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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 Q4 2025 · Filed February 9, 2026 · Accession 0001476804-26-000003

Total Value
$1.63B
Positions
331
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL290,344$78.9M4.86%
2ALPHABET INCGOOG249,485$78.3M4.82%
3BERKSHIRE HATHAWAY INC DELBRK-A144,954$72.9M4.48%
4MICROSOFT CORPMSFT141,340$68.4M4.20%
5VANGUARD INDEX FDS92290836397,141$60.9M3.75%
6AMAZON COM INCAMZN210,342$48.6M2.99%
7SCHWAB STRATEGIC TR8085241021,691,550$44.4M2.73%
8VANGUARD INDEX FDS922908769107,735$36.1M2.22%
9INVESCO QQQ TRIVZ57,144$35.1M2.16%
10NVIDIA CORPORATIONNVDA168,938$31.5M1.94%
11VANGUARD SCOTTSDALE FDS92206C706491,582$29.5M1.81%
12VANGUARD BD INDEX FDS921937819356,496$27.8M1.71%
13META PLATFORMS INCMETA37,792$24.9M1.53%
14TAIWAN SEMICONDUCTOR MFG LTD87403910077,152$23.4M1.44%
15MASTERCARD INCORPORATEDMA40,533$23.1M1.42%
16JPMORGAN CHASE & CO.VYLD62,039$20.0M1.23%
17VISA INCV55,839$19.6M1.20%
18SPDR SERIES TRUST78468R663201,209$18.4M1.13%
19VANGUARD BD INDEX FDS921937835228,546$16.9M1.04%
20ISHARES TR464288638310,685$16.7M1.03%
21VANGUARD SCOTTSDALE FDS92206C870187,209$15.7M0.96%
22COSTCO WHSL CORP NEW22160K10518,029$15.5M0.96%
23PROGRESSIVE CORP74331510364,664$14.7M0.91%
24JOHNSON & JOHNSONJNJ69,443$14.4M0.88%
25WALMART INCWMT119,003$13.3M0.82%
26VANGUARD INDEX FDS92290862945,266$13.1M0.81%
27INVESCO EXCH TRADED FD TR IIIVZ51,524$13.0M0.80%
28ISHARES TR46428720017,386$11.9M0.73%
29ISHARES TR464287226114,627$11.4M0.70%
30VANGUARD SCOTTSDALE FDS92206C409140,465$11.2M0.69%
31VANGUARD TAX-MANAGED FDS921943858173,414$10.8M0.67%
32VANGUARD SCOTTSDALE FDS92206C102180,570$10.6M0.65%
33SPDR S&P 500 ETF TRSPY15,434$10.5M0.65%
34INTUITIVE SURGICAL INCISRG18,442$10.4M0.64%
35SELECT SECTOR SPDR TR81369Y80370,817$10.2M0.63%
36MCDONALDS CORPMCD33,020$10.1M0.62%
37FASTENAL COFAST243,887$9.8M0.60%
38CATERPILLAR INCCAT16,924$9.7M0.60%
39AMERICAN EXPRESS COAXP24,673$9.1M0.56%
40SCHWAB STRATEGIC TR808524862355,956$8.7M0.53%
41GOLDMAN SACHS GROUP INCGSCE9,822$8.6M0.53%
42SPDR SERIES TRUST78464A375246,508$8.3M0.51%
43CARLISLE COS INC14233910025,219$8.1M0.50%
44HEICO CORP NEWHEI-A24,838$8.0M0.49%
45VANGUARD WORLD FD92204A30662,937$7.9M0.49%
46VANGUARD MALVERN FDS922020805158,642$7.8M0.48%
47VANGUARD INDEX FDS92290875130,165$7.8M0.48%
48ELI LILLY & COLLY7,199$7.7M0.48%
49ATLANTA BRAVES HLDGS INCBATRB177,528$7.5M0.46%
50ASML HOLDING N VASMLF6,843$7.3M0.45%
