Roble, Belko & Company, Inc

Q4 2025 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
502
Total value ($000)
$763,123
Net value change ($000)
+25,598 (3.5%)
New positions
64
Sold out positions
33
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGIT 3,499 22.4%
VTI 2,996 2.2%
NVDA 2,120 1034.1%
VXUS 2,089 3.1%
VEA 1,535 3.5%
VIGI 1,000 854.7%
VEU 963 3.2%
VGSH 793 20.5%
VYM 642 2.1%
IBM 592 22.4%
Top Reduces (Value $000, Stocks/ETFs)
SPTM -3,745 -15.5%
IBDQ -983 -100.0%
ORCL -372 -35.5%
SCHWAB STRATEGIC TRUST -183 -1.6%
JPST -179 -9.6%
VWO -155 -1.3%
MSFT -147 -5.8%
VTIP -117 -15.8%
IBDX -110 -37.7%
FISV -103 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type