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Christina Keddie

Roundview Capital Llc

Assets Managed
$1.605B
Holdings
340
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-1.24%(2Q avg: 0.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Roundview Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 340 positions.

Assets under management

The assets under management (AUM) of Roundview Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.605B in assets, with a quarterly growth rate of -1.24% and a 2-quarter average growth rate of 0.77%. The portfolio is managed by Christina Keddie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.5%
4.57%
$73.311M
288,864 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.21%
4.47%
$71.713M
249,993 shares@ $286.86 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -9.99%
3.9%
$62.521M
130,469 shares@ $479.21 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.25%
3.67%
$58.767M
98,347 shares@ $597.55 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.36%
3.54%
$56.69M
153,147 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.28%
2.77%
$44.366M
213,022 shares@ $208.27 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.6%
2.63%
$42.2M
1.681M shares@ $25.11 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.41%
2.19%
$35.048M
109,247 shares@ $320.82 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.19%
2.08%
$33.372M
57,819 shares@ $577.18 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 1.84%
1.86%
$29.811M
500,610 shares@ $59.56 avg price

1-10 of 340