Roundview Capital LLC Portfolio Holdings
Roundview Capital LLC
- $1.46 Billion
- Q2 2025
Roundview Capital LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 324 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 $72.7M, Microsoft Corp with a value of $69M, Vanguard Index Fds S&P 500 ETF with a value of $60.1M, Apple Inc. with a value of $59.5M, and Amazon Com Inc with a value of $45M.
Examining the 13F form we can see an increase of $103M in the current position value, from $1.36B to 1.46B.
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 324
- Current Value $1.46 Billion
- Prior Value $1.36 Billion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 18 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks