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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
47
2
7
2
2
0
36
8
5
ROUNDVIEW CAPITAL LLC

Time Period2018-12-31

Total Holdings205

Total Value ($x1000)356,620
Activities
New17

Increased101

Unchanged14

Decreased73

Sold Out28

Top 10 Stock Holdingstotal 28.63%
BRK.B8.49

AAPL3

MSFT2.97

GOOG2.73

VCSH2.21

 
EEM2.21

DIS2.08

JNJ1.96

MCD1.5

QQQ1.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
8.49%
CL B NEW
AAPL
3%
COM
MSFT
2.97%
COM
GOOG
2.73%
CAP STK CL C
VCSH
2.21%
SHRT TRM CORP BD
EEM
2.21%
MSCI EMG MKT ETF
DIS
2.08%
COM DISNEY
JNJ
1.96%
COM
MCD
1.5%
COM
QQQ
1.48%
UNIT SER 1
MA
1.48%
CL A
BSV
1.39%
SHORT TRM BOND
SCHB
1.35%
US BRD MKT ETF
AMZN
1.31%
COM
BAC
1.28%
COM
JPM
1.2%
COM
DWDP
1.11%
COM
VTI
1.07%
TOTAL STK MKT
BND
1.06%
TOTAL BND MRKT
MRK
0.99%
COM
XOM
0.99%
COM
NKE
0.98%
CL B
WMT
0.97%
COM
UTX
0.94%
COM
IAU
0.93%
ISHARES
FDX
0.92%
COM
BATRA
0.9%
COM A BRAVES GRP
PFE
0.9%
COM
CVX
0.88%
COM
USG
0.87%
COM NEW
AYX
0.83%
CL A
PG
0.82%
COM
SCHZ
0.81%
US AGGREGATE B
SCHE
0.77%
EMRG MKTEQ ETF
UNH
0.77%
COM
SCHO
0.76%
SHT TM US TRES
BPRN
0.75%
COM
LUV
0.74%
COM
MMM
0.74%
COM
SIGI
0.74%
COM
VZ
0.72%
COM
SCHD
0.7%
US DIVIDEND EQ
BA
0.66%
COM
XLU
0.64%
SBI INT-UTILS
PYPL
0.63%
COM
SCHF
0.63%
INTL EQTY ETF
VEA
0.63%
FTSE DEV MKT ETF
T
0.61%
COM
VYM
0.61%
HIGH DIV YLD
APPN
0.6%
CL A
KO
0.6%
COM
PEP
0.59%
COM
SPY
0.58%
TR UNIT
RDS/A
0.57%
SPONS ADR A
QSR
0.55%
COM
FAST
0.54%
COM
FB
0.53%
CL A
COST
0.53%
COM
DHR
0.52%
COM
WBA
0.52%
COM
AXP
0.51%
COM
HON
0.51%
COM
TXN
0.5%
COM
LYB
0.49%
SHS - A -
CSL
0.49%
COM
SCHP
0.49%
US TIPS ETF
SCHM
0.48%
US MID-CAP ETF
UPS
0.47%
CL B
MKL
0.47%
COM
SCHH
0.46%
US REIT ETF
DGT
0.46%
GLB DOW ETF
HYS
0.45%
0-5 HIGH YIELD
BMY
0.45%
COM
BKLN
0.44%
SR LN ETF
MDLZ
0.44%
CL A
VWO
0.44%
FTSE EMR MKT ETF
C
0.43%
COM NEW
CAT
0.43%
COM
V
0.41%
COM CL A
ROST
0.4%
COM
IWN
0.39%
RUS 2000 VAL ETF
GS
0.37%
COM
RSP
0.36%
S&P500 EQL WGT
SCHW
0.36%
COM
CTSH
0.35%
CL A
ORLY
0.35%
COM
EDIV
0.34%
S&P EM MKT DIV
VBR
0.33%
SM CP VAL ETF
DEO
0.31%
SPON ADR NEW
TRV
0.31%
COM
VO
0.31%
MID CAP ETF
CB
0.3%
COM
AMGN
0.29%
COM
BAH
0.29%
CL A
ADP
0.28%
COM
DIA
0.28%
UT SER 1
ABBV
0.28%
COM
PSX
0.28%
COM
CVS
0.28%
COM
GOOGL
0.28%
CAP STK CL A
LSXMA
0.27%
COM A SIRIUSXM
UN
0.27%
N Y SHS NEW
BRK.A
0.26%
CL A
MANU
0.26%
ORD CL A
INTC
0.25%
COM
