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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 Q3 2025 · Filed November 12, 2025 · Accession 0001476804-25-000013

Total Value
$1.58B
Positions
336
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (336)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL290,170$73.9M4.67%
2BERKSHIRE HATHAWAY INC DELBRK-A145,657$73.2M4.63%
3MICROSOFT CORPMSFT138,836$71.9M4.55%
4ALPHABET INCGOOG251,475$61.2M3.87%
5VANGUARD INDEX FDS92290836396,017$58.8M3.72%
6AMAZON COM INCAMZN208,555$45.8M2.89%
7SCHWAB STRATEGIC TR8085241021,636,658$42.1M2.66%
8VANGUARD INDEX FDS922908769106,487$34.9M2.21%
9INVESCO QQQ TRIVZ56,154$33.7M2.13%
10NVIDIA CORPORATIONNVDA167,126$31.2M1.97%
11VANGUARD SCOTTSDALE FDS92206C706489,127$29.4M1.86%
12VANGUARD BD INDEX FDS921937819337,562$26.4M1.67%
13META PLATFORMS INCMETA35,582$26.1M1.65%
14MASTERCARD INCORPORATEDMA40,309$22.9M1.45%
15TAIWAN SEMICONDUCTOR MFG LTD87403910076,034$21.2M1.34%
16JPMORGAN CHASE & CO.VYLD62,445$19.7M1.25%
17VISA INCV52,691$18.0M1.14%
18SPDR SERIES TRUST78468R663191,143$17.5M1.11%
19COSTCO WHSL CORP NEW22160K10517,384$16.1M1.02%
20ISHARES TR464288638290,354$15.7M0.99%
21VANGUARD BD INDEX FDS921937835209,298$15.6M0.98%
22PROGRESSIVE CORP74331510361,596$15.2M0.96%
23VANGUARD SCOTTSDALE FDS92206C870174,640$14.7M0.93%
24VANGUARD INDEX FDS92290862943,835$12.9M0.81%
25WALMART INCWMT123,236$12.7M0.80%
26JOHNSON & JOHNSONJNJ67,165$12.5M0.79%
27INVESCO EXCH TRADED FD TR IIIVZ48,762$12.1M0.76%
28FASTENAL COFAST236,324$11.6M0.73%
29ISHARES TR46428720016,921$11.3M0.72%
30ISHARES TR464287226109,579$11.0M0.69%
31VANGUARD SCOTTSDALE FDS92206C409136,421$10.9M0.69%
32SPDR S&P 500 ETF TRSPY15,446$10.3M0.65%
33MCDONALDS CORPMCD32,953$10.0M0.63%
34SELECT SECTOR SPDR TR81369Y80335,431$10.0M0.63%
35VANGUARD TAX-MANAGED FDS921943858162,122$9.7M0.61%
36VANGUARD SCOTTSDALE FDS92206C102162,404$9.6M0.60%
37SCHWAB STRATEGIC TR808524862363,687$8.9M0.56%
38COPART INCCPRT195,752$8.8M0.56%
39CARLISLE COS INC14233910025,344$8.3M0.53%
40GOLDMAN SACHS GROUP INCGSCE10,296$8.2M0.52%
41AMERICAN EXPRESS COAXP24,631$8.2M0.52%
42SPDR SERIES TRUST78464A375237,809$8.1M0.51%
43VANGUARD WORLD FD92204A30663,887$8.0M0.51%
44HEICO CORP NEWHEI-A24,841$8.0M0.51%
45CATERPILLAR INCCAT16,297$7.8M0.49%
46VANGUARD MALVERN FDS922020805151,950$7.7M0.49%
47OREILLY AUTOMOTIVE INC67103H10770,052$7.6M0.48%
48VANECK ETF TRUST92189F64374,902$7.4M0.47%
49NETFLIX INCNFLX6,170$7.4M0.47%
50VANGUARD INDEX FDS92290875128,967$7.4M0.47%
