Roundview Capital LLC

PRINCETON, NJ · CIK 1476804 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPrinceton, NJ

$1.8bn reported value +13.9% vs Q1 2026

349positions

31.8%in top 10

36 new 147 added 119 reduced 27 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	250,743	$88.6m4.84%	4.84%	Added +750	+750 0.3%
2	APPLE INC COM AAPL	AAPL	288,914	$83.6m4.57%	4.57%	Added +50	+50 0.0%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	97,191	$66.8m3.65%	3.65%	Reduced -1.2k	-1,156 -1.2%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	120,454	$60.3m3.30%	3.30%	Reduced -10.0k	-10,015 -7.7%
5	MICROSOFT CORP COM MSFT	MSFT	147,038	$54.8m3.00%	3.00%	Reduced -6.1k	-6,109 -4.0%
6	AMAZON COM INC COM AMZN	AMZN	218,030	$52.0m2.84%	2.84%	Added +5.0k	+5,008 2.4%
7	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	1,744,303	$50.5m2.76%	2.76%	Added +63.0k	+63,010 3.8%
8	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	62,585	$46.1m2.52%	2.52%	Added +4.8k	+4,766 8.2%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	114,717	$42.5m2.32%	2.32%	Added +5.5k	+5,470 5.0%
10	NVIDIA CORPORATION COM NVDA	NVDA	182,409	$36.5m2.00%	2.00%	Added +13.8k	+13,760 8.2%
11	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	75,890	$36.2m1.98%	1.98%	Reduced -787	-787 -1.0%
12	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	408,111	$31.3m1.71%	1.71%	Added +34.9k	+34,860 9.3%
13	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	530,707	$31.3m1.71%	1.71%	Added +30.1k	+30,097 6.0%
14	MICRON TECHNOLOGY INC COM MU	MU	20,408	$23.6m1.29%	1.29%	Reduced -132	-132 -0.6%
15	META PLATFORMS INC CL A META	META	40,731	$22.9m1.25%	1.25%	Added +2.7k	+2,731 7.2%
16	VISA INC COM CL A V	V	64,283	$22.1m1.21%	1.21%	Added +3.8k	+3,750 6.2%
17	JPMORGAN CHASE & CO COM JPM	JPM	65,218	$21.3m1.17%	1.17%	Added +3.5k	+3,550 5.8%
18	MASTERCARD INCORPORATED CL A MA	MA	39,077	$20.1m1.10%	1.10%	Reduced -130	-130 -0.3%
19	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	62,409	$18.9m1.03%	1.03%	Added +9.1k	+9,114 17.1%
20	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	222,037	$18.4m1.00%	1.00%	Added +21.8k	+21,765 10.9%
21	JOHNSON & JOHNSON COM JNJ	JNJ	72,050	$18.3m1.00%	1.00%	Added +2.2k	+2,171 3.1%
22	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	196,671	$18.0m0.99%	0.99%	Added +796	+796 0.4%
23	CATERPILLAR INC COM CAT	CAT	16,916	$18.0m0.98%	0.98%	Added +160	+160 0.9%
24	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	234,475	$17.2m0.94%	0.94%	Reduced -8.7k	-8,695 -3.6%
25	COSTCO WHSL CORP NEW COM COST	COST	18,160	$17.0m0.93%	0.93%	Added +100	+100 0.6%
26	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	318,405	$16.9m0.93%	0.93%	Reduced -3.7k	-3,741 -1.2%
27	VANGUARD INDEX FDS MID CAP ETF VO	VO	199,759	$16.1m0.88%	0.88%	Added +12.6k	+12,615 6.7%
28	PROGRESSIVE CORP COM PGR	PGR	72,363	$15.8m0.86%	0.86%	Added +4.9k	+4,942 7.3%
29	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	77,634	$14.8m0.81%	0.81%	Added +3.6k	+3,576 4.8%
30	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,150	$14.2m0.78%	0.78%	Reduced -99	-99 -1.4%
31	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	196,436	$14.0m0.77%	0.77%	Added +19.6k	+19,595 11.1%
32	WALMART INC COM WMT	WMT	121,133	$13.7m0.75%	0.75%	Added +3.8k	+3,812 3.2%
33	ISHARES TR CORE S&P500 ETF IVV	IVV	17,438	$13.1m0.71%	0.71%	Added +347	+347 2.0%
34	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	215,664	$12.6m0.69%	0.69%	Added +29.4k	+29,420 15.8%
35	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	151,780	$12.0m0.66%	0.66%	Added +6.6k	+6,639 4.6%
