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Filers›Hedge Fund›Rossmore Private Capital
DOSSIER · 13F-HR · Q1 2026

Rossmore Private Capital

Rossmore Private's hedge fund based in Omaha, NE — $1.1B in tracked AUM across 343 positions as of Q1 2026.

RP
Rossmore Private·Omaha, NE·Hedge Fund
CIK 0001733082 · last filed Mar 31, 2026
Total AUM
$1.1B
▼ 11.5%
vs prior
Holdings
343
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Financials
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Rossmore Private Capital filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP
$90M530K7.9%
02
CVX
CHEVRON CORPORATION
$56M272K4.9%
03
IVV
ISHARES TR
$55M85K4.9%
04
AAPL
APPLE INC
$54M212K4.7%
05
IBMO
ISHARES TR
$37M1.4M3.2%
06
MSFT
MICROSOFT CORP
$36M98K3.2%
07
JPM
JPMORGAN CHASE & CO
$31M104K2.7%
08
GOOG
ALPHABET INC
$27M94K2.4%
09
VEA
VANGUARD TAX-MANAGED FDS
$25M387K2.2%
10
JNJ
JOHNSON & JOHNSON
$25M100K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Rossmore
haiku-4-5 · 343 positions indexed
Sector mix
  • Financials42%
  • Cons. Disc.12%
  • Communications12%
  • Industrials20%
  • Energy6%
  • Other8%
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