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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 2024 · Filed August 9, 2024 · Accession 0001476804-24-000007

Total Value
$1.27B
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A163,587$66.5M5.24%
2APPLE INCAAPL301,997$63.6M5.01%
3MICROSOFT CORPMSFT141,499$63.2M4.98%
4VANGUARD INDEX FDS92290836398,994$49.5M3.90%
5ALPHABET INCGOOG259,299$47.6M3.75%
6AMAZON COM INCAMZN174,835$33.8M2.66%
7SCHWAB STRATEGIC TR808524102448,000$28.2M2.22%
8INVESCO QQQ TRIVZ52,692$25.2M1.99%
9VANGUARD SCOTTSDALE FDS92206C706425,877$24.8M1.95%
10VANGUARD INDEX FDS92290876992,312$24.7M1.94%
11VANGUARD BD INDEX FDS921937819311,582$23.3M1.84%
12NVIDIA CORPORATIONNVDA168,599$20.8M1.64%
13VANGUARD BD INDEX FDS921937835221,376$16.0M1.26%
14MASTERCARD INCORPORATEDMA34,679$15.3M1.20%
15ISHARES TR464288638296,021$15.2M1.20%
16COSTCO WHSL CORP NEW22160K10516,333$13.9M1.09%
17META PLATFORMS INCMETA26,898$13.6M1.07%
18VANECK ETF TRUST92189F643146,912$12.7M1.00%
19UNITEDHEALTH GROUP INCUNH24,785$12.6M0.99%
20PROGRESSIVE CORP74331510358,532$12.2M0.96%
21JPMORGAN CHASE & CO.VYLD59,414$12.0M0.95%
22TAIWAN SEMICONDUCTOR MFG LTD87403910067,689$11.8M0.93%
23VANGUARD SCOTTSDALE FDS92206C870145,593$11.6M0.92%
24VISA INCV40,064$10.5M0.83%
25SPDR SER TR78468R663111,426$10.2M0.81%
26MARKEL GROUP INCMKL6,450$10.2M0.80%
27CARLISLE COS INC14233910023,030$9.3M0.73%
28SCHWAB STRATEGIC TR808524862191,482$9.2M0.73%
29DANAHER CORPORATION23585110236,288$9.1M0.71%
30MCDONALDS CORPMCD35,319$9.0M0.71%
31ISHARES TR46428722692,265$9.0M0.71%
32JOHNSON & JOHNSONJNJ60,799$8.9M0.70%
33VANGUARD WORLD FD92204A30669,114$8.8M0.69%
34WALMART INCWMT126,079$8.5M0.67%
35VANGUARD INDEX FDS92290862932,373$7.8M0.62%
36SELECT SECTOR SPDR TR81369Y80334,215$7.7M0.61%
37VANGUARD SCOTTSDALE FDS92206C40997,555$7.5M0.59%
38SCHWAB CHARLES CORPSCHW-PJ101,531$7.5M0.59%
39VANGUARD SCOTTSDALE FDS92206C102120,473$7.0M0.55%
40NOVO-NORDISK A SNONOF48,783$7.0M0.55%
41FASTENAL COFAST108,810$6.8M0.54%
42ISHARES TR46428720012,463$6.8M0.54%
43ATLANTA BRAVES HLDGS INCBATRB161,685$6.7M0.53%
44PROCTER AND GAMBLE CO74271810940,349$6.7M0.52%
45ISHARES TR464288646128,291$6.6M0.52%
46PEPSICO INCPEP38,764$6.4M0.50%
47SPDR SER TR78464A375192,276$6.3M0.49%
48COPART INCCPRT114,385$6.2M0.49%
49AMERICAN EXPRESS COAXP25,585$5.9M0.47%
50VANGUARD TAX-MANAGED FDS921943858118,702$5.9M0.46%
51UNION PAC CORPUNP25,741$5.8M0.46%
52MERCK & CO INCMRK45,673$5.7M0.45%
53TEXAS INSTRS INC88250810428,356$5.5M0.43%
54CATERPILLAR INCCAT16,420$5.5M0.43%
55SPDR S&P 500 ETF TRSPY10,031$5.5M0.43%
56INVESCO EXCH TRADED FD TR IIIVZ27,326$5.4M0.42%
57SELECT SECTOR SPDR TR81369Y50658,182$5.3M0.42%
58SPDR SER TR78468R101176,188$5.1M0.40%
59ISHARES TR46428851363,351$4.9M0.38%
