Roble, Belko & Company, Inc
CIK: 0001642305SEC EDGAR →
Portfolio Value
$763.1M
Holdings
502
As of
Q4 2025
New Positions
502
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 416,656 | $139.7M | 18.31% |
| 2 | VANGUARD STAR FDS | 928,962 | $70.1M | 9.18% |
| 3 | VANGUARD TAX-MANAGED FDS | 717,726 | $44.8M | 5.88% |
| 4 | VANGUARD BD INDEX FDS | 478,294 | $35.4M | 4.64% |
| 5 | VANGUARD INTL EQUITY INDEX | 425,102 | $31.3M | 4.10% |
| 6 | VANGUARD WHITEHALL FDS | 213,462 | $30.6M | 4.01% |
| 7 | SELECT SECTOR SPDR TR | 196,670 | $28.3M | 3.71% |
| 8 | VANGUARD INDEX FDS | 87,297 | $27.5M | 3.60% |
| 9 | SPDR S&P 500 ETF TR | 39,857 | $27.2M | 3.56% |
| 10 | ISHARES TR RUS 1000 GRW ETF | 51,653 | $24.4M | 3.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (502)
$139.7M · 417K shares
$70.1M · 929K shares
$44.8M · 718K shares
$35.4M · 478K shares
$31.3M · 425K shares
$30.6M · 213K shares
$28.3M · 197K shares
$27.5M · 87K shares
$27.2M · 40K shares
$24.4M · 52K shares
$20.5M · 248K shares
$20.4M · 404K shares
$20.1M · 227K shares
$19.3M · 737K shares
$19.1M · 319K shares
$14.0M · 36K shares
$12.3M · 276K shares
$11.5M · 214K shares
$11.4M · 476K shares
$10.5M · 395K shares
$10.4M · 30K shares
$10.3M · 69K shares
$6.4M · 17K shares
$5.6M · 63K shares
$4.9M · 32K shares
$4.7M · 79K shares
$3.8M · 7K shares
$3.5M · 42K shares
$3.4M · 13K shares
$3.3M · 35K shares
$3.3M · 37K shares
$3.2M · 11K shares
$3.1M · 5K shares
$2.7M · 20K shares
$2.4M · 11K shares
$2.4M · 5K shares
$2.3M · 12K shares
$1.9M · 20K shares
$1.9M · 33K shares
$1.9M · 4K shares
$1.8M · 3K shares
$1.7M · 33K shares
$1.6M · 24K shares
$1.6M · 6K shares
$1.5M · 65K shares
$1.4M · 28K shares
$1.3M · 6K shares
$1.3M · 6K shares
$1.3M · 2K shares
$1.1M · 12K shares
$1.1M · 20K shares
$1.0M · 4K shares
$1.0M · 43K shares
$1.0M · 10K shares
$998K · 4K shares
$931K · 3K shares
$905K · 3K shares
$824K · 5K shares
$806K · 5K shares
$802K · 6K shares
$775K · 7K shares
$753K · 6K shares
$749K · 4K shares
$734K · 4K shares
$724K · 35K shares
$718K · 54K shares
$694K · 9K shares
$686K · 9K shares
$683K · 27K shares
$676K · 3K shares
$666K · 6K shares
$625K · 13K shares
$607K · 6K shares
$595K · 12K shares
$583K · 26K shares
$577K · 24K shares
$572K · 3K shares
$555K · 3K shares
$550K · 8K shares
$512K · 9K shares
$511K · 891 shares
$510K · 21K shares
$498K · 4K shares
$491K · 4K shares
$480K · 3K shares
$455K · 2K shares
$444K · 4K shares
$444K · 21K shares
$419K · 1K shares
$402K · 24K shares
$394K · 3K shares
$394K · 5K shares
$385K · 1K shares
$378K · 12K shares
$366K · 2K shares
$343K · 2K shares
$335K · 2K shares
$330K · 3K shares
$328K · 7K shares
$319K · 1K shares
$309K · 1K shares
$280K · 3K shares
$277K · 617 shares
$272K · 1K shares
$263K · 1K shares
$263K · 2K shares
$262K · 1K shares
$260K · 4K shares
$256K · 6K shares
$256K · 2K shares
$240K · 2K shares
$237K · 2K shares
$235K · 25K shares
$234K · 3K shares
$233K · 922 shares
$228K · 1K shares
$224K · 4K shares
$222K · 2K shares
$222K · 900 shares
$220K · 4K shares
$217K · 680 shares
$214K · 8K shares
$214K · 1K shares
$207K · 5K shares
$203K · 1K shares
$201K · 581 shares
$195K · 727 shares
$190K · 873 shares
$183K · 713 shares
$182K · 2K shares
$182K · 7K shares
$178K · 582 shares
$176K · 2K shares
$172K · 2K shares
$169K · 256 shares
