13F Filings History of CROBAN

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$207,494,776
Signature - Title
Tracy Baughman - CIO & Wealth Department Manager
Location
Fremont, OH
Summary
This page shows a list of all the recent 13F filings made by CROBAN. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CROBAN reported 82 stock holdings with total value $207,494,776 as of Q4 2025. Top holdings included VYMI, VSLU, TCHP, SIHY, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 82 $207,494,776 +$63,618,541 -$7,256,003 +$56,362,538 VYMI, VSLU, TCHP, SIHY, IVW 13F-HR 12 Feb 2026, 21:09
Q3 2025 79 $150,061,405 +$34,042,078 -$7,235,080 +$26,806,998 VYMI, DFAU, VSLU, SIHY, TCHP 13F-HR 20 Oct 2025, 15:50
Q2 2025 74 $117,061,385 +$11,691,862 -$7,194,537 +$4,497,325 VYMI, SIHY, DES, VSLU, TCHP 13F-HR 08 Aug 2025, 10:41
Q1 2025 74 $108,549,745 +$17,048,451 -$11,511,531 +$5,536,920 VYMI, SIHY, DES, VSLU, IGSB 13F-HR 30 Apr 2025, 17:31
Q4 2024 72 $101,861,815 $0 $0 $0 VYMI, HYG, DES, IDU, IGSB 13F-HR 19 Aug 2025, 14:00
Q4 2023 0 $0 $0 $0 $0 Restatement 19 Aug 2025, 13:59