Roundview Capital LLC

Position in WSO — Watsco Inc

CIK 1476804 PRINCETON, NJ

Position in WSO

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$793,425

-$155,062 QoQ

Shares Held

2,181

-7.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Roundview Capital LLC holds $14,928,700 across 2 Industrial Distribution names.

#	Ticker	Company	Shares	Value (USD)	Open
1	FAST	Fastenal Co	248,366	$11,929,018
2	GWW	W.W. Grainger, Inc.	2,205	$2,999,682

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$793,425	2,181	-7.0%	Shares	Sole	2026-05-08
2025-09-30	$948,487	2,346	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$1,030,741	2,334	+61.3%	Shares	Sole	2025-07-23
2025-03-31	$735,510	1,447	+12.9%	Shares	Sole	2025-05-06
2024-12-31	$607,526	1,282	+21.2%	Shares	Sole	2025-02-12
2024-09-30	$520,409	1,058	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$481,306	1,039	0.0%	Shares	Sole	2024-08-09
2024-03-31	$448,816	1,039	+1.2%	Shares	Sole	2024-05-06
2023-12-31	$440,038	1,027	0.0%	Shares	Sole	2024-02-12
2023-09-30	$387,918	1,027	0.0%	Shares	Sole	2023-11-13
2023-06-30	$391,769	1,027	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.