Colleen Doughty

@Roble, Belko & Company, Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$629.284M

Total holdings420

Assets growth rate-0.81%

Assets growth rate (2-Q avg)2.71%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Roble, Belko & Company, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 420 positions.

Assets under management

The assets under management (AUM) of Roble, Belko & Company, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 629.284M in assets, with a quarterly growth rate of -0.81% and a 2-quarter average growth rate of 2.71%. The portfolio is managed by Colleen Doughty, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMTAmerican Tower Corp New Recent Activity Exited	0%	$1,000 5 shares@ $200.0 avg price	Exited
IIPRInnovative Indl Pptys Inc Recent Activity Exited	0%	$0 2 shares@ $0.0 avg price	Exited
FCELBFuelcell Energy Inc Recent Activity Exited	0%	$0 1,000 shares@ $0.0 avg price	Exited
PSECProspect Cap Corp Recent Activity Exited	0%	$0 45 shares@ $0.0 avg price	Exited
PRTPermrock Royalty Trust Recent Activity Exited	0%	$0 59 shares@ $0.0 avg price	Exited
3896⤦Grayscale Ethereum Mini Tr E Recent Activity Exited	0%	$0 138 shares@ $0.0 avg price	Exited
CLSKCleanspark Inc Recent Activity Exited	0%	$0 30 shares@ $0.0 avg price	Exited