51INTUITIVE SURGICAL INCISRG16,386$7.3M0.46%
52ATLANTA BRAVES HLDGS INCBATRB157,476$7.2M0.45%
53ABBVIE INCABBV29,401$6.8M0.43%
54AUTOMATIC DATA PROCESSING INADP22,742$6.7M0.42%
55SELECT SECTOR SPDR TR81369Y85256,061$6.6M0.42%
56VANGUARD STAR FDS92190976884,416$6.2M0.39%
57UNITEDHEALTH GROUP INCUNH17,959$6.2M0.39%
58SPDR SERIES TRUST78464A80576,640$6.2M0.39%
59MOTOROLA SOLUTIONS INCMSI13,447$6.1M0.39%
60MARKEL GROUP INCMKL3,159$6.0M0.38%
61HOME DEPOT INCHD14,797$6.0M0.38%
62UNION PAC CORPUNP24,853$5.9M0.37%
63PROCTER AND GAMBLE CO74271810937,265$5.7M0.36%
64MCKESSON CORPMCK7,339$5.7M0.36%
65ISHARES TR46432F84264,814$5.7M0.36%
66UNITED RENTALS INCURI5,910$5.6M0.36%
67ORACLE CORPORCL-PD20,026$5.6M0.36%
68MOODYS CORPMCO11,704$5.6M0.35%
69NIKE INCNKE78,922$5.5M0.35%
70SHERWIN WILLIAMS COSHW15,878$5.5M0.35%
71VANGUARD INTL EQUITY INDEX F922042858101,028$5.5M0.35%
72ALPHABET INCGOOG22,283$5.4M0.34%
73ISHARES TR46428864697,698$5.2M0.33%
74NVR INCNVR625$5.0M0.32%
75BROADCOM INCAVGO14,994$4.9M0.31%
76BROOKFIELD CORP11271J10771,138$4.9M0.31%
77SELECT SECTOR SPDR TR81369Y50653,977$4.8M0.30%
78ELI LILLY & COLLY6,264$4.8M0.30%
79RTX CORPORATIONRTX27,358$4.6M0.29%
80S&P GLOBAL INCSPGI9,360$4.6M0.29%
81SELECT SECTOR SPDR TR81369Y88652,002$4.5M0.29%
82ASML HOLDING N VASMLF4,679$4.5M0.29%
83AMPHENOL CORP NEW03209510136,601$4.5M0.29%
84BANK AMERICA CORP06050510486,002$4.4M0.28%
85INVESCO EXCHANGE TRADED FD TIVZ23,124$4.4M0.28%
86MSCI INCMSCI7,576$4.3M0.27%
87TRACTOR SUPPLY COTSCO75,014$4.3M0.27%
88ARISTA NETWORKS INCANET28,732$4.2M0.26%
89AUTOZONE INCAZO973$4.2M0.26%
90AMETEK INCAME21,943$4.1M0.26%
91ISHARES TR46428851349,754$4.0M0.26%
92TJX COS INC NEW87254010927,805$4.0M0.25%
93FAIR ISAAC CORPFICO2,674$4.0M0.25%
94SPDR SERIES TRUST78468R101134,099$3.9M0.25%
95BOOKING HOLDINGS INCBKNG716$3.9M0.24%
96PEPSICO INCPEP27,224$3.8M0.24%
97SCHWAB STRATEGIC TR808524797139,266$3.8M0.24%
98SCHWAB STRATEGIC TR808524508126,504$3.7M0.24%
99TEXAS INSTRS INC88250810420,398$3.7M0.24%
100FERRARI N VRACE7,666$3.7M0.24%
101TKO GROUP HOLDINGS INCTKO18,318$3.7M0.23%
102BOOZ ALLEN HAMILTON HLDG CORBAH36,212$3.6M0.23%
103VANGUARD INDEX FDS92290863711,628$3.6M0.23%
104INTUITINTU5,240$3.6M0.23%
105FORTINET INCFTNT42,113$3.5M0.22%
106MERCK & CO INCMRK41,443$3.5M0.22%
107SCHWAB STRATEGIC TR808524201126,984$3.3M0.21%
108SCHWAB CHARLES CORPSCHW-PJ34,914$3.3M0.21%
109LIBERTY MEDIA CORP DELFWONB34,185$3.3M0.21%
110VANGUARD INTL EQUITY INDEX F92204277544,407$3.2M0.20%