51VANECK ETF TRUST92189F64369,364$7.2M0.44%
52COPART INCCPRT182,400$7.1M0.44%
53VANGUARD INTL EQUITY INDEX F922042858130,830$7.0M0.43%
54ALPHABET INCGOOG22,144$6.9M0.43%
55ISHARES TR46432F84277,162$6.9M0.42%
56MARKEL GROUP INCMKL3,149$6.8M0.42%
57ABBVIE INCABBV29,487$6.7M0.41%
58OREILLY AUTOMOTIVE INC67103H10773,313$6.7M0.41%
59SPDR SERIES TRUST78464A80576,849$6.3M0.39%
60MOODYS CORPMCO11,981$6.1M0.38%
61BROADCOM INCAVGO17,609$6.1M0.37%
62SELECT SECTOR SPDR TR81369Y85251,733$6.1M0.37%
63MCKESSON CORPMCK7,389$6.1M0.37%
64VANGUARD STAR FDS92190976880,128$6.0M0.37%
65UNITEDHEALTH GROUP INCUNH17,979$5.9M0.37%
66NETFLIX INCNFLX61,900$5.8M0.36%
67AUTOMATIC DATA PROCESSING INADP22,043$5.7M0.35%
68NVR INCNVR741$5.4M0.33%
69MOTOROLA SOLUTIONS INCMSI14,042$5.4M0.33%
70PROCTER AND GAMBLE CO74271810937,347$5.4M0.33%
71ISHARES TR46428864698,539$5.2M0.32%
72MICRON TECHNOLOGY INCMU18,142$5.2M0.32%
73RTX CORPORATIONRTX28,173$5.2M0.32%
74SHERWIN WILLIAMS COSHW15,690$5.1M0.31%
75S&P GLOBAL INCSPGI9,583$5.0M0.31%
76HOME DEPOT INCHD14,520$5.0M0.31%
77BANK AMERICA CORP06050510489,553$4.9M0.30%
78BROOKFIELD CORP11271J107106,820$4.9M0.30%
79UNITED RENTALS INCURI6,014$4.9M0.30%
80AMPHENOL CORP NEW03209510135,895$4.9M0.30%
81INVESCO EXCHANGE TRADED FD TIVZ24,703$4.7M0.29%
82SELECT SECTOR SPDR TR81369Y506105,365$4.7M0.29%
83TJX COS INC NEW87254010930,314$4.7M0.29%
84AMETEK INCAME22,460$4.6M0.28%
85SELECT SECTOR SPDR TR81369Y886103,950$4.4M0.27%
86MERCK & CO INCMRK41,349$4.4M0.27%
87UNION PAC CORPUNP18,578$4.3M0.26%
88MSCI INCMSCI7,351$4.2M0.26%
89TRANSDIGM GROUP INCTDG3,141$4.2M0.26%
90TRACTOR SUPPLY COTSCO83,159$4.2M0.26%
91ISHARES TR46428851349,949$4.0M0.25%
92FAIR ISAAC CORPFICO2,344$4.0M0.24%
93BOOKING HOLDINGS INCBKNG734$3.9M0.24%
94SCHWAB STRATEGIC TR808524508130,680$3.9M0.24%
95VANGUARD INDEX FDS92290863712,303$3.9M0.24%
96ARISTA NETWORKS INCANET28,545$3.7M0.23%
97OLD DOMINION FREIGHT LINE INODFL23,442$3.7M0.23%
98SPDR SERIES TRUST78464A87030,087$3.7M0.23%
99SPDR SERIES TRUST78468R101125,077$3.7M0.23%
100SCHWAB STRATEGIC TR808524797132,575$3.6M0.22%
101PEPSICO INCPEP25,275$3.6M0.22%
102VANGUARD INTL EQUITY INDEX F92204277549,189$3.6M0.22%
103TKO GROUP HOLDINGS INCTKO17,043$3.6M0.22%
104ORACLE CORPORCL-PD17,969$3.5M0.22%
105SCHWAB STRATEGIC TR808524201125,552$3.4M0.21%
106SPDR GOLD TRGLD8,401$3.3M0.20%
107ISHARES GOLD TRIAU40,893$3.3M0.20%
108FORTINET INCFTNT41,224$3.3M0.20%
109DANAHER CORPORATION23585110214,239$3.3M0.20%
