Roundview Capital LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 336 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $73.9M, Berkshire Hathaway Inc Class B with a value of $73.2M, Microsoft Corp with a value of $71.9M, Alphabet Inc. with a value of $61.2M, and Vanguard Index Fds S&P 500 ETF with a value of $58.8M.
Examining the 13F form we can see an increase of $83.5M in the current position value, from $1.46B to 1.54B.
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
$1.54 Billion
ETFs: $585 Million
Technology: $266 Million
Financial Services: $210 Million
Consumer Cyclical: $124 Million
Industrials: $114 Million
Communication Services: $103 Million
Healthcare: $66.1 Million
Consumer Defensive: $51.6 Million
Other: $23.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
