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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Roundview Capital LLC

Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0001476804-23-000005

Total Value
$956.0M
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A167,897$51.8M5.42%
2APPLE INCAAPL308,812$50.9M5.33%
3MICROSOFT CORPMSFT134,653$38.8M4.06%
4ALPHABET INCGOOG250,891$26.1M2.73%
5VANGUARD INDEX FDS92290836364,012$24.1M2.52%
6VANGUARD INDEX FDS92290876985,018$17.4M1.82%
7INVESCO QQQ TRIVZ53,292$17.1M1.79%
8VANGUARD SCOTTSDALE FDS92206C409219,108$16.7M1.75%
9SCHWAB STRATEGIC TR808524862338,943$16.5M1.73%
10AMAZON COM INCAMZN137,605$14.2M1.49%
11VANGUARD SCOTTSDALE FDS92206C706218,503$13.1M1.37%
12JOHNSON & JOHNSONJNJ80,840$12.5M1.31%
13SCHWAB STRATEGIC TR808524102244,295$11.7M1.22%
14ISHARES TR464287226116,239$11.6M1.21%
15MASTERCARD INCORPORATEDMA31,458$11.4M1.20%
16UNITEDHEALTH GROUP INCUNH22,328$10.6M1.10%
17MCDONALDS CORPMCD37,311$10.4M1.09%
18VANGUARD BD INDEX FDS921937819127,573$9.8M1.02%
19NIKE INCNKE77,652$9.5M1.00%
20SPDR SER TR78468R663100,877$9.3M0.97%
21ISHARES TR464288646166,811$8.4M0.88%
22NVIDIA CORPORATIONNVDA30,324$8.4M0.88%
23VANECK ETF TRUST92189F643113,642$8.4M0.88%
24VANGUARD INTL EQUITY INDEX F922042858202,947$8.2M0.86%
25INVESCO EXCHANGE TRADED FD TIVZ56,121$8.1M0.85%
26COSTCO WHSL CORP NEW22160K10516,179$8.0M0.84%
27PEPSICO INCPEP44,077$8.0M0.84%
28ISHARES TR46429B655155,060$7.8M0.82%
29PROGRESSIVE CORP74331510351,073$7.3M0.76%
30DANAHER CORPORATION23585110228,519$7.2M0.75%
31VISA INCV31,510$7.1M0.74%
32VANGUARD WORLD FDS92204A30660,530$6.9M0.72%
33VANGUARD BD INDEX FDS92193783593,349$6.9M0.72%
34MARKEL CORPMKL5,287$6.8M0.71%
35WALMART INCWMT45,201$6.7M0.70%
36SPDR SER TR78468R101227,043$6.6M0.69%
37PROCTER AND GAMBLE CO74271810943,929$6.5M0.68%
38LIBERTY MEDIA CORP DELFWONB187,519$6.5M0.68%
39JPMORGAN CHASE & COVYLD49,724$6.5M0.68%
40DISNEY WALT CO25468710661,531$6.2M0.64%
41VANGUARD BD INDEX FDS92193782777,756$5.9M0.62%
42VANGUARD BD INDEX FDS92203C303120,489$5.9M0.62%
43MERCK & CO INCMRK54,728$5.8M0.61%
44ISHARES TR464288638108,699$5.6M0.58%
45VANGUARD SCOTTSDALE FDS92206C10290,207$5.3M0.55%
46VANGUARD INDEX FDS92290862924,903$5.3M0.55%
47SELECT SECTOR SPDR TR81369Y80334,285$5.2M0.54%
48ISHARES TR46428815849,407$5.2M0.54%
49ABBVIE INCABBV32,229$5.1M0.54%
50FASTENAL COFAST93,658$5.1M0.53%
51UNION PAC CORPUNP24,010$4.8M0.51%
52TEXAS INSTRS INC88250810425,661$4.8M0.50%
53VANGUARD TAX-MANAGED FDS921943858104,027$4.7M0.49%
54ISHARES TR46428720011,383$4.7M0.49%
55META PLATFORMS INCMETA21,028$4.5M0.47%
56INVESCO EXCH TRADED FD TR IIIVZ210,354$4.4M0.46%
57SELECT SECTOR SPDR TR81369Y88663,757$4.3M0.45%
58CARLISLE COS INC14233910018,618$4.2M0.44%
59BANK AMERICA CORP060505104147,022$4.2M0.44%
