGT) | 1.8 | $2.8M | 18k | 155.86 | |
| Ishares Silver Tr Ishares (SLV) | 1.7 | $2.7M | 95k | 28.41 | |
| Wheaton Precious Metals Corp (WPM) | 1.7 | $2.7M | 44k | 61.08 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.7 | $2.7M | 22k | 119.61 | |
| EOG Resources (EOG) | 1.7 | $2.6M | 21k | 122.93 | |
| Schlumberger Com Stk (SLB) | 1.7 | $2.6M | 62k | 41.95 | |
| Archer Daniels Midland Company (ADM) | 1.6 | $2.5M | 42k | 59.74 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $2.3M | 24k | 98.12 | |
| GSK Sponsored Adr (GSK) | 1.5 | $2.3M | 56k | 40.88 | |
| Akamai Technologies (AKAM) | 1.4 | $2.2M | 22k | 100.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.0M | 3.4k | 573.76 | |
| Toyota Motor Corp Ads (TM) | 1.3 | $1.9M | 11k | 178.56 | |
| CVS Caremark Corporation (CVS) | 1.2 | $1.9M | 31k | 62.88 | |
| Intel Corporation (INTC) | 1.2 | $1.9M | 81k | 23.46 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $1.8M | 43k | 41.77 | |
| Clorox Company (CLX) | 1.2 | $1.8M | 11k | 162.91 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 1.1 | $1.6M | 16k | 100.70 | |
| Bank of New York Mellon Corporation (BK) | 1.0 | $1.6M | 22k | 71.86 | |
| FedEx Corporation (FDX) | 1.0 | $1.5M | 5.7k | 273.68 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $1.5M | 18k | 83.15 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.9 | $1.4M | 25k | 56.60 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $1.4M | 26k | 52.13 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.9 | $1.3M | 14k | 98.80 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.9 | $1.3M | 44k | 29.75 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $1.3M | 5.8k | 225.76 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.8 | $1.2M | 33k | 37.41 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.8 | $1.2M | 18k | 63.96 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $744k | 3.9k | 189.80 | |
| Microsoft Corporation (MSFT) | 0.3 | $454k | 1.1k | 430.30 | |
| Home Depot (HD) | 0.2 | $342k | 843.00 | 405.20 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $284k | 27k | 10.45 | |
| Global X Fds Global X Silver (SIL) | 0.2 | $260k | 7.4k | 35.09 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $255k | 10k | 24.49 | |
| Westrock Coffee (WEST) | 0.1 | $228k | 35k | 6.50 | |
| Alamos Gold Com Cl A (AGI) | 0.1 | $182k | 9.1k | 19.94 | |
| Agnico (AEM) | 0.1 | $161k | 2.0k | 80.56 | |
| Endeavour Silver Corp (EXK) | 0.1 | $150k | 38k | 3.94 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $124k | 1.6k | 78.69 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $85k | 520.00 | 162.91 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $83k | 134.00 | 618.57 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $61k | 3.0k | 20.38 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $56k | 500.00 | 111.86 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $29k | 200.00 | 142.28 | |
| Merck & Co (MRK) | 0.0 | $19k | 166.00 | 113.56 | |
| Marathon Oil Corporation (MRO) | 0.0 | $16k | 600.00 | 26.63 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $12k | 166.00 | 73.67 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $9.4k | 80.00 | 117.22 | |
| Southwest Airlines (LUV) | 0.0 | $7.8k | 263.00 | 29.63 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $7.1k | 200.00 | 35.41 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $4.0k | 75.00 | 52.67 | |
| Hldgs (UAL) | 0.0 | $2.2k | 39.00 | 57.05 |