Roundview Capital LLC Incresed Positions in Q2 2025

Roundview Capital LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
LLY
Eli Lilly & CO

Healthcare
933
+ 19.78%
$713.71 - $898.95 $666K - $839K
5.65K $4.4M
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
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
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
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
CBZ
Cbiz, Inc.

Industrials
6.9K
+ 17.08%
$66.19 - $79.64 $457K - $550K
47.3K $3.39M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.16K
+ 0.45%
$58.63 - $59.9 $126K - $129K
486K $29.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.78K
+ 14.17%
$77.74 - $78.78 $294K - $297K
30.4K $2.39M
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
POOL
Pool Corp

Industrials
1K
+ 67.2%
$285.0 - $325.66 $286K - $327K
2.5K $728K
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
CRM
Salesforce, Inc.

Technology
589
+ 5.48%
$236.26 - $291.15 $139K - $171K
11.3K $3.09M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.44K
+ 1.45%
$32.62 - $33.58 $112K - $116K
241K $8.1M
SHW
Sherwin Williams CO

Basic Materials
770
+ 5.24%
$313.51 - $363.51 $241K - $280K
15.5K $5.31M
KO
Coca Cola CO

Consumer Defensive
2.92K
+ 9.12%
$68.37 - $73.9 $200K - $216K
35K $2.47M
BA
Boeing CO

Industrials
186
+ 6.35%
$136.59 - $217.51 $25.4K - $40.5K
3.11K $652K
MS
Morgan Stanley

Financial Services
310
+ 7.15%
$99.83 - $140.86 $30.9K - $43.7K
4.65K $654K
VIG
Vanguard Dividend Appreciation

ETFs
760
+ 5.77%
N/A
13.9K $2.54M
VT
Vanguard Total World Stk Index

ETFs
301
+ 3.76%
$103.16 - $128.52 $31.1K - $38.7K
8.3K $1.07M
MSCI
Msci Inc.

Financial Services
88
+ 1.18%
$506.56 - $576.74 $44.6K - $50.8K
7.57K $4.36M
WCN
Waste Connections, Inc.

Industrials
1.4K
+ 9.13%
$183.26 - $199.95 $257K - $280K
16.7K $3.13M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
126
+ 0.3%
$29.12 - $35.84 $3.67K - $4.52K
42.1K $1.51M
IT
Gartner Inc

Technology
353
+ 22.79%
$377.5 - $449.52 $133K - $159K
1.9K $768K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
604
+ 6.84%
$90.56 - $109.49 $54.7K - $66.1K
9.44K $1.03M
ABT
Abbott Laboratories

Healthcare
445
+ 3.9%
$123.95 - $138.08 $55.2K - $61.4K
11.8K $1.61M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
26
+ 0.69%
$376.48 - $440.65 $9.79K - $11.5K
3.8K $1.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 0.27%
$114.78 - $133.31 $5.85K - $6.8K
18.9K $2.51M
PM
Philip Morris International Inc.

Consumer Defensive
49
+ 1.89%
$149.23 - $184.95 $7.31K - $9.06K
2.65K $481K
DFAI
Dimensional ETF Tr

ETFs
9
+ 0.05%
$28.02 - $34.71 $252 - $312
19.8K $684K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
396
+ 0.4%
$51.68 - $52.76 $20.5K - $20.9K
99.1K $5.23M
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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