111SPDR SERIES TRUST78464A70619,586$3.2M0.20%
112DANAHER CORPORATION23585110215,487$3.1M0.19%
113SPDR GOLD TRGLD8,604$3.1M0.19%
114VANGUARD INDEX FDS92290865214,536$3.0M0.19%
115CHEVRON CORP NEWCVX19,574$3.0M0.19%
116VANGUARD SPECIALIZED FUNDS92190884414,024$3.0M0.19%
117WASTE CONNECTIONS INCWCN17,161$3.0M0.19%
118EATON CORP PLCETN7,756$2.9M0.18%
119HONEYWELL INTL INC43851610613,726$2.9M0.18%
120BROWN & BROWN INCBRO30,282$2.8M0.18%
121BROADRIDGE FINL SOLUTIONS IN11133T10311,669$2.8M0.18%
122ISHARES GOLD TRIAU37,527$2.7M0.17%
123VALERO ENERGY CORPVLO16,026$2.7M0.17%
124TRANE TECHNOLOGIES PLCTT6,363$2.7M0.17%
125SALESFORCE INCCRM11,116$2.6M0.17%
126VANGUARD WHITEHALL FDS92194640618,393$2.6M0.16%
127TRANSDIGM GROUP INCTDG1,919$2.5M0.16%
128GRAHAM HLDGS COGHM2,147$2.5M0.16%
129MICRON TECHNOLOGY INCMU14,931$2.5M0.16%
130ISHARES INC46434G82230,893$2.5M0.16%
131CBIZ INCCBZ46,677$2.5M0.16%
132LOWES COS INC5486611079,805$2.5M0.16%
133OLD DOMINION FREIGHT LINE INODFL17,195$2.4M0.15%
134VANGUARD BD INDEX FDS92193782729,740$2.3M0.15%
135SCHWAB STRATEGIC TR808524805100,249$2.3M0.15%
136SYSCO CORPSYY28,295$2.3M0.15%
137COCA COLA COKO35,001$2.3M0.15%
138LOCKHEED MARTIN CORPLMT4,589$2.3M0.14%
139DISNEY WALT CO25468710619,883$2.3M0.14%
140NOVO-NORDISK A SNONOF39,180$2.2M0.14%
141CHUBB LIMITEDCB7,685$2.2M0.14%
142APPLIED MATLS INC03822210510,581$2.2M0.14%
143JABIL INCJBL9,955$2.2M0.14%
144ROPER TECHNOLOGIES INCROP4,320$2.2M0.14%
145VANGUARD INDEX FDS92290861110,032$2.1M0.13%
146CANADIAN NAT RES LTD13638510165,349$2.1M0.13%
147API GROUP CORPAPG58,734$2.0M0.13%
148DEERE & CODE4,312$2.0M0.12%
149PRINCETON BANCORP INCBPRN61,792$2.0M0.12%
150ISHARES TR46429B74718,984$2.0M0.12%
151INVESCO EXCH TRD SLF IDX FDIVZ97,750$1.9M0.12%
152ISHARES TR46428763010,761$1.9M0.12%
153ISHARES TR46436E71818,769$1.9M0.12%
154LINDE PLCLIN3,977$1.9M0.12%
155PRICE T ROWE GROUP INCTROW18,266$1.9M0.12%
156FISERV INCFISV14,404$1.9M0.12%
157NORFOLK SOUTHN CORP6558441086,125$1.8M0.12%
158ISHARES TR46428724216,220$1.8M0.11%
159THERMO FISHER SCIENTIFIC INCTMO3,718$1.8M0.11%
160GRAINGER W W INC3848021041,867$1.8M0.11%
161SPDR DOW JONES INDL AVERAGE78467X1093,795$1.8M0.11%
162LENNOX INTL INC5261071073,301$1.7M0.11%
163ISHARES TR46428745720,936$1.7M0.11%
164QUEST DIAGNOSTICS INCDGX9,112$1.7M0.11%
165STRYKER CORPORATIONSYK4,646$1.7M0.11%
166ISHARES TR46428749917,638$1.7M0.11%
167ROSS STORES INCROST11,117$1.7M0.11%
168HILTON WORLDWIDE HLDGS INCHLT6,494$1.7M0.11%
169ISHARES TR4642876224,570$1.7M0.11%
