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 251–300 of 331
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOVT | ISHARES TR | 22K | $500K+ | SH |
| UBS | UBS GROUP AG | 11K | $500K+ | SH |
| MUSA | MURPHY USA INC | 1K | $500K+ | SH |
| USFR | WISDOMTREE TR | 10K | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 25K | $100K–$500K | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 28K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| SATS | ECHOSTAR CORP | 4K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 474 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 7K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 2K | $100K–$500K | SH |
| WAB | WABTEC | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 644 | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 3K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 805 | $100K–$500K | SH |
| FND | FLOOR & DECOR HLDGS INC | 6K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| STEW | SRH TOTAL RETURN FUND INC | 19K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| IGM | ISHARES TR | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 4K | $100K–$500K | SH |
| SCHR | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 728 | $100K–$500K | SH |
| SIGI | SELECTIVE INS GROUP INC | 4K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 737 | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 3K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 435 | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 886 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 420 | $100K–$500K | SH |
| CELC | CELCUITY INC | 3K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 2K | $100K–$500K | SH |