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Roble, Belko & Company, Inc Top Holdings and 13F Report (2026)

About Roble, Belko & Company, Inc

Investment Activity

  • Roble, Belko & Company, Inc has $786.52 thousand in total holdings as of March 31, 2026.
  • Roble, Belko & Company, Inc owns shares of 487 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 7.80% of the portfolio was purchased this quarter.
  • About 3.09% of the portfolio was sold this quarter.
  • This quarter, Roble, Belko & Company, Inc has purchased 502 new stocks and bought additional shares in 108 stocks.
  • Roble, Belko & Company, Inc sold shares of 93 stocks and completely divested from 87 stocks this quarter.

Largest New Holdings this Quarter

92206C730 - Vanguard Russell 1000 ETF
$7,444 Holding
46138E628 - Invesco KBW Bank ETF
$277 Holding
70450Y103 - PayPal
$243 Holding
92204A876 - Vanguard Utilities ETF
$228 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
167,908 shares (about $12.36K)
Vanguard Total International Stock ETF
115,424 shares (about $8.90K)
Vanguard Russell 1000 ETF
25,225 shares (about $7.44K)
Vanguard Total Stock Market ETF
14,843 shares (about $4.76K)
Schwab U.S. TIPS ETF
138,214 shares (about $3.68K)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
27,865 shares (about $2.52K)
Technology Select Sector SPDR Fund
15,058 shares (about $2.00K)
Schwab International Equity ETF
75,771 shares (about $1.88K)
Schwab US Broad Market ETF
68,433 shares (about $1.72K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRoble, Belko & Company, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$138,429$4,762 â–²3.6%431,49917.6%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$80,533$8,900 â–²12.4%1,044,38610.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$47,586$12,365 â–²35.1%646,2026.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$46,048$56 â–²0.1%718,6035.9%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$31,361$252 â–¼-0.8%211,7594.0%Financial Services
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$31,019$906 â–¼-2.8%413,0333.9%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$26,945$856 â–²3.3%90,1613.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$25,447$473 â–¼-1.8%39,1293.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$24,136$2,001 â–¼-7.7%181,6123.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$22,382$2,225 â–²11.0%252,3372.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$22,0250.0%51,6532.8%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$20,464$30 â–²0.1%404,2662.6%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$19,198$180 â–²0.9%322,3852.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$16,777$1,718 â–¼-9.3%668,4072.1%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$16,652$2,947 â–¼-15.0%210,6282.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$14,177$3,678 â–²35.0%532,7511.8%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$13,3890.0%36,1191.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$11,871$741 â–¼-5.9%260,0371.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$11,120$428 â–¼-3.7%205,7441.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$9,911$1,875 â–¼-15.9%400,4431.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$9,737$91 â–¼-0.9%68,3651.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$9,371$292 â–¼-3.0%29,4611.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$7,444$7,444 â–²New Holding25,2250.9%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$6,035$92 â–¼-1.5%16,9250.8%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$5,783$1,142 â–²24.6%98,7910.7%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,080$58 â–¼-1.1%31,8110.6%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,034$585 â–²17.0%15,4000.5%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$3,441$179 â–¼-4.9%39,7110.4%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$3,261$43 â–¼-1.3%6,5260.4%Business Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,252$115 â–¼-3.4%33,4790.4%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,185$2,523 â–¼-44.2%35,1810.4%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$3,084$1,117 â–²56.8%52,1090.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,991$460 â–¼-13.3%31,7330.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,969$37 â–²1.3%4,9680.4%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$2,775$1,765 â–²174.7%119,3090.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$2,736$120 â–¼-4.2%18,7440.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,567$81 â–¼-3.1%10,5900.3%Computer and Technology
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$2,470$1,531 â–²163.1%10,4520.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,405$651 â–²37.1%3,6820.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,3730.0%11,2380.3%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$2,341$1,662 â–²244.6%92,4300.3%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$2,241$1,663 â–²287.8%102,3800.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,170$4 â–¼-0.2%12,4430.3%Computer and Technology
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$2,021$1,512 â–²297.0%83,3710.3%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,940$13 â–¼-0.7%19,9520.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,831$15 â–²0.8%4,9460.2%Computer and Technology
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$1,829$1,649 â–²917.6%72,3790.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,784$2 â–¼-0.1%3,7230.2%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,4970.0%65,3530.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,414$60 â–¼-4.1%5,5700.2%Computer and Technology
iShares iBonds Dec 2033 Term Corporate ETF stock logo
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
$1,380$1,256 â–²1,015.7%53,3960.2%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,371$0 â–²0.0%27,5410.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,256$195 â–²18.4%7,4050.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$1,197$1 â–²0.1%5,5030.2%Medical
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$1,183$744 â–²169.3%56,5310.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,1400.0%20,0720.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,129$46 â–¼-3.9%1,9570.1%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,093$597 â–¼-35.3%21,5950.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,046$278 â–¼-21.0%5,0810.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$886$789 â–¼-47.1%12,7020.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8680.0%3,5490.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$846$78 â–¼-8.4%4,0640.1%Retail/Wholesale
ONEOK, Inc. stock logo
OKE
ONEOK
$8440.0%9,3380.1%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$825$3 â–¼-0.3%2,8750.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$784$66 â–¼-7.8%2,6640.1%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$783$4 â–¼-0.5%5,6580.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$7810.0%5,3240.1%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$778$160 â–¼-17.1%44,9070.1%Manufacturing
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$7760.0%7,0330.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$7600.0%3,5590.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$727$698 â–²2,381.0%1,0420.1%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$717$27 â–¼-3.7%33,3800.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$642$372 â–²137.9%2,9570.1%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$637$95 â–¼-12.9%7,7750.1%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$600$5 â–¼-0.9%5,8640.1%Manufacturing
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$588$4 â–¼-0.6%11,5750.1%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$577$0 â–²0.0%23,8080.1%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$5600.0%3,0000.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5590.0%2,6010.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$552$79 â–¼-12.6%7790.1%Industrials
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$5110.0%3,5300.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$5100.0%3,4680.1%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$4770.0%4,2040.1%Financial Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$471$31 â–²7.0%4,7920.1%Transportation
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$454$236 â–¼-34.2%3,6510.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$439$154 â–²54.1%1,5460.1%Aerospace
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$436$75 â–²20.8%2,5200.1%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$434$584 â–¼-57.4%4,3120.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$417$20 â–²5.0%5,3730.1%Computer and Technology
F.N.B. Corporation stock logo
FNB
F.N.B.
$3930.0%23,5310.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$383$367 â–²2,347.1%4160.0%Medical
Chevron Corporation stock logo
CVX
Chevron
$378$69 â–²22.3%1,8290.0%Energy
MARSH & MCLENNAN COS INC
$376$49 â–¼-11.6%2,1700.0%COM
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$369$325 â–²746.9%1,3550.0%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$361$1 â–¼-0.2%2,8000.0%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3610.0%3,1960.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$358$27 â–¼-7.0%1,2450.0%Computer and Technology
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$355$21 â–²6.2%1,7040.0%Finance
GE VERNOVA INC
$334$118 â–²54.4%3830.0%COM
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3330.0%1,8350.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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