170LABCORP HOLDINGS INCLH5,817$1.7M0.11%
171GALLAGHER ARTHUR J & CO3635761095,376$1.7M0.11%
172SHOPIFY INCSHOP11,169$1.7M0.10%
173INVESCO EXCH TRD SLF IDX FDIVZ79,649$1.6M0.10%
174ABBOTT LABSABLZF12,208$1.6M0.10%
175DIMENSIONAL ETF TRUST25434V70842,206$1.6M0.10%
176TOAST INCTOST43,745$1.6M0.10%
177PALANTIR TECHNOLOGIES INCPLTR8,545$1.6M0.10%
178ISHARES TR46429B65530,437$1.6M0.10%
179T ROWE PRICE ETF INC87283Q10731,566$1.5M0.10%
180DECKERS OUTDOOR CORPDECK15,019$1.5M0.10%
181BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.10%
182METTLER TOLEDO INTERNATIONALMTD1,213$1.5M0.09%
183TRAVELERS COMPANIES INCTRV5,265$1.5M0.09%
184VANGUARD INDEX FDS92290855315,852$1.4M0.09%
185ISHARES TR46432F83417,278$1.4M0.09%
186SPDR SERIES TRUST78464A47446,820$1.4M0.09%
187UBER TECHNOLOGIES INCUBER14,332$1.4M0.09%
188CINTAS CORPCTAS6,840$1.4M0.09%
189MURPHY USA INCMUSA3,571$1.4M0.09%
190INTERPARFUMS INCINTR14,091$1.4M0.09%
191BLACKROCK INCBLK1,179$1.4M0.09%
192CSX CORPCSX38,498$1.4M0.09%
193TFI INTL INC87241L10915,469$1.4M0.09%
194GE AEROSPACE3696043014,523$1.4M0.09%
195WINMARK CORPWINA2,733$1.4M0.09%
196EXXON MOBIL CORPXOM11,755$1.3M0.08%
197VANGUARD SCOTTSDALE FDS92206C6498,457$1.3M0.08%
198TEXAS ROADHOUSE INCTXRH7,903$1.3M0.08%
199SPDR SERIES TRUST78464A84722,433$1.3M0.08%
200MONDELEZ INTL INC60920710520,535$1.3M0.08%
201SCHWAB STRATEGIC TR80852470636,124$1.2M0.08%
202TEVA PHARMACEUTICAL INDS LTD88162420958,709$1.2M0.07%
203NEXTERA ENERGY INCNEE-PW15,411$1.2M0.07%
204VANGUARD INTL EQUITY INDEX F9220427428,359$1.2M0.07%
205ISHARES TR4642878049,688$1.2M0.07%
206ISHARES INC46434G10317,156$1.1M0.07%
207CHURCH & DWIGHT CO INCCHD12,646$1.1M0.07%
208INVESCO EXCH TRD SLF IDX FDIVZ56,506$1.1M0.07%
209OTIS WORLDWIDE CORPOTIS12,003$1.1M0.07%
210DOMINOS PIZZA INCDPZ2,527$1.1M0.07%
211CISCO SYS INCCSCO15,740$1.1M0.07%
212VANGUARD INDEX FDS9229087362,225$1.1M0.07%
213AXON ENTERPRISE INCAXON1,461$1.0M0.07%
214SELECT SECTOR SPDR TR81369Y10011,691$1.0M0.07%
215TYLER TECHNOLOGIES INCTYL1,957$1.0M0.06%
216POOL CORPPOOL3,294$1.0M0.06%
217XERIS BIOPHARMA HOLDINGS INCXERS120,000$976,8000.06%
218ISHARES TR46428744010,102$974,4770.06%
219WATSCO INCWSO-B2,346$948,4880.06%
220ISHARES TR4642884148,876$945,2060.06%
221DIMENSIONAL ETF TRUST25434V60916,169$941,1980.06%
222SCHWAB STRATEGIC TR80852460733,720$940,7950.06%
223SOUTHERN COSOMN9,921$940,2140.06%
224INTERNATIONAL BUSINESS MACHSINTR3,313$934,6630.06%
225AMERICAN TOWER CORP NEW03027X1004,679$899,8660.06%
226ACCENTURE PLC IRELANDACN3,332$821,6720.05%
