Roundview Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 338 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $71.5M, Apple Inc. with a value of $70.1M, Microsoft Corp with a value of $61.1M, Vanguard Index Fds S&P 500 ETF with a value of $53.9M, and Alphabet Inc. with a value of $43.5M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.25B to 1.35B.
Roundview Capital LLC is based out at Princeton, NJ
Below you can find more details about Roundview Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $502 Million
Technology: $214 Million
Financial Services: $188 Million
Consumer Cyclical: $103 Million
Industrials: $101 Million
Healthcare: $90.3 Million
Communication Services: $70.9 Million
Consumer Defensive: $56 Million
Other: $23.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
