Roundview Capital LLC Portfolio Holdings
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 338
- Current Value $1.35 Billion
- Prior Value $1.25 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 31 stocks
- Additional Purchases 174 stocks
- Sold out of 0 stocks
- Reduced holdings in 92 stocks