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ROUNDVIEW CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Stryker CorporationSYK1.05K$329.64K
Nebius Group N.V.NBIS1.05K$290.81K
Cencora, Inc.COR1.16K$329.39K
FedEx CorporationFDX1.2K$376.38K
Marathon Petroleum CorporationMPC1.24K$317.03K
Packaging Corporation of AmericaPKG1.24K$295.54K
Mettler-Toledo International Inc.MTD1.26K$1.61M
Murphy USA Inc.MUSA1.28K$690.29K
Axon Enterprise, Inc.AXON1.31K$733.84K
Thermo Fisher Scientific Inc.TMO1.31K$659.29K
Equifax Inc.EFX1.38K$219.51K
AC AVALONBAY CMNTYS INCAVB1.42K$268.51K
Guardant Health, Inc.GH1.52K$227.6K
Citigroup Inc.C1.73K$242.13K
Graham Holdings CompanyGHC1.75K$2M
American Tower CorporationAMT1.79K$292.63K
Westinghouse Air Brake Technologies CorporationWAB1.86K$502.26K
Entergy CorporationETR1.91K$219.38K
Monolithic Power Systems, Inc.MPWR1.95K$2.69M
Consolidated Edison, Inc.ED1.96K$216.78K