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Portfolio (Quarterly) Guide ↗

Roble, Belko & Company, Inc

· CIK 0001642305
13F Portfolio $787M AUM 487 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 99 Added 91 Reduced 42 Exited
Page 19 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MOH MOLINA HEALTHCARE INC Healthcare 30.0 $4K 0.00% $133.33 +33.7%
362 PAYX PAYCHEX INC Industrials 42.0 $4K 0.00% $95.24 -1.0%
363 PBDC PUTNAM ETF TRUST BDC INCOME 148.0 $4K 0.00% +8.0 +5.7% $27.03 +0.6%
364 SPGI S&P GLOBAL INC Financial Services 10.0 $4K 0.00% $400.00 +3.4%
365 SHOP SHOPIFY INC Technology 30.0 $4K 0.00% $133.33 -19.6%
366 SMCI SUPER MICRO COMPUTER INC Technology 166.0 $4K 0.00% +12.0 +7.8% $24.10 +57.6%
367 VTRS VIATRIS INC Healthcare 327.0 $4K 0.00% $12.23 +33.1%
368 APLD APPLIED DIGITAL CORP Technology 123.0 $3K $24.39 +101.3%
369 BE BLOOM ENERGY CORP Industrials 23.0 $3K $130.43 +127.8%
370 CRWD CROWDSTRIKE HLDGS INC Technology 8.0 $3K +7.0 +700.0% $375.00 +73.3%
371 CEFS EXCHANGE LISTED FDS TR SABA INT RATE 119.0 $3K NEW $25.21 +0.3%
372 XYLD GLOBAL X FDS S&P 500 COVERED 75.0 $3K $40.00 +1.4%
373 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 138.0 $3K +30.0 +27.8% $21.74 -10.4%
374 URTH ISHARES INC MSCI WORLD ETF 14.0 $3K $214.29 -4.9%
375 NEE NEXTERA ENERGY INC Utilities 28.0 $3K -835.0 -96.8% $107.14 -18.5%
376 PDI PIMCO DYNAMIC INCOME FD Financial Services 200.0 $3K -25.0 -11.1% $15.00 +11.2%
377 PLD PROLOGIS INC. Real Estate 19.0 $3K NEW $157.89 -7.2%
378 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 41.0 $3K NEW $73.17 +14.9%
379 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 45.0 $3K +25.0 +125.0% $66.67 +29.5%
380 USAR USA RARE EARTH INC Basic Materials 174.0 $3K -12.0 -6.5% $17.24 +55.6%
Page 19 of 25  ·  487 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%