StockDriftsStockDriftsTop 50 Rossmore Private Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.48% | 215.2K | $71.7M | -0.46%(-1.00K) | $83.12(+317.59%) | 2026-09-30 | |
| IVV | ISHARES TR | 5.07% | 86.7K | $66.4M | +0.18%(+153) | $328.23(+135.58%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 4.22% | 270.8K | $55.3M | +0.22%(+600) | $121.20(+88.31%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.85% | 98.3K | $50.4M | -0.01%(-14) | $153.73(+245.63%) | 2026-09-30 | |
| IBMO | ISHARES TR | 2.83% | 1.44M | $37.0M | +0.00%(+0) | $25.64(+0.01%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.74% | 108.2K | $35.8M | +3.69%(+3.85K) | $140.10(+139.68%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.44% | 93.6K | $31.9M | -0.09%(-86) | $102.06(+210.44%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.17% | 114.2K | $28.4M | +1.82%(+2.04K) | $123.56(+104.83%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.1% | 390.3K | $27.6M | -1.62%(-6.44K) | $45.31(+54.24%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.05% | 101.3K | $26.8M | +0.40%(+408) | $146.13(+83.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.10% | +60.59% | +12.46% | +79.90% |
| Top 20 Holdings Unweighted | +19.92% | +72.45% | +11.16% | +69.73% |
Rossmore Private Capital reports $1.31B in US-listed equity holdings across 346 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.5%), IVV (5.1%) and CVX (4.2%). The top 20 holdings account for 47.76% of reported assets. Its disclosed equity book has returned +60.59% on a three-year cumulative basis. Figures reflect the Q3 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