CHTR
0.25%
CL A
CIU
0.25%
INTERM CR BD ETF
CMCSA
0.25%
CL A
VB
0.25%
SMALL CP ETF
XLK
0.25%
TECHNOLOGY
SST
0.25%
SHRT TRSRY ETF
XLE
0.24%
SBI INT-ENERGY
NSC
0.24%
COM
HD
0.23%
COM
UNP
0.23%
COM
SHOP
0.23%
CL A
CLBK
0.23%
COM
HHC
0.22%
COM
NVO
0.22%
ADR
SCHA
0.21%
US SML CAP ETF
MGK
0.21%
MEGA GRWTH IND
SYY
0.2%
COM
BIV
0.2%
INTERMED TERM
WFC
0.2%
COM
BKK
0.2%
COM SHS
SCHX
0.2%
US LRG CAP ETF
NVS
0.2%
SPONSORED ADR
KHC
0.19%
COM
LM
0.19%
COM
MIME
0.19%
ORD SHS
ORCL
0.19%
COM
LLY
0.19%
COM
SRG
0.19%
CL A
VXF
0.18%
EXTEND MKT ETF
IWR
0.18%
RUS MID-CAP ETF
LH
0.18%
COM NEW
AME
0.18%
COM
BP
0.18%
SPONSORED ADR
ACN
0.17%
SHS CLASS A
VNO
0.17%
SH BEN INT
ABT
0.17%
COM
VNQ
0.17%
REIT ETF
FLIC
0.16%
COM
TRIP
0.16%
COM
F
0.16%
COM PAR $0.01
VT
0.15%
TT WRLD ST ETF
VXUS
0.15%
VG TL INTL STK F
CNNE
0.13%
COM
AAXN
0.13%
COM
MOAT
0.13%
MORNINGSTAR WIDE
CELG
0.12%
COM
IVV
0.12%
CORE S&P500 ETF
CHD
0.11%
COM
BUD
0.11%
SPONSORED ADR
VCIT
0.11%
INT-TERM CORP
CSCO
0.11%
COM
EFA
0.11%
MSCI EAFE ETF
TRU
0.1%
COM
BK
0.1%
COM
FWONA
0.1%
COM A MEDIA GRP
LQD
0.1%
IBOXX INV CP ETF
EWY
0.1%
MSCI STH KOR ETF
WTM
0.09%
COM
XLRE
0.09%
RL EST SEL SEC
TOT
0.09%
SPONSORED ADR
VEU
0.09%
ALLWRLD EX US
LMT
0.09%
COM
NUV
0.09%
COM
BKNG
0.09%
COM
MCO
0.09%
COM
SLB
0.09%
COM
ABC
0.09%
COM
INTU
0.08%
COM
AIG
0.08%
COM NEW
FCCY
0.08%
COM
BNCL
0.08%
COM
MDT
0.08%
SHS
HEZU
0.08%
CUR HDG MS EMU
PRF
0.08%
FTSE RAFI 1000
TTC
0.08%
COM
BWG
0.08%
COM
SCHV
0.08%
US LCAP VA ETF
BIF
0.08%
COM
MU
0.08%
COM
DE
0.07%
COM
JEF
0.07%
COM
ACWX
0.07%
MSCI ACWI US ETF
PPG
0.07%
COM
TFX
0.07%
COM
SBUX
0.07%
COM
MCY
0.07%
COM
MO
0.07%
COM
WPC
0.07%
COM
FEZ
0.06%
EURO STOXX 50
PM
0.06%
COM
VUG
0.06%
GROWTH ETF
COP
0.06%
COM
LSXMK
0.06%
COM C SIRIUSXM
CARG
0.06%
CL A
SPYD
0.06%
SP500 HIGH DIV
SYK
0.06%
COM
CI
0.06%
COM
ISBC
0.05%
COM
MUE
0.05%
COM
GE
0.04%
COM
NSRGY
0.46%
COM
IBM
0.34%
COM
AIR BUS ...
0.26%
COM
AMJ
0.22%
ALERIAN ML ETN
SAVE
0.22%
COM
ROLLS-RO...
0.19%
COM
BJZ
0.19%
COM
CONSTELL...
0.16%
COM
PX
0.15%
COM
MCK
0.12%
COM
ESRX
0.1%
COM
CBS
0.1%
CL B
EFX
0.09%
COM
DAL
0.08%
COM NEW
PRF
0.08%
FTSE RAFI 1000
HAL
0.08%
COM
VANGUARD...
0.08%
COM
ATVI
0.08%
COM
BIIB
0.07%
COM
GWL
0.06%
S&P WRLD EX US
DANOY
0.06%
COM
THRK
0.05%
RUSSELL 3000 ETF
GD
0.05%
COM
VTV
0.05%
VALUE ETF
VIG
0.05%
DIV APP ETF
CORP
0.05%
INV GRD CRP BD
SDY
0.05%
S&P DIVID ETF
VANGUARD...
0.05%
COM