RC

Roundview Capital LLC

13F
Roundview Capital LLC
Last update 2025-05-06 312 Stocks (14 new)
Value $1.39 Bil Turnover 4 %
Countries:
Top Holdings: BRK.B(5.86%)AAPL(4.74%)VOO(3.92%)MSFT(3.74%)GOOG(2.83%)
Summary Stock Picks Current Portfolio
Roundview Capital LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
152,583
81,262.7
-1.86%
5.860
-0.09%
0.010
+5.56%
+12.66%
1,101,252.3
Insurance
AAPL 		Apple Inc
295,831
65,712.9
-4.28%
4.740
-0.23%
0.000
-15.11%
-16.90%
3,100,826.8
Hardware
VOO 		Vanguard S&P 500 ETF
105,778
54,360.2
+3.21%
3.920
+0.12%
0.010
-3.08%
+1.39%
620,053.1
 
MSFT 		Microsoft Corp
138,069
51,829.7
-3.75%
3.740
-0.16%
0.000
+10.56%
+8.80%
3,395,427.6
Software
GOOG 		Alphabet Inc
251,487
39,289.8
-4.14%
2.830
-0.14%
0.000
-11.09%
-12.63%
2,008,457.7
Interactive Media
AMZN 		Amazon.com Inc
200,376
38,123.5
+3.92%
2.750
+0.10%
0.000
-9.45%
-6.46%
2,178,634.8
Retail - Cyclical
SCHB 		Schwab U.S. Broad Market ETF
1,683,587
36,247.6
+5.93%
2.620
+0.15%
0.120
-3.51%
+0.96%
32,902.7
 
VTI 		Vanguard Total Stock Market ETF
109,596
30,121.4
+1.13%
2.170
+0.02%
0.010
-3.47%
+0.96%
463,744.4
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
483,880
28,742.5
+7.11%
2.070
+0.14%
0.090
+2.02%
+2.73%
31,023.5
 
BIV 		Vanguard Intermediate-Term Bond ETF
345,625
26,464.5
-1.37%
1.910
-0.03%
0.120
+1.77%
+2.66%
22,316.2
 

Roundview Capital LLC's Historical Top Holdings Breakdowns

Roundview Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KNSL 		Kinsale Capital Group Inc2025-03-31Sold Out
-0.33%
●
416.48 ($448.86) 494.72
$471.63
5.07%
Sold Out
0
-10,074
VXUS 		Vanguard Total International Stock2025-03-31Add
+0.28%
●
58.01 ($61.77) 64.46
$66.52
7.68%
Add 214.38%
92,055
62,774
WST 		West Pharmaceutical Services Inc2025-03-31Sold Out
-0.27%
●
199.11 ($275.6) 347.87
$217.13
-21.22%
Sold Out
0
-11,940
AAPL 		Apple Inc2025-03-31Reduce
-0.23%
●
209.68 ($231.67) 247.1
$207.30
-10.52%
Reduce -4.28%
295,831
-13,220
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2025-03-31Sold Out
-0.22%
●
42.38 ($42.91) 43.28
$42.54
-0.86%
Sold Out
0
-75,626
BN 		Brookfield Corp2025-03-31Sold Out
-0.18%
●
48.64 ($56.7) 62.05
$58.98
4.02%
Sold Out
0
-43,890
MSFT 		Microsoft Corp2025-03-31Reduce
-0.16%
●
375.39 ($407.71) 447.2
$456.98
12.08%
Reduce -3.75%
138,069
-5,373
DPZ 		Domino's Pizza Inc2025-03-31New Buy
+0.15%
●
402.33 ($452.3) 489.71
$496.50
9.77%
New holding
4,430
4,430
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Add
+0.15%
●
21.23 ($22.75) 23.75
$22.85
0.44%
Add 5.93%
1,683,587
94,287
UNH 		UnitedHealth Group Inc2025-03-31Reduce
-0.15%
●
461.52 ($511.2) 548.18
$307.63
-39.82%
Reduce -17.51%
19,334
-4,105

Roundview Capital LLC Total Holding History ($B)

To

Roundview Capital LLC's Asset Allocation

To

Roundview Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Roundview Capital LLC's Hypothetical Growth since 2025-03-31

Roundview Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Roundview Capital LLC's Holdings Heat Map

Size field:

Roundview Capital LLC's Holdings Bubble Chart

Roundview Capital LLC News

  • 1

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