account_balance
Investment manager · 13F filer · SEC CIK 1733082
Rossmore Private Capital
Reported value$1.31Bas of Sep 30, 2026
Positions346 16 new, 10 sold out
Top 10 weight37.4%XOM alone is 6%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XOMExxonMobil Holdings Corp
6.5%
AAPLApple Inc.
5.5%
IVViShares Tr
5.1%
CVXChevron Corp
4.2%
MSFTMicrosoft Corp
3.8%
IBMOiShares Tr
2.8%
JPMJPMorgan Chase & Co
2.7%Added +4%
GOOGAlphabet Inc.
2.4%
AMZNAmazon.com Inc
2.2%
VEAVanguard Tax-Managed FDS
2.1%
JNJJohnson & Johnson
2.0%
AVGOBroadcom Inc.
2.0%Added +2%
XOMExxonMobil Holdings Corp
6.5%
AAPLApple Inc.
5.5%
IVViShares Tr
5.1%
CVXChevron Corp
4.2%
MSFTMicrosoft Corp
3.8%
IBMOiShares Tr
2.8%
JPMJPMorgan Chase & Co
2.7%
GOOGAlphabet Inc.
2.4%
AMZNAmazon.com Inc
2.2%
VEA2.1%
JNJ2.0%AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XOM ExxonMobil Holdings Corp 6.5% HeldAAPL Apple Inc. 5.5% Held
IVV iShares Tr 5.1% Held
CVX Chevron Corp 4.2% HeldMSFT Microsoft Corp 3.8% HeldIBMO iShares Tr 2.8% Held
JPM JPMorgan Chase & Co 2.7% Added +4%GOOG Alphabet Inc. 2.4% HeldAMZN Amazon.com Inc 2.2% HeldVEA Vanguard Tax-Managed FDS 2.1% Held
JNJ Johnson & Johnson 2.0% HeldAVGO Broadcom Inc. 2.0% Added +2%What changed
Biggest moves since Jun 30, 2026
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