ROUNDVIEW CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LII | 3K | $1.75M |
 | POOL | 3K | $1.02M |
 | CTVA | 3K | $221.62K |
 | ZTS | 3K | $473.79K |
 | BA | 3K | $685.91K |
 | MKL | 3K | $6.04M |
 | SBUX | 3K | $266.07K |
 | SHEL | 3K | $219.38K |
 | VLTO | 3K | $319.30K |
 | WINA | 3K | $1.36M |
 | FICO | 3K | $4.00M |
 | NVS | 3K | $339.19K |
 | PM | 3K | $429.02K |
 | TRU | 3K | $221.10K |
 | DPZ | 3K | $1.09M |
 | KKR | 2K | $322.14K |
 | BK | 2K | $267.71K |
 | MANH | 2K | $492.16K |
 | ED | 2K | $235.97K |
 | WSO | 2K | $948.49K |
Lennox International Inc.
LII
Shares Held
3K
Value
$1.75M
Pool Corporation
POOL
Shares Held
3K
Value
$1.02M
Corteva, Inc.
CTVA
Shares Held
3K
Value
$221.62K
Zoetis Inc.
ZTS
Shares Held
3K
Value
$473.79K
The Boeing Company
BA
Shares Held
3K
Value
$685.91K
Markel Corporation
MKL
Shares Held
3K
Value
$6.04M
Starbucks Corporation
SBUX
Shares Held
3K
Value
$266.07K
Shell plc
SHEL
Shares Held
3K
Value
$219.38K
Veralto Corporation
VLTO
Shares Held
3K
Value
$319.30K
Winmark Corporation
WINA
Shares Held
3K
Value
$1.36M
Fair Isaac Corporation
FICO
Shares Held
3K
Value
$4.00M
Novartis AG
NVS
Shares Held
3K
Value
$339.19K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$429.02K
TransUnion
TRU
Shares Held
3K
Value
$221.10K
Domino's Pizza, Inc.
DPZ
Shares Held
3K
Value
$1.09M
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$322.14K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$267.71K
Manhattan Associates, Inc.
MANH
Shares Held
2K
Value
$492.16K
Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$235.97K
Watsco, Inc.
WSO
Shares Held
2K
Value
$948.49K