Stock Taper 
ROUNDVIEW CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 Sandisk Corporation | SNDK | 115 | $261.48K |
 Parker-Hannifin Corporation | PH | 215 | $210.3K |
 Western Digital Corporation | WDC | 347 | $221.64K |
 White Mountains Insurance Group, Ltd. | WTM | 358 | $742.45K |
 Comfort Systems USA, Inc. | FIX | 562 | $1.11M |
 Analog Devices, Inc. | ADI | 575 | $228.34K |
 CrowdStrike Holdings, Inc. | CRWD | 599 | $457.12K |
 MSCI Inc. | MSCI | 633 | $354.51K |
 Equinix, Inc. | EQIX | 695 | $724.46K |
 NVR, Inc. | NVR | 798 | $5.44M |
 Fair Isaac Corporation | FICO | 838 | $1M |
 Illinois Tool Works Inc. | ITW | 862 | $233.15K |
 Amgen Inc. | AMGN | 877 | $317.52K |
 Marvell Technology, Inc. | MRVL | 890 | $265.12K |
 The Allstate Corporation | ALL | 900 | $214.15K |
 BlackRock, Inc. | BLK | 948 | $911.56K |
 Aon plc | AON | 993 | $329.37K |
 AutoZone, Inc. | AZO | 1.02K | $3.25M |
 Constellation Energy Corporation | CEG | 1.02K | $254.58K |