Roble, Belko & Company, Inc Portfolio Holdings

Roble, Belko & Company, Inc

  • $738 Million
  • Q3 2025

Roble, Belko & Company, Inc has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $738 Million distributed in 471 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 $137M, Vanguard Star Fd Vanguard Tota with a value of $68M, Vanguard Ftse Developed Market with a value of $43.3M, Vanguard Bd Index Fd Inc Total with a value of $35.3M, and Vanguard Ftse All World Ex Us with a value of $30.3M.

Examining the 13F form we can see an increase of $50.3M in the current position value, from $687M to 738M.

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 $738 Million
ETFs: $698 Million
Technology: $10.1 Million
Financial Services: $9 Million
Consumer Cyclical: $6.34 Million
Healthcare: $2.89 Million
Energy: $1.87 Million
Industrials: $1.7 Million
Communication Services: $1.39 Million
Other: $3.23 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$226,000 0.03% of portfolio
24,762
Q3 2025 Reduced 9.22%
$0
$2,000 0.0% of portfolio
35
Q4 2023 Reduced 10.26%
$19.3M
$2,000 0.0% of portfolio
200
Q3 2025 New
$0
$4,000 0.0% of portfolio
93
Q3 2025 Added 29.17%
$0
$1,000 0.0% of portfolio
95
Q3 2025 Added 2.15%
$10.6M
$19,000 0.0% of portfolio
30,841
Q2 2025 New
$0
$1,000 0.0% of portfolio
130
Q3 2025 Added 4.84%

Summary

  • Portfolio
  • No. of Stocks 471
  • Current Value $738 Million
  • Prior Value $687 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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