Roundview Capital LLC Portfolio Holdings
Roundview Capital LLC
- $1.54 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 336
- Current Value $1.54 Billion
- Prior Value $1.46 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks