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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 2025 · Filed May 6, 2025 · Accession 0001476804-25-000004

Total Value
$1.39B
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A152,583$81.3M5.86%
2APPLE INCAAPL295,831$65.7M4.74%
3VANGUARD INDEX FDS922908363105,778$54.4M3.92%
4MICROSOFT CORPMSFT138,069$51.8M3.74%
5ALPHABET INCGOOG251,487$39.3M2.83%
6AMAZON COM INCAMZN200,376$38.1M2.75%
7SCHWAB STRATEGIC TR8085241021,683,587$36.2M2.62%
8VANGUARD INDEX FDS922908769109,596$30.1M2.17%
9VANGUARD SCOTTSDALE FDS92206C706483,880$28.7M2.07%
10VANGUARD BD INDEX FDS921937819345,625$26.5M1.91%
11INVESCO QQQ TRIVZ55,514$26.0M1.88%
12MASTERCARD INCORPORATEDMA39,740$21.8M1.57%
13META PLATFORMS INCMETA32,110$18.5M1.34%
14NVIDIA CORPORATIONNVDA161,851$17.5M1.27%
15PROGRESSIVE CORP74331510361,354$17.4M1.25%
16VANGUARD BD INDEX FDS921937835234,631$17.2M1.24%
17VISA INCV48,136$16.9M1.22%
18ISHARES TR464288638309,474$16.3M1.17%
19SPDR SER TR78468R663175,363$16.1M1.16%
20COSTCO WHSL CORP NEW22160K10516,968$16.0M1.16%
21JPMORGAN CHASE & CO.VYLD62,476$15.3M1.11%
22VANGUARD SCOTTSDALE FDS92206C870180,835$14.8M1.07%
23TAIWAN SEMICONDUCTOR MFG LTD87403910074,247$12.3M0.89%
24VANGUARD INDEX FDS92290862946,896$12.1M0.88%
25JOHNSON & JOHNSONJNJ68,568$11.4M0.82%
26WALMART INCWMT124,206$10.9M0.79%
27ISHARES TR464287226107,905$10.7M0.77%
28VANGUARD SCOTTSDALE FDS92206C409129,363$10.2M0.74%
29MCDONALDS CORPMCD32,597$10.2M0.73%
30UNITEDHEALTH GROUP INCUNH19,334$10.1M0.73%
31ISHARES TR46428720016,758$9.4M0.68%
32VANGUARD SCOTTSDALE FDS92206C102156,551$9.2M0.66%
33FASTENAL COFAST115,473$9.0M0.65%
34SCHWAB STRATEGIC TR808524862366,578$8.9M0.64%
35VANECK ETF TRUST92189F643100,124$8.8M0.64%
36CARLISLE COS INC14233910024,898$8.5M0.61%
37INVESCO EXCH TRADED FD TR IIIVZ43,905$8.5M0.61%
38VANGUARD WORLD FD92204A30665,154$8.5M0.61%
39COPART INCCPRT147,817$8.4M0.60%
40SPDR S&P 500 ETF TRSPY14,861$8.3M0.60%
41MARKEL GROUP INCMKL4,408$8.2M0.59%
42SPDR SER TR78464A375237,809$7.9M0.57%
43SELECT SECTOR SPDR TR81369Y80337,613$7.8M0.56%
44SCHWAB CHARLES CORPSCHW-PJ98,304$7.7M0.56%
45VANGUARD TAX-MANAGED FDS921943858145,945$7.4M0.54%
46DANAHER CORPORATION23585110233,700$6.9M0.50%
47ATLANTA BRAVES HLDGS INCBATRB157,472$6.9M0.50%
48AUTOMATIC DATA PROCESSING INADP22,599$6.9M0.50%
