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Home > Institutional Investor > Roundview Capital Llc > Profile

Instuitional Investor - Roundview Capital Llc

Fund Profile
Filing Period:
Fund Name: Roundview Capital Llc
Portfolio Value $1,496,116,486
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 149,716 $72,727,542 4.86%
2.
Microsoft Corp
 MSFT 138,778 $69,029,458 4.61%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 105,790 $60,091,693 4.02%
4.
Apple Inc.
 AAPL 290,087 $59,517,210 3.98%
5.
Amazon Com Inc
 AMZN 205,259 $45,031,768 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)