13F Insight
DOSSIER · 13F-HR · Q1 2026

Rossmore Private Capital

$1.1B in tracked AUM across 343 positions as of Q1 2026.

RP
CIK 0001733082 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
343
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.1B▲ 1.5%
343 positionsView →2025Q4Dec 31
$1.1B▲ 21.0%
347 positionsView →2025Q3Sep 30
$928M▲ 8.3%
328 positionsView →2025Q2Jun 30
$857M▲ 5.5%
258 positionsLocked2025Q1Mar 31
$812M▲ 0.4%
247 positionsLocked2024Q4Dec 31
$809M▼ 0.1%
233 positionsLocked2024Q3Sep 30
$809M▲ 6.3%
234 positionsLocked2024Q2Jun 30
$761M▼ 0.4%
231 positionsLocked2024Q1Mar 31
$764M▲ 8.0%
233 positionsLocked2023Q4Dec 31
$708M▲ 7.2%
232 positionsLocked2023Q3Sep 30
$660M▼ 1.8%
229 positionsLocked2023Q2Jun 30
$672M▲ 5.0%
231 positionsLocked
Showing 12 of 30