60SPDR S&P 500 ETF TRSPY10,253$4.2M0.44%
61SYSCO CORPSYY54,260$4.2M0.44%
62AMERICAN EXPRESS COAXP25,387$4.2M0.44%
63UNITED PARCEL SERVICE INCUPS21,499$4.2M0.44%
64NOVO-NORDISK A SNONOF26,160$4.2M0.44%
65TAIWAN SEMICONDUCTOR MFG LTD87403910042,620$4.0M0.41%
66HOME DEPOT INCHD12,923$3.8M0.40%
67SELECT SECTOR SPDR TR81369Y50645,603$3.8M0.40%
68SCHWAB STRATEGIC TR80852479749,725$3.6M0.38%
69CATERPILLAR INCCAT15,839$3.6M0.38%
70FEDEX CORPFDX15,815$3.6M0.38%
71HOWARD HUGHES CORPHHH44,855$3.6M0.38%
72HONEYWELL INTL INC43851610618,536$3.5M0.37%
73VANGUARD MALVERN FDS92202080572,218$3.5M0.36%
74ISHARES TR46428724231,225$3.4M0.36%
75GOLDMAN SACHS GROUP INCGSCE10,416$3.4M0.36%
76THERMO FISHER SCIENTIFIC INCTMO5,782$3.3M0.35%
77CHEVRON CORP NEWCVX20,176$3.3M0.34%
78SPDR SER TR78464A80564,858$3.3M0.34%
79VANGUARD SCOTTSDALE FDS92206C87040,456$3.2M0.34%
80SELECT SECTOR SPDR TR81369Y85255,609$3.2M0.34%
81AUTOMATIC DATA PROCESSING INADP14,247$3.2M0.33%
82SCHWAB STRATEGIC TR80852450846,293$3.1M0.33%
83MONDELEZ INTL INC60920710541,614$2.9M0.30%
84OREILLY AUTOMOTIVE INC67103H1073,401$2.9M0.30%
85SALESFORCE INCCRM14,254$2.8M0.30%
86SCHWAB CHARLES CORPSCHW-PJ53,623$2.8M0.29%
87VANGUARD INDEX FDS92290875114,767$2.8M0.29%
88ISHARES TR46432F84241,333$2.8M0.29%
89VALERO ENERGY CORPVLO19,053$2.7M0.28%
90SCHWAB STRATEGIC TR80852483956,070$2.6M0.28%
91BRIGHTHOUSE FINL INC10922N10358,640$2.6M0.27%
92PIMCO ETF TR72201R78328,198$2.6M0.27%
93PFIZER INCPFE63,011$2.6M0.27%
94INTUITIVE SURGICAL INCISRG9,935$2.5M0.27%
95SCHWAB STRATEGIC TR808524706102,097$2.5M0.26%
96PRICE T ROWE GROUP INCTROW21,908$2.5M0.26%
97ACCENTURE PLC IRELANDACN8,626$2.5M0.26%
98ALTRIA GROUP INCMO55,198$2.5M0.26%
99VANGUARD INDEX FDS92290855329,442$2.4M0.26%
100NVR INCNVR431$2.4M0.25%
101RAYTHEON TECHNOLOGIES CORPRTX24,416$2.4M0.25%
102COCA COLA COKO38,047$2.4M0.25%
103VANGUARD INTL EQUITY INDEX F92204277543,856$2.3M0.25%
104VANGUARD INDEX FDS92290861114,682$2.3M0.24%
105LIBERTY MEDIA CORP DELFWONB34,377$2.3M0.24%
106CBIZ INCCBZ45,881$2.3M0.24%
107RESTAURANT BRANDS INTL INC76131D10332,971$2.2M0.23%
108BOOZ ALLEN HAMILTON HLDG CORBAH23,819$2.2M0.23%
109SHERWIN WILLIAMS COSHW9,687$2.2M0.23%
110BRISTOL-MYERS SQUIBB COCELG-RI31,305$2.2M0.23%
111SPDR SER TR78464A70620,155$2.2M0.23%
112SCHWAB STRATEGIC TR80852420144,422$2.1M0.22%
113VANGUARD WHITEHALL FDS92194640620,196$2.1M0.22%
114ISHARES TR46429B74721,448$2.1M0.22%
115COPART INCCPRT27,426$2.1M0.22%
116SCHWAB STRATEGIC TR80852480559,018$2.1M0.21%
117PAYPAL HLDGS INCPYPL26,700$2.0M0.21%
118BROOKFIELD CORP11271J10761,936$2.0M0.21%
119VANGUARD INDEX FDS92290865214,250$2.0M0.21%
120SPDR SER TR78464A47467,023$2.0M0.21%
121SSGA ACTIVE ETF TR78467V60846,669$1.9M0.20%
122HERSHEY COHSY7,569$1.9M0.20%
123MOODYS CORPMCO6,292$1.9M0.20%
