ROUNDVIEW CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 290K | $78.93M |
 | GOOG | 249K | $78.29M |
 | FAST | 244K | $9.79M |
 | AMZN | 210K | $48.55M |
 | CPRT | 182K | $7.14M |
 | BATRA | 178K | $7.54M |
 | NVDA | 169K | $31.51M |
 | BRK-B | 145K | $72.86M |
 | MSFT | 141K | $68.35M |
 | WMT | 119K | $13.26M |
 | BN | 107K | $4.90M |
 | BAC | 90K | $4.93M |
 | TSCO | 83K | $4.16M |
 | TSM | 77K | $23.45M |
 | ORLY | 73K | $6.69M |
 | JNJ | 69K | $14.37M |
 | PGR | 65K | $14.73M |
 | CNQ | 64K | $2.18M |
 | JPM | 62K | $19.99M |
 | NFLX | 62K | $5.80M |
Apple Inc.
AAPL
Shares Held
290K
Value
$78.93M
Alphabet Inc.
GOOG
Shares Held
249K
Value
$78.29M
Fastenal Company
FAST
Shares Held
244K
Value
$9.79M
Amazon.com, Inc.
AMZN
Shares Held
210K
Value
$48.55M
Copart, Inc.
CPRT
Shares Held
182K
Value
$7.14M
Atlanta Braves Holdings, Inc.
BATRA
Shares Held
178K
Value
$7.54M
NVIDIA Corporation
NVDA
Shares Held
169K
Value
$31.51M
Berkshire Hathaway Inc.
BRK-B
Shares Held
145K
Value
$72.86M
Microsoft Corporation
MSFT
Shares Held
141K
Value
$68.35M
Walmart Inc.
WMT
Shares Held
119K
Value
$13.26M
Brookfield Corporation
BN
Shares Held
107K
Value
$4.90M
Bank of America Corporation
BAC
Shares Held
90K
Value
$4.93M
Tractor Supply Company
TSCO
Shares Held
83K
Value
$4.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
77K
Value
$23.45M
O'Reilly Automotive, Inc.
ORLY
Shares Held
73K
Value
$6.69M
Johnson & Johnson
JNJ
Shares Held
69K
Value
$14.37M
The Progressive Corporation
PGR
Shares Held
65K
Value
$14.73M
Canadian Natural Resources Limited
CNQ
Shares Held
64K
Value
$2.18M
JPMorgan Chase & Co.
JPM
Shares Held
62K
Value
$19.99M
Netflix, Inc.
NFLX
Shares Held
62K
Value
$5.80M