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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 18 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ALL ALLSTATE CORP Financial Services 900.0 $214K 0.01% NEW $237.94 +8.3%
342 PH PARKER-HANNIFIN CORP Industrials 215.0 $210K 0.01% NEW $978.12 +4.1%
343 EBC EASTERN BANKSHARES INC Financial Services 9,437.0 $210K 0.01% NEW $22.24 +0.6%
344 ZTS ZOETIS INC Healthcare 2,856.0 $205K 0.01% NEW $71.86 +7.2%
345 ARKK ARK ETF TR 2,527.0 $204K 0.01% NEW $80.82 +7.3%
346 WFC WELLS FARGO & CO Financial Services 2,464.0 $204K 0.01% NEW $82.64 +2.0%
347 DVY ISHARES TR 1,286.0 $201K 0.01% NEW $156.34 +4.9%
348 SJT SAN JUAN BASIN RTY TR Energy 30,000.0 $96K 0.01% NEW $3.21 -8.4%
349 EURONET WORLDWIDE INC 12,500.0 $11K 0.00% NEW $0.85
Page 18 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%