110AUTOZONE INCAZO958$3.2M0.20%
111SPDR SERIES TRUST78464A70619,283$3.2M0.20%
112CHEVRON CORP NEWCVX21,008$3.2M0.20%
113SCHWAB CHARLES CORPSCHW-PJ31,543$3.2M0.19%
114WASTE CONNECTIONS INCWCN17,884$3.1M0.19%
115VANGUARD SPECIALIZED FUNDS92190884414,084$3.1M0.19%
116VANGUARD INDEX FDS92290865214,670$3.1M0.19%
117LIBERTY MEDIA CORP DELFWONB33,983$3.0M0.19%
118BROADRIDGE FINL SOLUTIONS IN11133T10313,354$3.0M0.18%
119SALESFORCE INCCRM11,183$3.0M0.18%
120BOOZ ALLEN HAMILTON HLDG CORBAH33,943$2.9M0.18%
121NIKE INCNKE44,774$2.9M0.18%
122APPLIED MATLS INC03822210510,603$2.7M0.17%
123HONEYWELL INTL INC43851610613,488$2.6M0.16%
124VANGUARD WHITEHALL FDS92194640618,254$2.6M0.16%
125VALERO ENERGY CORPVLO16,062$2.6M0.16%
126CHUBB LIMITEDCB8,352$2.6M0.16%
127ISHARES INC46434G82232,193$2.6M0.16%
128TEXAS INSTRS INC88250810414,869$2.6M0.16%
129FERRARI N VRACE6,884$2.5M0.16%
130ISHARES TR46428763013,963$2.5M0.16%
131EATON CORP PLCETN7,780$2.5M0.15%
132VANGUARD BD INDEX FDS92193782731,386$2.5M0.15%
133SCHWAB STRATEGIC TR808524805101,763$2.4M0.15%
134LOWES COS INC54866110710,122$2.4M0.15%
135COCA COLA COKO34,910$2.4M0.15%
136GRAHAM HLDGS COGHM2,147$2.4M0.15%
137INTUITINTU3,420$2.3M0.14%
138BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M0.14%
139API GROUP CORPAPG58,734$2.2M0.14%
140DEERE & CODE4,826$2.2M0.14%
141TRANE TECHNOLOGIES PLCTT5,698$2.2M0.14%
142JABIL INCJBL9,717$2.2M0.14%
143LOCKHEED MARTIN CORPLMT4,569$2.2M0.14%
144TFI INTL INC87241L10921,284$2.2M0.14%
145DISNEY WALT CO25468710619,235$2.2M0.13%
146CANADIAN NAT RES LTD13638510164,348$2.2M0.13%
147PRINCETON BANCORP INCBPRN61,897$2.1M0.13%
148VANGUARD INDEX FDS92290861110,032$2.1M0.13%
149THERMO FISHER SCIENTIFIC INCTMO3,639$2.1M0.13%
150ISHARES TR46429B74720,218$2.1M0.13%
151PALANTIR TECHNOLOGIES INCPLTR11,126$2.0M0.12%
152ROSS STORES INCROST10,912$2.0M0.12%
153INVESCO EXCH TRD SLF IDX FDIVZ97,750$1.9M0.12%
154BROWN & BROWN INCBRO23,668$1.9M0.12%
155ISHARES TR46436E71818,769$1.9M0.12%
156WW GRAINGER INC3848021041,863$1.9M0.12%
157ISHARES TR46428724216,982$1.9M0.12%
158SYSCO CORPSYY25,218$1.9M0.11%
159NOVO-NORDISK A SNONOF36,404$1.9M0.11%
160METTLER TOLEDO INTERNATIONALMTD1,327$1.9M0.11%
161EXXON MOBIL CORPXOM15,318$1.8M0.11%
162CBIZ INCCBZ36,377$1.8M0.11%
163SPDR DOW JONES INDL AVERAGE78467X1093,795$1.8M0.11%
164T ROWE PRICE ETF INC87283Q10736,469$1.8M0.11%
165DECKERS OUTDOOR CORPDECK17,029$1.8M0.11%
166SHOPIFY INCSHOP10,952$1.8M0.11%