$162K · 631 shares
$162K · 248 shares
$159K · 2K shares
$154K · 2K shares
$152K · 310 shares
$150K · 2K shares
$149K · 619 shares
$142K · 3K shares
$141K · 243 shares
$139K · 528 shares
$136K · 395 shares
$136K · 477 shares
$135K · 5K shares
$133K · 929 shares
$131K · 2K shares
$129K · 569 shares
$129K · 423 shares
$129K · 1K shares
$126K · 546 shares
$126K · 279 shares
$125K · 5K shares
$122K · 251 shares
$121K · 1K shares
$116K · 1K shares
$116K · 204 shares
$115K · 3K shares
$113K · 1K shares
$113K · 1K shares
$111K · 5K shares
$106K · 123 shares
$104K · 1K shares
$103K · 926 shares
$102K · 624 shares
$101K · 1K shares
$99K · 1K shares
$97K · 310 shares
$96K · 602 shares
$94K · 269 shares
$91K · 4K shares
$91K · 4K shares
$90K · 677 shares
$88K · 1K shares
$87K · 223 shares
$85K · 407 shares
$83K · 254 shares
$80K · 2K shares
$77K · 646 shares
$73K · 157 shares
$70K · 177 shares
$69K · 863 shares
$69K · 176 shares
$69K · 549 shares
$68K · 2K shares
$68K · 660 shares
$66K · 295 shares
$65K · 201 shares
$63K · 178 shares
$62K · 340 shares
$61K · 624 shares
$60K · 265 shares
$59K · 115 shares
$58K · 171 shares
$57K · 335 shares
$57K · 311 shares
$54K · 833 shares
$53K · 618 shares
$52K · 2K shares
$51K · 422 shares
$51K · 871 shares
$51K · 175 shares
$50K · 517 shares
$50K · 475 shares
$50K · 2K shares
$49K · 710 shares
$49K · 903 shares
$49K · 273 shares
$48K · 146 shares
$47K · 738 shares
$46K · 1K shares
$46K · 43 shares
$46K · 1K shares
$46K · 160 shares
$45K · 201 shares
$45K · 892 shares
$44K · 500 shares
$41K · 143 shares
$40K · 755 shares
$40K · 485 shares
$39K · 971 shares
$37K · 1K shares
$36K · 499 shares
$34K · 3K shares
$34K · 685 shares
$34K · 157 shares
$33K · 334 shares
$33K · 735 shares
$32K · 6 shares
$32K · 1K shares
$32K · 42 shares
$32K · 1K shares
$32K · 131 shares
$31K · 470 shares
$31K · 54 shares
$31K · 476 shares
$30K · 170 shares
$29K · 314 shares
$29K · 500 shares
$29K · 500 shares
$28K · 174 shares
$28K · 360 shares
$28K · 1K shares
$27K · 124 shares
$27K · 100 shares
$27K · 218 shares
$26K · 710 shares
$26K · 408 shares
$26K · 316 shares
$25K · 877 shares
$25K · 176 shares
$24K · 242 shares
$24K · 400 shares
$23K · 10K shares
$23K · 172 shares
$23K · 177 shares
$23K · 470 shares
$22K · 270 shares
$22K · 25 shares
$21K · 407 shares
$21K · 161 shares
$20K · 120 shares
$20K · 383 shares
$20K · 96 shares
$19K · 200 shares
$18K · 110 shares
$18K · 17 shares
$18K · 374 shares
$18K · 496 shares
$17K · 300 shares
$16K · 188 shares
$16K · 16 shares
$16K · 300 shares
$16K · 100 shares
$16K · 80 shares
$16K · 358 shares
$16K · 102 shares
$15K · 327 shares
$15K · 120 shares
$15K · 645 shares
$15K · 279 shares
$15K · 261 shares
$14K · 119 shares
$14K · 89 shares
$14K · 25 shares
$13K · 216 shares
$13K · 100 shares
$13K · 200 shares
$12K · 199 shares
$12K · 15 shares
$12K · 271 shares
$12K · 150 shares
$12K · 1K shares
$12K · 363 shares
$12K · 100 shares
$11K · 400 shares
$11K · 246 shares
$11K · 200 shares
$11K · 243 shares
$11K · 90 shares
$11K · 12 shares
$10K · 68 shares
$10K · 1K shares
$10K · 37 shares
$10K · 50 shares
$10K · 65 shares
$10K · 55 shares
$9K · 81 shares
$9K · 20 shares
$9K · 710 shares
$9K · 400 shares
$9K · 220 shares
$8K · 38 shares
$8K · 100 shares
$8K · 2K shares
$8K · 966 shares
$8K · 898 shares
$8K · 50 shares
$8K · 761 shares
