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CIK: 0001642305
Total reported value
$925.3M
$925.3M
460 檔
29.6%
According to the latest 13F quarterly dataset, Roble, Belko & Company, Inc managed an equity portfolio of $925.3M at the end of Q2 2025, spanning 460 distinct U.S. exchange-listed positions.
Roble, Belko & Company, Inc executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 19 positions.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.53% | +0.50% | +2.78% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.40% | -0.05% | -2.17% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.86% | -0.29% | +7.23% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.95% | +0.88% | -11.71% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.13% | -0.17% | +0.84% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.84% | -0.23% | +0.07% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.73% | -0.10% | +153.05% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.66% | +0.67% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.62% | -0.08% | +0.93% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.54% | +0.08% | +8.90% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.21% | -0.03% | — | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.75% | -0.29% | +7.69% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.64% | -0.05% | -0.07% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.62% | -0.16% | +3.96% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.27% | -0.41% | -7.62% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.86% | -0.04% | -2.05% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.84% | -0.04% | -48.96% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.64% | -0.06% | +52.24% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.52% | -0.08% | +11.37% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.47% | -0.40% | +8614.88% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.39% | -0.03% | +0.01% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.37% | -0.03% | +12.11% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.29% | -0.01% | +2.39% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | -0.02% | — | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.03% | +0.01% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | — | -38.63% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.01% | -4.62% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.13% | +0.26% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.05% | -4.04% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.49% | +0.14% | -18.88% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.47% | -0.05% | -4.20% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.03% | +0.65% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | -0.01% | -3.03% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.04% | +11.43% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | — | +11.53% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.75% | -0.87% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | — | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.29% | -0.02% | +4.52% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.27% | +0.02% | +22.01% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.27% | -0.01% | +0.49% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.26% | — | +89.57% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.22% | -0.04% | -15.03% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | — | — | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.21% | -0.02% | -25.42% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.03% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.02% | +0.05% | |
| 48 | AKX | Ansys Inc | Stock-Other | 0.16% | — | — | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.15% | -0.01% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | — | +0.07% |
According to official SEC Form 13F filings, Roble, Belko & Company, Inc reported a total U.S. public equity portfolio value of $925.3M across 460 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, VEA) accounted for 29.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
LMT
市值: $571.0K
Top Position Liquidated / Trimmed
VONE
前期市值: $470.0K
During Q2 2025, Roble, Belko & Company, Inc's top holdings by market value included VTI (17.5%)、VXUS (7.4%)、VEA (5.9%). The largest single position, VTI, represented 17.5% of total portfolio value.
In Q2 2025, Roble, Belko & Company, Inc made 46 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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