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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 15 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CBOE CBOE GLOBAL MKTS INC Financial Services 1,646.0 $399K 0.02% NEW $242.67 +27.3%
282 VOOG VANGUARD ADMIRAL FDS INC 4,770.0 $394K 0.02% NEW $82.62 +1.0%
283 UNILEVER PLC 6,515.0 $392K 0.02% NEW $60.12
284 FTEC FIDELITY COVINGTON TRUST 1,363.0 $389K 0.02% NEW $285.50 -1.8%
285 WMB WILLIAMS COS INC Energy 5,194.0 $386K 0.02% NEW $74.34 -4.4%
286 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,618.0 $381K 0.02% NEW $57.62 +17.9%
287 FDX FEDEX CORP Industrials 1,202.0 $376K 0.02% NEW $313.13 +6.6%
288 EPD ENTERPRISE PRODS PARTNERS L 10,172.0 $374K 0.02% NEW $36.76
289 QCOM QUALCOMM INC Technology 1,970.0 $364K 0.02% NEW $184.78 -13.1%
290 MSCI MSCI INC Financial Services 633.0 $355K 0.02% NEW $560.04 +0.7%
291 SIGI SELECTIVE INS GROUP INC Financial Services 3,611.0 $350K 0.02% NEW $97.01 -5.3%
292 VOE VANGUARD INDEX FDS 1,765.0 $349K 0.02% NEW $197.60 +5.7%
293 AEP AMERICAN ELEC PWR CO INC Utilities 2,548.0 $349K 0.02% NEW $136.81 -10.3%
294 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 492.0 $346K 0.02% NEW $703.34 -1.3%
295 SBUX STARBUCKS CORP Consumer Cyclical 3,288.0 $336K 0.02% NEW $102.19 +3.5%
296 TIP ISHARES TR 3,041.0 $333K 0.02% NEW $109.43 -1.6%
297 SYK STRYKER CORPORATION Healthcare 1,047.0 $330K 0.02% NEW $314.84 +5.0%
298 CENCORA INC 1,164.0 $329K 0.02% NEW $282.98
299 AON AON PLC Financial Services 993.0 $329K 0.02% NEW $331.69 +7.0%
300 HYS PIMCO ETF TR 3,520.0 $329K 0.02% NEW $93.52 -0.4%
Page 15 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%