124LOWES COS INC5486611079,606$1.9M0.20%
125ISHARES TR46434V40745,884$1.9M0.20%
126ALPHABET INCGOOG18,230$1.9M0.20%
127AMETEK INCAME12,727$1.8M0.19%
128ROSS STORES INCROST17,183$1.8M0.19%
129VANGUARD SPECIALIZED FUNDS92190884411,752$1.8M0.19%
130ABBOTT LABSABLZF17,750$1.8M0.19%
131ISHARES TR46428763012,811$1.8M0.18%
132LABORATORY CORP AMER HLDGS50540R4097,604$1.7M0.18%
133LOCKHEED MARTIN CORPLMT3,652$1.7M0.18%
134UNILEVER PLCUNLYF31,493$1.6M0.17%
135COMCAST CORP NEWCCZ43,019$1.6M0.17%
136GRAHAM HLDGS COGHM2,737$1.6M0.17%
137DIAGEO PLCDGEAF8,778$1.6M0.17%
138SCHWAB STRATEGIC TR80852484780,401$1.6M0.16%
139FORD MTR CO DEL345370860123,588$1.6M0.16%
140FLOOR & DECOR HLDGS INCFND15,699$1.5M0.16%
141BROADRIDGE FINL SOLUTIONS IN11133T10310,456$1.5M0.16%
142INTUITINTU3,389$1.5M0.16%
143WEST PHARMACEUTICAL SVSC INC9553061054,358$1.5M0.16%
144NETFLIX INCNFLX4,361$1.5M0.16%
145QUEST DIAGNOSTICS INCDGX10,619$1.5M0.16%
146INVESCO EXCH TRD SLF IDX FDIVZ77,816$1.5M0.16%
147SPDR GOLD TRGLD8,162$1.5M0.16%
148PRINCETON BANCORP INCBPRN46,042$1.5M0.15%
149AUTOZONE INCAZO579$1.4M0.15%
150CHURCH & DWIGHT CO INCCHD15,921$1.4M0.15%
151ORACLE CORPORCL-PD14,839$1.4M0.14%
152EXXON MOBIL CORPXOM12,548$1.4M0.14%
153SCHWAB STRATEGIC TR80852487025,630$1.4M0.14%
154VANGUARD INDEX FDS9229087449,899$1.4M0.14%
155WASTE CONNECTIONS INCWCN9,636$1.3M0.14%
156VANGUARD STAR FDS92190976823,943$1.3M0.14%
157ISHARES GOLD TRIAU35,312$1.3M0.14%
158SPDR SER TR78464A87017,235$1.3M0.14%
159ADOBE SYSTEMS INCORPORATEDADBE3,408$1.3M0.14%
160FAIR ISAAC CORPFICO1,805$1.3M0.13%
161CSX CORPCSX42,163$1.3M0.13%
162LAUDER ESTEE COS INC5184391045,065$1.2M0.13%
163BOEING COBA-PA5,870$1.2M0.13%
164S&P GLOBAL INCSPGI3,611$1.2M0.13%
165SPDR SER TR78464A84728,277$1.2M0.13%
166SPDR DOW JONES INDL AVERAGE78467X1093,726$1.2M0.13%
167DOLLAR GEN CORP NEW2566771055,860$1.2M0.13%
168ISHARES TR46428851316,245$1.2M0.13%
169VANGUARD SCOTTSDALE FDS92206C64910,182$1.2M0.13%
170NORFOLK SOUTHN CORP6558441085,773$1.2M0.13%
171API GROUP CORPAPG54,207$1.2M0.13%
172EATON CORP PLCETN7,101$1.2M0.13%
173VANGUARD INTL EQUITY INDEX F92204274212,875$1.2M0.12%
174PIMCO ETF TR72201R20523,036$1.2M0.12%
175HILTON WORLDWIDE HLDGS INCHLT8,199$1.2M0.12%
176INVESCO EXCH TRD SLF IDX FDIVZ53,224$1.1M0.11%
177STRYKER CORPORATIONSYK3,793$1.1M0.11%
178ISHARES TR46432F83417,278$1.1M0.11%
179PPG INDS INC6935061077,952$1.1M0.11%
180DOMINOS PIZZA INCDPZ3,204$1.1M0.11%
181METTLER TOLEDO INTERNATIONALMTD689$1.1M0.11%
182AMERICAN TOWER CORP NEW03027X1005,115$1.0M0.11%
183VANGUARD INDEX FDS9229086375,460$1.0M0.11%
184TRAVELERS COMPANIES INCTRV5,927$1.0M0.11%
185OCCIDENTAL PETE CORP67459910516,100$1.0M0.11%
186AGILENT TECHNOLOGIES INCA7,230$1.0M0.10%
187M & T BK CORP55261F1048,168$976,6480.10%
