StockDriftsStockDriftsTop 50 Rossmore Private Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 5.77% | 520.0K | $71.1M | -1.96%(-10.41K) | $83.51(+92.59%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.26% | 86.6K | $64.8M | +2.12%(+1.80K) | $327.48(+137.86%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.08% | 216.3K | $62.6M | +2.18%(+4.62K) | $83.12(+267.40%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 3.64% | 270.2K | $44.8M | +0.00%(+0) | $121.06(+66.33%) | 2026-06-30 | |
| IBMO | ISHARES TR | 3.01% | 1.44M | $37.0M | -0.00%(-66) | $25.64(+0.03%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.98% | 98.3K | $36.7M | +0.27%(+260) | $153.73(+216.19%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.77% | 104.4K | $34.2M | +0.36%(+370) | $133.13(+173.97%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.69% | 93.7K | $33.1M | -0.40%(-374) | $102.06(+235.73%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.3% | 396.7K | $28.3M | +2.56%(+9.90K) | $45.31(+63.36%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.27% | 73.9K | $27.9M | +5.16%(+3.63K) | $146.79(+168.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.26% | +53.13% | +10.74% | +66.53% |
| Top 20 Holdings Unweighted | +18.55% | +66.61% | +10.08% | +61.61% |
Rossmore Private Capital reports $1.24B in US-listed equity holdings across 340 positions in its most recent 13F filing. Its largest disclosed positions are XOM (5.8%), IVV (5.3%) and AAPL (5.1%). The top 20 holdings account for 51.96% of reported assets. Its disclosed equity book has returned +53.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rossmore Private Capital’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1733082). View Rossmore Private Capital’s 13F filings on SEC