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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
49
1
5
3
4
0
40
9
3
ROUNDVIEW CAPITAL LLC

Time Period2019-06-30

Total Holdings220

Total Value ($x1000)444,029
Activities
New14

Increased95

Unchanged25

Decreased86

Sold Out13

Top 10 Stock Holdingstotal 27.64%
BRK.B7.18

MSFT3.06

AAPL2.97

SCHO2.8

GOOG2.29

 
DIS2.18

EEM1.91

VCSH1.83

MA1.71

JNJ1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
7.18%
CL B NEW
MSFT
3.06%
COM
AAPL
2.97%
COM
SCHO
2.8%
SHT TM US TRES
GOOG
2.29%
CAP STK CL C
DIS
2.18%
COM DISNEY
EEM
1.91%
MSCI EMG MKT ETF
VCSH
1.83%
SHRT TRM CORP BD
MA
1.71%
CL A
JNJ
1.71%
COM
QQQ
1.54%
UNIT SER 1
SCHB
1.52%
US BRD MKT ETF
MCD
1.42%
COM
AMZN
1.39%
COM
SCHZ
1.34%
US AGGREGATE B
JPM
1.17%
COM
AYX
1.11%
CL A
SUB
1.08%
SHT NTLAMTFR ETF
BSV
1.07%
SHORT TRM BOND
VTI
1.06%
TOTAL STK MKT
SST
1%
SHRT TRSRY ETF
NKE
1%
CL B
WMT
0.97%
COM
UTX
0.94%
COM
MRK
0.9%
COM
BND
0.88%
TOTAL BND MRKT
BATRA
0.81%
COM A BRAVES GRP
IAU
0.81%
ISHARES
PEP
0.77%
COM
PFE
0.77%
COM
XLU
0.75%
SBI INT-UTILS
PG
0.74%
COM
FDX
0.73%
COM
CVX
0.72%
COM
CIU
0.71%
INTERM CR BD ETF
LUV
0.7%
COM
SCHE
0.69%
EMRG MKTEQ ETF
PYPL
0.69%
COM
SCHD
0.66%
US DIVIDEND EQ
XOM
0.66%
COM
UNH
0.64%
COM
LAG
0.63%
BRCLYS AGG ETF
KO
0.63%
COM
APPN
0.63%
CL A
COST
0.62%
COM
FB
0.62%
CL A
DHR
0.62%
COM
SCHF
0.61%
INTL EQTY ETF
SCHH
0.59%
US REIT ETF
VEA
0.58%
FTSE DEV MKT ETF
QSR
0.58%
COM
VYM
0.56%
HIGH DIV YLD
SPY
0.56%
TR UNIT
AXP
0.55%
COM
CSL
0.54%
COM
FAST
0.54%
COM
VZ
0.54%
COM
HON
0.53%
COM
RDS/A
0.52%
SPONS ADR A
TXN
0.48%
COM
MMM
0.48%
COM
T
0.48%
COM
MDLZ
0.48%
CL A
GS
0.46%
COM
SCHM
0.46%
US MID-CAP ETF
BA
0.46%
COM
SCHP
0.44%
US TIPS ETF
C
0.44%
COM NEW
V
0.43%
COM CL A
MKL
0.42%
COM
BAC
0.42%
COM
UNP
0.42%
COM
DGT
0.41%
GLB DOW ETF
LYB
0.4%
SHS - A -
DD
0.4%
COM
HYS
0.39%
0-5 HIGH YIELD
VWO
0.39%
FTSE EMR MKT ETF
ROST
0.39%
COM
UPS
0.39%
CL B
F
0.38%
COM PAR $0.01
CAT
0.38%
COM
LM
0.36%
COM
RSP
0.36%
S&P500 EQL WGT
SHOP
0.36%
CL A
BKLN
0.35%
SR LN ETF
AMGN
0.35%
COM
ILMN
0.35%
COM
IWN
0.34%
RUS 2000 VAL ETF
BAH
0.34%
CL A
TRV
0.32%
COM
WBA
0.32%
COM
SCHX
0.32%
US LRG CAP ETF
VO
0.31%
MID CAP ETF
ISRG
0.3%
COM NEW
ORLY
0.3%
COM
AAXN
0.3%
COM
EDIV
0.29%
S&P EM MKT DIV
SCHW
0.29%
COM
DEO
0.29%
SPON ADR NEW
CTSH
0.29%
CL A
MIME
0.28%
ORD SHS
CMCSA
0.28%
CL A
BPRN
