Portfolio (Quarterly)
Guide ↗
Roble, Belko & Company, Inc
· CIK 0001642305| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SYM | SYMBOTIC INC | Industrials | 80 | $5K | 0.00% | SOLD |
| 22 | EA | ELECTRONIC ARTS INC | Communication Services | 20 | $4K | 0.00% | SOLD |
| 23 | GFI | GOLD FIELDS LTD | Basic Materials | 57 | $2K | — | SOLD |
| 24 | MXC | MEXCO ENERGY CORP | Energy | 200 | $2K | — | SOLD |
| 25 | ASML | ASML HOLDING N V | Technology | 2 | $2K | — | SOLD |
| 26 | BTG | B2GOLD CORP | Basic Materials | 295 | $1K | — | SOLD |
| 27 | F | FORD MTR CO | Consumer Cyclical | 100 | $1K | — | SOLD |
| 28 | XMMO | INVESCO EXCHANGE TRADED FD S&P MDCP MOMNTUM | — | 8 | $1K | — | SOLD |
| 29 | HELO | J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA | — | 13 | $1K | — | SOLD |
| 30 | — | ONESTREAM INC | — | 33 | $1K | — | SOLD |
| 31 | PNNT | PENNANTPARK INVT CORP | Financial Services | 133 | $1K | — | SOLD |
| 32 | SDGR | SCHRODINGER INC | Healthcare | 45 | $1K | — | SOLD |
| 33 | TTD | THE TRADE DESK INC | Technology | 20 | $1K | — | SOLD |
| 34 | TOST | TOAST INC | Technology | 18 | $1K | — | SOLD |
| 35 | — | CYBERARK SOFTWARE LTD | — | 2 | $1K | — | SOLD |
| 36 | — | AURORA CANNABIS INC | — | 4 | — | — | SOLD |
| 37 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 3 | — | — | SOLD |
| 38 | GTLB | GITLAB INC | Technology | 10 | — | — | SOLD |
| 39 | LPLA | LPL FINL HLDGS INC | Financial Services | 1 | — | — | SOLD |
| 40 | — | PALLADYNE AI CORP | — | 101 | — | — | SOLD |
Sector Allocation
Financial Services
50.8%
Technology
16.2%
Consumer Cyclical
10.1%
Healthcare
5.3%
Industrials
4.3%
Energy
4.1%
Communication Services
2.8%
Consumer Defensive
2.5%
Utilities
1.8%
Basic Materials
1.2%