account_balance
Investment manager · 13F filer · SEC CIK 1694283
Robinson Value Management, Ltd.
Reported value$183Mas of Sep 30, 2026
Positions77 7 new, 5 sold out
Top 10 weight37.5%SPDN alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPDNDirexion Shares ETF Trust
9.3%Trimmed −4%
VCSHVanguard Scottsdale FDS
4.7%Trimmed −3%
RHIRobert Half Inc.
3.7%Trimmed −7%
QCOMQualcomm Inc
3.4%Added +41%
DISWalt Disney Co
3.2%Added +84%
NEMNewmont Corp
2.8%Trimmed −5%
MTBM&T Bank Corp
2.8%Trimmed −10%
TBFProshares Tr
2.6%New
SPTLSPDR Series Trust
2.6%Trimmed −3%
OMCOmnicom Group Inc.
2.4%Trimmed −6%
INTUIntuit Inc.
2.4%Trimmed −3%
WFCWells Fargo & Company
2.3%Trimmed −7%
SPDNDirexion Shares ETF Trust
9.3%Trimmed −4%
VCSHVanguard Scottsdale FDS
4.7%
RHIRobert Half Inc.
3.7%−7%
QCOMQualcomm Inc
3.4%+41%
DISWalt Disney Co
3.2%+84%
NEMNewmont Corp
2.8%
MTBM&T Bank Corp
2.8%
TBFProshares Tr
2.6%
SPTLSPDR Series Trust
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPDN Direxion Shares ETF Trust 9.3% Trimmed −4%
VCSH Vanguard Scottsdale FDS 4.7% Trimmed −3%
RHI Robert Half Inc. 3.7% Trimmed −7%QCOM Qualcomm Inc 3.4% Added +41%DIS Walt Disney Co 3.2% Added +84%NEM Newmont Corp 2.8% Trimmed −5%MTB M&T Bank Corp 2.8% Trimmed −10%TBF Proshares Tr 2.6% New
SPTL SPDR Series Trust 2.6% Trimmed −3%
OMC Omnicom Group Inc. 2.4% Trimmed −6%INTU Intuit Inc. 2.4% Trimmed −3%WFC Wells Fargo & Company 2.3% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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