Roundview Capital LLC

**Roundview Capital LLC** manages $1.6B across a diversified portfolio of 331 positions. The fund maintains significant exposure to mega-cap technology and market leaders, with top holdings including AAPL ($78.9M), GOOG ($78.3M), and BRK/B ($72.9M). Notable allocations also include MSFT ($68.4M) and VOO ($60.9M), indicating a core focus on established, high-quality growth names. This concentration suggests a systematic, large-cap value and growth mandate.

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