ROUNDVIEW CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 289K | $73.31M |
 | GOOG | 250K | $71.71M |
 | FAST | 247K | $11.48M |
 | AMZN | 213K | $44.37M |
 | BATRA | 176K | $8.30M |
 | CPRT | 169K | $5.60M |
 | NVDA | 169K | $29.41M |
 | MSFT | 153K | $56.69M |
 | BRK-B | 130K | $62.52M |
 | WMT | 117K | $14.58M |
 | BN | 107K | $4.34M |
 | BAC | 89K | $4.33M |
 | TSCO | 82K | $3.72M |
 | TSM | 77K | $25.91M |
 | ORLY | 74K | $6.84M |
 | JNJ | 70K | $17.08M |
 | CNQ | 68K | $3.33M |
 | PGR | 67K | $13.37M |
 | BPRN | 64K | $2.15M |
 | NFLX | 63K | $6.04M |
Apple Inc.
AAPL
Shares Held
289K
Value
$73.31M
Alphabet Inc.
GOOG
Shares Held
250K
Value
$71.71M
Fastenal Company
FAST
Shares Held
247K
Value
$11.48M
Amazon.com, Inc.
AMZN
Shares Held
213K
Value
$44.37M
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
176K
Value
$8.30M
Copart, Inc.
CPRT
Shares Held
169K
Value
$5.60M
NVIDIA Corporation
NVDA
Shares Held
169K
Value
$29.41M
Microsoft Corporation
MSFT
Shares Held
153K
Value
$56.69M
Berkshire Hathaway Inc.
BRK-B
Shares Held
130K
Value
$62.52M
Walmart Inc.
WMT
Shares Held
117K
Value
$14.58M
Brookfield Corporation
BN
Shares Held
107K
Value
$4.34M
Bank of America Corporation
BAC
Shares Held
89K
Value
$4.33M
Tractor Supply Company
TSCO
Shares Held
82K
Value
$3.72M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
77K
Value
$25.91M
O'Reilly Automotive, Inc.
ORLY
Shares Held
74K
Value
$6.84M
Johnson & Johnson
JNJ
Shares Held
70K
Value
$17.08M
Canadian Natural Resources Limited
CNQ
Shares Held
68K
Value
$3.33M
The Progressive Corporation
PGR
Shares Held
67K
Value
$13.37M
Princeton Bancorp Inc.
BPRN
Shares Held
64K
Value
$2.15M
Netflix, Inc.
NFLX
Shares Held
63K
Value
$6.04M