Institutional Fund
Roble, Belko & Company, Inc
Sewickley, PACIK 16423055 filings on record
Portfolio Value
$786.5K
Q1 2026
Holdings
487
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+3.1%
from $763.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.6%
- Vanguard Star Fds10.2%
- Vanguard Bd Index Fds6.1%
- Vanguard Tax-Managed Fds5.9%
- Vanguard Whitehall Fds4.0%
- Vanguard Intl Equity Index F3.9%
- Other52.3%
Portfolio Holdings
487 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 431.5K | $138.4K | 17.6% | +14.8K | Added |
| 2 | Vanguard Star Fds | 1.04M | $80.5K | 10.2% | +115.4K | Added |
| 3 | Vanguard Bd Index Fds | 646.2K | $47.6K | 6.1% | +167.9K | Added |
| 4 | Vanguard Tax-Managed Fds | 718.6K | $46.0K | 5.9% | +877 | Added |
| 5 | Vanguard Whitehall Fds | 211.8K | $31.4K | 4.0% | −1.7K | Reduced |
| 6 | Vanguard Intl Equity Index F | 413.0K | $31.0K | 3.9% | −12.1K | Reduced |
| 7 | Vanguard Index Fds | 90.2K | $26.9K | 3.4% | +2.9K | Added |
| 8 | Spdr S&P 500 ETF Tr | 39.1K | $25.4K | 3.2% | −728 | Reduced |
| 9 | Select Sector Spdr Tr | 181.6K | $24.1K | 3.1% | −15.1K | Reduced |
| 10 | Vanguard Index Fds | 252.3K | $22.4K | 2.8% | +25.1K | Added |
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