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Roble, Belko & Company, Inc
Roble, Belko & Company, Inc is an institution, managing $732.1M across 391 long positions as of Q3 2025 with 95% ETF concentration, 61% concentrated in top 10 holdings, 19% allocation to VTI, and minimal technology exposure.
- Portfolio Value
- $732.1M
- Positions
- 391
- Top Holding
- VTI at 18.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Roble, Belko & Company, Inc's portfolio (61.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $136.7M | 18.67% | +$6.6M Bought | — 416.5K shares | |
ETF ETF | $68.0M | 9.29% | +$13.9M Bought | — 925.6K shares | |
ETF ETF | $43.3M | 5.91% | +$978.9K Bought | — 722.6K shares | |
ETF ETF | $35.3M | 4.82% | +$898.5K Bought | — 474.0K shares | |
ETF ETF | $30.3M | 4.14% | +$183.4K Bought | — 424.7K shares | |
ETF ETF | $30.0M | 4.10% | +$2.1M Bought | — 212.8K shares | |
ETF ETF | $27.9M | 3.81% | -$160.1K Sold | — 98.8K shares | |
ETF ETF | $27.2M | 3.72% | +$973.8K Bought | — 88.5K shares | |
ETF ETF | $26.6M | 3.63% | -$201.9K Sold | — 39.9K shares | |
ETF ETF | $24.2M | 3.31% | -$3.4M Sold | — 300.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Roble, Belko & Company, Inc's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Roble, Belko & Company, Inc
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