Investments: Roundview Capital LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.411.287.799 $+40.612.744 $1.377.076.777 $+84.047.708 $1.295.190.323 $+97.636.918 $1.198.478.703 $+1.198.478.703 $
BANK OF AMERICA CORP /DE/BAC684.366.114 $+10.436.641 $673.929.473 $+24.151.130 $649.778.343 $+51.477.200 $598.301.143 $+598.301.143 $
ALPHA PRO TECH LTDAPT85.219.602 $+18.555.766 $66.663.836 $+18.485.235 $48.178.601 $+5.378.463 $42.800.138 $+42.800.138 $
BERKSHIRE HATHAWAY INCBRK-B75.125.529 $+389.528 $74.736.001 $+550.859 $74.185.142 $-8.674.397 $82.859.539 $+82.859.539 $
APPFOLIO INCAPPF78.933.001 $+5.046.963 $73.886.038 $+14.368.828 $59.517.210 $-6.195.640 $65.712.850 $+65.712.850 $
MICROSOFT CORPMSFT68.354.852 $-3.555.002 $71.909.854 $+2.880.396 $69.029.458 $+17.199.735 $51.829.723 $+51.829.723 $
AMAZON COM INCAMZN48.551.136 $+2.758.719 $45.792.417 $+760.649 $45.031.768 $+6.908.234 $38.123.534 $+38.123.534 $
NVIDIA CORPNVDA31.506.892 $+324.480 $31.182.412 $+4.651.425 $26.530.987 $+8.989.546 $17.541.441 $+17.541.441 $
BlackRock, Inc.BLK30.828.839 $+1.137.835 $29.691.004 $-3.072 $29.694.076 $+857.879 $28.836.197 $+28.836.197 $
Mastercard IncMA23.139.455 $+211.043 $22.928.412 $+226.074 $22.702.338 $+919.812 $21.782.526 $+21.782.526 $
JPMORGAN CHASE & COJPM19.990.363 $+293.481 $19.696.882 $+1.578.749 $18.118.133 $+2.792.655 $15.325.478 $+15.325.478 $
JOHNSON & JOHNSONJNJ14.371.315 $+1.917.634 $12.453.681 $+2.096.857 $10.356.824 $-1.014.447 $11.371.271 $+11.371.271 $
Walmart Inc.WMT13.258.146 $+557.423 $12.700.723 $+320.387 $12.380.336 $+1.476.250 $10.904.086 $+10.904.086 $
FASTENAL COFAST9.787.185 $-1.802.144 $11.589.329 $+1.740.371 $9.848.958 $+893.988 $8.954.970 $+8.954.970 $
INTUITIVE SURGICAL INCISRG10.444.812 $+3.116.501 $7.328.311 $-488.642 $7.816.953 $+2.621.075 $5.195.878 $+5.195.878 $
MCDONALDS CORPMCD10.091.856 $+77.815 $10.014.041 $+388.920 $9.625.121 $-557.068 $10.182.189 $+10.182.189 $
UNITEDHEALTH GROUP INCUNH5.935.179 $-265.919 $6.201.098 $+1.244.278 $4.956.820 $-5.169.496 $10.126.316 $+10.126.316 $
CATERPILLAR INCCAT9.695.031 $+1.918.682 $7.776.349 $+1.382.015 $6.394.334 $+925.542 $5.468.792 $+5.468.792 $
AMERICAN EXPRESS COAXP9.127.874 $+946.422 $8.181.452 $+311.640 $7.869.812 $+1.260.336 $6.609.476 $+6.609.476 $
COPART INCCPRT7.140.960 $-1.662.008 $8.802.968 $-102.649 $8.905.617 $+540.652 $8.364.965 $+8.364.965 $
GOLDMAN SACHS GROUP INCGS8.633.538 $+434.319 $8.199.219 $+992.909 $7.206.310 $+1.557.671 $5.648.639 $+5.648.639 $
NETFLIX INCNFLX5.803.744 $-1.593.593 $7.397.337 $-903.930 $8.301.267 $+2.928.029 $5.373.238 $+5.373.238 $
HEICO CORPHEI8.037.329 $+18.157 $8.019.172 $-116.540 $8.135.712 $+1.734.908 $6.400.804 $+6.400.804 $
ELI LILLY & CoLLY7.736.622 $+2.957.190 $4.779.432 $+375.087 $4.404.345 $+508.527 $3.895.818 $+3.895.818 $
