CIK 1476804
Roundview Capital LLC
Institutional 13F holdings & portfolio
Holdings
331
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 331
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| WINA | WINMARK CORP | 3K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 4K | $1M+ | SH |
| BLK | BLACKROCK INC | 964 | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 22K | $1M+ | SH |
| PLD | PROLOGIS INC. | 8K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 34K | $500K+ | SH |
| IEF | ISHARES TR | 10K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 17K | $500K+ | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 3K | $500K+ | SH |
| CTAS | CINTAS CORP | 5K | $500K+ | SH |
| MUB | ISHARES TR | 8K | $500K+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 10K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 9K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 35K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| WTM | WHITE MTNS INS GROUP LTD | 358 | $500K+ | SH |
| SO | SOUTHERN CO | 9K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 14K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 7K | $500K+ | SH |
| PFE | PFIZER INC | 27K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| KVUE | KENVUE INC | 37K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| UL | UNILEVER PLC | 10K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| HSY | HERSHEY CO | 3K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| SCHJ | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 1K | $500K+ | SH |
| AVB | AVALONBAY CMNTYS INC | 3K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| IJH | ISHARES TR | 8K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 6K | $500K+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 8K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 9K | $500K+ | SH |
| SSD | SIMPSON MFG INC | 3K | $500K+ | SH |
| EQIX | EQUINIX INC | 678 | $500K+ | SH |