49AMERICAN EXPRESS COAXP24,566$6.6M0.48%
50OREILLY AUTOMOTIVE INC67103H1074,535$6.5M0.47%
51UNION PAC CORPUNP27,130$6.4M0.46%
52HEICO CORP NEWHEI-A23,956$6.4M0.46%
53PROCTER AND GAMBLE CO74271810936,913$6.3M0.45%
54ABBVIE INCABBV28,921$6.1M0.44%
55VANGUARD INDEX FDS92290875127,017$6.0M0.43%
56VANGUARD STAR FDS92190976892,055$5.7M0.41%
57GOLDMAN SACHS GROUP INCGSCE10,340$5.6M0.41%
58SELECT SECTOR SPDR TR81369Y85256,891$5.5M0.40%
59CATERPILLAR INCCAT16,582$5.5M0.39%
60SELECT SECTOR SPDR TR81369Y50657,764$5.4M0.39%
61SPDR SER TR78464A80579,179$5.4M0.39%
62NETFLIX INCNFLX5,762$5.4M0.39%
63INVESCO EXCHANGE TRADED FD TIVZ30,779$5.3M0.38%
64INTUITIVE SURGICAL INCISRG10,491$5.2M0.37%
65ISHARES TR46428864698,693$5.2M0.37%
66SHERWIN WILLIAMS COSHW14,694$5.1M0.37%
67MOODYS CORPMCO10,889$5.1M0.37%
68PEPSICO INCPEP32,938$4.9M0.36%
69HOME DEPOT INCHD13,240$4.9M0.35%
70MCKESSON CORPMCK6,990$4.7M0.34%
71FAIR ISAAC CORPFICO2,527$4.7M0.34%
72S&P GLOBAL INCSPGI9,121$4.6M0.33%
73MOTOROLA SOLUTIONS INCMSI10,410$4.6M0.33%
74NVR INCNVR621$4.5M0.32%
75VANGUARD INTL EQUITY INDEX F92204285896,948$4.4M0.32%
76ISHARES TR46432F84256,846$4.3M0.31%
77ISHARES TR46428851353,616$4.2M0.31%
78MSCI INCMSCI7,478$4.2M0.31%
79SELECT SECTOR SPDR TR81369Y88652,197$4.1M0.30%
80SPDR SER TR78468R101138,553$4.1M0.29%
81MERCK & CO INCMRK44,202$4.0M0.29%
82SCHWAB STRATEGIC TR808524797140,923$3.9M0.28%
83NOVO-NORDISK A SNONOF56,419$3.9M0.28%
84ELI LILLY & COLLY4,717$3.9M0.28%
85BOOZ ALLEN HAMILTON HLDG CORBAH37,159$3.9M0.28%
86TEXAS INSTRS INC88250810421,272$3.8M0.28%
87AUTOZONE INCAZO967$3.7M0.27%
88INTUITINTU5,902$3.6M0.26%
89TRACTOR SUPPLY COTSCO65,599$3.6M0.26%
90AMETEK INCAME20,908$3.6M0.26%
91FORTINET INCFTNT36,945$3.6M0.26%
92THERMO FISHER SCIENTIFIC INCTMO7,089$3.5M0.25%
93ALPHABET INCGOOG22,700$3.5M0.25%
94TKO GROUP HOLDINGS INCTKO22,391$3.4M0.25%
95BANK AMERICA CORP06050510481,673$3.4M0.25%
96UNITED RENTALS INCURI5,413$3.4M0.24%
97FISERV INCFISV14,799$3.3M0.24%
98SCHWAB STRATEGIC TR808524508124,711$3.3M0.24%
99CHEVRON CORP NEWCVX19,506$3.3M0.24%
100VANGUARD INDEX FDS92290863712,606$3.2M0.23%
101NIKE INCNKE50,228$3.2M0.23%
102BOOKING HOLDINGS INCBKNG690$3.2M0.23%
103CBIZ INCCBZ40,423$3.1M0.22%
104BROADCOM INCAVGO18,280$3.1M0.22%
105HONEYWELL INTL INC43851610614,453$3.1M0.22%
106OTIS WORLDWIDE CORPOTIS29,358$3.0M0.22%