SCHWAB CHARLES CORPSCHW3.151.502 $-181.691 $3.333.193 $+141.377 $3.191.816 $-4.503.440 $7.695.256 $+7.695.256 $
ASML HOLDING NVASML7.321.052 $+2.791.358 $4.529.694 $+1.732.842 $2.796.852 $+2.088.500 $708.352 $+708.352 $
AbbVie Inc.ABBV6.737.485 $-70.023 $6.807.508 $+1.378.123 $5.429.385 $-630.143 $6.059.528 $+6.059.528 $
PROCTER & GAMBLE CoPG5.352.199 $-373.569 $5.725.768 $-233.512 $5.959.280 $-331.513 $6.290.793 $+6.290.793 $
MCKESSON CORPMCK6.061.123 $+391.451 $5.669.672 $+373.870 $5.295.802 $+591.601 $4.704.201 $+4.704.201 $
NICOLET BANKSHARES INCNIC2.852.552 $-2.650.680 $5.503.232 $-160.290 $5.663.522 $+2.475.048 $3.188.474 $+3.188.474 $
ORACLE CORPORCL3.502.338 $-2.129.775 $5.632.113 $+1.682.562 $3.949.551 $+1.615.003 $2.334.548 $+2.334.548 $
SHERWIN WILLIAMS COSHW5.084.032 $-413.886 $5.497.918 $+188.197 $5.309.721 $+178.722 $5.130.999 $+5.130.999 $
NVR INCNVR5.403.943 $+382.280 $5.021.663 $+435.168 $4.586.495 $+87.728 $4.498.767 $+4.498.767 $
MICRON TECHNOLOGY INCMU5.177.962 $+2.679.675 $2.498.287 $+1.274.268 $1.224.019 $+46.035 $1.177.984 $+1.177.984 $
RTX CorpRTX5.166.929 $+589.114 $4.577.815 $+1.163.867 $3.413.948 $+1.241.868 $2.172.080 $+2.172.080 $
FAIR ISAAC CORPFICO3.962.814 $-38.908 $4.001.722 $-950.222 $4.951.944 $+291.751 $4.660.193 $+4.660.193 $
PEPSICO INCPEP3.627.495 $-195.870 $3.823.365 $+127.458 $3.695.907 $-1.242.832 $4.938.739 $+4.938.739 $
TransDigm Group INCTDG4.177.059 $+1.647.778 $2.529.281 $-267.176 $2.796.457 $+500.195 $2.296.262 $+2.296.262 $
AUTOZONE INCAZO3.249.057 $-925.347 $4.174.404 $+569.828 $3.604.576 $-82.383 $3.686.959 $+3.686.959 $
Booking Holdings Inc.BKNG3.931.921 $+65.111 $3.866.810 $-209.624 $4.076.434 $+897.274 $3.179.160 $+3.179.160 $
SPS COMMERCE INCSPSC3.329.401 $+270.937 $3.058.464 $+434.182 $2.624.282 $+33.327 $2.590.955 $+2.590.955 $
ISHARES GOLD TRUSTIAU3.319.285 $+588.445 $2.730.840 $+748.852 $1.981.988 $+106.588 $1.875.400 $+1.875.400 $
FISERV INCFISV1.857.108 $-764.042 $2.621.150 $-646.914 $3.268.064 $+3.268.064 $
CHEVRON CORPCVX3.201.865 $+162.182 $3.039.683 $+300.568 $2.739.115 $-524.083 $3.263.198 $+3.263.198 $
Liberty Media CorpFWONA3.037.401 $-217.695 $3.255.096 $+8.888 $3.246.208 $+461.156 $2.785.052 $+2.785.052 $
Eaton Corp plcETN2.478.008 $-424.675 $2.902.683 $-144.227 $3.046.910 $+673.018 $2.373.892 $+2.373.892 $
Otis Worldwide CorpOTIS268.078 $-829.370 $1.097.448 $-1.872.771 $2.970.219 $-59.543 $3.029.762 $+3.029.762 $
BROWN & BROWN, INC.BRO1.886.340 $-953.809 $2.840.149 $-63.426 $2.903.575 $-30.524 $2.934.099 $+2.934.099 $
Trane Technologies plcTT2.217.662 $-467.270 $2.684.932 $+925.668 $1.759.264 $+378.902 $1.380.362 $+1.380.362 $
ROPER TECHNOLOGIES INCROP580.005 $-1.574.446 $2.154.451 $-385.684 $2.540.135 $-34.101 $2.574.236 $+2.574.236 $
COCA COLA COKO2.440.559 $+119.292 $2.321.267 $-152.507 $2.473.774 $+178.925 $2.294.849 $+2.294.849 $