0.27%
COM
FSLY
0.27%
CL A
AME
0.27%
COM
MUB
0.27%
NAT AMT FREE BD
XLE
0.27%
SBI INT-ENERGY
CB
0.27%
COM
ADP
0.26%
COM
DIA
0.26%
UT SER 1
ZMH
0.25%
COM
XLK
0.25%
TECHNOLOGY
DOW
0.25%
COM
NSC
0.25%
COM
VBR
0.25%
SM CP VAL ETF
BMY
0.24%
COM
UN
0.24%
N Y SHS NEW
ACN
0.24%
SHS CLASS A
SCHA
0.23%
US SML CAP ETF
PSX
0.23%
COM
HD
0.23%
COM
TMO
0.22%
COM
LSXMA
0.22%
COM A SIRIUSXM
SPYD
0.22%
SP500 HIGH DIV
BRK.A
0.22%
CL A
HHC
0.21%
COM
INTC
0.2%
COM
MOAT
0.2%
MORNINGSTAR WIDE
LH
0.2%
COM NEW
BKK
0.2%
COM SHS
NVO
0.2%
ADR
GOOGL
0.2%
CAP STK CL A
MGK
0.2%
MEGA GRWTH IND
VXF
0.19%
EXTEND MKT ETF
ORCL
0.19%
COM
VB
0.19%
SMALL CP ETF
MDT
0.18%
SHS
NVS
0.18%
SPONSORED ADR
MANU
0.18%
ORD CL A
SRG
0.18%
CL A
HSY
0.18%
COM
BIV
0.17%
INTERMED TERM
IWR
0.17%
RUS MID-CAP ETF
NVDA
0.17%
COM
CSCO
0.17%
COM
FWONA
0.17%
COM A MEDIA GRP
ABBV
0.17%
COM
SYY
0.17%
COM
VNQ
0.16%
REIT ETF
CTVA
0.16%
COM
CI
0.16%
COM
WFC
0.15%
COM
BP
0.15%
SPONSORED ADR
CNNE
0.15%
COM
CLBK
0.15%
COM
THRK
0.15%
RUSSELL 3000 ETF
BUD
0.15%
SPONSORED ADR
PPG
0.14%
COM
SCPB
0.14%
BARC SHT TR CP
VNO
0.14%
SH BEN INT
VT
0.14%
TT WRLD ST ETF
IVV
0.13%
CORE S&P500 ETF
FLIC
0.13%
COM
LLY
0.13%
COM
LMT
0.13%
COM
LQD
0.13%
IBOXX INV CP ETF
RSCO
0.12%
SM CAP COMPLETE
NVR
0.12%
COM
ABT
0.12%
COM
VXUS
0.12%
VG TL INTL STK F
ENV
0.12%
COM
CHD
0.11%
COM
TRU
0.11%
COM
TRIP
0.11%
COM
CVS
0.11%
COM
CELG
0.1%
COM
MCO
0.1%
COM
VCIT
0.1%
INT-TERM CORP
KHC
0.09%
COM
WTM
0.09%
COM
XLRE
0.09%
RL EST SEL SEC
INTU
0.09%
COM
EFA
0.09%
MSCI EAFE ETF
VEU
0.08%
ALLWRLD EX US
CRM
0.08%
COM
NUV
0.08%
COM
EWY
0.08%
MSCI STH KOR ETF
SLB
0.08%
COM
TOT
0.08%
SPONSORED ADR
AIG
0.08%
COM NEW
MU
0.07%
COM
TFX
0.07%
COM
BIF
0.07%
COM
HEZU
0.07%
CUR HDG MS EMU
BK
0.07%
COM
BKNG
0.07%
COM
PRF
0.07%
FTSE RAFI 1000
VUG
0.06%
GROWTH ETF
SCHV
0.06%
US LCAP VA ETF
STZ
0.06%
CL A
SYK
0.06%
COM
JEF
0.06%
COM
FEZ
0.06%
EURO STOXX 50
WSFS
0.06%
COM
ACWX
0.06%
MSCI ACWI US ETF
VOO
0.05%
SHS
SWK
0.05%
COM
GE
0.05%
COM
CARG
0.05%
CL A
VIG
0.05%
DIV APP ETF
SBUX
0.05%
COM
EFX
0.05%
COM
VTV
0.05%
VALUE ETF
LSXMK
0.05%
COM C SIRIUSXM
AJG
0.05%
COM
NEE
0.05%
COM
ZUO
0.05%
CL A
DE
0.05%
COM
MUE
0.04%
COM
ISBC
0.04%
COM
DWDP
0.92%
COM
USG
0.75%
COM NEW
SIGI
0.65%
COM
CHTR
0.25%
CL A
ABC
0.08%
COM
TTC
0.08%
COM
PM
0.07%
COM
MO
0.06%
COM
FCCY
0.06%
COM
WPC
0.06%
COM
MCY
0.05%
COM
COP
0.05%
COM
BWG
0.04%
COM