Robinswood Financial LLC
Filing Date
Mar 31, 2026
Global Rank
#8,284
/ 8,603
· as of Mar 2026
Top Industry
Discount Stores
34.4%
Period ended 3 months ago
Filed Jun 9, 2026 · 30d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-4.9%
SPY
+0.7%
Annualised alpha
—
Max drawdown
−6.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
109 positions · as of Mar 31, 2026Top Position
26.5%
of portfolio value
Top 5
60.7%
of portfolio value
Top 10
74.0%
of portfolio value
HHI
1,130
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 26.9% | $1,688,682 |
| Unclassified | 22.9% | $1,437,345 |
| Technology | 12.2% | $767,952 |
| Communication Services | 9.8% | $616,999 |
| Financial Services | 7.0% | $439,299 |
| Energy | 5.1% | $322,432 |
| Healthcare | 5.0% | $312,703 |
| Industrials | 4.2% | $265,172 |
| Utilities | 2.6% | $164,004 |
| Consumer Cyclical | 2.2% | $136,707 |
| Basic Materials | 1.0% | $65,817 |
| Real Estate | 0.9% | $55,487 |
109 positions ·
$6,272,599 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 109 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,668 | $1,662,045 | 26.50% | |
| GLD |
Spdr Gold Trust
|
First | 2,360 | $1,015,484 | 16.19% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,478 | $432,163 | 6.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 626 | $407,112 | 6.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,008 | $289,860 | 4.62% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 829 | $202,425 | 3.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 348 | $199,101 | 3.17% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 538 | $166,516 | 2.65% | |
| MMM |
3M Co
Industrials
|
First | 964 | $140,001 | 2.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 1,052 | $126,545 | 2.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 379 | $111,486 | 1.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 106 | $89,674 | 1.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 220 | $81,785 | 1.30% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 90 | $78,561 | 1.25% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 650 | $62,497 | 1.00% | |
| ORCL |
Oracle Corp
Technology
|
First | 369 | $54,283 | 0.87% | |
| ASML |
Asml Holding NV
Technology
|
First | 40 | $52,833 | 0.84% | |
| COP |
Conocophillips
Energy
|
First | 400 | $52,800 | 0.84% | |
| MDT |
Medtronic plc
Healthcare
|
First | 585 | $50,690 | 0.81% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 542 | $50,340 | 0.80% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 823 | $48,375 | 0.77% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 42 | $40,391 | 0.64% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
First | 3,376 | $38,081 | 0.61% | |
| GM |
General Motors Co
Consumer Cyclical
|
First | 509 | $37,920 | 0.60% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 132 | $36,861 | 0.59% | |
| V |
Visa Inc.
Financial Services
|
First | 116 | $35,059 | 0.56% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
First | 1,000 | $33,530 | 0.53% | |
| UBS |
UBS Group AG
Financial Services
|
First | 798 | $31,177 | 0.50% | |
| T |
At&T Inc.
Communication Services
|
First | 1,011 | $29,308 | 0.47% | |
| TTE |
TotalEnergies SE
Energy
|
First | 299 | $27,203 | 0.43% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 531 | $26,656 | 0.42% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 578 | $26,142 | 0.42% | |
| MA |
Mastercard Inc
Financial Services
|
First | 50 | $24,983 | 0.40% | |
| JCI |
Johnson Controls International plc
Industrials
|
First | 173 | $22,654 | 0.36% | |
| AZN |
Astrazeneca PLC
Healthcare
|
First | 109 | $21,496 | 0.34% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 78 | $21,106 | 0.34% | |
| SNY |
Sanofi
Healthcare
|
First | 432 | $20,813 | 0.33% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 157 | $20,557 | 0.33% | |
| WELL |
Welltower Inc.
Real Estate
|
First | 102 | $20,166 | 0.32% | |
| DB |
Deutsche Bank Aktiengesellschaft
Financial Services
|
First | 666 | $19,833 | 0.32% | |
| EXC |
Exelon Corp
Utilities
|
First | 404 | $19,804 | 0.32% | |
| POOL |
Pool Corp
Industrials
|
First | 96 | $19,423 | 0.31% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 102 | $19,040 | 0.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 83 | $18,051 | 0.29% | |
| PPL |
PPL Corp
Utilities
|
First | 443 | $16,922 | 0.27% | |
| LIN |
Linde PLC
Basic Materials
|
First | 34 | $16,855 | 0.27% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 36 | $16,595 | 0.26% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
First | 396 | $16,026 | 0.26% | |
| GSK |
GSK plc
Healthcare
|
First | 285 | $15,729 | 0.25% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 116 | $15,332 | 0.24% |