Roble, Belko & Company, Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Million distributed in 401 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 $110M, Vanguard Star Fd Vanguard Tota with a value of $49.7M, Vanguard Bd Index Fd Inc Total with a value of $38.9M, Vanguard Ftse Developed Market with a value of $34M, and Vanguard Ftse All World Ex Us with a value of $26.6M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $597M to 634M.

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 $634 Million
ETFs: $599 Million
Technology: $11.8 Million
Financial Services: $7.21 Million
Consumer Cyclical: $4.93 Million
Healthcare: $2.23 Million
Energy: $1.69 Million
Industrials: $1.33 Million
Communication Services: $890,000
Other: $2.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 401
  • Current Value $634 Million
  • Prior Value $597 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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