107TJX COS INC NEW87254010924,786$3.0M0.22%
108WASTE CONNECTIONS INCWCN15,339$3.0M0.22%
109VANGUARD MALVERN FDS92202080558,912$2.9M0.21%
110BROWN & BROWN INCBRO23,586$2.9M0.21%
111SALESFORCE INCCRM10,757$2.9M0.21%
112BROADRIDGE FINL SOLUTIONS IN11133T10311,548$2.8M0.20%
113SPDR SER TR78464A70619,963$2.8M0.20%
114LIBERTY MEDIA CORP DELFWONB34,185$2.8M0.20%
115SCHWAB STRATEGIC TR808524201126,023$2.8M0.20%
116VANGUARD INDEX FDS92290865215,633$2.7M0.19%
117CHUBB LIMITEDCB8,624$2.6M0.19%
118SPDR GOLD TRGLD8,992$2.6M0.19%
119ROPER TECHNOLOGIES INCROP4,366$2.6M0.19%
120VANGUARD SPECIALIZED FUNDS92190884413,170$2.6M0.18%
121LOWES COS INC54866110710,421$2.4M0.18%
122VANGUARD WHITEHALL FDS92194640618,801$2.4M0.17%
123EATON CORP PLCETN8,733$2.4M0.17%
124FERRARI N VRACE5,476$2.3M0.17%
125ORACLE CORPORCL-PD16,698$2.3M0.17%
126TRANSDIGM GROUP INCTDG1,660$2.3M0.17%
127COCA COLA COKO32,042$2.3M0.17%
128SYSCO CORPSYY30,497$2.3M0.17%
129DISNEY WALT CO25468710622,529$2.2M0.16%
130RTX CORPORATIONRTX16,398$2.2M0.16%
131ARISTA NETWORKS INCANET27,965$2.2M0.16%
132AMPHENOL CORP NEW03209510132,748$2.1M0.15%
133ISHARES TR46428724219,655$2.1M0.15%
134VALERO ENERGY CORPVLO16,065$2.1M0.15%
135VANGUARD INDEX FDS92290861111,321$2.1M0.15%
136LOCKHEED MARTIN CORPLMT4,712$2.1M0.15%
137VANGUARD BD INDEX FDS92193782726,642$2.1M0.15%
138GRAHAM HLDGS COGHM2,158$2.1M0.15%
139SCHWAB STRATEGIC TR808524805103,971$2.1M0.15%
140ACCENTURE PLC IRELANDACN6,564$2.0M0.15%
141DOMINOS PIZZA INCDPZ4,430$2.0M0.15%
142INVESCO EXCH TRD SLF IDX FDIVZ97,750$1.9M0.14%
143ISHARES GOLD TRIAU31,808$1.9M0.14%
144HILTON WORLDWIDE HLDGS INCHLT8,010$1.8M0.13%
145PRICE T ROWE GROUP INCTROW19,628$1.8M0.13%
146DEERE & CODE3,814$1.8M0.13%
147MURPHY USA INCMUSA3,800$1.8M0.13%
148APPLIED MATLS INC03822210512,251$1.8M0.13%
149LINDE PLCLIN3,795$1.8M0.13%
150SPDR SER TR78464A47458,040$1.7M0.13%
151ISHARES TR46429B65534,061$1.7M0.13%
152STRYKER CORPORATIONSYK4,622$1.7M0.12%
153VANGUARD INTL EQUITY INDEX F92204277527,844$1.7M0.12%
154ISHARES TR46428763011,176$1.7M0.12%
155GRAINGER W W INC3848021041,695$1.7M0.12%
156CANADIAN NAT RES LTD13638510153,800$1.7M0.12%
157PRINCETON BANCORP INCBPRN53,792$1.6M0.12%
158INVESCO EXCH TRD SLF IDX FDIVZ80,394$1.6M0.12%
159ISHARES TR46429B74715,688$1.6M0.12%
160BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.12%
