Roundview Capital LLC Purchases in Q2 2025

Roundview Capital LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OPRA
Opera LTD

Communication Services
36.4K
New
$13.79 - $19.1 $502K - $695K
36.4K $687K
UBER
Uber Technologies, Inc

Technology
7.22K
New
$64.62 - $93.3 $466K - $674K
7.22K $673K
AXON
Axon Enterprise, Inc.

Industrials
300
+ 25.84%
$497.13 - $827.94 $149K - $248K
1.46K $1.21M
BAC
Bank Of America Corp

Financial Services
2.91K
+ 3.56%
$34.39 - $47.46 $100K - $138K
84.6K $4M
MCK
Mckesson Corp

Healthcare
237
+ 3.39%
$652.83 - $732.78 $155K - $174K
7.23K $5.3M
HD
Home Depot, Inc.

Consumer Cyclical
1.53K
+ 11.59%
$335.24 - $380.78 $514K - $584K
14.8K $5.42M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.4K
+ 9.12%
$22.92 - $28.05 $261K - $319K
136K $3.82M
CPRT
Copart Inc

Consumer Cyclical
33.7K
+ 22.78%
$47.72 - $63.84 $1.61M - $2.15M
181K $8.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.65K
+ 2.74%
$39.89 - $49.46 $106K - $131K
99.6K $4.93M
PLTR
Palantir Technologies Inc.

Technology
451
+ 5.07%
$74.01 - $144.25 $33.4K - $65.1K
9.34K $1.27M
TDG
Trans Digm Group Inc

Industrials
179
+ 10.78%
$1231.75 - $1520.64 $220K - $272K
1.84K $2.8M
TOST
Toast, Inc.

Technology
245
+ 0.56%
$30.03 - $45.23 $7.36K - $11.1K
43.6K $1.93M
DFIV
Dimensional ETF Tr

ETFs
11.3K
New
$34.67 - $43.21 $391K - $488K
11.3K $483K
TFII
Tfi International Inc.

Industrials
4.57K
+ 84.37%
$73.75 - $91.79 $337K - $419K
9.98K $894K
VB
Vanguard Small Cap ETF

ETFs
257
+ 0.95%
$193.73 - $237.37 $49.8K - $61K
27.3K $6.46M
HOOD
Robinhood Markets, Inc.

Technology
4.5K
New
$34.17 - $93.63 $154K - $421K
4.5K $421K
CNQ
Canadian Natural Resources LTD

Energy
12.2K
+ 22.67%
$25.14 - $34.01 $307K - $415K
66K $2.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.8K
+ 2.94%
$77.94 - $79.5 $296K - $302K
133K $10.6M
IBM
International Business Machines Corp

Technology
831
+ 34.8%
$221.03 - $294.78 $184K - $245K
3.22K $948K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.72K
+ 0.95%
$79.56 - $82.92 $137K - $143K
183K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.91K
+ 1.52%
$19.6 - $24.44 $37.5K - $46.8K
128K $3.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.1K
+ 22.24%
$82.21 - $83.12 $337K - $341K
22.5K $1.87M
MSI
Motorola Solutions, Inc.

Technology
1.24K
+ 11.86%
$394.72 - $440.39 $487K - $544K
11.6K $4.9M
BSX
Boston Scientific Corp

Healthcare
2.98K
+ 143.34%
$89.7 - $107.41 $267K - $320K
5.06K $543K
AME
Ametek Inc

Industrials
829
+ 3.96%
$151.41 - $182.75 $126K - $151K
21.7K $3.93M
TJX
Tjx Companies Inc

Consumer Cyclical
2.33K
+ 9.4%
$119.13 - $135.03 $278K - $315K
27.1K $3.35M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.16K
+ 0.45%
$58.63 - $59.9 $126K - $129K
486K $29.1M
CBZ
Cbiz, Inc.

Industrials
6.9K
+ 17.08%
$66.19 - $79.64 $457K - $550K
47.3K $3.39M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.63K
New
$36.25 - $42.28 $276K - $322K
7.63K $322K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.78K
+ 14.17%
$77.74 - $78.78 $294K - $297K
30.4K $2.39M
CEG
Constellation Energy Corp

Utilities
914
New
$170.96 - $322.76 $156K - $295K
914 $295K
WSO
Watsco Inc

Industrials
887
+ 61.3%
$421.84 - $520.66 $374K - $462K
2.33K $1.03M
TSCO
Tractor Supply CO

Consumer Cyclical
8.47K
+ 12.91%
$47.86 - $55.77 $405K - $472K
74.1K $3.91M
FICO
Fair Isaac Corp

Technology
182
+ 7.2%
$1503.62 - $2206.01 $274K - $401K
2.71K $4.95M
VGSH
Vanguard

ETFs
4.68K
+ 2.99%
$58.32 - $58.95 $273K - $276K
161K $9.48M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.82K
+ 17.97%
$102.02 - $103.5 $288K - $292K
18.5K $1.9M
GE
General Electric CO

Industrials
184
+ 4.52%
$166.81 - $257.39 $30.7K - $47.4K
4.25K $1.09M
SPGI
S&P Global Inc.

Financial Services
183
+ 2.01%
$438.31 - $527.29 $80.2K - $96.5K
9.3K $4.91M
TMUS
T Mobile Us, Inc.

Communication Services
1.07K
New
$220.99 - $268.54 $236K - $287K
1.07K $254K
POOL
Pool Corp

Industrials
1K
+ 67.2%
$285.0 - $325.66 $286K - $327K
2.5K $728K
WMB
Williams Companies, Inc.

Energy
3.98K
New
$54.33 - $62.87 $216K - $250K
3.98K $249K
DE
Deere & CO

Industrials
184
+ 4.82%
$412.99 - $531.48 $76K - $97.8K
4K $2.03M
CSCO
Cisco Systems, Inc.

Technology
1.96K
+ 14.97%
$53.19 - $69.38 $104K - $136K
15.1K $1.04M
GWW
W.W. Grainger, Inc.

Industrials
131
+ 7.73%
$919.93 - $1101.66 $121K - $144K
1.83K $1.9M
XLI
Industrial Sector Spdr

ETFs
1.48K
New
$116.42 - $147.52 $173K - $219K
1.48K $218K
CRM
Salesforce, Inc.

Technology
589
+ 5.48%
$236.26 - $291.15 $139K - $171K
11.3K $3.09M
MPC
Marathon Petroleum Corp

Energy
1.22K
New
$118.55 - $170.08 $145K - $208K
1.22K $203K
MSTR
Microstrategy Inc

Technology
500
New
$237.95 - $421.61 $119K - $211K
500 $202K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.44K
+ 1.45%
$32.62 - $33.58 $112K - $116K
241K $8.1M
Activity Summary
Buys All Purchases 153 New Holdings 18 Increased Positions 135 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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