Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROUNDVIEW CAPITAL LLC | 11-13-2023 | 09-30-2023 | 303 | 994,548,551 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $58,890,335 | 168,114 | 0.01 | 0.01 | -1,941 | -1.14 | 09-30-2023 |
| APPLE INC | COM | 2 | $52,463,415 | 306,427 | 0.01 | 0.01 | -3,846 | -1.24 | 09-30-2023 |
| MICROSOFT CORP | COM | 3 | $42,718,028 | 135,291 | 0.00 | 0.00 | -1,267 | -0.93 | 09-30-2023 |
| ALPHABET INC | CAP STK CL C | 4 | $33,662,242 | 255,307 | 0.00 | 0.00 | 1,997 | 0.79 | 09-30-2023 |
