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 301–331 of 331
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 1K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 8K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 503 | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 3K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| TRU | TRANSUNION | 3K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| CLBK | COLUMBIA FINL INC | 14K | $100K–$500K | SH |
| PFS | PROVIDENT FINL SVCS INC | 11K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 862 | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| USRT | ISHARES TR | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| EBC | EASTERN BANKSHARES INC | 10K | $100K–$500K | SH |
| SJT | SAN JUAN BASIN RTY TR | 30K | $100K–$500K | SH |
| — | EXPEDIA GROUP INC | 13K | $1K–$15K | SH |
| — | FORD MTR CO | 13K | $1K–$15K | SH |
| — | DUKE ENERGY CORP NEW | 13K | $1K–$15K | SH |
| — | EURONET WORLDWIDE INC | 13K | $1K–$15K | SH |