60ABBVIE INCABBV27,868$4.8M0.38%
61HEICO CORP NEWHEI-A21,353$4.8M0.38%
62GOLDMAN SACHS GROUP INCGSCE10,440$4.7M0.37%
63SELECT SECTOR SPDR TR81369Y85255,115$4.7M0.37%
64SPDR SER TR78464A80569,641$4.6M0.36%
65OREILLY AUTOMOTIVE INC67103H1074,295$4.5M0.36%
66AUTOMATIC DATA PROCESSING INADP18,800$4.5M0.35%
67INTUITIVE SURGICAL INCISRG10,022$4.5M0.35%
68VANGUARD INDEX FDS92290875120,389$4.4M0.35%
69HOME DEPOT INCHD12,786$4.4M0.35%
70NIKE INCNKE58,098$4.4M0.34%
71MOODYS CORPMCO9,946$4.2M0.33%
72NVR INCNVR548$4.2M0.33%
73VANGUARD INTL EQUITY INDEX F92204285889,329$3.9M0.31%
74SCHWAB STRATEGIC TR80852479750,142$3.9M0.31%
75SHERWIN WILLIAMS COSHW12,918$3.9M0.30%
76THERMO FISHER SCIENTIFIC INCTMO6,962$3.9M0.30%
77INVESCO EXCHANGE TRADED FD TIVZ23,290$3.8M0.30%
78ALPHABET INCGOOG20,918$3.8M0.30%
79ISHARES TR46434V40790,132$3.8M0.30%
80CBIZ INCCBZ50,411$3.7M0.29%
81SYSCO CORPSYY51,633$3.7M0.29%
82BOOZ ALLEN HAMILTON HLDG CORBAH23,786$3.7M0.29%
83SELECT SECTOR SPDR TR81369Y88650,630$3.4M0.27%
84MSCI INCMSCI7,160$3.4M0.27%
85NETFLIX INCNFLX5,077$3.4M0.27%
86METTLER TOLEDO INTERNATIONALMTD2,425$3.4M0.27%
87MCKESSON CORPMCK5,724$3.3M0.26%
88ISHARES TR46432F84245,697$3.3M0.26%
89KINSALE CAP GROUP INC49714P1088,540$3.3M0.26%
90TRACTOR SUPPLY COTSCO11,918$3.2M0.25%
91BANK AMERICA CORP06050510480,712$3.2M0.25%
92EATON CORP PLCETN10,072$3.2M0.25%
93OTIS WORLDWIDE CORPOTIS32,726$3.2M0.25%
94CHEVRON CORP NEWCVX19,950$3.1M0.25%
95UNITED RENTALS INCURI4,791$3.1M0.24%
96VANGUARD INDEX FDS92290863712,188$3.0M0.24%
97ELI LILLY & COLLY3,354$3.0M0.24%
98SCHWAB STRATEGIC TR80852450838,947$3.0M0.24%
99INTUITINTU4,408$2.9M0.23%
100VANGUARD MALVERN FDS92202080559,627$2.9M0.23%
101HONEYWELL INTL INC43851610613,307$2.8M0.22%
102DISNEY WALT CO25468710628,494$2.8M0.22%
103SCHWAB STRATEGIC TR80852420143,856$2.8M0.22%
104SALESFORCE INCCRM10,698$2.8M0.22%
105APPLIED MATLS INC03822210511,583$2.7M0.22%
106VANGUARD INDEX FDS92290861114,918$2.7M0.21%
107AUTOZONE INCAZO900$2.7M0.21%
108QUALCOMM INCQCOM12,885$2.6M0.20%
109SPDR SER TR78464A70619,891$2.5M0.20%
110FLOOR & DECOR HLDGS INCFND25,193$2.5M0.20%
111VALERO ENERGY CORPVLO15,693$2.5M0.19%
112VANGUARD INDEX FDS92290865214,413$2.4M0.19%
113PRICE T ROWE GROUP INCTROW20,799$2.4M0.19%
114CANADIAN PACIFIC KANSAS CITYCP30,409$2.4M0.19%
115ISHARES TR46428724222,274$2.4M0.19%
116OLD DOMINION FREIGHT LINE INODFL13,280$2.3M0.18%
117AMETEK INCAME13,928$2.3M0.18%
118LOCKHEED MARTIN CORPLMT4,938$2.3M0.18%
119VANGUARD SPECIALIZED FUNDS92190884412,342$2.3M0.18%
120MOTOROLA SOLUTIONS INCMSI5,811$2.2M0.18%
121LOWES COS INC54866110710,131$2.2M0.18%
122VANGUARD WHITEHALL FDS92194640618,535$2.2M0.17%
123LIBERTY MEDIA CORP DELFWONB34,185$2.2M0.17%
124ROPER TECHNOLOGIES INCROP3,883$2.2M0.17%
125MONDELEZ INTL INC60920710533,173$2.2M0.17%
