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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 Q1 2024 · Filed May 6, 2024 · Accession 0001476804-24-000005

Total Value
$1.22B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A163,242$68.6M5.61%
2MICROSOFT CORPMSFT139,199$58.6M4.79%
3APPLE INCAAPL307,935$52.8M4.32%
4VANGUARD INDEX FDS92290836396,675$46.5M3.80%
5ALPHABET INCGOOG257,599$39.2M3.21%
6AMAZON COM INCAMZN171,454$30.9M2.53%
7VANGUARD SCOTTSDALE FDS92206C706447,913$26.2M2.14%
8VANGUARD INDEX FDS92290876989,837$23.3M1.91%
9INVESCO QQQ TRIVZ52,499$23.3M1.91%
10VANGUARD BD INDEX FDS921937819307,410$23.2M1.89%
11VANECK ETF TRUST92189F643232,927$20.9M1.71%
12SCHWAB STRATEGIC TR808524102307,991$18.8M1.54%
13NVIDIA CORPORATIONNVDA19,689$17.8M1.45%
14MASTERCARD INCORPORATEDMA33,369$16.1M1.31%
15VANGUARD BD INDEX FDS921937835211,221$15.3M1.25%
16ISHARES TR464288638289,593$14.9M1.22%
17UNITEDHEALTH GROUP INCUNH27,410$13.6M1.11%
18META PLATFORMS INCMETA26,278$12.8M1.04%
19JPMORGAN CHASE & COVYLD59,552$11.9M0.98%
20PROGRESSIVE CORP74331510357,675$11.9M0.98%
21COSTCO WHSL CORP NEW22160K10516,217$11.9M0.97%
22VANGUARD SCOTTSDALE FDS92206C870138,585$11.2M0.91%
23VISA INCV38,583$10.8M0.88%
24MCDONALDS CORPMCD36,012$10.2M0.83%
25JOHNSON & JOHNSONJNJ63,098$10.0M0.82%
26SPDR SER TR78468R663107,070$9.8M0.80%
27MARKEL GROUP INCMKL6,343$9.7M0.79%
28SCHWAB STRATEGIC TR808524862196,027$9.5M0.77%
29DANAHER CORPORATION23585110236,386$9.1M0.74%
30TAIWAN SEMICONDUCTOR MFG LTD87403910064,681$8.8M0.72%
31VANGUARD WORLD FD92204A30666,621$8.8M0.72%
32CARLISLE COS INC14233910022,089$8.7M0.71%
33ISHARES TR46428722686,422$8.5M0.69%
34FASTENAL COFAST102,880$7.9M0.65%
35VANGUARD INDEX FDS92290862931,758$7.9M0.65%
36ATLANTA BRAVES HLDGS INCBATRB187,911$7.9M0.64%
37WALMART INCWMT127,217$7.7M0.63%
38VANGUARD SCOTTSDALE FDS92206C40996,751$7.5M0.61%
39SCHWAB CHARLES CORPSCHW-PJ102,289$7.4M0.60%
40PEPSICO INCPEP42,080$7.4M0.60%
41UNION PAC CORPUNP27,070$6.7M0.54%
42PROCTER AND GAMBLE CO74271810940,969$6.6M0.54%
43ISHARES TR464288646128,927$6.6M0.54%
44ISHARES TR46428720012,496$6.6M0.54%
45NOVO-NORDISK A SNONOF49,778$6.4M0.52%
46SELECT SECTOR SPDR TR81369Y80330,492$6.4M0.52%
47COPART INCCPRT105,302$6.1M0.50%
48MERCK & CO INCMRK45,624$6.0M0.49%
49VANGUARD SCOTTSDALE FDS92206C102103,472$6.0M0.49%
50CATERPILLAR INCCAT16,325$6.0M0.49%
51AMERICAN EXPRESS COAXP25,899$5.9M0.48%
52VANGUARD TAX-MANAGED FDS921943858117,298$5.9M0.48%
53NIKE INCNKE60,640$5.7M0.47%
54SPDR SER TR78464A375171,045$5.6M0.46%
55SPDR S&P 500 ETF TRSPY10,084$5.3M0.43%
56SPDR SER TR78468R101176,483$5.1M0.42%
57HOME DEPOT INCHD13,282$5.1M0.42%
58ABBVIE INCABBV27,440$5.0M0.41%
59SELECT SECTOR SPDR TR81369Y50652,427$4.9M0.40%
60SYSCO CORPSYY57,610$4.7M0.38%
