Long-term investor
Roundview Capital LLC @roundviewcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001476804).
Record
- Tracked since 2025-06-30 (454 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +956.1% · all +956.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 4.8% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 922908363 · 3.6% · long · since 2025-06-30
- BRK-B · 3.3% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- 808524102 · 2.8% · long · since 2025-06-30
- 46090E103 · 2.5% · long · since 2025-06-30
- 922908769 · 2.3% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- TSM · 2.0% · long · since 2025-06-30
- 921937819 · 1.7% · long · since 2025-06-30