$8K · 130 shares
$8K · 4 shares
$8K · 20 shares
$7K · 16 shares
$7K · 66K shares
$7K · 57 shares
$7K · 60 shares
$7K · 11 shares
$6K · 25 shares
$6K · 498 shares
$6K · 139 shares
$6K · 72 shares
$6K · 108 shares
$6K · 54 shares
$6K · 18 shares
$6K · 53 shares
$6K · 35 shares
$6K · 87 shares
$6K · 21 shares
$5K · 235 shares
$5K · 154 shares
$5K · 45 shares
$5K · 154 shares
$5K · 42 shares
$5K · 10 shares
$5K · 30 shares
$5K · 20 shares
$5K · 80 shares
$5K · 14 shares
$5K · 30 shares
$4K · 168 shares
$4K · 154 shares
$4K · 101 shares
$4K · 49 shares
$4K · 47 shares
$4K · 45 shares
$4K · 116 shares
$4K · 25 shares
$4K · 122 shares
$4K · 84 shares
$4K · 138 shares
$4K · 25 shares
$4K · 140 shares
$4K · 200 shares
$4K · 327 shares
$4K · 20 shares
$4K · 225 shares
$4K · 134 shares
$3K · 123 shares
$3K · 73 shares
$3K · 108 shares
$3K · 14 shares
$3K · 75 shares
$3K · 186 shares
$2K · 50 shares
$2K · 25 shares
$2K · 85 shares
$2K · 100 shares
$2K · 60 shares
$2K · 86 shares
$2K · 5 shares
$2K · 220 shares
$2K · 77 shares
$2K · 106 shares
$2K · 2 shares
$2K · 17 shares
$2K · 6 shares
$2K · 47 shares
$2K · 186 shares
$2K · 13 shares
$2K · 100 shares
$2K · 37 shares
$2K · 86 shares
$2K · 22 shares
$2K · 192 shares
$2K · 190 shares
$2K · 17 shares
$2K · 23 shares
$2K · 50 shares
$2K · 200 shares
$2K · 9 shares
$2K · 19 shares
$2K · 57 shares
$1K · 46 shares
$1K · 3 shares
$1K · 133 shares
$1K · 2 shares
$1K · 30 shares
$1K · 33 shares
$1K · 120 shares
$1K · 13 shares
$1K · 40 shares
$1K · 22 shares
$1K · 12 shares
$1K · 88 shares
$1K · 8 shares
$1K · 7 shares
$1K · 100 shares
$1K · 20 shares
$1K · 40 shares
$1K · 14 shares
$1K · 3 shares
$1K · 29 shares
$1K · 14 shares
$1K · 6 shares
$1K · 20 shares
$1K · 100 shares
$1K · 19 shares
$1K · 295 shares
$1K · 2 shares
$1K · 6 shares
$1K · 2 shares
$1K · 24 shares
$1K · 10 shares
$1K · 18 shares
$1K · 19 shares
$1K · 3 shares
$1K · 35 shares
$1K · 20 shares
$1K · 8 shares
$1K · 45 shares
$1K · 5 shares
$1K · 15 shares
$1K · 12 shares
$1K · 2 shares
$1K · 4 shares
$1K · 99 shares
$1K · 27 shares
$1K · 18 shares
$1K · 30 shares
$1K · 2 shares
$0 · 1 shares
$0 · 35 shares
$0 · 1 shares
$0 · 60 shares
$0 · 101 shares
$0 · 22 shares
$0 · 5 shares
$0 · 2 shares
$0 · 1 shares
$0 · 1 shares
$0 · 7 shares
$0 · 10 shares
$0 · 1 shares
$0 · 10 shares
$0 · 7 shares
$0 · 4 shares
$0 · 4 shares
$0 · 30 shares
$0 · 1 shares
$0 · 4 shares
$0 · 9 shares
$0 · 9 shares
$0 · 5 shares
$0 · 2 shares
MONEYHERO LIMITED
$0 · 1 shares
$0 · 20 shares
$0 · 152 shares
$0 · 10 shares
$0 · 3 shares
$0 · 3 shares
$0 · 10 shares
$0 · 13 shares
$0 · 12 shares
$0 · 5 shares
$0 · 16 shares
$0 · 2 shares
$0 · 1 shares
$0 · 5 shares
$0 · 3 shares
$0 · 10 shares
$0 · 6 shares
$0 · 3 shares
$0 · 3 shares
$0 · 5 shares
$0 · 2 shares
$0 · 4 shares
$0 · 2 shares
$0 · 6 shares
$0 · 14 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 203 | $716.5M | 93.9% |
| Technology | 66 | $13.3M | 1.7% |
| Unknown | 30 | $12.2M | 1.6% |
| Consumer Cyclical | 25 | $7.1M | 0.9% |
| Healthcare | 42 | $3.4M | 0.4% |
| Industrials | 45 | $3.1M | 0.4% |
| Energy | 23 | $2.0M | 0.3% |
| Communication Services | 10 | $1.6M | 0.2% |
| Consumer Defensive | 19 | $1.3M | 0.2% |
| Utilities | 17 | $1.0M | 0.1% |
| Basic Materials | 14 | $953K | 0.1% |
| Real Estate | 8 | $647K | 0.1% |