StockDriftsStockDriftsTop 50 Roundview Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.57% | 288.9K | $73.3M | -0.51%(-1.48K) | $57.42(+437.53%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.47% | 250.0K | $71.7M | +0.20%(+508) | $61.85(+475.89%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.89% | 130.5K | $62.5M | -9.99%(-14.48K) | $153.84(+230.07%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.66% | 98.3K | $58.8M | +1.24%(+1.21K) | $364.94(+87.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.53% | 153.1K | $56.7M | +8.35%(+11.81K) | $147.38(+164.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.76% | 213.0K | $44.4M | +1.27%(+2.68K) | $129.38(+87.56%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.63% | 1.68M | $42.2M | -0.61%(-10.26K) | $16.70(+72.86%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.18% | 109.2K | $35.0M | +1.40%(+1.51K) | $182.78(+101.75%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.08% | 57.8K | $33.4M | +1.18%(+675) | $178.34(+299.57%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.86% | 500.6K | $29.8M | +1.84%(+9.03K) | $58.75(+0.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.77% | +55.17% |
| Top 20 Holdings Unweighted | +15.16% | +52.72% |
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