Robinswood Financial LLC

CIK

2139748

Location

KIRKLAND, WA

Portfolio Value

Micro $1,688,682

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#7,895 / 8,232

Top Industry

Discount Stores 30.8%

Period ended 2 months ago

Filed Jun 9, 2026 · 5d

Clone Performance

May 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-3.9%

SPY

+0.2%

Annualised alpha

—

Max drawdown

−5.7%

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

110 positions · as of Mar 31, 2026

Top Position

24.3%

of portfolio value

Top 5

59.7%

of portfolio value

Top 10

74.3%

of portfolio value

HHI

1,019

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	24.7%	$1,688,682	6
Unclassified	21.0%	$1,437,345	4
Energy	13.0%	$890,453	7
Technology	11.2%	$767,919	15
Communication Services	9.0%	$616,999	9
Financial Services	6.4%	$439,299	13
Healthcare	4.6%	$312,736	19
Industrials	3.9%	$265,172	10
Utilities	2.4%	$164,004	10
Consumer Cyclical	2.0%	$136,707	9
Basic Materials	1.0%	$65,817	4
Real Estate	0.8%	$55,487	4

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $1,688,682 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	First	1,668	—	$1,662,045	—	98.42%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	First	178	—	$12,347	—	0.73%
BG	Bunge Global SA Consumer Defensive	First	56	—	$7,123	—	0.42%
MO	Altria Group, Inc. Consumer Defensive	First	100	—	$6,599	—	0.39%
LFVN	Lifevantage Corp Consumer Defensive	First	112	—	$483	—	0.03%
SNDL	SNDL Inc. Consumer Defensive	First	65	—	$85	—	0.01%