Roundview Capital LLC

13F filer · CIK 0001476804

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$1.83BU.S. long equity reported on 13F

Positions23628 new · 23 closed

Net flow last quarter+$17.2MBuys minus sells

Top 10 positions weight27.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026236 positions
GOOGAlphabet Inc.	$88.6M	4.84%	Not reported	+0.3%	Q4 2015
AAPLApple Inc.	$83.6M	4.57%	0.00%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$60.3M	3.30%	Not reported	-7.7%	Q2 2013
MSFTMicrosoft Corp	$54.8M	3.00%	0.00%	-4.0%	Q2 2013
AMZNAmazon Com Inc	$52M	2.84%	0.00%	+2.4%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$46.1M	2.52%	Not reported	+8.2%	Q2 2018
NVDANvidia Corp	$36.5M	2.00%	0.00%	+8.2%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$36.2M	1.98%	0.00%	-1.0%	Q2 2021
MUMicron Technology Inc	$23.6M	1.29%	0.00%	-0.6%	Q4 2013
METAMeta Platforms, Inc.	$22.9M	1.25%	Not reported	+7.2%	Q2 2013
VVisa Inc.	$22.1M	1.21%	0.00%	+6.2%	Q4 2014
JPMJPMorgan Chase & Co	$21.3M	1.17%	0.00%	+5.8%	Q2 2013
MAMastercard Inc	$20.1M	1.10%	0.00%	-0.3%	Q4 2014
JNJJohnson & Johnson	$18.3M	1.00%	0.00%	+3.1%	Q2 2013
CATCaterpillar Inc	$18M	0.98%	0.00%	+1.0%	Q2 2013
COSTCostco Wholesale Corp	$17M	0.93%	0.00%	+0.6%	Q2 2013
PGRProgressive Corp	$15.8M	0.86%	0.01%	+7.3%	Q1 2020
ASMLAsml Holding NV	$14.2M	0.78%	0.00%	-1.4%	Q1 2021
WMTWalmart Inc.	$13.7M	0.75%	0.00%	+3.3%	Q2 2013
FASTFastenal Co	$11.9M	0.65%	0.02%	+0.4%	Q3 2014
SPYSPDR S&P 500 ETF Trust	$11.8M	0.64%	Not reported	+4.1%	Q2 2014
AVGOBroadcom Inc.	$10.8M	0.59%	0.00%	+7.9%	Q1 2017
