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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 $1,432,271,132
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 309,051 $77,392,618 5.4%
2.
Berkshire Hathaway Inc
 BRK.A 155,477 $70,474,615 4.92%
3.
Microsoft Corp
 MSFT 143,442 $60,460,598 4.22%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 102,490 $55,222,658 3.85%
5.
Alphabet Inc.
 GOOGL 262,349 $49,961,831 3.48%
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)