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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 $1,084,693,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 166,147 $59,257,990 5.46%
2.
Apple Inc.
 AAPL 307,473 $59,197,739 5.45%
3.
Microsoft Corp
 MSFT 136,687 $51,399,618 4.73%
4.
Vanguard Index Fds
 96,795 $42,280,130 3.89%
5.
Alphabet Inc.
 GOOG 254,719 $35,897,563 3.3%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)