126WASTE CONNECTIONS INCWCN12,354$2.2M0.17%
127ORACLE CORPORCL-PD15,076$2.1M0.17%
128COCA COLA COKO33,437$2.1M0.17%
129SCHWAB STRATEGIC TR80852480554,399$2.1M0.16%
130FAIR ISAAC CORPFICO1,394$2.1M0.16%
131BROADRIDGE FINL SOLUTIONS IN11133T10310,517$2.1M0.16%
132ACCENTURE PLC IRELANDACN6,660$2.0M0.16%
133TJX COS INC NEW87254010918,321$2.0M0.16%
134FISERV INCFISV13,422$2.0M0.16%
135FORTINET INCFTNT32,869$2.0M0.16%
136ISHARES TR46429B65537,815$1.9M0.15%
137GRAHAM HLDGS COGHM2,731$1.9M0.15%
138ROSS STORES INCROST13,093$1.9M0.15%
139S&P GLOBAL INCSPGI4,209$1.9M0.15%
140API GROUP CORPAPG48,233$1.8M0.14%
141HERSHEY COHSY9,837$1.8M0.14%
142SPDR GOLD TRGLD8,110$1.7M0.14%
143BOOKING HOLDINGS INCBKNG440$1.7M0.14%
144PRINCETON BANCORP INCBPRN52,542$1.7M0.14%
145COMCAST CORP NEWCCZ43,738$1.7M0.13%
146HILTON WORLDWIDE HLDGS INCHLT7,838$1.7M0.13%
147ASML HOLDING N VASMLF1,669$1.7M0.13%
148UNITED PARCEL SERVICE INCUPS12,328$1.7M0.13%
149SPDR SER TR78464A47456,804$1.7M0.13%
150ARISTA NETWORKS INCANET4,635$1.6M0.13%
151VANGUARD INTL EQUITY INDEX F92204274214,222$1.6M0.13%
152ISHARES TR46429B74716,082$1.6M0.13%
153AMERICAN TOWER CORP NEW03027X1008,227$1.6M0.13%
154TFI INTL INC87241L10910,973$1.6M0.13%
155ISHARES TR46428745719,496$1.6M0.13%
156VANGUARD STAR FDS92190976826,309$1.6M0.12%
157ISHARES TR46428763010,410$1.6M0.12%
158WEST PHARMACEUTICAL SVSC INC9553061054,796$1.6M0.12%
159GARMIN LTDGRMN9,670$1.6M0.12%
160IDEXX LABS INC45168D1043,230$1.6M0.12%
161CHUBB LIMITEDCB6,126$1.6M0.12%
162FERRARI N VRACE3,717$1.5M0.12%
163LINDE PLCLIN3,434$1.5M0.12%
164SPDR DOW JONES INDL AVERAGE78467X1093,729$1.5M0.11%
165MICRON TECHNOLOGY INCMU10,893$1.4M0.11%
166CSX CORPCSX42,627$1.4M0.11%
167ISHARES GOLD TRIAU32,156$1.4M0.11%
168ISHARES INC46434G82220,678$1.4M0.11%
169RTX CORPORATIONRTX13,998$1.4M0.11%
170VANGUARD INTL EQUITY INDEX F92204277523,601$1.4M0.11%
171FORD MTR CO DEL345370860109,265$1.4M0.11%
172QUEST DIAGNOSTICS INCDGX9,958$1.4M0.11%
173AMPHENOL CORP NEW03209510120,206$1.4M0.11%
174GRAINGER W W INC3848021041,497$1.4M0.11%
175INVESCO EXCH TRD SLF IDX FDIVZ69,942$1.3M0.11%
176BROWN & BROWN INCBRO14,942$1.3M0.11%
177STRYKER CORPORATIONSYK3,899$1.3M0.10%
178THE CIGNA GROUP1255231003,989$1.3M0.10%
179TRANE TECHNOLOGIES PLCTT3,942$1.3M0.10%
180LABCORP HOLDINGS INCLH6,290$1.3M0.10%
181CHURCH & DWIGHT CO INCCHD12,066$1.3M0.10%
182VANGUARD INDEX FDS92290855314,747$1.2M0.10%
183EXXON MOBIL CORPXOM10,630$1.2M0.10%
184NORFOLK SOUTHN CORP6558441085,673$1.2M0.10%
185FERGUSON PLC NEWG3421J1066,260$1.2M0.10%
186PFIZER INCPFE42,741$1.2M0.09%
187ISHARES TR46428841411,015$1.2M0.09%
188ELEVANCE HEALTH INCELV2,161$1.2M0.09%
189ISHARES TR46432F83417,278$1.2M0.09%
190TKO GROUP HOLDINGS INCTKO10,740$1.2M0.09%
191TRANSDIGM GROUP INCTDG901$1.2M0.09%
192SELECT SECTOR SPDR TR81369Y10012,863$1.1M0.09%