36	FASTENAL CO COM FAST	FAST	248,366	$11.9m0.65%	0.65%	Added +1.1k	+1,055 0.4%
37	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	157,454	$11.9m0.65%	0.65%	Added +3.2k	+3,161 2.0%
38	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,738	$11.8m0.64%	0.64%	Added +624	+624 4.1%
39	ISHARES TR CORE US AGGBD ET AGG	AGG	112,153	$11.1m0.61%	0.61%	Reduced -7.6k	-7,569 -6.3%
40	BROADCOM INC COM AVGO	AVGO	28,645	$10.8m0.59%	0.59%	Added +2.1k	+2,089 7.9%
41	VANGUARD INDEX FDS SMALL CP ETF VB	VB	33,838	$10.3m0.56%	0.56%	Added +3.0k	+3,045 9.9%
42	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	167,995	$10.0m0.55%	0.55%	Added +12.5k	+12,528 8.1%
43	AMPHENOL CORP CL A APH	APH	56,772	$10.0m0.55%	0.55%	Added +20.7k	+20,723 57.5%
44	ATLANTA BRAVES HLDGS INC COM SER A BATRA	BATRA	174,813	$9.8m0.54%	0.54%	Reduced -1.3k	-1,267 -0.7%
45	ELI LILLY & CO COM LLY	LLY	8,070	$9.7m0.53%	0.53%	Added +919	+919 12.8%
46	VANGUARD WORLD FD ENERGY ETF VDE	VDE	64,089	$9.6m0.53%	0.53%	Added +94	+94 0.1%
47	GOLDMAN SACHS GROUP INC COM GS	GS	9,273	$9.4m0.51%	0.51%	Reduced -124	-124 -1.3%
48	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	276,982	$9.3m0.51%	0.51%	Added +21.7k	+21,722 8.5%
49	CARLISLE COS INC COM CSL	CSL	25,327	$9.2m0.50%	0.50%	Reduced -116	-116 -0.5%
50	SPDR SER TR S&P BIOTECH XBI	XBI	57,963	$9.2m0.50%	0.50%	Added +17.6k	+17,555 43.4%
51	MCDONALDS CORP COM MCD	MCD	33,731	$9.1m0.50%	0.50%	Added +215	+215 0.6%
52	HEICO CORP NEW COM HEI	HEI	25,193	$9.0m0.49%	0.49%	Added +343	+343 1.4%
53	APPLIED MATLS INC COM AMAT	AMAT	11,751	$8.5m0.46%	0.46%	Added +1.2k	+1,199 11.4%
54	ISHARES TR CORE MSCI EAFE IEFA	IEFA	87,862	$8.5m0.46%	0.46%	Added +5.4k	+5,388 6.5%
55	ALPHABET INC CAP STK CL A GOOGL	GOOGL	23,160	$8.3m0.45%	0.45%	Added +512	+512 2.3%
56	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	162,627	$8.2m0.45%	0.45%	Added +7.9k	+7,938 5.1%
57	AMERICAN EXPRESS CO COM AXP	AXP	23,606	$8.0m0.44%	0.44%	Reduced -1.1k	-1,116 -4.5%
58	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	326,653	$7.9m0.43%	0.43%	Reduced -12.7k	-12,735 -3.8%
59	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	90,913	$7.8m0.42%	0.42%	Added +4.0k	+4,013 4.6%
60	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	84,875	$7.7m0.42%	0.42%	Added +6.4k	+6,399 8.2%
61	ABBVIE INC COM ABBV	ABBV	30,467	$7.7m0.42%	0.42%	Added +618	+618 2.1%
62	ARISTA NETWORKS INC COM SHS ANET	ANET	43,954	$7.5m0.41%	0.41%	Added +15.1k	+15,107 52.4%
63	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	17,887	$7.1m0.39%	0.39%	Reduced -1.2k	-1,178 -6.2%
64	HOME DEPOT INC COM HD	HD	19,812	$7.0m0.38%	0.38%	Added +5.1k	+5,119 34.8%
65	UNITED RENTALS INC COM URI	URI	6,134	$6.9m0.38%	0.38%	Added +20	+20 0.3%
66	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	74,518	$6.9m0.38%	0.38%	Added +473	+473 0.6%
67	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	65,489	$6.8m0.37%	0.37%	Reduced -3.5k	-3,500 -5.1%
68	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	15,425	$6.4m0.35%	0.35%	Added +1.0k	+1,048 7.3%
69	TEXAS INSTRS INC COM TXN	TXN	20,741	$6.2m0.34%	0.34%	Added +5.6k	+5,631 37.3%
70	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	28,741	$6.1m0.33%	0.33%	Added +3.8k	+3,771 15.1%
71	RTX CORPORATION COM RTX	RTX	31,130	$5.9m0.32%	0.32%	Added +2.3k	+2,348 8.2%
72	AMETEK INC COM AME	AME	23,949	$5.8m0.32%	0.32%	Added +1.0k	+1,003 4.4%
73	MARKEL GROUP INC COM MKL	MKL	2,923	$5.7m0.31%	0.31%	Reduced -233	-233 -7.4%
74	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	51,602	$5.5m0.30%	0.30%	Reduced -353	-353 -0.7%
