ROBINSON VALUE MANAGEMENT, LTD.

PrivateCIK: 1694283
Location

SAN ANTONIO, TX

73
Positions
$179.65M
Total AUM (reported)
2.26M
Total Shares

Allocation by class

TOTAL AUM$179.65M73 positions
COM$92.94M51.7%
SHRT TRM CORP BD$12.53M7.0%
DAILY S&P 500 BU$12.35M6.9%
STATE STREET SPD$5.78M3.2%
SHS$4.57M2.5%
ISHARES NEW$4.49M2.5%
20 YR TR BD ETF$3.58M2.0%

Portfolio Concentration

Top 317.0%4–1019.5%11–2530.3%Rest33.2%TOP 1036.6%0%100%
Top 3$30.60M17.0%
4–10$35.07M19.5%
11–25$54.37M30.3%
Rest$59.61M33.2%

Top 3 weight

17.0%

Top 10 weight

36.6%

Voting Authority Distribution

Total shares with voting rights: 2.26M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.26M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares158.02K
TypeSH
Market value$12.53M
6.97%
Sole
0.00
Shared
0.00
None
158.02K

DIREXION SHARES ETF TRUST

SOLE
DAILY S&P 500 BU
Shares74.70K
TypeSH
Market value$12.35M
6.88%
Sole
0.00
Shared
0.00
None
74.70K

QUALCOMM INC

SOLE
COM
Shares44.45K
TypeSH
Market value$5.72M
3.19%
Sole
0.00
Shared
0.00
None
44.45K

M & T BK CORP

SOLE
COM
Shares26.36K
TypeSH
Market value$5.45M
3.03%
Sole
0.00
Shared
0.00
None
26.36K

NEWMONT CORP

SOLE
COM
Shares47.63K
TypeSH
Market value$5.16M
2.87%
Sole
0.00
Shared
0.00
None
47.63K

ADOBE INC

SOLE
COM
Shares20.83K
TypeSH
Market value$5.06M
2.82%
Sole
0.00
Shared
0.00
None
20.83K

ROBERT HALF INC.

SOLE
COM
Shares198.20K
TypeSH
Market value$5.03M
2.80%
Sole
0.00
Shared
0.00
None
198.20K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares24.11K
TypeSH
Market value$4.91M
2.73%
Sole
0.00
Shared
0.00
None
24.11K

OMNICOM GROUP INC

SOLE
COM
Shares64.91K
TypeSH
Market value$4.89M
2.72%
Sole
0.00
Shared
0.00
None
64.91K

MEDTRONIC PLC

SOLE
SHS
Shares52.78K
TypeSH
Market value$4.57M
2.55%
Sole
0.00
Shared
0.00
None
52.78K

WELLS FARGO & CO

SOLE
COM
Shares56.77K
TypeSH
Market value$4.52M
2.52%
Sole
0.00
Shared
0.00
None
56.77K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares50.92K
TypeSH
Market value$4.49M
2.50%
Sole
0.00
Shared
0.00
None
50.92K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares166.82K
TypeSH
Market value$4.39M
2.44%
Sole
0.00
Shared
0.00
None
166.82K

DOMINION ENERGY INC

SOLE
COM
Shares68.21K
TypeSH
Market value$4.22M
2.35%
Sole
0.00
Shared
0.00
None
68.21K

HUNT J B TRANS SVCS INC

SOLE
COM
Shares19.48K
TypeSH
Market value$4.13M
2.30%
Sole
0.00
Shared
0.00
None
19.48K

DEVON ENERGY CORP NEW

SOLE
COM
Shares78.15K
TypeSH
Market value$3.93M
2.19%
Sole
0.00
Shared
0.00
None
78.15K

ISHARES TR

SOLE
20 YR TR BD ETF
Shares41.35K
TypeSH
Market value$3.58M
2.00%
Sole
0.00
Shared
0.00
None
41.35K

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares25.07K
TypeSH
Market value$3.28M
1.83%
Sole
0.00
Shared
0.00
None
25.07K

ARCHER DANIELS MIDLAND CO

SOLE
COM
Shares44.79K
TypeSH
Market value$3.26M
1.81%
Sole
0.00
Shared
0.00
None
44.79K

HARLEY DAVIDSON INC

SOLE
COM
Shares158.99K
TypeSH
Market value$3.21M
1.79%
Sole
0.00
Shared
0.00
None
158.99K

PROLOGIS INC.

SOLE
COM
Shares23.97K
TypeSH
Market value$3.17M
1.76%
Sole
0.00
Shared
0.00
None
23.97K

SLB LIMITED

SOLE
COM STK
Shares61.06K
TypeSH
Market value$3.14M
1.75%
Sole
0.00
Shared
0.00
None
61.06K

IDEXX LABS INC

SOLE
COM
Shares5.45K
TypeSH
Market value$3.06M
1.70%
Sole
0.00
Shared
0.00
None
5.45K

COMCAST CORP NEW

SOLE
CL A
Shares104.64K
TypeSH
Market value$3.00M
1.67%
Sole
0.00
Shared
0.00
None
104.64K

EOG RES INC

SOLE
COM
Shares20.65K
TypeSH
Market value$2.99M
1.66%
Sole
0.00
Shared
0.00
None
20.65K
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