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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 $1,828,933,778
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 250,743 $88,595,151 4.84%
2.
Apple Inc.
 AAPL 288,914 $83,600,266 4.57%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 97,191 $66,751,599 3.65%
4.
Berkshire Hathaway Inc
 BRK-B 120,454 $60,273,978 3.3%
5.
Microsoft Corp
 MSFT 147,038 $54,847,963 3%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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