Walt Disney CoDIS2.188.366 $-88.238 $2.276.604 $-133.531 $2.410.135 $+186.522 $2.223.613 $+2.223.613 $
SYSCO CORPSYY1.858.315 $-471.496 $2.329.811 $+155.921 $2.173.890 $-114.605 $2.288.495 $+2.288.495 $
LOCKHEED MARTIN CORPLMT2.209.904 $-80.987 $2.290.891 $+136.121 $2.154.770 $+50.085 $2.104.685 $+2.104.685 $
INTERPARFUMS INCIPAR1.386.273 $-870.421 $2.256.694 $+2.256.694 $
APi Group CorpAPG2.247.163 $+228.475 $2.018.688 $+19.672 $1.999.016 $+582.097 $1.416.919 $+1.416.919 $
DEERE & CODE2.246.841 $+275.135 $1.971.706 $-61.238 $2.032.944 $+242.843 $1.790.101 $+1.790.101 $
JABIL INCJBL2.215.671 $+53.743 $2.161.928 $+21.276 $2.140.652 $+1.034.675 $1.105.977 $+1.105.977 $
Accenture plcACN646.872 $-174.800 $821.672 $-240.882 $1.062.554 $-985.565 $2.048.119 $+2.048.119 $
DOMINOS PIZZA INCDPZ307.197 $-783.735 $1.090.932 $-49.086 $1.140.018 $-895.346 $2.035.364 $+2.035.364 $
PALATIN TECHNOLOGIES INCPTNT1.977.647 $+418.868 $1.558.779 $+285.277 $1.273.502 $+523.101 $750.401 $+750.401 $
LINDE PLCLIN961.510 $-927.565 $1.889.075 $+78.040 $1.811.035 $+43.931 $1.767.104 $+1.767.104 $
PRICE T ROWE GROUP INCTROW1.688.546 $-186.262 $1.874.808 $+97.103 $1.777.705 $-25.477 $1.803.182 $+1.803.182 $
EXXON MOBIL CORPXOM1.843.341 $+517.990 $1.325.351 $+65.733 $1.259.618 $-141.050 $1.400.668 $+1.400.668 $
STRYKER CORPSYK1.578.102 $-139.387 $1.717.489 $-100.433 $1.817.922 $+97.381 $1.720.541 $+1.720.541 $
DECKERS OUTDOOR CORPDECK1.765.397 $+242.920 $1.522.477 $-19.966 $1.542.443 $+1.542.443 $
QUEST DIAGNOSTICS INCDGX1.287.940 $-448.625 $1.736.565 $+86.843 $1.649.722 $+93.420 $1.556.302 $+1.556.302 $
CSX CORPCSX1.457.361 $+90.282 $1.367.079 $+111.011 $1.256.068 $+17.238 $1.238.830 $+1.238.830 $
GENERAL ELECTRIC COGE1.414.521 $+53.937 $1.360.584 $+265.737 $1.094.847 $+280.179 $814.668 $+814.668 $
CINTAS CORPCTAS893.521 $-510.458 $1.403.979 $+1.403.979 $
WINMARK CORPWINA1.050.010 $-310.396 $1.360.406 $+301.965 $1.058.441 $+1.058.441 $
NEXTERA ENERGY INCNEE1.240.086 $+76.709 $1.163.377 $+51.823 $1.111.554 $-46.364 $1.157.918 $+1.157.918 $
UNITED PARCEL SERVICE INCUPS854.428 $+77.511 $776.917 $-256.714 $1.033.631 $-182.645 $1.216.276 $+1.216.276 $
TYLER TECHNOLOGIES INCTYL1.023.825 $-131.621 $1.155.446 $-49.776 $1.205.222 $+1.205.222 $
ADVANCED MICRO DEVICES INCAMD1.100.355 $+294.155 $806.200 $+106.491 $699.709 $+185.495 $514.214 $+514.214 $
WATSCO INCWSO948.488 $-82.254 $1.030.742 $+295.231 $735.511 $+735.511 $
POOL CORPPOOL1.021.371 $+293.253 $728.118 $+252.503 $475.615 $+475.615 $
SOUTHERN COSO741.985 $-212.310 $954.295 $+21.388 $932.907 $+13.283 $919.624 $+919.624 $
HERSHEY COHSY605.266 $-71.294 $676.560 $+54.081 $622.479 $-313.227 $935.706 $+935.706 $
3M COMMM799.060 $+15.245 $783.815 $+14.850 $768.965 $+24.237 $744.728 $+744.728 $
MORGAN STANLEYMS795.867 $+73.075 $722.792 $+68.497 $654.295 $+148.530 $505.765 $+505.765 $
