StockDriftsStockDriftsTop 50 Robinson Value Management, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 6.97% | 158.0K | $12.5M | +199.57%(+105.27K) | $79.57(-0.69%) | 2026-03-31 | |
| SPUU | DIREXION SHARES ETF TRUST | 6.88% | 74.7K | $12.4M | new | $174.73(+22.40%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 3.19% | 44.4K | $5.7M | +68.41%(+18.05K) | $138.51(+53.90%) | 2026-03-31 | |
| MTB | M & T BK CORP | 3.03% | 26.4K | $5.4M | -3.57%(-975) | $124.60(+63.79%) | 2026-03-31 | |
| NEM | NEWMONT CORP | 2.87% | 47.6K | $5.2M | -31.47%(-21.87K) | $48.13(+147.18%) | 2026-03-31 | |
| ADBE | ADOBE INC | 2.82% | 20.8K | $5.1M | +74.56%(+8.90K) | $372.87(-36.69%) | 2026-03-31 | |
| RHI | ROBERT HALF INC. | 2.8% | 198.2K | $5.0M | +225.20%(+137.25K) | $29.73(-16.26%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.73% | 24.1K | $4.9M | -2.66%(-660) | $122.56(+263.50%) | 2026-03-31 | |
| OMC | OMNICOM GROUP INC | 2.72% | 64.9K | $4.9M | -1.86%(-1.23K) | $76.95(-3.53%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 2.55% | 52.8K | $4.6M | -2.05%(-1.10K) | $82.35(-7.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.72% | +39.44% |
| Top 20 Holdings Unweighted | +12.88% | +43.84% |
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