61ISHARES TR46428851359,848$4.7M0.38%
62SELECT SECTOR SPDR TR81369Y85256,743$4.6M0.38%
63SPDR SER TR78464A80572,001$4.6M0.38%
64VANGUARD INDEX FDS92290875119,867$4.5M0.37%
65SHERWIN WILLIAMS COSHW12,615$4.4M0.36%
66GOLDMAN SACHS GROUP INCGSCE10,429$4.4M0.36%
67AUTOMATIC DATA PROCESSING INADP17,288$4.3M0.35%
68TEXAS INSTRS INC88250810424,179$4.2M0.34%
69THERMO FISHER SCIENTIFIC INCTMO7,012$4.1M0.33%
70SCHWAB STRATEGIC TR80852479749,519$4.0M0.33%
71INTUITIVE SURGICAL INCISRG9,993$4.0M0.33%
72ISHARES TR46434V40793,038$4.0M0.32%
73OREILLY AUTOMOTIVE INC67103H1073,481$3.9M0.32%
74NVR INCNVR473$3.8M0.31%
75VANGUARD INTL EQUITY INDEX F92204285891,285$3.8M0.31%
76SALESFORCE INCCRM12,087$3.6M0.30%
77DISNEY WALT CO25468710629,689$3.6M0.30%
78CBIZ INCCBZ45,881$3.6M0.29%
79BOOZ ALLEN HAMILTON HLDG CORBAH23,718$3.5M0.29%
80SELECT SECTOR SPDR TR81369Y88652,139$3.4M0.28%
81INVESCO EXCHANGE TRADED FD TIVZ19,968$3.4M0.28%
82ISHARES TR46432F84244,368$3.3M0.27%
83FLOOR & DECOR HLDGS INCFND25,056$3.2M0.27%
84RESTAURANT BRANDS INTL INC76131D10340,381$3.2M0.26%
85SCHWAB STRATEGIC TR80852450839,217$3.2M0.26%
86MOODYS CORPMCO7,976$3.1M0.26%
87UNITED RENTALS INCURI4,338$3.1M0.26%
88ALPHABET INCGOOG20,706$3.1M0.26%
89METTLER TOLEDO INTERNATIONALMTD2,331$3.1M0.25%
90HEICO CORP NEWHEI-A16,164$3.1M0.25%
91TRACTOR SUPPLY COTSCO11,679$3.1M0.25%
92BANK AMERICA CORP06050510480,182$3.0M0.25%
93ACCENTURE PLC IRELANDACN8,763$3.0M0.25%
94EATON CORP PLCETN9,659$3.0M0.25%
95NETFLIX INCNFLX4,866$3.0M0.24%
96MCKESSON CORPMCK5,497$3.0M0.24%
97INTUITINTU4,524$2.9M0.24%
98HONEYWELL INTL INC43851610614,224$2.9M0.24%
99MONDELEZ INTL INC60920710541,499$2.9M0.24%
100VANGUARD MALVERN FDS92202080560,409$2.9M0.24%
101OTIS WORLDWIDE CORPOTIS28,729$2.9M0.23%
102ULTA BEAUTY INCULTA5,389$2.8M0.23%
103VALERO ENERGY CORPVLO16,302$2.8M0.23%
104CHEVRON CORP NEWCVX17,511$2.8M0.23%
105SCHWAB STRATEGIC TR80852420144,171$2.7M0.22%
106UNITED PARCEL SERVICE INCUPS17,675$2.6M0.21%
107INVESCO EXCH TRADED FD TR IIIVZ14,291$2.6M0.21%
108SPDR SER TR78464A70619,987$2.6M0.21%
109PRICE T ROWE GROUP INCTROW21,019$2.6M0.21%
110VANGUARD INDEX FDS92290865214,413$2.5M0.21%
111LOWES COS INC5486611079,846$2.5M0.21%
112AMETEK INCAME13,700$2.5M0.20%
113VANGUARD INDEX FDS92290863710,426$2.5M0.20%
114ELI LILLY & COLLY3,170$2.5M0.20%
115VANGUARD WHITEHALL FDS92194640619,968$2.4M0.20%
116ISHARES TR46428724221,953$2.4M0.20%
117APPLIED MATLS INC03822210511,148$2.3M0.19%
118FAIR ISAAC CORPFICO1,807$2.3M0.18%
119AUTOZONE INCAZO716$2.3M0.18%
120FORTINET INCFTNT32,709$2.2M0.18%
121CANADIAN PACIFIC KANSAS CITYCP25,002$2.2M0.18%
122VANGUARD SPECIALIZED FUNDS92190884411,960$2.2M0.18%
123BROADRIDGE FINL SOLUTIONS IN11133T10310,482$2.1M0.18%
124SCHWAB STRATEGIC TR80852480554,924$2.1M0.18%
