Robinswood Financial LLC
Long book
$79.3M
Q1 2026
Positions
192
Top-10 weight
82%
concentration
Last quarter
+5.3%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsRobinswood Financial LLC is a wealth-management firm allocating client money, running a $79.3M US long book across 192 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: VANGUARD MORTGAGE-BACKED SEC, DIMENSIONAL INTERNATIONAL VA, DIMENSIONAL INTERNATIONAL SM, ISHARES INTL AGGREGATE BOND, SS SPDR P S&P 500 GROWTH ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Consumer discretionary 32%
Technology 24%
Energy 16%
Healthcare 7%
Financials 6%
Industrials 5%
Utilities 4%
Services media 3%
Long book by quarter
What does Robinswood Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.7K | $1.7M | 2.1% | Held |
| XOM EXXON MOBIL CORP | Energy | 3.3K | $568K | 0.7% | Held |
| NVDA NVIDIA CORP | Technology | 2.5K | $432K | 0.5% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.0K | $290K | 0.4% | Held |
| MPC MARATHON PETROLEUM CORP | Energy | 829 | $203K | 0.3% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 348 | $199K | 0.3% | Held |
| AVGO BROADCOM INC | Technology | 538 | $166K | 0.2% | Held |
| MMM 3M CO | Healthcare | 964 | $140K | 0.2% | Held |
| MRK MERCK & CO. INC. | Healthcare | 1.1K | $127K | 0.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 379 | $111K | 0.1% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 106 | $90K | 0.1% | Held |
| TSLA TESLA INC | Industrials | 220 | $82K | 0.1% | Held |
| GEV GE VERNOVA INC | Industrials | 90 | $79K | 0.1% | Held |
| NFLX NETFLIX INC | Services media | 650 | $62K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 200 | $57K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 369 | $54K | 0.1% | Held |
| COP CONOCOPHILLIPS | Energy | 400 | $53K | 0.1% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 40 | $53K | 0.1% | Held |
| MDT MEDTRONIC PLC | Healthcare | 585 | $51K | 0.1% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 542 | $50K | 0.1% | Held |
| FCX FREEPORT-MCMORAN INC | Materials | 823 | $48K | 0.1% | Held |
| BLK BLACKROCK INC | Financials | 42 | $40K | 0.1% | Held |
| GM GENERAL MOTORS CO | Industrials | 509 | $38K | 0.0% | Held |
| CEG CONSTELLATION ENERGY | Utilities | 132 | $37K | 0.0% | Held |
| V VISA INC-CLASS A SHARES | Services media | 116 | $35K | 0.0% | Held |
| KMI KINDER MORGAN INC | Utilities | 1.0K | $34K | 0.0% | Held |
| UBS UBS GROUP AG-REG | Financials | 798 | $31K | 0.0% | Held |
| T AT&T INC | Communications | 1.0K | $29K | 0.0% | Held |
| TTE TOTALENERGIES SE | Energy | 299 | $27K | 0.0% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 531 | $27K | 0.0% | Held |
| PYPL PAYPAL HOLDINGS INC | Services media | 578 | $26K | 0.0% | Held |
| MA MASTERCARD INC - A | Services media | 50 | $25K | 0.0% | Held |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 173 | $23K | 0.0% | Held |
| AZN ASTRAZENECA PLC | Healthcare | 109 | $21K | 0.0% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 78 | $21K | 0.0% | Held |
| DUK DUKE ENERGY CORP | Utilities | 157 | $20K | 0.0% | Held |
| DBK DEUTSCHE BANK AG-REGISTERED | — | 666 | $20K | 0.0% | Held |
| EXC EXELON CORP | Utilities | 404 | $20K | 0.0% | Held |
| POOL POOL CORP | Consumer discretionary | 96 | $19K | 0.0% | Held |
| CRM SALESFORCE INC | Technology | 102 | $19K | 0.0% | Held |
| ABBV ABBVIE INC | Healthcare | 83 | $18K | 0.0% | Held |
| PPL PPL CORP | Utilities | 443 | $17K | 0.0% | Held |
| LIN LINDE PLC | Materials | 34 | $17K | 0.0% | Held |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 36 | $17K | 0.0% | Held |
| BN BROOKFIELD CORP | Real estate | 396 | $16K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Jun 9, 2026 | 192 | $79.3M | canonical | SEC ↗ |