Roundview Capital LLC
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,625,668
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 331 | 1,625,668 | 13F-HR | Roundview Capital LLC |
| Q3 2025 | 11/12/2025 | 336 | 1,581,808 | 13F-HR | Roundview Capital LLC |
| Q2 2025 | 7/23/2025 | 324 | 1,496,116 | 13F-HR | Roundview Capital LLC |
| Q2 2014 | 8/8/2014 | 150 | 247,336 | 13F-HR | Roundview Capital LLC |
| Q1 2014 | 4/30/2014 | 125 | 205,908 | 13F-HR | Roundview Capital LLC |
| Q4 2013 | 2/12/2014 | 129 | 218,160 | 13F-HR | Roundview Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.399 M | 86.1% | 35.65 K | 0 | 35.65 K |
| ETFs | 221.7 K | 13.6% | 8.159 K | 0 | 8.159 K |
| Debt | 4.664 K | 0.3% | 54 | 0 | 54 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
1,625,668
Holdings
331
QoQ value change ($000)
43,860
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.