125COCA COLA COKO34,368$2.1M0.17%
126GRAHAM HLDGS COGHM2,737$2.1M0.17%
127JABIL INCJBL15,676$2.1M0.17%
128FISERV INCFISV13,131$2.1M0.17%
129VANGUARD INDEX FDS92290861110,684$2.0M0.17%
130WASTE CONNECTIONS INCWCN11,698$2.0M0.16%
131LIBERTY MEDIA CORP DELFWONB34,185$2.0M0.16%
132ISHARES TR46429B65539,092$2.0M0.16%
133COMCAST CORP NEWCCZ45,136$2.0M0.16%
134MOTOROLA SOLUTIONS INCMSI5,370$1.9M0.16%
135API GROUP CORPAPG48,085$1.9M0.15%
136ROSS STORES INCROST12,864$1.9M0.15%
137ORACLE CORPORCL-PD14,354$1.8M0.15%
138LOCKHEED MARTIN CORPLMT3,949$1.8M0.15%
139MSCI INCMSCI3,188$1.8M0.15%
140ADOBE INCADBE3,508$1.8M0.14%
141TJX COS INC NEW87254010917,363$1.8M0.14%
142WEST PHARMACEUTICAL SVSC INC9553061054,447$1.8M0.14%
143SPDR SER TR78464A47458,952$1.8M0.14%
144ISHARES TR46428763010,970$1.7M0.14%
145S&P GLOBAL INCSPGI4,087$1.7M0.14%
146IDEXX LABS INC45168D1043,195$1.7M0.14%
147TFI INTL INC87241L10910,642$1.7M0.14%
148HILTON WORLDWIDE HLDGS INCHLT7,863$1.7M0.14%
149AMERICAN TOWER CORP NEW03027X1008,462$1.7M0.14%
150SPDR GOLD TRGLD8,113$1.7M0.14%
151HERSHEY COHSY8,448$1.6M0.13%
152ISHARES TR46429B74716,208$1.6M0.13%
153SPDR DOW JONES INDL AVERAGE78467X1093,971$1.6M0.13%
154VANGUARD INTL EQUITY INDEX F92204274214,219$1.6M0.13%
155VANGUARD STAR FDS92190976825,895$1.6M0.13%
156ASML HOLDING N VASMLF1,589$1.5M0.13%
157CHUBB LIMITEDCB5,919$1.5M0.13%
158TEMPUR SEALY INTL INCSGI26,948$1.5M0.13%
159FORD MTR CO DEL345370860114,871$1.5M0.12%
160GRAINGER W W INC3848021041,495$1.5M0.12%
161NORFOLK SOUTHN CORP6558441085,883$1.5M0.12%
162ISHARES TR46428745718,300$1.5M0.12%
163CSX CORPCSX39,878$1.5M0.12%
164PRINCETON BANCORP INCBPRN47,542$1.5M0.12%
165ROPER TECHNOLOGIES INCROP2,589$1.5M0.12%
166GARMIN LTDGRMN9,655$1.4M0.12%
167ISHARES INC46434G82220,030$1.4M0.12%
168ISHARES GOLD TRIAU33,776$1.4M0.12%
169THE CIGNA GROUP1255231003,898$1.4M0.12%
170INVESCO EXCH TRD SLF IDX FDIVZ73,222$1.4M0.12%
171QUEST DIAGNOSTICS INCDGX10,567$1.4M0.11%
172POOL CORPPOOL3,484$1.4M0.11%
173VANGUARD INTL EQUITY INDEX F92204277523,852$1.4M0.11%
174STRYKER CORPORATIONSYK3,899$1.4M0.11%
175BOOKING HOLDINGS INCBKNG384$1.4M0.11%
176LABORATORY CORP AMER HLDGS50540R4096,280$1.4M0.11%
177FERGUSON PLC NEWG3421J1066,215$1.4M0.11%
178VANGUARD INDEX FDS92290855315,271$1.3M0.11%
179CHURCH & DWIGHT CO INCCHD12,614$1.3M0.11%
180RTX CORPORATIONRTX13,452$1.3M0.11%
181PFIZER INCPFE46,858$1.3M0.11%
182TRAVELERS COMPANIES INCTRV5,643$1.3M0.11%
183BROWN & BROWN INCBRO14,698$1.3M0.11%
184EXXON MOBIL CORPXOM10,800$1.3M0.10%
185ABBOTT LABSABLZF11,040$1.3M0.10%
186COSTAR GROUP INCCSGP12,923$1.2M0.10%
187FERRARI N VRACE2,770$1.2M0.10%
188TRANE TECHNOLOGIES PLCTT4,008$1.2M0.10%
189CANADIAN NAT RES LTD13638510115,742$1.2M0.10%
190SELECT SECTOR SPDR TR81369Y10012,798$1.2M0.10%