161SPDR DOW JONES INDL AVERAGE78467X1093,769$1.6M0.11%
162QUEST DIAGNOSTICS INCDGX9,198$1.6M0.11%
163METTLER TOLEDO INTERNATIONALMTD1,301$1.5M0.11%
164ISHARES TR46428745718,439$1.5M0.11%
165ABBOTT LABSABLZF11,396$1.5M0.11%
166ISHARES TR46428749917,638$1.5M0.11%
167VANGUARD INDEX FDS92290855316,382$1.5M0.11%
168MONDELEZ INTL INC60920710521,831$1.5M0.11%
169TOAST INCTOST43,374$1.4M0.10%
170CHURCH & DWIGHT CO INCCHD12,993$1.4M0.10%
171ROSS STORES INCROST11,155$1.4M0.10%
172API GROUP CORPAPG39,623$1.4M0.10%
173ISHARES TR4642876224,570$1.4M0.10%
174EXXON MOBIL CORPXOM11,777$1.4M0.10%
175TRAVELERS COMPANIES INCTRV5,292$1.4M0.10%
176DIMENSIONAL ETF TRUST25434V70841,964$1.4M0.10%
177TRANE TECHNOLOGIES PLCTT4,097$1.4M0.10%
178LABCORP HOLDINGS INCLH5,886$1.4M0.10%
179PAYPAL HLDGS INCPYPL20,675$1.3M0.10%
180NORFOLK SOUTHN CORP6558441085,508$1.3M0.09%
181CHEMED CORP NEWCHE2,024$1.2M0.09%
182CSX CORPCSX42,094$1.2M0.09%
183AMERICAN TOWER CORP NEW03027X1005,631$1.2M0.09%
184UNITED PARCEL SERVICE INCUPS11,058$1.2M0.09%
185SPDR SER TR78464A84723,705$1.2M0.09%
186ISHARES TR46432F83417,278$1.2M0.09%
187TYLER TECHNOLOGIES INCTYL2,073$1.2M0.09%
188MICRON TECHNOLOGY INCMU13,557$1.2M0.08%
189SCHWAB STRATEGIC TR80852470642,078$1.2M0.08%
190NEXTERA ENERGY INCNEE-PW16,334$1.2M0.08%
191OLD DOMINION FREIGHT LINE INODFL6,827$1.1M0.08%
192ISHARES INC46434G82216,393$1.1M0.08%
193SELECT SECTOR SPDR TR81369Y10013,019$1.1M0.08%
194SHOPIFY INCSHOP11,662$1.1M0.08%
195JABIL INCJBL8,128$1.1M0.08%
196INVESCO EXCH TRD SLF IDX FDIVZ56,506$1.1M0.08%
197MARRIOTT INTL INC NEW5719032024,548$1.1M0.08%
198BLACKROCK INCBLK1,117$1.1M0.08%
199FERGUSON ENTERPRISES INCFERG6,332$1.0M0.07%
200ISHARES TR46428744010,026$956,2130.07%
201KENVUE INCKVUE39,772$953,7330.07%
202ISHARES TR4642884149,006$949,5930.07%
203FLOOR & DECOR HLDGS INCFND11,733$944,1550.07%
204HERSHEY COHSY5,471$935,7060.07%
205VANGUARD INTL EQUITY INDEX F9220427427,996$927,1850.07%
206ISHARES TR4642878048,836$923,9670.07%
207VANGUARD BD INDEX FDS92193779312,922$909,9680.07%
208SOUTHERN COSOMN9,849$905,6160.07%
209TEVA PHARMACEUTICAL INDS LTD88162420958,709$902,3580.07%
210ISHARES INC46434G10316,650$898,6060.06%
211PROLOGIS INC.PLDGP7,776$869,2800.06%
212SCHWAB STRATEGIC TR80852460736,588$857,2480.06%
213AVALONBAY CMNTYS INCAWX3,950$847,7490.06%
214VANGUARD INDEX FDS9229087362,285$847,3240.06%
