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Portfolio (Quarterly) Guide ↗

Roundview Capital LLC

· CIK 0001476804
13F Portfolio $1.8B AUM 349 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 349 New
Page 14 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCHR SCHWAB STRATEGIC TR 22,019.0 $543K 0.03% NEW $24.66 -0.6%
262 YUM YUM BRANDS INC Consumer Cyclical 3,333.0 $533K 0.03% NEW $159.88 -2.3%
263 VOOV VANGUARD ADMIRAL FDS INC 2,425.0 $532K 0.03% NEW $219.18 +4.6%
264 PSX PHILLIPS 66 Energy 3,075.0 $520K 0.03% NEW $169.05 +40.1%
265 WAB WABTEC Industrials 1,863.0 $502K 0.03% NEW $269.60 +10.1%
266 USFR WISDOMTREE TR 9,900.0 $498K 0.03% NEW $50.35 +0.3%
267 UBS UBS GROUP AG Financial Services 10,022.0 $497K 0.03% NEW $49.56 +9.4%
268 BX BLACKSTONE INC Financial Services 4,201.0 $494K 0.03% NEW $117.66 +21.9%
269 GOVT ISHARES TR 21,341.0 $486K 0.03% NEW $22.78 -0.9%
270 HUBS HUBSPOT INC Technology 2,663.0 $486K 0.03% NEW $182.51 +30.2%
271 PRF INVESCO EXCHANGE TRADED FD T 8,865.0 $479K 0.03% NEW $54.03 +3.9%
272 CRWD CROWDSTRIKE HLDGS INC Technology 599.0 $457K 0.03% NEW $190.79 -2.8%
273 BK BANK OF NY MELLON CORP Financial Services 3,118.0 $451K 0.03% NEW $144.61 -0.6%
274 IGM ISHARES TR 2,721.0 $445K 0.02% NEW $163.58 -3.4%
275 SDY SPDR SERIES TRUST 2,837.0 $432K 0.02% NEW $152.18 +4.0%
276 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,309.0 $431K 0.02% NEW $81.15 -9.7%
277 PYLD PIMCO ETF TR 16,184.0 $429K 0.02% NEW $26.52 -0.8%
278 NVS NOVARTIS AG Healthcare 2,707.0 $424K 0.02% NEW $156.72 +2.1%
279 DFUV DIMENSIONAL ETF TRUST 7,626.0 $420K 0.02% NEW $55.01 +4.2%
280 EIS ISHARES INC 3,345.0 $404K 0.02% NEW $120.71 +1.7%
Page 14 of 18  ·  349 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 20.7%
Industrials 12.9%
Consumer Cyclical 10.4%
Healthcare 7.7%
Consumer Defensive 5.1%
Communication Services 4.3%
Energy 1.7%
Utilities 0.9%
Basic Materials 0.7%