APHAmphenol Corp	$10M	0.55%	0.00%	+57.5%	Q4 2023
BATRAAtlanta Braves Holdings, Inc.	$9.84M	0.54%	Not reported	-0.7%	Q3 2023
LLYELI LILLY & Co	$9.68M	0.53%	0.00%	+12.9%	Q2 2018
GSGoldman Sachs Group Inc	$9.38M	0.51%	0.00%	-1.3%	Q1 2014
CSLCarlisle Companies Inc	$9.19M	0.50%	0.06%	-0.5%	Q2 2013
MCDMcdonalds Corp	$9.12M	0.50%	0.00%	+0.6%	Q2 2013
HEIHeico Corp	$8.97M	0.49%	0.05%	+1.4%	Q1 2021
AMATApplied Materials Inc	$8.5M	0.46%	0.00%	+11.4%	Q1 2023
GOOGLAlphabet Inc.	$8.28M	0.45%	0.00%	+2.3%	Q4 2015
AXPAmerican Express Co	$7.98M	0.44%	0.00%	-4.5%	Q2 2013
ABBVAbbVie Inc.	$7.67M	0.42%	0.00%	+2.1%	Q3 2013
ANETArista Networks, Inc.	$7.47M	0.41%	0.00%	+52.4%	Q4 2023
ISRGIntuitive Surgical Inc	$7.11M	0.39%	0.01%	-6.2%	Q2 2018
HDHome Depot, Inc.	$6.99M	0.38%	0.00%	+34.8%	Q3 2016
URIUnited Rentals, Inc.	$6.95M	0.38%	0.01%	+0.3%	Q3 2023
ORLYO Reilly Automotive Inc	$6.86M	0.38%	0.01%	+0.6%	Q2 2017
MSIMotorola Solutions, Inc.	$6.41M	0.35%	0.01%	+7.3%	Q3 2022
TXNTexas Instruments Inc	$6.18M	0.34%	0.00%	+37.3%	Q2 2014
RTXRTX Corp	$5.91M	0.32%	0.00%	+8.2%	Q2 2020
AMEAmetek Inc/	$5.79M	0.32%	0.01%	+4.4%	Q4 2015
MKLMarkel Group Inc.	$5.71M	0.31%	0.02%	-7.4%	Q2 2018
MCKMckesson Corp	$5.51M	0.30%	0.01%	-0.1%	Q2 2017
LRCXLam Research Corp	$5.51M	0.30%	0.00%	+353.6%	Q4 2025
MRKMerck & Co., Inc.	$5.45M	0.30%	0.00%	+1.3%	Q2 2013
NVRNVR Inc	$5.44M	0.30%	0.03%	+1.4%	Q1 2019
UNHUnitedhealth Group Inc	$5.41M	0.30%	0.00%	+0.2%	Q2 2013
PGPROCTER & GAMBLE Co	$5.19M	0.28%	0.00%	-0.5%	Q2 2013
TDGTransDigm Group INC	$5.12M	0.28%	0.01%	+20.3%	Q3 2022