215GALLAGHER ARTHUR J & CO3635761092,439$842,0410.06%
216GE AEROSPACE3696043014,070$814,6680.06%
217VANGUARD SCOTTSDALE FDS92206C6496,079$809,0550.06%
218CISCO SYS INCCSCO13,091$807,8700.06%
219SCHWAB STRATEGIC TR80852483934,306$794,5270.06%
220VANGUARD MUN BD FDS92290774615,670$777,5460.06%
221RLI CORPRLI9,535$765,9470.06%
222COMCAST CORP NEWCCZ20,747$765,5650.06%
223UNILEVER PLCUNLYF12,657$753,7250.05%
224PALANTIR TECHNOLOGIES INCPLTR8,891$750,4010.05%
2253M COMMM5,071$744,7280.05%
226LENNOX INTL INC5261071071,324$742,5390.05%
227PFIZER INCPFE29,269$741,6820.05%
228WATSCO INCWSO-B1,447$735,5110.05%
229WHITE MTNS INS GROUP LTDG9618E107375$722,3410.05%
230ASML HOLDING N VASMLF1,069$708,3520.05%
231SCHWAB STRATEGIC TR80852484731,758$683,1150.05%
232BRISTOL-MYERS SQUIBB COCELG-RI11,197$682,8880.05%
233SIMPSON MFG INC8290731054,292$674,1880.05%
234FEDEX CORPFDX2,731$665,7640.05%
235XERIS BIOPHARMA HOLDINGS INCXERS120,000$658,8000.05%
236TRANSUNIONTRU7,880$653,9620.05%
237GARTNER INCIT1,549$650,1780.05%
238EQUINIX INCEQIX794$647,3880.05%
239SCHWAB STRATEGIC TR80852471425,298$623,3430.04%
240DIMENSIONAL ETF TRUST25434V20319,782$617,7840.04%
241T ROWE PRICE ETF INC87283Q10716,136$614,6210.04%
242COGNIZANT TECHNOLOGY SOLUTIOCTSH8,022$613,7100.04%
243ADOBE INCADBE1,600$613,6480.04%
244DUKE ENERGY CORP NEWDUKB5,017$611,9490.04%
245AXON ENTERPRISE INCAXON1,161$610,6280.04%
246INTERNATIONAL BUSINESS MACHSINTR2,388$593,8890.04%
247TESLA INCTSLA2,213$573,5220.04%
248ZOETIS INCZTS3,185$524,4110.04%
249RESTAURANT BRANDS INTL INC76131D1037,844$522,7250.04%
250VANGUARD ADMIRAL FDS INC9219327032,836$522,2930.04%
251ISHARES TR46429B26722,474$516,5650.04%
252VANGUARD WORLD FD92204A5041,950$516,2240.04%
253ADVANCED MICRO DEVICES INCAMD5,005$514,2140.04%
254MORGAN STANLEYMS-PQ4,335$505,7650.04%
255ISHARES TR4642875078,641$504,2270.04%
256ISHARES TR46436E7184,965$499,8270.04%
257BOEING COBA-PA2,928$499,3710.04%
258WISDOMTREE TRWT9,900$498,2670.04%
259INVESCO EXCH TRD SLF IDX FDIVZ23,759$491,3370.04%
260EQUIFAX INCEFX1,996$486,1460.04%
261SCHWAB STRATEGIC TR80852430019,164$479,8670.03%
262POOL CORPPOOL1,494$475,6150.03%
263INVESCO EXCH TRD SLF IDX FDIVZ25,349$469,7170.03%
264VANGUARD WORLD FD9219108161,520$469,5940.03%
265ISHARES TR4642871503,722$454,1220.03%
266TFI INTL INC87241L1095,412$419,1600.03%