191ISHARES TR46428749913,958$1.2M0.10%
192PAYPAL HLDGS INCPYPL17,512$1.2M0.10%
193ISHARES TR46432F83417,278$1.2M0.10%
194ISHARES TR46428841410,868$1.2M0.10%
195AMPHENOL CORP NEW03209510110,103$1.2M0.10%
196AUTODESK INCADSK4,417$1.2M0.09%
197MARRIOTT INTL INC NEW5719032024,542$1.1M0.09%
198FEDEX CORPFDX3,850$1.1M0.09%
199SPDR SER TR78464A84720,821$1.1M0.09%
200INVESCO EXCH TRD SLF IDX FDIVZ52,860$1.1M0.09%
201ELEVANCE HEALTH INCELV2,117$1.1M0.09%
202MEDPACE HLDGS INCMEDP2,715$1.1M0.09%
203U HAUL HOLDING COMPANYUHAL-B15,795$1.1M0.09%
204SHOPIFY INCSHOP13,549$1.0M0.09%
205VANGUARD BD INDEX FDS92193779314,428$1.0M0.09%
206SCHWAB STRATEGIC TR80852470639,247$990,9890.08%
207BUILDERS FIRSTSOURCE INCBLDR4,664$972,6780.08%
208VANGUARD BD INDEX FDS92193782712,651$969,9530.08%
209ADVANCED MICRO DEVICES INCAMD5,346$964,9000.08%
210SCHWAB STRATEGIC TR80852460719,349$952,7480.08%
211ISHARES TR4642876223,306$952,2280.08%
212PROLOGIS INC.PLDGP7,242$943,0540.08%
213BLACKROCK INCBLK1,131$942,9150.08%
214KENVUE INCKVUE42,918$921,0210.08%
215ISHARES TR4642874409,707$918,8650.08%
216MICRON TECHNOLOGY INCMU7,767$915,6310.07%
217DEERE & CODE2,174$892,9490.07%
218MCCORMICK & CO INCMKC-V11,323$869,7200.07%
219MONSTER BEVERAGE CORP NEWMNST14,633$867,4450.07%
220VANGUARD SCOTTSDALE FDS92206C6496,179$863,9480.07%
221ARISTA NETWORKS INCANET2,960$858,3410.07%
222ISHARES INC46434G10315,902$820,5440.07%
223BRISTOL-MYERS SQUIBB COCELG-RI15,083$817,9440.07%
224NEXTERA ENERGY INCNEE-PW12,414$793,3790.06%
225ATLANTA BRAVES HLDGS INCBATRB20,253$791,0830.06%
226UNILEVER PLCUNLYF15,687$787,3310.06%
227VANGUARD MUN BD FDS92290774615,448$781,6690.06%
228COGNIZANT TECHNOLOGY SOLUTIOCTSH10,379$760,6410.06%
229TRANSUNIONTRU9,483$756,7440.06%
230ATKORE INCATKR3,961$754,0160.06%
231TRANSDIGM GROUP INCTDG605$745,1180.06%
232TEVA PHARMACEUTICAL INDS LTD88162420950,859$717,6210.06%
233WHITE MTNS INS GROUP LTDG9618E107375$673,0140.06%
234BROADCOM INCAVGO491$650,7770.05%
235SCHWAB STRATEGIC TR80852471413,429$649,0240.05%
236LINDE PLCLIN1,396$648,1910.05%
237SCHWAB STRATEGIC TR80852484731,926$648,0980.05%
238OLD DOMINION FREIGHT LINE INODFL2,928$642,1400.05%
239LENNOX INTL INC5261071071,311$640,7650.05%
240PHILLIPS 66PSX3,919$640,1300.05%
241CISCO SYS INCCSCO12,401$618,9540.05%
242EQUINIX INCEQIX739$609,9190.05%
243GALLAGHER ARTHUR J & CO3635761092,396$599,0960.05%
244UFP INDUSTRIES INCUFPI4,868$598,8130.05%
2453M COMMM5,591$593,0380.05%
246BOEING COBA-PA3,055$589,5640.05%
247GRACO INCGGG6,177$577,3030.05%
248EQUIFAX INCEFX2,075$555,1040.05%
249DOLLAR GEN CORP NEW2566771053,512$548,0830.04%
250INTEL CORPINTC12,145$536,4600.04%
251ISHARES TR46429B26723,551$536,2570.04%
252SOUTHERN COSOMN7,435$533,3870.04%
253VANGUARD WORLD FD92204A5041,948$526,9730.04%
