Roble, Belko & Company, Inc
•CIK: 1642305•Filing: Q4 2025
**Roble, Belko & Company, Inc.** manages $763M across a diversified portfolio of 453 holdings. The strategy exhibits a significant allocation to broad market exposure, notably led by VTI at $139.7M and VXUS at $70.1M. Further diversification is evident through substantial positions in international equities (VEA at $44.8M) and fixed income (BND at $35.4M). Top concentration also includes sector bets in technology (XLK at $28.3M) and dividend growth (VYM at $30.6M).
Total AUM
$763.1M
QoQ Performance
+3.5%
Positions
426
Top 10 Concentration
60.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VXUS
VEA
VTI18.3%
VXUS9.2%
VEA5.9%
BND4.6%
VEU4.1%
VYM4.0%
XLK3.7%
VV3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.9%
ETF4.2%
Technology1.7%
Financial1.0%
Healthcare0.3%
Consumer0.3%
Industrial0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+240 more exited positions
Changes from Q3 2025
NEW22 new positions
↑80 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023