Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROUNDVIEW CAPITAL LLC | 05-06-2024 | 03-31-2024 | 313 | 1,223,296,407 |
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 | $68,646,526 | 163,242 | 0.01 | 0.01 | -4,872 | -2.90 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $58,563,872 | 139,199 | 0.00 | 0.00 | 3,908 | 2.89 | 03-31-2024 |
| APPLE INC | COM | 3 | $52,804,758 | 307,935 | 0.00 | 0.01 | 1,508 | 0.49 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $46,471,500 | 96,675 | 0.00 | 0.00 | 13,090 | 15.66 | 03-31-2024 |
