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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 $1,605,366,808
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 288,864 $73,310,890 4.57%
2.
Alphabet Inc.
 GOOGL 249,993 $71,712,894 4.47%
3.
Berkshire Hathaway Inc
 BRK-B 130,469 $62,520,745 3.89%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 98,347 $58,767,217 3.66%
5.
Microsoft Corp
 MSFT 153,147 $56,690,319 3.53%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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