GARTNER INCIT768.827 $+118.649 $650.178 $+650.178 $
RLI CORPRLI753.688 $-12.259 $765.947 $+765.947 $
COMCAST CORPCMCSA246.952 $-99.674 $346.626 $-97.108 $443.734 $-321.831 $765.565 $+765.565 $
UNILEVER PLCUL624.701 $-60.991 $685.692 $-35.931 $721.623 $-32.102 $753.725 $+753.725 $
PFIZER INCPFE662.669 $+34.250 $628.419 $+25.129 $603.290 $-138.392 $741.682 $+741.682 $
BOEING COBA733.432 $+47.524 $685.908 $+33.431 $652.477 $+153.106 $499.371 $+499.371 $
Duke Energy CORPDUK723.352 $+101.766 $621.586 $+28.455 $593.131 $-32.373 $625.504 $+625.504 $
Opera LtdOPRA687.734 $+687.734 $
Simpson Manufacturing Co., Inc.SSD530.268 $-143.920 $674.188 $+674.188 $
BOSTON SCIENTIFIC CORPBSX667.737 $+181.832 $485.905 $-57.483 $543.388 $+333.658 $209.730 $+209.730 $
FEDEX CORPFDX347.210 $+40.185 $307.025 $+11.067 $295.958 $-369.806 $665.764 $+665.764 $
TransUnionTRU226.295 $+5.199 $221.096 $-11.136 $232.232 $-421.730 $653.962 $+653.962 $
EQUINIX INCEQIX519.457 $-21.762 $541.219 $-103.908 $645.127 $-2.261 $647.388 $+647.388 $
Zoetis Inc.ZTS394.446 $-79.339 $473.785 $-22.916 $496.701 $-27.710 $524.411 $+524.411 $
EQUIFAX INCEFX423.979 $-77.281 $501.260 $-15.924 $517.184 $+31.038 $486.146 $+486.146 $
UBS Group AGUBS512.271 $+512.271 $
MANHATTAN ASSOCIATES INCMANH492.157 $+492.157 $
LAM RESEARCH CORPLRCX489.062 $+489.062 $
Constellation Energy CorpCEG480.448 $+169.476 $310.972 $+15.969 $295.003 $+295.003 $
Phillips 66PSX442.221 $-21.200 $463.421 $+69.731 $393.690 $-13.794 $407.484 $+407.484 $
EchoStar CORPSATS445.018 $+445.018 $
NOVARTIS AGNVS373.766 $+34.571 $339.195 $+19.123 $320.072 $+23.758 $296.314 $+296.314 $
Bank of New York Mellon CorpBK367.425 $+99.710 $267.715 $+267.715 $
Veralto CorpVLTO298.842 $-20.455 $319.297 $+14.932 $304.365 $-59.806 $364.171 $+364.171 $
COLGATE PALMOLIVE COCL251.600 $-33.307 $284.907 $-39.061 $323.968 $-6.700 $330.668 $+330.668 $
STARBUCKS CORPSBUX264.504 $-1.563 $266.067 $-11.664 $277.731 $-38.806 $316.537 $+316.537 $
Nebius Group N.V.NBIS235.212 $-80.267 $315.479 $+315.479 $
AMGEN INCAMGN289.944 $+78.904 $211.040 $-40.070 $251.110 $+251.110 $
AppLovin CorpAPP283.005 $+283.005 $
Medtronic plcMDT271.850 $+60.417 $211.433 $+211.433 $
CONSOLIDATED EDISON INCED235.973 $+399 $235.574 $-24.038 $259.612 $+259.612 $
Shell plcSHEL226.907 $+7.524 $219.383 $-1.282 $220.665 $-13.905 $234.570 $+234.570 $
Strategy IncMSTR202.115 $+202.115 $
CITIGROUP INCC200.938 $+200.938 $
SAN JUAN BASIN ROYALTY TRUSTSJT168.600 $-12.600 $181.200 $+2.100 $179.100 $+13.500 $165.600 $+165.600 $
TREACE MEDICAL CONCEPTS, INC.TMCI110.715 $+110.715 $
FORD MOTOR COF12.975 $+417 $12.558 $+228 $12.330 $-23 $12.353 $+12.353 $
1.411.287.799 $+40.612.744 $1.377.076.777 $+84.047.708 $1.295.190.323 $+97.636.918 $1.198.478.703 $+1.198.478.703 $
Erweiterte Einstellungen ×