Q1 2026Reported May 8, 2026229 positions
AAPLApple Inc.	$73.3M	4.57%	0.00%	-0.5%	Q2 2013
GOOGAlphabet Inc.	$71.7M	4.47%	Not reported	+0.2%	Q4 2015
BRK.BBerkshire Hathaway Inc	$62.5M	3.89%	Not reported	-10.0%	Q2 2013
MSFTMicrosoft Corp	$56.7M	3.53%	0.00%	+8.4%	Q2 2013
AMZNAmazon Com Inc	$44.4M	2.76%	0.00%	+1.3%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$33.4M	2.08%	Not reported	+1.2%	Q2 2018
NVDANvidia Corp	$29.4M	1.83%	0.00%	-0.2%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25.9M	1.61%	0.00%	-0.6%	Q2 2021
METAMeta Platforms, Inc.	$21.7M	1.35%	Not reported	+0.6%	Q2 2013
MAMastercard Inc	$19.6M	1.22%	0.00%	-3.3%	Q4 2014
VVisa Inc.	$18.3M	1.14%	0.00%	+8.4%	Q4 2014
JPMJPMorgan Chase & Co	$18.1M	1.13%	0.00%	-0.6%	Q2 2013
COSTCostco Wholesale Corp	$18M	1.12%	0.00%	+0.2%	Q2 2013
JNJJohnson & Johnson	$17.1M	1.06%	0.00%	+0.6%	Q2 2013
WMTWalmart Inc.	$14.6M	0.91%	0.00%	-1.4%	Q2 2013
PGRProgressive Corp	$13.4M	0.83%	0.01%	+4.3%	Q1 2020
CATCaterpillar Inc	$11.9M	0.74%	0.00%	-1.0%	Q2 2013
FASTFastenal Co	$11.5M	0.71%	0.02%	+1.4%	Q3 2014
MCDMcdonalds Corp	$10.4M	0.65%	0.00%	+1.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$9.83M	0.61%	Not reported	-2.1%	Q2 2014
ASMLAsml Holding NV	$9.57M	0.60%	0.00%	+5.9%	Q1 2021
ISRGIntuitive Surgical Inc	$8.79M	0.55%	0.01%	+3.4%	Q2 2018
CSLCarlisle Companies Inc	$8.49M	0.53%	0.06%	+0.9%	Q2 2013
BATRAAtlanta Braves Holdings, Inc.	$8.3M	0.52%	Not reported	-0.8%	Q3 2023
AVGOBroadcom Inc.	$8.22M	0.51%	0.00%	+50.8%	Q1 2017
GSGoldman Sachs Group Inc	$7.95M	0.50%	0.00%	-4.3%	Q1 2014
AXPAmerican Express Co	$7.48M	0.47%	0.00%	+0.2%	Q2 2013
MUMicron Technology Inc	$6.94M	0.43%	0.00%	+13.2%	Q4 2013
ORLYO Reilly Automotive Inc	$6.84M	0.43%	0.01%	+1.0%	Q2 2017
HEIHeico Corp	$6.81M	0.42%	0.05%	+0.1%	Q1 2021
LLYELI LILLY & Co	$6.58M	0.41%	0.00%	-0.7%	Q2 2018
GOOGLAlphabet Inc.	$6.51M	0.41%	0.00%	+2.3%	Q4 2015
ABBVAbbVie Inc.	$6.49M	0.40%	0.00%	+1.2%	Q3 2013
MCKMckesson Corp	$6.32M	0.39%	0.01%	-1.1%	Q2 2017
MSIMotorola Solutions, Inc.	$6.24M	0.39%	0.01%	+2.4%	Q3 2022
NFLXNetflix Inc	$6.04M	0.38%	0.00%	+1.5%	Q3 2013
MKLMarkel Group Inc.	$6.04M	0.38%	0.03%	+0.2%	Q2 2018
MCOMoodys Corp	$5.6M	0.35%	0.01%	+7.2%	Q4 2013
CPRTCopart Inc	$5.6M	0.35%	0.02%	-7.5%	Q1 2021
RTXRTX Corp	$5.55M	0.35%	0.00%	+2.2%	Q2 2020
NVRNVR Inc	$5.19M	0.32%	0.03%	+6.2%	Q1 2019
SHWSherwin Williams Co	$5.17M	0.32%	0.01%	+2.8%	Q2 2020
PGPROCTER & GAMBLE Co	$5.14M	0.32%	0.00%	-4.8%	Q2 2013
TJXTJX Companies Inc	$5.09M	0.32%	0.00%	+5.2%	Q4 2019
MRKMerck & Co., Inc.	$5.04M	0.31%	0.00%	+1.3%	Q2 2013
AMEAmetek Inc/	$4.92M	0.31%	0.01%	+2.2%	Q4 2015
HDHome Depot, Inc.	$4.83M	0.30%	0.00%	+1.2%	Q3 2016
ODFLOld Dominion Freight Line, Inc.	$4.62M	0.29%	0.01%	+0.9%	Q2 2023
APHAmphenol Corp	$4.55M	0.28%	0.00%	+0.4%	Q4 2023
URIUnited Rentals, Inc.	$4.45M	0.28%	0.01%	+1.7%	Q3 2023