254CROWN CASTLE INCCCI4,962$525,1290.04%
255SCHWAB STRATEGIC TR80852483911,342$521,7420.04%
256INVESCO EXCH TRD SLF IDX FDIVZ25,487$520,7000.04%
257CADENCE DESIGN SYSTEM INCCDNS1,653$514,5460.04%
258GENERAL ELECTRIC CO3696043012,873$504,2980.04%
259INVESCO EXCH TRD SLF IDX FDIVZ25,243$484,9190.04%
260INTERNATIONAL BUSINESS MACHSINTR2,505$478,3020.04%
261DUKE ENERGY CORP NEWDUKB4,784$462,6960.04%
262ISHARES TR4642878044,071$449,9790.04%
263WATSCO INCWSO-B1,039$448,8170.04%
264DIAGEO PLCDGEAF2,999$446,0720.04%
265STARBUCKS CORPSBUX4,867$444,7960.04%
266SCHWAB STRATEGIC TR8085243004,791$444,2240.04%
267SOUTHWEST AIRLS CO84474110815,039$438,9790.04%
268VANGUARD ADMIRAL FDS INC9219327032,425$437,5710.04%
269VANGUARD WORLD FD9219108161,518$435,1350.04%
270GLOBUS MED INCGMED7,759$416,1930.03%
271AVALONBAY CMNTYS INCAWX2,144$397,8410.03%
272SCHWAB STRATEGIC TR8085244095,192$394,4890.03%
273INVESCO EXCHANGE TRADED FD TIVZ10,240$393,9330.03%
274ISHARES TR4642876551,860$391,1580.03%
275AXON ENTERPRISE INCAXON1,208$377,9600.03%
276T ROWE PRICE ETF INC87283Q10710,589$373,7920.03%
277ISHARES TR4642875076,131$372,4190.03%
278VANGUARD INDEX FDS9229087361,048$360,7220.03%
279ISHARES TR4642875494,056$349,5470.03%
280TESLA INCTSLA1,983$348,5920.03%
281SRH TOTAL RETURN FUND INCSTEW22,772$342,9430.03%
282VERALTO CORPVLTO3,825$339,1250.03%
283QUALCOMM INCQCOM2,002$338,8890.03%
284MORGAN STANLEYMS-PQ3,549$334,1740.03%
285ISHARES TR4642871502,732$315,0000.03%
286COLUMBIA FINL INC19764110317,687$304,3940.02%
287WABTEC9297401082,064$300,6840.02%
288HOWARD HUGHES HOLDINGS INCHHH4,140$300,6470.02%
289ISHARES TR464287614891$300,3120.02%
290CENCORA INCCOR1,155$280,6540.02%
291VANGUARD BD INDEX FDS92203C3035,598$277,3810.02%
292BRIGHTHOUSE FINL INC10922N1035,123$264,0400.02%
293CORTEVA INCCTVA4,570$263,5520.02%
294PUBLIC SVC ENTERPRISE GRP IN7445731063,938$262,9570.02%
295NOVARTIS AGNVSEF2,694$260,5910.02%
296LYONDELLBASELL INDUSTRIES NLYB2,457$251,3020.02%
297AMGEN INCAMGN881$250,4860.02%
298MARATHON PETE CORPMARA1,223$246,4350.02%
299PIMCO ETF TR72201R7832,604$243,4340.02%
300COLGATE PALMOLIVE COCL2,536$228,3670.02%
301VANGUARD ADMIRAL FDS INC921932505743$226,4000.02%
302SPDR SER TR78464A7631,721$225,8650.02%
303SELECT SECTOR SPDR TR81369Y8605,632$222,6250.02%
304PHILIP MORRIS INTL INC7181721092,412$220,9880.02%
305SELECTIVE INS GROUP INC8163001071,989$217,1400.02%
306INVESCO EXCH TRADED FD TR IIIVZ10,216$216,0690.02%
307ISHARES TR4642875981,196$214,2160.02%
308FIDELITY COVINGTON TRUST3160928081,359$211,7270.02%
309SHELL PLCRYDAF3,138$210,3720.02%
310TELEFLEX INCORPORATEDTFX906$204,9110.02%
311ILLINOIS TOOL WKS INC452308109763$204,7360.02%
312EASTERN BANKSHARES INCEBC13,397$184,6110.02%
313SAN JUAN BASIN RTY TR79824110530,000$159,0000.01%