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Robinson Value Management, LTD.
Robinson Value Management, Ltd. is an independent investment management firm headquartered in San Antonio, Texas. Founded in 1997, the firm is registered with regulatory authorities and specializes in investment management services primarily for high net worth individuals. With 3 employees, Robinson Value Management provides discretionary portfolio management and value-based investing strategies for its clients in the United States.
Investment Strategy
Robinson Value Management, Ltd. employs a value-oriented investment approach, primarily managing portfolios for high net worth individuals using research-driven security selection. The firm focuses on identifying undervalued equity and fixed income securities, constructing diversified portfolios with a long-term perspective. Their process involves fundamental analysis and risk assessment to seek out investments trading below intrinsic value while emphasizing preservation of capital and steady long-term growth.
Latest 13F Filing Activity
Robinson Value Management, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $159M. The fund increased holdings in Proshares TR, Advanced Micro Devices Inc., Adobe Inc. among other positions. Robinson Value Management, LTD. reduced exposure to Vanguard Scottsdale FDS, Proshares TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SSO | PROSHARES TR | 14.50% | $23.1M | 236,118 | $97.72 | $97.72 | +$23.1M |
N NEM | NEWMONT CORP | 3.91% | $6.2M | 106,882 | $53.01 | $58.26 | +$916.1K |
W WFC | WELLS FARGO CO NEW | 3.24% | $5.2M | 64,437 | $40.89 | $80.12 | +$505.4K |
A ADM | ARCHER DANIELS MIDLAND CO | 3.14% | $5.0M | 94,724 | $54.31 | $52.78 | +$418.7K |
M MTB | M & T BK CORP | 3.11% | $4.9M | 25,513 | $127.25 | $193.99 | +$365.0K |
Industry Allocation
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