Comparing Q3 and Q4 2022 Holdings of Robinson Value Management, Ltd.

The third and fourth quarters of 2022 witnessed some interesting changes in the holdings of Robinson Value Management, Ltd. As per the 13F Holdings Comparison, there were a few significant additions and subtractions from the firm's investment portfolio. The firm's investment strategy aims to identify companies with strong fundamentals that can generate long-term returns. In this blog post, we will analyze the changes made by Robinson Value Management in Q3 and Q4 2022.

Starting with the top gainers, the ProShares Ultra S&P 500 (SSO) had the highest increase, with Robinson Value Management adding 171,303 shares to its portfolio, representing a whopping 17,149% increase. The investment in Omnicom Group Inc. (OMC) decreased by 178 shares, amounting to a 0.3% reduction in investment. There was a marginal increase of 1.4% in the investment in GSK PLC (GSKN.MX), with Robinson Value Management adding 1,142 shares.

One of the most significant additions to the portfolio was Weyerhaeuser Co Mountain (WY). During Q4 2022, Robinson Value Management added 74,631 shares, representing a massive 123.3% increase in their investment. The investment in Walgreens Boots Alliance Inc. (WBA) saw a substantial increase of 65.5%, with Robinson Value Management acquiring 42,493 more shares.

On the other hand, the investment in AFLAC Inc. (AFL) took a dip of 32.4%, with Robinson Value Management selling 26,147 shares. There was a significant increase of 219.9% in the investment of Akamai Technologies Inc. (AKAM), with the firm adding 30,376 shares. Toyota Motor Corp (TM) saw a marginal increase of 5.9% in the investment, with Robinson Value Management adding 253 more shares.

The investment in D.R. Horton Inc. (DHI) witnessed a 33.2% increase, with Robinson Value Management acquiring 234 more shares. On the other hand, there was a 9.5% increase in the investment in Corning Inc. (GLW), with the firm adding 557 more shares. The investment in Raytheon Technologies Corp (RTX) saw a 23.8% increase, with Robinson Value Management acquiring 124 more shares.

There were also some notable additions and subtractions in the firm's investment in healthcare and gold-related companies. The investment in Disney Walt Co (DIS) saw a significant increase of 127.7%, with the firm acquiring 22,659 more shares. There was a marginal increase of 5.5% in the investment in Pioneer Nat Res Co (PXD), with Robinson Value Management adding 34 more shares.

The investment in BioGen Inc. (BIIB) increased by 3.6%, with Robinson Value Management adding 22 more shares. However, the investment in Dominion Energy Inc. (D) decreased by 28.7%, with the firm selling 4,660 shares. The investment in Sprott Physical Gold Trust (PHYS) witnessed a massive increase of 333.8%, with Robinson Value Management adding 3,000 more shares.

In the end, we can see that Robinson Value Management made some significant modifications to its investment portfolio in Q3 and Q4 2022, with particular focus on companies in the technology, healthcare, and gold sectors. It is interesting to note that the firm made substantial investments in some companies while selling off shares in others. By continually analyzing data and making informed decisions, Robinson Value Management can optimize its investment strategies and maximize returns for its clients.