227FLOOR & DECOR HLDGS INCFND11,146$821,4610.05%
228SCHWAB STRATEGIC TR80852483934,378$806,8520.05%
229ADVANCED MICRO DEVICES INCAMD4,983$806,2000.05%
230PROLOGIS INC.PLDGP6,865$786,1800.05%
2313M COMMM5,051$783,8150.05%
232UNITED PARCEL SERVICE INCUPS9,301$776,9170.05%
233PAYPAL HLDGS INCPYPL11,228$752,9500.05%
234AVALONBAY CMNTYS INCAWX3,846$742,9320.05%
235MORGAN STANLEYMS-PQ4,547$722,7920.05%
236DIMENSIONAL ETF TRUST25434V20319,794$719,5150.05%
237VANGUARD MUN BD FDS92290774614,282$715,1000.05%
238BUILDERS FIRSTSOURCE INCBLDR5,867$711,3740.04%
239TESLA INCTSLA1,591$707,5500.04%
240BOEING COBA-PA3,178$685,9080.04%
241UNILEVER PLCUNLYF11,567$685,6920.04%
242HERSHEY COHSY3,617$676,5600.04%
243BLACKSTONE INCBX3,830$654,3770.04%
244VANGUARD BD INDEX FDS9219377939,094$644,3100.04%
245PFIZER INCPFE24,663$628,4190.04%
246WHITE MTNS INS GROUP LTDG9618E107373$623,6180.04%
247SCHWAB STRATEGIC TR80852484728,862$622,5580.04%
248VANGUARD WORLD FD9219108161,521$611,9960.04%
249DUKE ENERGY CORP NEWDUKB4,915$608,2500.04%
250SCHWAB STRATEGIC TR80852471423,730$591,9450.04%
251KENVUE INCKVUE34,553$560,7960.04%
252ISHARES TR4642871503,722$542,1100.03%
253EQUINIX INCEQIX691$541,2190.03%
254ISHARES TR4642875078,128$530,4610.03%
255DIMENSIONAL ETF TRUST25434V80711,288$520,6030.03%
256ISHARES TR46429B26722,474$519,5990.03%
257TEXAS PACIFIC LAND CORPORATITPL552$515,3700.03%
258VANGUARD WORLD FD92204A5041,950$506,2200.03%
259EQUIFAX INCEFX1,954$501,2600.03%
260WISDOMTREE TRWT9,900$497,6730.03%
261RESTAURANT BRANDS INTL INC76131D1037,754$497,3420.03%
262MANHATTAN ASSOCIATES INCMANH2,401$492,1570.03%
263INVESCO EXCH TRD SLF IDX FDIVZ23,759$491,5740.03%
264INTERACTIVE BROKERS GROUP IN45841N1077,132$490,7530.03%
265BOSTON SCIENTIFIC CORPBSX4,977$485,9050.03%
266VANGUARD ADMIRAL FDS INC9219327032,425$483,6390.03%
267INVESCO EXCH TRD SLF IDX FDIVZ25,349$476,8150.03%
268ZOETIS INCZTS3,238$473,7850.03%
269PHILLIPS 66PSX3,407$463,4210.03%
270ISHARES TR4642876551,880$454,8850.03%
271COGNIZANT TECHNOLOGY SOLUTIOCTSH6,726$451,1370.03%
272SPDR SERIES TRUST78464A8704,480$448,8960.03%
273PHILIP MORRIS INTL INC7181721092,645$429,0190.03%
274BRISTOL-MYERS SQUIBB COCELG-RI9,265$417,8390.03%
275INVESCO EXCHANGE TRADED FD TIVZ9,215$416,6110.03%
276GLOBUS MED INCGMED7,262$415,8950.03%
277SPDR SERIES TRUST78464A7632,863$400,9640.03%
278WABTEC9297401081,979$396,7310.03%
279GE VERNOVA INCGEV643$395,3810.02%
280COMFORT SYS USA INC199908104472$389,4850.02%
281SRH TOTAL RETURN FUND INCSTEW21,441$389,3780.02%
