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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
IBITIshares Bitcoin Tr
Recent Activity
Increased 172.42%
0.01%
$8,000
158 shares@ $50.64 avg price
AIQGlobal X Fds Artificial
Recent Activity
Increased 42.5%
0.01%
$7,000
171 shares@ $40.94 avg price
MELIMercadolibre Inc
Recent Activity
Increased 100%
0.01%
$7,000
4 shares@ $1750.0 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 1520%
0.01%
$6,000
81 shares@ $74.08 avg price
MSTRMicrostrategy Inc
Recent Activity
Increased 100%
0.01%
$6,000
20 shares@ $300.0 avg price
VTRSViatris Inc
Recent Activity
Increased 395.46%
0.01%
$4,000
327 shares@ $12.24 avg price
SPYINeos Etf Trust Neos S&p 500 Hi
Recent Activity
Increased 461.54%
0.01%
$4,000
73 shares@ $54.8 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Increased 23.69%
0.01%
$4,000
47 shares@ $85.11 avg price
LTCLtc Pptys Inc
Recent Activity
Increased 1.32%
0.01%
$3,000
77 shares@ $38.97 avg price
ADCAgree Rlty Corp
Recent Activity
Increased 2.18%
0.01%
$3,000
47 shares@ $63.83 avg price