188THE CIGNA GROUP1255231003,812$974,0810.10%
189BOOKING HOLDINGS INCBKNG363$962,8250.10%
190ADVANCED MICRO DEVICES INCAMD9,739$954,5200.10%
191SCHWAB STRATEGIC TR80852460722,725$952,8480.10%
192ISHARES TR46428749913,597$950,7030.10%
193KKR & CO INCKKRT17,837$936,7960.10%
194TRANSUNIONTRU15,008$932,5980.10%
195EDWARDS LIFESCIENCES CORPEW11,030$912,5120.10%
196CHUBB LIMITEDCB4,657$904,2300.09%
197DEERE & CODE2,179$899,6660.09%
198APPLIED MATLS INC0382221057,240$889,2900.09%
199ELEVANCE HEALTH INCELV1,916$881,1290.09%
200TRACTOR SUPPLY COTSCO3,697$868,9430.09%
201COGNIZANT TECHNOLOGY SOLUTIOCTSH14,209$865,7470.09%
202MCKESSON CORPMCK2,325$827,8170.09%
203U HAUL HOLDING COMPANYUHAL-B15,957$827,3710.09%
204ISHARES INC46434G10316,916$825,3320.09%
205TRANE TECHNOLOGIES PLCTT4,474$823,1270.09%
206NEXTERA ENERGY INCNEE-PW10,576$815,2290.09%
207LILLY ELI & COLLY2,367$812,8760.09%
208STARBUCKS CORPSBUX7,752$807,1860.08%
209ROPER TECHNOLOGIES INCROP1,827$805,1860.08%
210AON PLCAON2,547$803,0440.08%
211SS&C TECHNOLOGIES HLDGS INCSSNC14,134$798,1470.08%
2123M COMMM7,583$797,0500.08%
213INTERCONTINENTAL EXCHANGE IN45866F1047,509$783,1240.08%
214VERIZON COMMUNICATIONS INCVZ20,033$779,0730.08%
215BLACKROCK INCBLK1,154$772,1650.08%
216LITTELFUSE INCLFUS2,797$749,8940.08%
217COSTAR GROUP INCCSGP10,887$749,5700.08%
218CARMAX INCKMX11,192$719,4220.08%
219POOL CORPPOOL2,096$717,7550.08%
220ISHARES TR4642871766,404$706,0490.07%
221MICRON TECHNOLOGY INCMU11,547$696,7420.07%
222PERKINELMER INCRVTY5,193$691,9800.07%
223ISHARES TR46428868722,022$687,5270.07%
224BROWN FORMAN CORPBF-B10,518$675,9640.07%
225SCHWAB STRATEGIC TR80852471414,183$674,6140.07%
226ACTIVISION BLIZZARD INC00507V1097,759$664,0930.07%
227SELECT SECTOR SPDR TR81369Y1008,130$655,7600.07%
228ASML HOLDING N VASMLF936$637,1450.07%
229ISHARES TR4642884145,779$622,6300.07%
230TJX COS INC NEW8725401097,838$614,1860.06%
231SHOPIFY INCSHOP12,569$602,5580.06%
232CHARTER COMMUNICATIONS INC N16119P1081,595$570,3880.06%
233MEDTRONIC PLCMDT6,926$558,3750.06%
234WHITE MTNS INS GROUP LTDG9618E107400$551,1120.06%
235BROOKFIELD ASSET MANAGMT LTD11300410516,788$549,2990.06%
236CISCO SYS INCCSCO10,363$541,7460.06%
237BROWN & BROWN INCBRO9,384$538,8300.06%
238UNITED THERAPEUTICS CORP DELUTHR2,376$532,1290.06%
239ALIGN TECHNOLOGY INCALGN1,557$520,2560.05%
240SOUTHWEST AIRLS CO84474110815,479$503,6780.05%
241TFI INTL INC87241L1094,123$491,8330.05%
242MORGAN STANLEYMS-PQ5,600$491,6800.05%
243TESLA INCTSLA2,342$485,8720.05%
244SCHWAB STRATEGIC TR8085244097,091$465,0190.05%
245GALLAGHER ARTHUR J & CO3635761092,388$456,8490.05%
246VANGUARD WORLD FDS92204A5041,912$455,9360.05%
247EQUIFAX INCEFX2,170$440,1630.05%
248FIDELITY NATIONAL FINANCIALFNF12,452$434,9490.05%
249SAN JUAN BASIN RTY TR79824110540,000$420,0000.04%