193MEDPACE HLDGS INCMEDP2,715$1.1M0.09%
194MARRIOTT INTL INC NEW5719032024,542$1.1M0.09%
195MURPHY USA INCMUSA2,339$1.1M0.09%
196INVESCO EXCH TRD SLF IDX FDIVZ51,650$1.1M0.09%
197ABBOTT LABSABLZF10,370$1.1M0.08%
198ISHARES TR46428749913,158$1.1M0.08%
199TRAVELERS COMPANIES INCTRV5,141$1.0M0.08%
200SPDR SER TR78464A84719,764$1.0M0.08%
201VANGUARD BD INDEX FDS92193779314,256$1.0M0.08%
202SCHWAB STRATEGIC TR80852470637,406$993,4960.08%
203PAYPAL HLDGS INCPYPL17,097$992,1390.08%
204ISHARES TR4642876223,306$983,6680.08%
205ISHARES TR46428744010,468$980,3290.08%
206FEDEX CORPFDX3,224$966,6850.08%
207RESTAURANT BRANDS INTL INC76131D10313,292$935,3590.07%
208VANGUARD BD INDEX FDS92193782712,140$931,1380.07%
209TYLER TECHNOLOGIES INCTYL1,824$917,0710.07%
210BROADCOM INCAVGO570$915,1530.07%
211ROLLINS INCROL18,634$909,1530.07%
212BLACKROCK INCBLK1,149$904,6310.07%
213NEXTERA ENERGY INCNEE-PW12,509$885,7630.07%
214COSTAR GROUP INCCSGP11,947$885,7510.07%
215SHOPIFY INCSHOP12,939$854,6210.07%
216ULTA BEAUTY INCULTA2,211$853,1590.07%
217ISHARES INC46434G10315,902$851,2350.07%
218U HAUL HOLDING COMPANYUHAL-B14,013$841,0610.07%
219SCHWAB STRATEGIC TR80852483918,378$837,6700.07%
220ADOBE INCADBE1,497$831,6440.07%
221SCHWAB STRATEGIC TR80852460717,515$831,1000.07%
222TEVA PHARMACEUTICAL INDS LTD88162420950,859$826,4590.07%
223ADVANCED MICRO DEVICES INCAMD5,056$820,1340.06%
224VANGUARD SCOTTSDALE FDS92206C6496,114$819,7040.06%
225DEERE & CODE2,174$812,2720.06%
226JABIL INCJBL7,396$804,6110.06%
227MCCORMICK & CO INCMKC-V11,323$803,2540.06%
228PROLOGIS INC.PLDGP7,066$793,5830.06%
229UNILEVER PLCUNLYF14,421$793,0110.06%
230VANGUARD MUN BD FDS92290774615,448$774,1000.06%
231CARRIER GLOBAL CORPORATIONCARR12,156$766,8010.06%
232KENVUE INCKVUE40,614$738,3630.06%
233SOUTHERN COSOMN9,140$708,9900.06%
234POOL CORPPOOL2,306$708,7030.06%
235LENNOX INTL INC5261071071,311$701,3590.06%
236WHITE MTNS INS GROUP LTDG9618E107375$681,6970.05%
237TRANSUNIONTRU9,101$674,9310.05%
238COGNIZANT TECHNOLOGY SOLUTIOCTSH9,786$665,4170.05%
239CADENCE DESIGN SYSTEM INCCDNS2,159$664,4330.05%
240CISCO SYS INCCSCO13,905$660,6450.05%
241SCHWAB STRATEGIC TR80852471413,429$648,3530.05%
242GALLAGHER ARTHUR J & CO3635761092,396$621,3070.05%
243SCHWAB STRATEGIC TR80852484730,799$615,0570.05%
244BRISTOL-MYERS SQUIBB COCELG-RI13,922$578,1750.05%
2453M COMMM5,552$567,3590.04%
246AVALONBAY CMNTYS INCAWX2,724$563,5690.04%
247EQUINIX INCEQIX729$551,5620.04%
248UFP INDUSTRIES INCUFPI4,868$545,2160.04%
249ZOETIS INCZTS3,140$544,3510.04%
250ISHARES TR46429B26723,489$530,1470.04%
251GLOBUS MED INCGMED7,730$529,4280.04%
252VANGUARD WORLD FD92204A5041,948$518,1680.04%
253BOEING COBA-PA2,763$502,8940.04%
254ISHARES TR46436E7184,965$500,0260.04%
255WISDOMTREE TRWT9,900$498,0690.04%