75	MCKESSON CORP COM MCK	MCK	7,297	$5.5m0.30%	0.30%	Reduced -9	-9 -0.1%
76	LAM RESEARCH CORP COM NEW LRCX	LRCX	12,715	$5.5m0.30%	0.30%	Added +9.9k	+9,912 353.6%
77	SELECT SECTOR SPDR TR ENERGY XLE	XLE	102,747	$5.5m0.30%	0.30%	Added +493	+493 0.5%
78	MERCK & CO INC COM MRK	MRK	42,411	$5.4m0.30%	0.30%	Added +537	+537 1.3%
79	NVR INC COM NVR	NVR	798	$5.4m0.30%	0.30%	Added +11	+11 1.4%
80	UNITEDHEALTH GROUP INC COM UNH	UNH	13,019	$5.4m0.30%	0.30%	Added +26	+26 0.2%
81	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	99,392	$5.2m0.28%	0.28%	Added +405	+405 0.4%
82	PROCTER AND GAMBLE CO COM PG	PG	35,387	$5.2m0.28%	0.28%	Reduced -185	-185 -0.5%
83	TRANSDIGM GROUP INC COM TDG	TDG	3,846	$5.1m0.28%	0.28%	Added +648	+648 20.3%
84	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	60,930	$5.1m0.28%	0.28%	Added +1.6k	+1,556 2.6%
85	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	23,503	$5.1m0.28%	0.28%	Reduced -138	-138 -0.6%
86	TJX COS INC NEW COM TJX	TJX	33,450	$5.1m0.28%	0.28%	Added +1.6k	+1,556 4.9%
87	BANK AMERICA CORP COM BAC	BAC	88,845	$5.1m0.28%	0.28%	Added +28	+28 0.0%
88	EATON CORP PLC SHS ETN	ETN	11,836	$5.0m0.28%	0.28%	Added +3.3k	+3,252 37.9%
89	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	132,051	$4.9m0.27%	0.27%	Added +357	+357 0.3%
90	FORTINET INC COM FTNT	FTNT	31,269	$4.8m0.26%	0.26%	Added +15.5k	+15,493 98.2%
91	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	104,810	$4.8m0.26%	0.26%	Added +291	+291 0.3%
92	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	146,290	$4.6m0.25%	0.25%	Added +10.4k	+10,406 7.7%
93	BROOKFIELD CORP CL A LTD VT SH BN	BN	104,522	$4.5m0.24%	0.24%	Reduced -2.8k	-2,780 -2.6%
94	NETFLIX INC COM NFLX	NFLX	61,078	$4.4m0.24%	0.24%	Reduced -1.8k	-1,755 -2.8%
95	ISHARES TR IBOXX HI YD ETF HYG	HYG	53,405	$4.3m0.23%	0.23%	Added +2.5k	+2,523 5.0%
96	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	12,156	$4.2m0.23%	0.23%	Reduced -163	-163 -1.3%
97	GE VERNOVA INC COM GEV	GEV	3,511	$4.1m0.23%	0.23%	Added +1.5k	+1,458 71.0%
98	VALERO ENERGY CORP COM VLO	VLO	15,545	$4.0m0.22%	0.22%	Added +105	+105 0.7%
99	CORNING INC COM GLW	GLW	15,030	$3.8m0.21%	0.21%	Added +9.6k	+9,627 178.2%
100	STMICROELECTRONICS N V NY REGISTRY STM	STM	50,392	$3.8m0.21%	0.21%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TRACTOR SUPPLY CO TSCO	TSCO	82,189	$3.7m82.2k shares
HONEYWELL INTL INC		6,658	$3.0m6.7k shares
DECKERS OUTDOOR CORP DECK	DECK	16,982	$1.7m17.0k shares
FERRARI N V RACE	RACE	4,154	$1.4m4.2k shares
BROWN & BROWN INC BRO	BRO	16,643	$1.1m16.6k shares
WINMARK CORP WINA	WINA	2,437	$1.0m2.4k shares
WATSCO INC WSO	WSO	2,181	$793.4k2.2k shares
GATX CORP GATX	GATX	4,488	$766.3k4.5k shares
POOL CORP POOL	POOL	2,798	$566.1k2.8k shares
TAKE-TWO INTERACTIVE SOFTWAR TTWO	TTWO	2,838	$560.5k2.8k shares
RLI CORP RLI	RLI	9,510	$542.5k9.5k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	6,561	$540.2k6.6k shares
FLOOR & DECOR HLDGS INC FND	FND	10,233	$519.8k10.2k shares
ONEOK INC NEW OKE	OKE	4,209	$380.5k4.2k shares
CINTAS CORP CTAS	CTAS	2,242	$379.2k2.2k shares
CELCUITY INC CELC	CELC	2,778	$317.1k2.8k shares
ACCENTURE PLC IRELAND ACN	ACN	1,578	$312.9k1.6k shares
DIAGEO PLC DEO	DEO	3,675	$273.6k3.7k shares
COLUMBIA FINL INC		14,385	$251.9k14.4k shares
IDEXX LABS INC IDXX	IDXX	437	$245.5k437 shares
VANECK ETF TRUST GDX	GDX	2,630	$241.4k2.6k shares
MEDTRONIC PLC MDT	MDT	2,670	$231.4k2.7k shares
APPLOVIN CORP APP	APP	558	$222.1k558 shares
INTERPARFUMS INC IPAR	IPAR	2,303	$209.2k2.3k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	593	$204.7k593 shares