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Roble, Belko & Company, INC 13F Filings, Portfolio & Analysis

CIK: 0001642305
Sewickley 1603 Carmody Court Suite 401
Zip Code: 15143
Latest Portfolio Value
$763.12 M
+3.47%
Total Holdings
502
31
Latest Report Date
Q4 2025
Top 10 Concentration
60.20%

Roble, Belko & Company, INC — Portfolio Overview & Company Profile

Roble, Belko & Company, INC (CIK: 0001642305) is a financial institution headquartered at 1603 Carmody Court, Suite 401, Sewickley, Pennsylvania 15143. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $763,123,000, comprising 502 distinct securities. Over its filing history, it has submitted 45 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 60.2%. Quarterly turnover: 1.2%. ▲ 62 new, +121 added, −54 reduced, ×32 exited.

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
416,656 $139.69 M 18.31% ▲ 116 Add 0.0%
928,962 $70.08 M 9.18% ▲ 3,401 Add 0.4%
717,726 $44.84 M 5.88% ▼ 4,916 Reduce -0.7%
478,294 $35.43 M 4.64% ▲ 4,283 Add 0.9%
425,102 $31.27 M 4.10% ▲ 435 Add 0.1%
213,462 $30.64 M 4.01% ▲ 662 Add 0.3%
196,670 $28.32 M 3.71% ▲ 97,842 Add 99.0%
87,297 $27.48 M 3.60% ▼ 1,175 Reduce -1.3%
39,857 $27.18 M 3.56% ▼ 74 Reduce -0.2%
51,653 $24.45 M 3.20%

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