256INVESCO EXCH TRD SLF IDX FDIVZ24,242$495,7490.04%
257GRACO INCGGG6,157$488,1270.04%
258EQUIFAX INCEFX2,002$485,4050.04%
259PHILLIPS 66PSX3,428$483,9310.04%
260DUKE ENERGY CORP NEWDUKB4,821$483,1820.04%
261SCHWAB STRATEGIC TR8085243004,791$483,1250.04%
262WATSCO INCWSO-B1,039$481,3070.04%
263VANGUARD WORLD FD9219108161,518$477,0370.04%
264GE AEROSPACE3696043012,974$472,7770.04%
265DOLLAR GEN CORP NEW2566771053,512$464,3920.04%
266INVESCO EXCH TRD SLF IDX FDIVZ23,910$458,4750.04%
267VERTEX PHARMACEUTICALS INCVRTX965$452,3150.04%
268CROWN CASTLE INCCCI4,484$438,0870.03%
269ISHARES TR4642878044,040$430,9570.03%
270VANGUARD ADMIRAL FDS INC9219327032,425$426,2000.03%
271T ROWE PRICE ETF INC87283Q10710,610$410,8200.03%
272SOUTHWEST AIRLS CO84474110814,339$410,2300.03%
273VANGUARD INDEX FDS9229087361,048$391,9630.03%
274INVESCO EXCHANGE TRADED FD TIVZ10,240$388,6080.03%
275SCHWAB STRATEGIC TR8085244095,172$383,1420.03%
276ISHARES TR4642875494,056$382,5220.03%
277ISHARES TR4642876551,845$374,3330.03%
278VERALTO CORPVLTO3,910$373,2880.03%
279MORGAN STANLEYMS-PQ3,725$362,0330.03%
280ISHARES TR4642875076,153$360,0950.03%
281AXON ENTERPRISE INCAXON1,208$355,4420.03%
282BUILDERS FIRSTSOURCE INCBLDR2,521$348,9320.03%
283TESLA INCTSLA1,689$334,2200.03%
284INTERNATIONAL BUSINESS MACHSINTR1,928$333,3820.03%
285INTEL CORPINTC10,705$331,5450.03%
286ISHARES TR4642871502,732$324,5070.03%
287WABTEC9297401082,014$318,3130.03%
288SRH TOTAL RETURN FUND INCSTEW20,618$299,9990.02%
289PUBLIC SVC ENTERPRISE GRP IN7445731063,977$293,0800.02%
290NOVARTIS AGNVSEF2,658$282,9710.02%
291ISHARES TR464287614766$279,2150.02%
292ALTRIA GROUP INCMO6,053$275,7150.02%
293AMGEN INCAMGN881$275,2690.02%
294COLUMBIA FINL INC19764110317,687$264,7750.02%
295STARBUCKS CORPSBUX3,400$264,6900.02%
296CENCORA INCCOR1,155$260,2220.02%
297INDIA FD INC45408910314,444$257,9700.02%
298VANGUARD BD INDEX FDS92203C3035,204$257,7030.02%
299CROWDSTRIKE HLDGS INCCRWD667$255,5880.02%
300CORTEVA INCCTVA4,706$253,8420.02%
301LYONDELLBASELL INDUSTRIES NLYB2,651$253,5950.02%
302COLGATE PALMOLIVE COCL2,591$251,4310.02%
303PHILIP MORRIS INTL INC7181721092,412$244,4080.02%
304VANGUARD ADMIRAL FDS INC921932505728$242,7520.02%
305FIDELITY COVINGTON TRUST3160928081,359$233,0300.02%
306PIMCO ETF TR72201R7832,485$230,3710.02%
307SHELL PLCRYDAF3,138$226,5010.02%
308SPDR SER TR78464A7631,718$218,4960.02%
309TANDEM DIABETES CARE INCTNDM5,344$215,3100.02%
310DIAGEO PLCDGEAF1,699$214,2100.02%
311MARATHON PETE CORPMARA1,223$212,1670.02%
312ISHARES TR4642875981,196$208,6670.02%
313PROVIDENT FINL SVCS INC74386T10514,479$207,7740.02%
314INVESCO EXCH TRADED FD TR IIIVZ9,841$207,0550.02%
315EASTERN BANKSHARES INCEBC13,397$187,2910.01%
316SAN JUAN BASIN RTY TR79824110530,000$121,2000.01%