Roundview Capital LLC
Top Portfolio Positions
221 positions ·
$942,478,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
288,864 | $73,310,794 | 7.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
130,469 | $62,520,744 | 6.63% | |
| MSFT |
Microsoft Corp
Technology
|
153,147 | $56,690,424 | 6.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
213,022 | $44,366,091 | 4.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
57,819 | $33,371,970 | 3.54% | |
| NVDA |
Nvidia Corp
Technology
|
168,649 | $29,412,385 | 3.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
76,677 | $25,912,992 | 2.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,000 | $21,740,940 | 2.31% | |
| MA |
Mastercard Inc
Financial Services
|
39,207 | $19,590,169 | 2.08% | |
| V |
Visa Inc.
Financial Services
|
60,533 | $18,295,493 | 1.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FWONA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,606,544 | 33,383 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,037,400 | 33,983 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,255,095 | 34,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,246,207 | 34,185 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,785,051 | 34,185 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,872,907 | 34,185 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,445,253 | 34,185 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,195,702 | 34,185 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,008,026 | 34,185 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,982,046 | 34,185 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,932,819 | 34,185 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||