Q4 2025Reported Feb 9, 2026221 positions
AAPLApple Inc.	$78.9M	4.86%	0.00%	+0.1%	Q2 2013
GOOGAlphabet Inc.	$78.3M	4.82%	Not reported	-0.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$72.9M	4.48%	Not reported	-0.5%	Q2 2013
MSFTMicrosoft Corp	$68.4M	4.20%	0.00%	+1.8%	Q2 2013
AMZNAmazon Com Inc	$48.6M	2.99%	0.00%	+0.9%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$35.1M	2.16%	Not reported	+1.8%	Q2 2018
NVDANvidia Corp	$31.5M	1.94%	0.00%	+1.1%	Q4 2016
METAMeta Platforms, Inc.	$24.9M	1.53%	Not reported	+6.2%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.4M	1.44%	0.00%	+1.5%	Q2 2021
MAMastercard Inc	$23.1M	1.42%	0.00%	+0.6%	Q4 2014
JPMJPMorgan Chase & Co	$20M	1.23%	0.00%	-0.7%	Q2 2013
VVisa Inc.	$19.6M	1.20%	0.00%	+6.0%	Q4 2014
COSTCostco Wholesale Corp	$15.5M	0.96%	0.00%	+3.7%	Q2 2013
PGRProgressive Corp	$14.7M	0.91%	0.01%	+5.0%	Q1 2020
JNJJohnson & Johnson	$14.4M	0.88%	0.00%	+3.4%	Q2 2013
WMTWalmart Inc.	$13.3M	0.82%	0.00%	-3.4%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$10.5M	0.65%	Not reported	-0.1%	Q2 2014
ISRGIntuitive Surgical Inc	$10.4M	0.64%	0.01%	+12.6%	Q2 2018
MCDMcdonalds Corp	$10.1M	0.62%	0.00%	+0.2%	Q2 2013
FASTFastenal Co	$9.79M	0.60%	0.02%	+3.2%	Q3 2014
CATCaterpillar Inc	$9.7M	0.60%	0.00%	+3.9%	Q2 2013
AXPAmerican Express Co	$9.13M	0.56%	0.00%	+0.2%	Q2 2013
GSGoldman Sachs Group Inc	$8.63M	0.53%	0.00%	-4.6%	Q1 2014
CSLCarlisle Companies Inc	$8.07M	0.50%	0.06%	-0.5%	Q2 2013
HEIHeico Corp	$8.04M	0.49%	0.05%	0.0%	Q1 2021
LLYELI LILLY & Co	$7.74M	0.48%	0.00%	+14.9%	Q2 2018
BATRAAtlanta Braves Holdings, Inc.	$7.54M	0.46%	Not reported	+12.7%	Q3 2023
ASMLAsml Holding NV	$7.32M	0.45%	0.00%	+46.3%	Q1 2021
CPRTCopart Inc	$7.14M	0.44%	0.02%	-6.8%	Q1 2021
GOOGLAlphabet Inc.	$6.93M	0.43%	0.00%	-0.6%	Q4 2015
MKLMarkel Group Inc.	$6.77M	0.42%	0.03%	-0.3%	Q2 2018
ABBVAbbVie Inc.	$6.74M	0.41%	0.00%	+0.3%	Q3 2013
ORLYO Reilly Automotive Inc	$6.69M	0.41%	0.01%	+4.7%	Q2 2017
MCOMoodys Corp	$6.12M	0.38%	0.01%	+2.4%	Q4 2013
AVGOBroadcom Inc.	$6.09M	0.37%	0.00%	+17.4%	Q1 2017
MCKMckesson Corp	$6.06M	0.37%	0.01%	+0.7%	Q2 2017
UNHUnitedhealth Group Inc	$5.94M	0.37%	0.00%	+0.1%	Q2 2013
NFLXNetflix Inc	$5.8M	0.36%	0.00%	+0.3%	Q3 2013
ADPAutomatic Data Processing Inc	$5.67M	0.35%	0.01%	-3.1%	Q2 2013
NVRNVR Inc	$5.4M	0.33%	0.03%	+18.6%	Q1 2019
MSIMotorola Solutions, Inc.	$5.38M	0.33%	0.01%	+4.4%	Q3 2022
PGPROCTER & GAMBLE Co	$5.35M	0.33%	0.00%	+0.2%	Q2 2013
MUMicron Technology Inc	$5.18M	0.32%	0.00%	+21.5%	Q4 2013
RTXRTX Corp	$5.17M	0.32%	0.00%	+3.0%	Q2 2020
SHWSherwin Williams Co	$5.08M	0.31%	0.01%	-1.2%	Q2 2020
SPGIS&P Global Inc.	$5.01M	0.31%	0.00%	+2.4%	Q4 2021
HDHome Depot, Inc.	$5M	0.31%	0.00%	-1.9%	Q3 2016
BACBank of America Corp	$4.93M	0.30%	0.00%	+4.1%	Q2 2013
BNBROOKFIELD Corp	$4.9M	0.30%	Not reported	+0.1%	Q4 2022
URIUnited Rentals, Inc.	$4.87M	0.30%	0.01%	+1.8%	Q3 2023

