ROBINSON VALUE MANAGEMENT, LTD.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 107K | $3.18M |
 | DVN | 80K | $2.91M |
 | D | 70K | $4.09M |
 | NEM | 70K | $6.94M |
 | OMC | 66K | $5.34M |
 | SLB | 63K | $2.40M |
 | RHI | 61K | $1.66M |
 | WFC | 57K | $5.35M |
 | GSK | 56K | $2.75M |
 | MDT | 54K | $5.18M |
 | ADM | 46K | $2.62M |
 | WPM | 39K | $4.53M |
 | NKE | 33K | $2.13M |
 | CVS | 33K | $2.59M |
 | DIS | 31K | $3.50M |
 | MTB | 27K | $5.51M |
 | QCOM | 26K | $4.51M |
 | AMD | 25K | $5.31M |
 | PLD | 24K | $3.11M |
 | AKAM | 22K | $1.94M |
Comcast Corporation
CMCSA
Shares Held
107K
Value
$3.18M
Devon Energy Corporation
DVN
Shares Held
80K
Value
$2.91M
Dominion Energy, Inc.
D
Shares Held
70K
Value
$4.09M
Newmont Corporation
NEM
Shares Held
70K
Value
$6.94M
Omnicom Group Inc.
OMC
Shares Held
66K
Value
$5.34M
SLB N.V.
SLB
Shares Held
63K
Value
$2.40M
Robert Half International Inc.
RHI
Shares Held
61K
Value
$1.66M
Wells Fargo & Company
WFC
Shares Held
57K
Value
$5.35M
GSK plc
GSK
Shares Held
56K
Value
$2.75M
Medtronic plc
MDT
Shares Held
54K
Value
$5.18M
Archer-Daniels-Midland Company
ADM
Shares Held
46K
Value
$2.62M
Wheaton Precious Metals Corp.
WPM
Shares Held
39K
Value
$4.53M
NIKE, Inc.
NKE
Shares Held
33K
Value
$2.13M
CVS Health Corporation
CVS
Shares Held
33K
Value
$2.59M
The Walt Disney Company
DIS
Shares Held
31K
Value
$3.50M
M&T Bank Corporation
MTB
Shares Held
27K
Value
$5.51M
QUALCOMM Incorporated
QCOM
Shares Held
26K
Value
$4.51M
Advanced Micro Devices, Inc.
AMD
Shares Held
25K
Value
$5.31M
Prologis, Inc.
PLD
Shares Held
24K
Value
$3.11M
Akamai Technologies, Inc.
AKAM
Shares Held
22K
Value
$1.94M