StockDriftsStockDriftsTop 50 Rossmore Private Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 7.93% | 530.5K | $90.0M | -1.28%(-6.86K) | $83.51(+81.50%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.93% | 270.2K | $55.9M | -0.18%(-478) | $121.06(+53.65%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.88% | 84.8K | $55.4M | -3.20%(-2.80K) | $319.74(+133.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.73% | 211.6K | $53.7M | +0.01%(+18) | $79.08(+277.93%) | 2026-03-31 | |
| IBMO | ISHARES TR | 3.26% | 1.44M | $37.0M | -0.11%(-1.64K) | $25.64(-0.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.2% | 98.0K | $36.3M | -0.11%(-104) | $153.16(+164.56%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.7% | 104.0K | $30.6M | +2.54%(+2.57K) | $132.51(+126.58%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.38% | 94.1K | $27.0M | +1.04%(+973) | $102.06(+290.99%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.18% | 386.8K | $24.8M | -2.24%(-8.86K) | $44.76(+57.80%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.16% | 100.4K | $24.5M | -0.41%(-417) | $145.14(+58.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.96% | +51.92% |
| Top 20 Holdings Unweighted | +17.26% | +61.25% |
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