Roble, Belko & Company, Inc Portfolio Holdings

Roble, Belko & Company, Inc

  • $687 Million
  • Q2 2025

Roble, Belko & Company, Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $687 Million distributed in 463 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $120M, Vanguard Star Fd Vanguard Tota with a value of $50.9M, Vanguard Ftse Developed Market with a value of $40.3M, Vanguard Bd Index Fd Inc Total with a value of $34M, and Vanguard Ftse All World Ex Us with a value of $28.4M.

Examining the 13F form we can see an increase of $60.4M in the current position value, from $627M to 687M.

Roble, Belko & Company, Inc is based out at Sewickley, PA

Below you can find more details about Roble, Belko & Company, Inc portfolio as well as his latest detailed transactions.

Portfolio value $687 Million
ETFs: $648 Million
Technology: $11.1 Million
Financial Services: $8.74 Million
Consumer Cyclical: $5.54 Million
Healthcare: $2.4 Million
Industrials: $2.36 Million
Energy: $1.89 Million
Consumer Defensive: $1.3 Million
Other: $3.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$120 Million 17.53% of portfolio
396,426
Q2 2025 Added 2.78%
$0
$50.9 Million 7.4% of portfolio
736,497
Q2 2025 Reduced 2.17%
$0
$40.3 Million 5.86% of portfolio
706,305
Q2 2025 Added 7.23%
$0
$34 Million 4.95% of portfolio
461,930
Q2 2025 Reduced 11.71%
$0
$28.4 Million 4.13% of portfolio
422,097
Q2 2025 Added 0.84%
$0
$26.4 Million 3.84% of portfolio
198,122
Q2 2025 Added 0.07%
$0
$25.6 Million 3.73% of portfolio
342,064
Q2 2025 Added 153.05%
$0
$25.2 Million 3.66% of portfolio
99,396
Q1 2025 Reduced 0.05%
$0
$24.9 Million 3.62% of portfolio
40,234
Q2 2025 Added 0.93%
$0
$24.3 Million 3.54% of portfolio
85,309
Q2 2025 Added 8.9%
$0
$22.1 Million 3.21% of portfolio
51,969
Q1 2025 Reduced 0.46%
$0
$18.9 Million 2.75% of portfolio
372,968
Q2 2025 Added 7.69%
$0
$18.1 Million 2.64% of portfolio
761,312
Q2 2025 Reduced 0.07%
$0
$18 Million 2.62% of portfolio
201,828
Q2 2025 Added 3.96%
$0
$15.6 Million 2.27% of portfolio
260,931
Q2 2025 Reduced 7.62%
$0
$12.8 Million 1.86% of portfolio
36,350
Q2 2025 Reduced 2.05%
$0
$11.3 Million 1.64% of portfolio
510,098
Q2 2025 Added 52.24%
$0
$10.4 Million 1.52% of portfolio
210,982
Q2 2025 Added 11.37%
$0
$10.1 Million 1.47% of portfolio
377,703
Q2 2025 Added 8,614.88%
$0
$9.57 Million 1.39% of portfolio
31,435
Q2 2025 Added 0.01%
$0
$9.4 Million 1.37% of portfolio
69,639
Q2 2025 Added 12.11%
$0
$8.87 Million 1.29% of portfolio
218,934
Q2 2025 Added 2.39%
$0
$5.84 Million 0.85% of portfolio
17,183
Q1 2025 Reduced 0.12%
$0
$5.26 Million 0.77% of portfolio
63,040
Q2 2025 Added 0.01%
$0
$4.63 Million 0.67% of portfolio
42,331
Q2 2025 Reduced 38.63%
$0
$4.36 Million 0.64% of portfolio
18,416
Q2 2025 Reduced 4.62%
$155B
$3.89 Million 0.57% of portfolio
31,478
Q2 2025 Added 0.26%
$548B
$3.69 Million 0.54% of portfolio
6,572
Q2 2025 Reduced 4.04%
$0
$3.37 Million 0.49% of portfolio
57,358
Q2 2025 Reduced 18.88%
$0
$3.21 Million 0.47% of portfolio
41,482
Q2 2025 Reduced 4.2%
$0
$3.12 Million 0.45% of portfolio
34,893
Q2 2025 Added 0.65%
$210B
$2.94 Million 0.43% of portfolio
9,981
Q2 2025 Reduced 3.03%
$0
$2.87 Million 0.42% of portfolio
21,169
Q2 2025 Added 11.43%
$3.95T
$2.39 Million 0.35% of portfolio
4,796
Q2 2025 Added 11.53%
$0
$2.21 Million 0.32% of portfolio
3,891
Q2 2025 Reduced 0.87%
$0
$2.2 Million 0.32% of portfolio
11,238
Q4 2024 Added 0.51%
$0
$1.99 Million 0.29% of portfolio
39,221
Q2 2025 Added 4.52%
$0
$1.88 Million 0.27% of portfolio
33,232
Q2 2025 Added 22.01%
$0
$1.88 Million 0.27% of portfolio
20,403
Q2 2025 Added 0.49%
$0
$1.81 Million 0.26% of portfolio
9,412
Q2 2025 Added 89.57%
$0
$1.73 Million 0.25% of portfolio
2,793
Q1 2025 Reduced 0.11%
$0
$1.5 Million 0.22% of portfolio
65,353
Q2 2025 Reduced 15.03%
$0
$1.44 Million 0.21% of portfolio
24,005
Q1 2025 Reduced 0.23%
-
$1.44 Million 0.21% of portfolio
-
Q2 2025 Reduced 25.42%
$621B
$1.32 Million 0.19% of portfolio
2,718
Q1 2025 Added 95.96%
$32.6B
$1.09 Million 0.16% of portfolio
3,109
Q3 2024 Reduced 16.85%
$0
$1.12 Million 0.16% of portfolio
2,037
Q2 2025 Added 0.05%
$351B
$1.03 Million 0.15% of portfolio
5,522
Q2 2025 Added 0.07%
$0
$1.01 Million 0.15% of portfolio
40,249
Q2 2025 Added 0.0%

Summary

  • Portfolio
  • No. of Stocks 463
  • Current Value $687 Million
  • Prior Value $627 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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