Robinswood Financial LLC
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 SPYHypothetical 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, 2026Top 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 |
|---|---|---|
| Consumer Defensive | 24.7% | $1,688,682 |
| Unclassified | 21.0% | $1,437,345 |
| Energy | 13.0% | $890,453 |
| Technology | 11.2% | $767,919 |
| Communication Services | 9.0% | $616,999 |
| Financial Services | 6.4% | $439,299 |
| Healthcare | 4.6% | $312,736 |
| Industrials | 3.9% | $265,172 |
| Utilities | 2.4% | $164,004 |
| Consumer Cyclical | 2.0% | $136,707 |
| Basic Materials | 1.0% | $65,817 |
| Real Estate | 0.8% | $55,487 |
10 positions ·
$164,004 total
· Utilities 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
First | 542 | $50,340 | 30.69% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 132 | $36,861 | 22.48% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 157 | $20,557 | 12.53% | |
| EXC |
Exelon Corp
Utilities
|
First | 404 | $19,804 | 12.08% | |
| PPL |
PPL Corp
Utilities
|
First | 443 | $16,922 | 10.32% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
First | 283 | $12,214 | 7.45% | |
| D |
Dominion Energy, Inc
Utilities
|
First | 59 | $3,647 | 2.22% | |
| PCG |
PG&E Corp
Utilities
|
First | 167 | $2,934 | 1.79% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
First | 19 | $686 | 0.42% | |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
First | 1 | $39 | 0.02% |