ROUNDVIEW CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 20K | $3.04M |
 | TKO | 18K | $3.70M |
 | TROW | 18K | $1.87M |
 | UNH | 18K | $6.20M |
 | COST | 17K | $16.09M |
 | ODFL | 17K | $2.42M |
 | WCN | 17K | $3.02M |
 | TMCI | 17K | $110.72K |
 | ISRG | 16K | $7.33M |
 | CAT | 16K | $7.78M |
 | VLO | 16K | $2.73M |
 | SHW | 16K | $5.50M |
 | CSCO | 16K | $1.08M |
 | DHR | 15K | $3.07M |
 | TFII | 15K | $1.36M |
 | NEE | 15K | $1.16M |
 | DECK | 15K | $1.52M |
 | AVGO | 15K | $4.95M |
 | MU | 15K | $2.50M |
 | HD | 15K | $6.00M |
Chevron Corporation
CVX
Shares Held
20K
Value
$3.04M
TKO Group Holdings, Inc.
TKO
Shares Held
18K
Value
$3.70M
T. Rowe Price Group, Inc.
TROW
Shares Held
18K
Value
$1.87M
UnitedHealth Group Incorporated
UNH
Shares Held
18K
Value
$6.20M
Costco Wholesale Corporation
COST
Shares Held
17K
Value
$16.09M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
17K
Value
$2.42M
Waste Connections, Inc.
WCN
Shares Held
17K
Value
$3.02M
Treace Medical Concepts, Inc.
TMCI
Shares Held
17K
Value
$110.72K
Intuitive Surgical, Inc.
ISRG
Shares Held
16K
Value
$7.33M
Caterpillar Inc.
CAT
Shares Held
16K
Value
$7.78M
Valero Energy Corporation
VLO
Shares Held
16K
Value
$2.73M
The Sherwin-Williams Company
SHW
Shares Held
16K
Value
$5.50M
Cisco Systems, Inc.
CSCO
Shares Held
16K
Value
$1.08M
Danaher Corporation
DHR
Shares Held
15K
Value
$3.07M
TFI International Inc.
TFII
Shares Held
15K
Value
$1.36M
NextEra Energy, Inc.
NEE
Shares Held
15K
Value
$1.16M
Deckers Outdoor Corporation
DECK
Shares Held
15K
Value
$1.52M
Broadcom Inc.
AVGO
Shares Held
15K
Value
$4.95M
Micron Technology, Inc.
MU
Shares Held
15K
Value
$2.50M
The Home Depot, Inc.
HD
Shares Held
15K
Value
$6.00M