282ISHARES TR464287614804$376,6020.02%
283KINSALE CAP GROUP INC49714P108879$373,8040.02%
284PUBLIC SVC ENTERPRISE GRP IN7445731064,395$366,7790.02%
285CENCORA INCCOR1,155$360,9730.02%
286PACKAGING CORP AMER6951561091,606$350,0600.02%
287COMCAST CORP NEWCCZ11,032$346,6260.02%
288ISHARES TR4642875492,706$340,8210.02%
289DIMENSIONAL ETF TRUST25434V7247,626$340,8060.02%
290NOVARTIS AGNVSEF2,645$339,1950.02%
291CELCUITY INCCELC6,857$338,7360.02%
292SCHWAB STRATEGIC TR80852485412,923$324,7550.02%
293KKR & CO INCKKRT2,479$322,1430.02%
294VERALTO CORPVLTO2,995$319,2970.02%
295VANGUARD ADMIRAL FDS INC921932505728$317,0150.02%
296NEBIUS GROUP N.V.NBIS2,810$315,4790.02%
297ISHARES BITCOIN TRUST ETFIBIT4,828$313,8200.02%
298CONSTELLATION ENERGY CORPCEG945$310,9720.02%
299FEDEX CORPFDX1,302$307,0250.02%
300ROBINHOOD MKTS INC7707001022,128$304,6880.02%
301FIDELITY COVINGTON TRUST3160928081,359$301,8440.02%
302QUALCOMM INCQCOM1,785$297,0010.02%
303COLGATE PALMOLIVE COCL3,564$284,9070.02%
304ALTRIA GROUP INCMO4,137$273,2910.02%
305BANK NEW YORK MELLON CORP0640581002,457$267,7150.02%
306STARBUCKS CORPSBUX3,145$266,0670.02%
307WILLIAMS COS INC9694571003,979$252,0700.02%
308T-MOBILE US INCTMUSZ1,046$250,3760.02%
309VANGUARD INDEX FDS9229085121,412$246,5070.02%
310PIMCO ETF TR72201R7832,545$243,5180.02%
311CONSOLIDATED EDISON INCED2,348$235,9730.01%
312MARATHON PETE CORPMARA1,223$235,7220.01%
313SELECT SECTOR SPDR TR81369Y7041,482$228,5690.01%
314ILLINOIS TOOL WKS INC452308109862$224,7760.01%
315CORTEVA INCCTVA3,277$221,6240.01%
316TRANSUNIONTRU2,639$221,0960.01%
317ISHARES TR4642875981,082$220,2850.01%
318SHELL PLCRYDAF3,067$219,3830.01%
319COLUMBIA FINL INC19764110314,385$215,9190.01%
320PROVIDENT FINL SVCS INC74386T10510,979$211,6760.01%
321SCHWAB STRATEGIC TR8085243006,628$211,5000.01%
322MEDTRONIC PLCMDT2,220$211,4330.01%
323ISHARES TR4642885213,597$211,2160.01%
324AMGEN INCAMGN748$211,0400.01%
325WEST PHARMACEUTICAL SVSC INC955306105783$205,4050.01%
326DOORDASH INCDASH755$205,3530.01%
327L3HARRIS TECHNOLOGIES INCLHX659$201,2660.01%
328VANECK ETF TRUST92189F1062,630$200,9320.01%
329EASTERN BANKSHARES INCEBC10,326$187,4170.01%
330SAN JUAN BASIN RTY TR79824110530,000$181,2000.01%
331TREACE MED CONCEPTS INC89455T10916,500$110,7150.01%
332SOUTHERN COSOMN12,500$14,0810.00%
333DUKE ENERGY CORP NEWDUKB12,500$13,3360.00%
334EXPEDIA GROUP INCEXPE13,000$13,1020.00%
335FORD MTR CO345370CZ112,500$12,5580.00%
336EURONET WORLDWIDE INCEEFT12,500$11,0910.00%