250CANADIAN NAT RES LTD1363851017,477$413,8520.04%
251INVESCO EXCH TRD SLF IDX FDIVZ20,261$410,8940.04%
252INVESCO EXCH TRD SLF IDX FDIVZ21,312$408,3380.04%
253CHECK POINT SOFTWARE TECH LTM224651043,131$407,0300.04%
254PHILLIPS 66PSX3,978$403,2900.04%
255SRH TOTAL RETURN FUND INCSTEW31,730$389,6450.04%
256COLUMBIA FINL INC19764110321,187$387,2990.04%
257SELECT SECTOR SPDR TR81369Y86010,288$384,5770.04%
258MOTOROLA SOLUTIONS INCMSI1,341$383,5690.04%
259CONSOLIDATED EDISON INCED3,981$380,8160.04%
260SPOTIFY TECHNOLOGY S ASPOT2,845$380,1490.04%
261FISERV INCFISV3,345$378,0860.04%
262VAIL RESORTS INCMTN1,563$365,1780.04%
263AMGEN INCAMGN1,441$348,3620.04%
264SAGE THERAPEUTICS INC78667J1088,260$346,5900.04%
265BOSTON OMAHA CORPBOC14,389$340,5880.04%
266AVALONBAY CMNTYS INCAWX2,017$338,9780.04%
267TRANSDIGM GROUP INCTDG456$336,0950.04%
268FIRST FINL BANKSHARES INC32020R10910,528$335,8440.04%
269AT&T INCT-PC17,089$328,9540.03%
270CLOROX CO DELCLX2,077$328,6650.03%
271LINDE PLCLIN922$327,7160.03%
272AXON ENTERPRISE INCAXON1,453$326,7080.03%
273CAVCO INDS INC DEL1495681071,011$321,2360.03%
274INVESCO EXCHANGE TRADED FD TIVZ2,005$314,3440.03%
275SCHWAB STRATEGIC TR8085243004,795$312,4910.03%
276VANGUARD WORLD FD9219108161,517$310,2980.03%
277FERRARI N VRACE1,141$309,0150.03%
278PHILIP MORRIS INTL INC7181721093,172$308,4770.03%
279GLOBUS MED INCGMED5,446$308,4620.03%
280APPIAN CORPAPPN6,919$307,0660.03%
281NUVEEN MUN VALUE FD INCNU33,324$293,5850.03%
282ISHARES INC4642867724,697$287,5550.03%
283CORTEVA INCCTVA4,741$285,9300.03%
284VANGUARD INDEX FDS9229087361,120$279,3730.03%
285ISHARES TR4642876551,538$274,3800.03%
286NOVARTIS AGNVSEF2,959$272,2280.03%
287ISHARES TR4642872346,843$270,0250.03%
288AUTODESK INCADSK1,292$268,9430.03%
289ISHARES TR4642878042,778$268,6330.03%
290BROADCOM INCAVGO418$268,1640.03%
291VANGUARD MUN BD FDS9229077465,210$263,9390.03%
292WABTEC9297401082,587$261,4430.03%
293INTERNATIONAL FLAVORS&FRAGRA4595061012,811$258,5000.03%
294ISHARES TR464287549747$253,4730.03%
295ALLIANT ENERGY CORPLNT4,719$251,9950.03%
296ISHARES TR4642874573,032$249,1310.03%
297LYONDELLBASELL INDUSTRIES NLYB2,457$230,6880.02%
298GENERAL ELECTRIC CO3696043012,408$230,2050.02%
299TELEFLEX INCORPORATEDTFX906$229,4990.02%
300DUKE ENERGY CORP NEWDUKB2,375$229,1310.02%
301ISHARES TR4642885214,443$223,9280.02%
302ISHARES TR464287614912$222,8680.02%
303INTEL CORPINTC6,787$221,7430.02%
304CVS HEALTH CORPCVS2,929$217,6540.02%
305TANDEM DIABETES CARE INCTNDM5,344$217,0200.02%
306ISHARES TR46434V6396,796$214,4140.02%
307SPDR SER TR78464A7631,729$213,8950.02%
308ISHARES TR4642882404,299$209,6630.02%
309QUALCOMM INCQCOM1,600$204,1530.02%
310MARATHON PETE CORPMARA1,513$203,9980.02%
311EASTERN BANKSHARES INCEBC13,397$169,0710.02%