13F filer

Roundview Capital

As of Jun 30, 2026 Filed Jul 30, 2026 CIK 1476804 SEC filings ↗

13F Value

$1.83B

Positions

349

Top Position

GOOG4.8%

Top 5

19.4%

Latest filing changes

vs Mar 31, 2026

1 LRCX Lam Research +353.6%+$4.3M

2 APH Amphenol +57.5%+$3.7M

3 QQQ Invesco QQQ Trust, Series 1 +8.2%+$3.5M

4 XBI State Street(R) SPDR(R) S&P(R) Biotech ETF +43.4%+$2.8M

5 QQQM Invesco NASDAQ 100 ETF +17.1%+$2.8M

Holdings349

#
1	GOOG Alphabet Class C	4.8%	$88.6M	+0.3%	250.7K	4.5%	Common Stock
2	AAPL Apple	4.6%	$83.6M	+0.0%	288.9K	4.6%	Common Stock
3	VOO Vanguard 500 Index Fund — ETF Shares	3.6%	$66.8M	-1.2%	97.2K	3.7%	ETF
4	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 120,454 reported quantity $60,273,978 reported value	3.3%	$60.3M	-7.7%	120.5K	3.9%	Common Stock
5	MSFT Microsoft	3.0%	$54.8M	-4.0%	147.0K	3.5%	Common Stock
6	AMZN Amazon	2.8%	$52.0M	+2.4%	218.0K	2.8%	Common Stock
7	SCHB Schwab U.S. Broad Market ETF	2.8%	$50.5M	+3.7%	1.74M	2.6%	ETF
8	QQQ Invesco QQQ Trust, Series 1	2.5%	$46.1M	+8.2%	62.6K	2.1%	ETF
9	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.3%	$42.5M	+5.0%	114.7K	2.2%	ETF
10	NVDA NVIDIA	2.0%	$36.5M	+8.2%	182.4K	1.8%	Common Stock
11	TSM Taiwan Semiconductor Manufacturing	2.0%	$36.2M	-1.0%	75.9K	1.6%	ADR
12	BIV Vanguard Intermediate-Term Bond Index Fund — ETF Shares	1.7%	$31.3M	+9.3%	408.1K	1.8%	ETF
13	VGIT Vanguard Intermediate-Term Treasury ETF	1.7%	$31.3M	+6.0%	530.7K	1.9%	ETF
14	MU Micron Technology	1.3%	$23.6M	-0.6%	20.4K	0.4%	Common Stock
15	META Meta Platforms	1.3%	$22.9M	+7.2%	40.7K	1.4%	Common Stock
16	V Visa	1.2%	$22.1M	+6.2%	64.3K	1.1%	Common Stock
17	JPM JPMorgan Chase	1.2%	$21.3M	+5.8%	65.2K	1.1%	Common Stock
18	MA Mastercard	1.1%	$20.1M	-0.3%	39.1K	1.2%	Common Stock
19	QQQM Invesco NASDAQ 100 ETF	1.0%	$18.9M	+17.1%	62.4K	0.8%	ETF
20	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	1.0%	$18.4M	+10.9%	222.0K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing26

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.