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Colleen Doughty

@Roble, Belko & Company, Inc

Latest period2024 - Q4ReportedManaged Assets$629.284MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHRSchwab Strategic Tr Int-trm U.s Tres
Recent Activity
Increased 178.19%
0.02%
$125,000
5,138 shares@ $24.33 avg price
SCHPSchwab Strategic Tr Us Tips Etf
Recent Activity
Increased 100%
0.02%
$112,000
4,334 shares@ $25.85 avg price
TAt&t Inc
Recent Activity
Increased 302.75%
0.02%
$110,000
4,837 shares@ $22.75 avg price
STLDSteel Dynamics Inc
Recent Activity
Increased 0.42%
0.02%
$82,000
719 shares@ $114.05 avg price
VZVerizon Communications
Recent Activity
Increased 6700%
0.02%
$68,000
1,700 shares@ $40.0 avg price
KOCoca Cola Co
Recent Activity
Increased 10000%
0.02%
$63,000
1,010 shares@ $62.38 avg price
IJHIshares Tr Core S&p Mcp Etf
Recent Activity
Increased 0.42%
0.01%
$60,000
971 shares@ $61.8 avg price
NUENucor Corp
Recent Activity
Increased 0.4%
0.01%
$59,000
503 shares@ $117.3 avg price
DDDupont De Nemours Inc
Recent Activity
Increased 27.67%
0.01%
$58,000
766 shares@ $75.72 avg price
DOWDow Inc
Recent Activity
Increased 13.31%
0.01%
$57,000
1,414 shares@ $40.32 avg price