StockDriftsStockDriftsTop 50 Roble, Belko & Company, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.1% | 452.5K | $167.4M | +4.86%(+20.99K) | $175.72(+118.16%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 10.19% | 1.10M | $94.2M | +5.55%(+57.98K) | $61.74(+42.75%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.93% | 873.0K | $64.1M | +35.10%(+226.82K) | $72.80(-0.75%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.56% | 722.3K | $51.5M | +0.51%(+3.65K) | $44.58(+66.01%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX | 3.77% | 416.9K | $34.9M | +0.93%(+3.84K) | $51.04(+68.79%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.76% | 220.4K | $34.8M | +4.07%(+8.61K) | $97.91(+69.83%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.74% | 181.5K | $34.6M | -0.08%(-148) | $30.21(+531.39%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.51% | 94.4K | $32.5M | +4.73%(+4.27K) | $211.08(+68.90%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.16% | 39.1K | $29.2M | -0.05%(-21) | $218.72(+254.50%) | 2026-06-30 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 2.77% | 206.6K | $25.7M | +0.00%(+0) | $25.37(+386.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.56% | +50.35% | +7.70% | +44.88% |
| Top 20 Holdings Unweighted | +14.02% | +48.23% | +7.11% | +40.97% |
Roble, Belko & Company, Inc reports $925.28M in US-listed equity holdings across 486 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.1%), VXUS (10.2%) and BND (6.9%). The top 20 holdings account for 79.72% of reported assets. Its disclosed equity book has returned +50.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roble, Belko & Company, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1642305). View Roble, Belko & Company, Inc’s 13F filings on SEC