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
$137B
$19,000 0.0% of portfolio
248
Q3 2019 Added 100.0%
$29.2B
$12,000 0.0% of portfolio
237
Q2 2025 Added 1.28%
$11.8B
$0 0.0% of portfolio
10
Q4 2024 New
$12.7B
$1,000 0.0% of portfolio
7
Q3 2023 New
$529M
$1,000 0.0% of portfolio
69
Q2 2025 Added 2.99%
Gsk PLC
-
$26,000 0.0% of portfolio
-
Q3 2024 Reduced 75.92%
$3.41B
$0 0.0% of portfolio
10
Q2 2025 New
$10.8B
$0 0.0% of portfolio
4
Q3 2020 New
$23.8B
$1,000 0.0% of portfolio
45
Q1 2025 Reduced 85.71%
$89.6B
$9,000 0.0% of portfolio
410
Q2 2025 Reduced 54.95%

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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