167HILTON WORLDWIDE HLDGS INCHLT6,006$1.7M0.11%
168ISHARES TR4642876224,570$1.7M0.10%
169ISHARES TR46428749917,674$1.7M0.10%
170NORFOLK SOUTHN CORP6558441085,879$1.7M0.10%
171ISHARES TR46428745720,477$1.7M0.10%
172PRICE T ROWE GROUP INCTROW16,493$1.7M0.10%
173DIMENSIONAL ETF TRUST25434V70842,304$1.7M0.10%
174VANGUARD INDEX FDS92290855318,851$1.7M0.10%
175INVESCO EXCH TRD SLF IDX FDIVZ79,649$1.6M0.10%
176STRYKER CORPORATIONSYK4,490$1.6M0.10%
177ABBOTT LABSABLZF12,233$1.5M0.09%
178TRAVELERS COMPANIES INCTRV5,283$1.5M0.09%
179TOAST INCTOST42,995$1.5M0.09%
180ISHARES TR46429B65529,612$1.5M0.09%
181LABCORP HOLDINGS INCLH5,981$1.5M0.09%
182SPDR SERIES TRUST78464A84725,768$1.5M0.09%
183UBER TECHNOLOGIES INCUBER18,111$1.5M0.09%
184ISHARES TR46432F83417,308$1.5M0.09%
185CSX CORPCSX40,203$1.5M0.09%
186LENNOX INTL INC5261071072,986$1.4M0.09%
187GE AEROSPACE3696043014,592$1.4M0.09%
188SPDR SERIES TRUST78464A47446,213$1.4M0.09%
189SCHWAB STRATEGIC TR80852470642,373$1.4M0.09%
190CISCO SYS INCCSCO17,876$1.4M0.08%
191VANGUARD SCOTTSDALE FDS92206C6498,457$1.4M0.08%
192QUEST DIAGNOSTICS INCDGX7,422$1.3M0.08%
193TAKE-TWO INTERACTIVE SOFTWARTTWO4,890$1.3M0.08%
194NEXTERA ENERGY INCNEE-PW15,447$1.2M0.08%
195VANGUARD INTL EQUITY INDEX F9220427428,430$1.2M0.07%
196ISHARES TR4642878049,688$1.2M0.07%
197ISHARES INC46434G10317,162$1.2M0.07%
198INTERNATIONAL BUSINESS MACHSINTR3,837$1.1M0.07%
199INVESCO EXCH TRD SLF IDX FDIVZ56,506$1.1M0.07%
200ADVANCED MICRO DEVICES INCAMD5,138$1.1M0.07%
201VANGUARD INDEX FDS9229087362,230$1.1M0.07%
202WINMARK CORPWINA2,593$1.1M0.06%
203WEST PHARMACEUTICAL SVSC INC9553061053,804$1.0M0.06%
204BLACKROCK INCBLK964$1.0M0.06%
205SELECT SECTOR SPDR TR81369Y10022,444$1.0M0.06%
206PROLOGIS INC.PLDGP7,713$984,6420.06%
207DIMENSIONAL ETF TRUST25434V60916,169$962,7030.06%
208LINDE PLCLIN2,255$961,5100.06%
209SCHWAB STRATEGIC TR80852460733,554$955,6310.06%
210ISHARES TR4642874409,811$943,4670.06%
211MONDELEZ INTL INC60920710516,942$911,9800.06%
212MADISON SQUARE GRDN SPRT COR55825T1033,457$894,1540.06%
213CINTAS CORPCTAS4,751$893,5210.05%
214ISHARES TR4642884148,339$893,1910.05%
215CHURCH & DWIGHT CO INCCHD10,311$864,5780.05%
216UNITED PARCEL SERVICE INCUPS8,614$854,4280.05%
217SCHWAB STRATEGIC TR80852483935,366$826,5150.05%
2183M COMMM4,991$799,0600.05%
219MORGAN STANLEYMS-PQ4,483$795,8670.05%
220ISHARES TR4642876553,231$795,3430.05%
221DIMENSIONAL ETF TRUST25434V20319,799$754,5420.05%
222TESLA INCTSLA1,667$749,6840.05%