267INVESCO EXCHANGE TRADED FD TIVZ10,215$412,7890.03%
268SCHWAB STRATEGIC TR80852440915,516$412,4160.03%
269PHILIP MORRIS INTL INC7181721092,596$412,0640.03%
270PHILLIPS 66PSX3,300$407,4840.03%
271SRH TOTAL RETURN FUND INCSTEW21,699$374,3020.03%
272VERALTO CORPVLTO3,737$364,1710.03%
273PUBLIC SVC ENTERPRISE GRP IN7445731064,399$362,0100.03%
274WABTEC9297401081,979$358,8920.03%
275ISHARES TR4642876551,766$352,3000.03%
276COLGATE PALMOLIVE COCL3,529$330,6680.02%
277CENCORA INCCOR1,155$321,1940.02%
278PACKAGING CORP AMER6951561091,606$318,0780.02%
279STARBUCKS CORPSBUX3,227$316,5370.02%
280BEIGENE LTDBEIGF1,145$311,6350.02%
281SPDR SER TR78464A7632,204$299,0390.02%
282NOVARTIS AGNVSEF2,658$296,3140.02%
283ISHARES TR464287614804$290,3170.02%
284SCHWAB STRATEGIC TR80852485411,452$284,6970.02%
285QUALCOMM INCQCOM1,830$281,0920.02%
286KKR & CO INCKKRT2,342$270,8070.02%
287COLUMBIA FINL INC19764110317,687$265,3050.02%
288GRAYSCALE BITCOIN TRUST ETFGBTC4,000$260,6800.02%
289CONSOLIDATED EDISON INCED2,348$259,6120.02%
290AMGEN INCAMGN806$251,1100.02%
291VANGUARD INDEX FDS9229085121,548$248,5160.02%
292ALTRIA GROUP INCMO4,124$247,5230.02%
293VANGUARD ADMIRAL FDS INC921932505738$246,8470.02%
294ISHARES TR4642875492,706$245,3540.02%
295SHELL PLCRYDAF3,201$234,5700.02%
296SOUTHWEST AIRLS CO8447411086,877$230,9300.02%
297PIMCO ETF TR72201R7832,445$229,0110.02%
298INDIA FD INC45408910314,444$227,7820.02%
299WASTE MGMT INC DEL94106L109980$226,8800.02%
300ISHARES TR4642875981,185$222,9700.02%
301PROVIDENT FINL SVCS INC74386T10512,979$222,8500.02%
302ILLINOIS TOOL WKS INC452308109887$219,9850.02%
303EASTERN BANKSHARES INCEBC13,397$219,7110.02%
304SELECTIVE INS GROUP INC8163001072,399$219,6050.02%
305FIDELITY COVINGTON TRUST3160928081,359$219,1040.02%
306MARSH & MCLENNAN COS INC571748102890$217,1870.02%
307ISHARES TR4642885213,684$212,1990.02%
308CROWDSTRIKE HLDGS INCCRWD599$211,1960.02%
309BOSTON SCIENTIFIC CORPBSX2,079$209,7300.02%
310CORTEVA INCCTVA3,310$208,2990.02%
311GE VERNOVA INCGEV675$206,0640.01%
312SAN JUAN BASIN RTY TR79824110530,000$165,6000.01%
313SOUTHERN COSOMN12,500$14,0080.00%
314DUKE ENERGY CORP NEWDUKB12,500$13,5550.00%
315EXPEDIA GROUP INCEXPE13,000$12,7490.00%
316SOUTHWEST AIRLS CO844741BG212,500$12,4630.00%
317FORD MTR CO345370CZ112,500$12,3530.00%
318EURONET WORLDWIDE INCEEFT12,500$12,1350.00%