Q3 2025Reported Nov 12, 2025228 positions
AAPLApple Inc.	$73.9M	4.67%	0.00%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$73.2M	4.63%	Not reported	-2.7%	Q2 2013
MSFTMicrosoft Corp	$71.9M	4.55%	0.00%	0.0%	Q2 2013
GOOGAlphabet Inc.	$61.2M	3.87%	Not reported	+0.9%	Q4 2015
AMZNAmazon Com Inc	$45.8M	2.89%	0.00%	+1.6%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$33.7M	2.13%	Not reported	+0.6%	Q2 2018
NVDANvidia Corp	$31.2M	1.97%	0.00%	-0.5%	Q4 2016
METAMeta Platforms, Inc.	$26.1M	1.65%	Not reported	+1.1%	Q2 2013
MAMastercard Inc	$22.9M	1.45%	0.00%	-0.2%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.2M	1.34%	0.00%	+1.2%	Q2 2021
JPMJPMorgan Chase & Co	$19.7M	1.25%	0.00%	-0.1%	Q2 2013
VVisa Inc.	$18M	1.14%	0.00%	+3.2%	Q4 2014
COSTCostco Wholesale Corp	$16.1M	1.02%	0.00%	+0.7%	Q2 2013
PGRProgressive Corp	$15.2M	0.96%	0.01%	-0.8%	Q1 2020
WMTWalmart Inc.	$12.7M	0.80%	0.00%	-2.7%	Q2 2013
JNJJohnson & Johnson	$12.5M	0.79%	0.00%	-0.9%	Q2 2013
FASTFastenal Co	$11.6M	0.73%	0.02%	+0.8%	Q3 2014
SPYSPDR S&P 500 ETF Trust	$10.3M	0.65%	Not reported	+3.6%	Q2 2014
MCDMcdonalds Corp	$10M	0.63%	0.00%	0.0%	Q2 2013
CPRTCopart Inc	$8.8M	0.56%	0.02%	+7.9%	Q1 2021
CSLCarlisle Companies Inc	$8.34M	0.53%	0.06%	+0.9%	Q2 2013
GSGoldman Sachs Group Inc	$8.2M	0.52%	0.00%	+1.1%	Q1 2014
AXPAmerican Express Co	$8.18M	0.52%	0.00%	-0.2%	Q2 2013
HEIHeico Corp	$8.02M	0.51%	0.05%	+0.2%	Q1 2021
CATCaterpillar Inc	$7.78M	0.49%	0.00%	-1.1%	Q2 2013
ORLYO Reilly Automotive Inc	$7.55M	0.48%	0.01%	+0.9%	Q2 2017
NFLXNetflix Inc	$7.4M	0.47%	0.00%	-0.5%	Q3 2013
ISRGIntuitive Surgical Inc	$7.33M	0.46%	0.00%	+13.9%	Q2 2018
BATRAAtlanta Braves Holdings, Inc.	$7.16M	0.45%	Not reported	-0.6%	Q3 2023
ABBVAbbVie Inc.	$6.81M	0.43%	0.00%	+0.5%	Q3 2013
ADPAutomatic Data Processing Inc	$6.67M	0.42%	0.01%	+0.9%	Q2 2013
UNHUnitedhealth Group Inc	$6.2M	0.39%	0.00%	+13.0%	Q2 2013
MSIMotorola Solutions, Inc.	$6.15M	0.39%	0.01%	+15.5%	Q3 2022
MKLMarkel Group Inc.	$6.04M	0.38%	0.03%	+0.6%	Q2 2018
HDHome Depot, Inc.	$6M	0.38%	0.00%	+0.2%	Q3 2016
UNPUnion Pacific Corp	$5.87M	0.37%	0.00%	-6.9%	Q2 2015
PGPROCTER & GAMBLE Co	$5.73M	0.36%	0.00%	-0.4%	Q2 2013
MCKMckesson Corp	$5.67M	0.36%	0.01%	+1.6%	Q2 2017
URIUnited Rentals, Inc.	$5.64M	0.36%	0.01%	0.0%	Q3 2023
ORCLOracle Corp	$5.63M	0.36%	0.00%	+10.9%	Q2 2013
MCOMoodys Corp	$5.58M	0.35%	0.01%	+0.2%	Q4 2013
NKENIKE, Inc.	$5.5M	0.35%	0.00%	-1.0%	Q2 2013
SHWSherwin Williams Co	$5.5M	0.35%	0.01%	+2.7%	Q2 2020
GOOGLAlphabet Inc.	$5.42M	0.34%	0.00%	-1.5%	Q4 2015
NVRNVR Inc	$5.02M	0.32%	0.02%	+0.6%	Q1 2019
AVGOBroadcom Inc.	$4.95M	0.31%	0.00%	+1.9%	Q1 2017
BNBROOKFIELD Corp	$4.88M	0.31%	Not reported	Not reported	Q4 2022
LLYELI LILLY & Co	$4.78M	0.30%	0.00%	+10.9%	Q2 2018
RTXRTX Corp	$4.58M	0.29%	0.00%	+17.0%	Q2 2020
SPGIS&P Global Inc.	$4.56M	0.29%	0.00%	+0.6%	Q4 2021

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