Institutional Investor · CIK 0001642305
ROBLE, BELKO & COMPANY, INC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
505
Total Value
$909.44M
Total Shares
9.21M
Latest Filing
Jul 24, 2026
CIK
0001642305
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 452,490 | $167.44M | 0.0075% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 1,102,361 | $94.24M | 0.0143% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 873,025 | $64.09M | 0.0158% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 722,252 | $51.46M | 0.0162% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 416,876 | $34.91M | 0.0366% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 220,368 | $34.83M | 0.0371% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 181,464 | $34.57M | 0.0277% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 94,428 | $32.48M | 0.0446% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 39,108 | $29.20M | 0.0037% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 206,612 | $25.66M | 0.0190% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 257,749 | $24.86M | 0.0357% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 665,320 | $19.27M | 0.0444% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 318,766 | $18.80M | 0.0369% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 206,069 | $18.71M | 0.1376% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 36,119 | $15.40M | 0.0800% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 276,167 | $13.92M | 0.0345% | SH | — | View | |
Schwab US TIPS ETF(SCHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 488,303 | $12.94M | 0.0778% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 205,733 | $12.28M | 0.0074% | SH | — | View | |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 68,347 | $11.23M | 0.0121% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 399,736 | $11.07M | 0.0167% | SH | — | View | |
iShares S&P 100 ETF(OEF) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 29,243 | $10.70M | 0.0547% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 15,234 | $10.46M | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 25,254 | $8.55M | 0.0744% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 140,538 | $8.18M | 0.0241% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 16,925 | $6.93M | 0.0145% | SH | — | View | |
| Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-24 | 31,811 | $4.82M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 15,410 | $4.67M | 0.0024% | SH | — | View | |
iShares iBonds Dec 2029…(IBDU) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 164,439 | $3.81M | 0.0954% | SH | — | View |
iShares Core U.S. REIT…(USRT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 56,493 | $3.75M | 0.0881% | SH | — | View |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 38,136 | $3.64M | 0.0062% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 33,457 | $3.48M | 0.0046% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 6,526 | $3.35M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 32,455 | $3.19M | 0.0164% | SH | — | View | |
iShares iBonds Dec 2028…(IBDT) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 124,054 | $3.13M | 0.0781% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-24 | 10,592 | $2.98M | 0.0011% | SH | — | View | |
iShares iBonds Dec 2027…(IBDS) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 118,468 | $2.87M | 0.0753% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 10,452 | $2.86M | 0.0270% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 18,698 | $2.85M | 0.0135% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 3,682 | $2.76M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 11,238 | $2.55M | 0.0053% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 12,426 | $2.49M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 12,426 | $2.49M | 0.0001% | SH | — | View |
iShares iBonds Dec 2030…(IBDV) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 113,743 | $2.48M | 0.0767% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 19,942 | $2.20M | 0.0039% | SH | — | View | |
iShares iBonds Dec 2031…(IBDW) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 104,751 | $2.18M | 0.0874% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 5,826 | $2.17M | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 6,550 | $1.90M | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 6,550 | $1.90M | 0.0000% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 3,723 | $1.86M | 0.0002% | SH | — | View |
iShares iBonds Dec 2032…(IBDX) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 72,379 | $1.82M | 0.1056% | SH | — | View |
iShares iBonds Dec 2033…(IBDY) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 68,802 | $1.77M | 0.1575% | SH | — | View |
iShares iBonds Dec 2034…(IBDZ) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 57,696 | $1.50M | 0.1704% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,957 | $1.44M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,957 | $1.44M | 0.2009% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 5,506 | $1.39M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 20,072 | $1.37M | 0.0043% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,905 | $1.21M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 21,396 | $1.08M | 0.0027% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 12,636 | $1.05M | 0.0006% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 2,875 | $1.02M | 0.0000% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 7,406 | $1.01M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 8,336 | $996.00K | 0.0007% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 3,972 | $947.00K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 3,972 | $947.00K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 3,549 | $901.00K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 3,549 | $901.00K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 5,658 | $888.00K | 0.0009% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 2,662 | $871.00K | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 2,662 | $871.00K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 3,559 | $863.00K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,324 | $845.00K | 0.0021% | SH | — | View | |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 779 | $830.00K | 0.0001% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 779 | $830.00K | 0.0002% | SH | — | View |
Schwab U.S. REIT ETF(SCHH) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 32,499 | $770.00K | 0.0071% | SH | — | View |
iShares iBonds Dec 2026…(IBDR) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 30,293 | $734.00K | 0.0209% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,963 | $720.00K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,425 | $709.00K | 0.0034% | SH | — | View | |
| Real Estate | REIT - Retail | 2026-06-30 | 2026-07-24 | 3,000 | $671.00K | 0.0009% | SH | — | View | |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,864 | $646.00K | 0.0024% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,775 | $646.00K | 0.0048% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,530 | $630.00K | 0.0076% | SH | — | View | |
ONEOK, Inc.(OKE) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-24 | 7,206 | $626.00K | 0.0011% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-24 | 5,235 | $615.00K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,601 | $615.00K | 0.0005% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 4,202 | $588.00K | 0.0002% | SH | — | View | |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 1,546 | $578.00K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,651 | $541.00K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,433 | $530.00K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,126 | $528.00K | 0.0001% | SH | — | View | |
QUALCOMM Incorporated(QCOM) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 2,800 | $517.00K | 0.0003% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 3,468 | $508.00K | 0.0001% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 416 | $499.00K | 0.0000% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-24 | 4,493 | $483.00K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,835 | $463.00K | 0.0019% | SH | — | View | |
F.N.B. Corporation(FNB) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-24 | 23,531 | $449.00K | 0.0066% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 1,245 | $445.00K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 3,196 | $440.00K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,312 | $435.00K | 0.0026% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-24 | 360 | $423.00K | 0.0001% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-24 | 1,702 | $419.00K | 0.0004% | SH | — | View |
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