223WHITE MTNS INS GROUP LTDG9618E107358$744,1100.05%
224SOUTHERN COSOMN8,509$741,9850.05%
225BOEING COBA-PA3,378$733,4320.05%
226VANGUARD MUN BD FDS92290774614,282$718,2420.04%
227DUKE ENERGY CORP NEWDUKB6,061$710,4270.04%
228BOSTON SCIENTIFIC CORPBSX7,003$667,7370.04%
229PFIZER INCPFE26,613$662,6690.04%
230ACCENTURE PLC IRELANDACN2,411$646,8720.04%
231AXON ENTERPRISE INCAXON1,128$640,6260.04%
232VANGUARD BD INDEX FDS9219377939,094$632,2150.04%
233KENVUE INCKVUE36,510$629,7980.04%
234VANGUARD WORLD FD9219108161,522$628,0680.04%
235UNILEVER PLCUNLYF9,552$624,7010.04%
236GALLAGHER ARTHUR J & CO3635761092,388$617,9910.04%
237HERSHEY COHSY3,326$605,2660.04%
238ISHARES TR4642871504,056$603,0590.04%
239SCHWAB STRATEGIC TR80852484728,772$601,0570.04%
240SCHWAB STRATEGIC TR80852471423,834$593,4670.04%
241ROPER TECHNOLOGIES INCROP1,303$580,0050.04%
242AVALONBAY CMNTYS INCAWX3,179$576,3850.04%
243DIMENSIONAL ETF TRUST25434V80711,288$563,2720.03%
244VANGUARD WORLD FD92204A5041,950$561,3080.03%
245ISHARES TR4642875078,348$550,9960.03%
246COGNIZANT TECHNOLOGY SOLUTIOCTSH6,456$535,8770.03%
247RESTAURANT BRANDS INTL INC76131D1037,816$533,2860.03%
248PAYPAL HLDGS INCPYPL9,100$531,2580.03%
249SIMPSON MFG INC8290731053,284$530,2680.03%
250EQUINIX INCEQIX678$519,4570.03%
251ISHARES TR46429B26722,474$517,4640.03%
252UBS GROUP AGUBS11,062$512,2710.03%
253MURPHY USA INCMUSA1,252$505,2080.03%
254WISDOMTREE TRWT9,900$498,1680.03%
255VANGUARD ADMIRAL FDS INC9219327032,425$496,6840.03%
256LAM RESEARCH CORPLRCX2,857$489,0620.03%
257AMERICAN TOWER CORP NEW03027X1002,754$483,5200.03%
258CONSTELLATION ENERGY CORPCEG1,360$480,4480.03%
259INVESCO EXCH TRD SLF IDX FDIVZ25,349$477,4490.03%
260INVESCO EXCH TRD SLF IDX FDIVZ28,054$474,6740.03%
261CORNING INCGLW5,278$462,1420.03%
262BLACKSTONE INCBX2,899$446,8970.03%
263ECHOSTAR CORPSATS4,094$445,0180.03%
264COMFORT SYS USA INC199908104474$442,3800.03%
265PHILLIPS 66PSX3,427$442,2210.03%
266PHILIP MORRIS INTL INC7181721092,743$439,9780.03%
267INVESCO EXCHANGE TRADED FD TIVZ9,115$427,6760.03%
268INTERACTIVE BROKERS GROUP IN45841N1076,626$426,1190.03%
269EQUIFAX INCEFX1,954$423,9790.03%
270WABTEC9297401081,983$423,2720.03%
271BRISTOL-MYERS SQUIBB COCELG-RI7,815$421,5260.03%
272GE VERNOVA INCGEV644$420,9000.03%
273SPDR SERIES TRUST78464A7632,988$415,8110.03%
274ZOETIS INCZTS3,135$394,4460.02%
275CENCORA INCCOR1,155$390,1020.02%
276ISHARES TR464287614805$381,0070.02%
