§ 13F · FUND PROFILE
Roble, Belko & Company, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $687.2B (13F)Positions · 463Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 417K | $139.7B | 18.3% | ±0% |
| 2 | VXUS | VANGUARD STAR FDS | 929K | $70.1B | 9.2% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 718K | $44.8B | 5.9% | −1% |
| 4 | BND | VANGUARD BD INDEX FDS | 478K | $35.4B | 4.6% | +1% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX | 425K | $31.3B | 4.1% | ±0% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 213K | $30.6B | 4.0% | ±0% |
| 7 | XLK | SELECT SECTOR SPDR TR | 197K | $28.3B | 3.7% | +99% |
| 8 | VV | VANGUARD INDEX FDS | 87K | $27.5B | 3.6% | −1% |
| 9 | SPY | SPDR S&P 500 ETF TR | 40K | $27.2B | 3.6% | ±0% |
| 10 | IWF | ISHARES TR RUS 1000 GRW ETF | 52K | $24.4B | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBLE, SIGNAL
AC read
Roble, Belko & Company, Inc is a Other fund managing $687.2 trillion in assets. The fund runs a broad portfolio of 463 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed