§ 13F · FUND PROFILE
Roble, Belko & Company, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $738K (13F)Positions · 471Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 431K | $138K | 17.6% | +4% |
| 2 | VXUS | VANGUARD STAR FDS | 1.04M | $81K | 10.2% | +12% |
| 3 | BND | VANGUARD BD INDEX FDS | 646K | $48K | 6.1% | +35% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 719K | $46K | 5.9% | ±0% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 212K | $31K | 4.0% | −1% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX | 413K | $31K | 3.9% | −3% |
| 7 | VV | VANGUARD INDEX FDS | 90K | $27K | 3.4% | +3% |
| 8 | SPY | SPDR S&P 500 ETF TR | 39K | $25K | 3.2% | −2% |
| 9 | XLK | SELECT SECTOR SPDR TR | 182K | $24K | 3.1% | −8% |
| 10 | VNQ | VANGUARD INDEX FDS | 252K | $22K | 2.8% | +11% |
§ 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 $738 thousand in assets. The fund runs a broad portfolio of 471 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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