277FLOOR & DECOR HLDGS INCFND6,170$375,6920.02%
278NOVARTIS AGNVSEF2,711$373,7660.02%
279BANK NEW YORK MELLON CORP0640581003,165$367,4250.02%
280SRH TOTAL RETURN FUND INCSTEW19,273$357,3130.02%
281DIMENSIONAL ETF TRUST25434V7247,626$355,2960.02%
282ISHARES TR4642875492,706$349,5070.02%
283FEDEX CORPFDX1,202$347,2100.02%
284PUBLIC SVC ENTERPRISE GRP IN7445731064,274$343,1750.02%
285SCHWAB STRATEGIC TR80852485412,923$324,1090.02%
286VANGUARD ADMIRAL FDS INC921932505728$323,6620.02%
287SELECTIVE INS GROUP INC8163001073,824$319,9550.02%
288QUALCOMM INCQCOM1,814$310,2700.02%
289DOMINOS PIZZA INCDPZ737$307,1970.02%
290FIDELITY COVINGTON TRUST3160928081,363$306,1390.02%
291VERALTO CORPVLTO2,995$298,8420.02%
292IDEXX LABS INC45168D104435$294,2910.02%
293PIMCO ETF TR72201R7833,070$291,1100.02%
294AMGEN INCAMGN886$289,9440.02%
295APPLOVIN CORPAPP420$283,0050.02%
296CELCUITY INCCELC2,778$277,0780.02%
297MEDTRONIC PLCMDT2,830$271,8500.02%
298OTIS WORLDWIDE CORPOTIS3,069$268,0780.02%
299KKR & CO INCKKRT2,080$265,1150.02%
300NRG ENERGY INCNRG1,662$264,6570.02%
301STARBUCKS CORPSBUX3,141$264,5040.02%
302ISHARES TR4642871762,364$259,8280.02%
303PACKAGING CORP AMER6951561091,240$255,7860.02%
304COLGATE PALMOLIVE COCL3,184$251,6000.02%
305VANGUARD INDEX FDS9229085121,412$250,4470.02%
306COMCAST CORP NEWCCZ8,262$246,9520.02%
307ALTRIA GROUP INCMO4,254$245,2860.02%
308ROBINHOOD MKTS INC7707001022,166$244,9750.02%
309WILLIAMS COS INC9694571003,979$239,1780.01%
310WISDOMTREE TRWT2,653$237,2450.01%
311CROWDSTRIKE HLDGS INCCRWD503$235,7870.01%
312NEBIUS GROUP N.V.NBIS2,810$235,2120.01%
313SELECT SECTOR SPDR TR81369Y7041,482$229,8880.01%
314ISHARES TR4642875981,082$227,5880.01%
315CORTEVA INCCTVA3,395$227,5670.01%
316SHELL PLCRYDAF3,088$226,9070.01%
317TRANSUNIONTRU2,639$226,2950.01%
318VANECK ETF TRUST92189F1062,630$225,5760.01%
319SCHWAB STRATEGIC TR8085243006,864$223,9040.01%
320COLUMBIA FINL INC19764110314,385$223,5430.01%
321PROVIDENT FINL SVCS INC74386T10510,979$216,8360.01%
322ILLINOIS TOOL WKS INC452308109862$212,3110.01%
323SCHWAB STRATEGIC TR8085244097,014$207,6850.01%
324ISHARES TR4642885213,597$204,8860.01%
325CITIGROUP INCC-PR1,722$200,9380.01%
326EASTERN BANKSHARES INCEBC10,326$190,3090.01%
327SAN JUAN BASIN RTY TR79824110530,000$168,6000.01%
328EXPEDIA GROUP INCEXPE13,000$14,6330.00%
329FORD MTR CO345370CZ112,500$12,9750.00%
330DUKE ENERGY CORP NEWDUKB12,500$12,9250.00%
331EURONET WORLDWIDE INCEEFT12,500$11,2600.00%