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Institutional Investment Manager
Roundview Capital LLC
Roundview Capital LLC (CIK: 0001476804), located at 182 Nassau Street Suite 201, Princeton, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 174 holdings with a total value of $268,268,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 ISHARES TR 22,102 2,626,000 0.98%
152 DU PONT E I DE NEMOURS & CO 42,908 2,717,000 1.01%
153 CISCO SYS INC 100,510 2,862,000 1.07%
154 DAVITA INC 41,053 3,012,000 1.12%
155 JPMORGAN CHASE & CO 51,182 3,031,000 1.13%
156 INTERNATIONAL BUSINESS MACHS 20,509 3,106,000 1.16%
157 CHICAGO BRIDGE & IRON CO N V 86,895 3,179,000 1.19%
158 DISNEY WALT CO 32,088 3,187,000 1.19%
159 COCA COLA CO 73,050 3,389,000 1.26%
160 ALPHABET INC 4,554 3,393,000 1.26%
161 CATERPILLAR INC 44,330 3,393,000 1.26%
162 MASTERCARD INCORPORATED 36,000 3,402,000 1.27%
163 USG Corp 137,444 3,410,000 1.27%
164 FEDEX CORP 22,288 3,627,000 1.35%
165 WALGREENS BOOTS ALLIANCE INC 43,280 3,646,000 1.36%
166 ISHARES RUSSELL 2000 VALUE ETF 39,460 3,677,000 1.37%
167 JOHNSON & JOHNSON 34,216 3,702,000 1.38%
168 AMERICAN EXPRESS CO 65,191 4,003,000 1.49%
169 MICROSOFT CORP 83,527 4,613,000 1.72%
170 VANGUARD BD INDEX FDS 66,485 5,505,000 2.05%
171 VANGUARD SCOTTSDALE FDS 78,660 6,295,000 2.35%
172 WINTHROP RLTY TR 788,761 10,356,000 3.86%
173 APPLE INC 110,770 12,073,000 4.50%
174 BERKSHIRE HATHAWAY INC DEL 187,694 26,630,000 9.93%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-16-000013, filed 2016.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.