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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 $1,386,003,177
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 152,583 $81,262,655 5.86%
2.
Apple Inc.
 AAPL 295,831 $65,712,850 4.74%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 105,778 $54,360,191 3.92%
4.
Microsoft Corp
 MSFT 138,069 $51,829,723 3.74%
5.
Alphabet Inc.
 GOOGL 251,487 $39,289,838 2.83%
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)