Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rossmore Private Capital (CIK 1733082) reported $1.14B across 314 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($90.0M, 7.90%), CVX ($56.4M, 4.94%), IVV ($55.4M, 4.86%), AAPL ($53.7M, 4.71%), IBMO ($37.0M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $90.0M | 7.90% | 530,457 | Trimmed |
| 2 | CVX | CHEVRON CORPORATION | $56.4M | 4.94% | 272,407 | Trimmed |
| 3 | IVV | ISHARES TR | $55.4M | 4.86% | 84,765 | Trimmed |
| 4 | AAPL | APPLE INC | $53.7M | 4.71% | 211,630 | Added |
| 5 | IBMO | ISHARES TR | $37.0M | 3.25% | 1.4M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $36.3M | 3.18% | 98,020 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $30.6M | 2.68% | 104,011 | Added |
| 8 | GOOG | ALPHABET INC | $27.0M | 2.37% | 94,087 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $24.8M | 2.17% | 386,783 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $24.5M | 2.15% | 100,354 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $22.4M | 1.97% | 107,559 | Added |
| 12 | AVGO | BROADCOM INC | $21.7M | 1.91% | 70,243 | Added |
| 13 | GOOGL | ALPHABET INC | $20.0M | 1.76% | 69,698 | Trimmed |
| 14 | VBIL | VANGUARD INSTL INDEX FD | $19.3M | 1.69% | 254,961 | Added |
| 15 | LLY | ELI LILLY & CO | $19.1M | 1.68% | 20,770 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $15.8M | 1.38% | 26,389 | Trimmed |
| 17 | RTX | RTX CORPORATION | $14.6M | 1.28% | 75,736 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $14.3M | 1.26% | 82,042 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $13.4M | 1.17% | 51,126 | Trimmed |
| 20 | IEFA | ISHARES TR | $12.6M | 1.10% | 138,881 | Trimmed |
| 21 | VO | VANGUARD INDEX FDS | $12.3M | 1.08% | 42,818 | Trimmed |
| 22 | WMT | WALMART INC | $11.9M | 1.05% | 95,872 | Trimmed |
| 23 | HD | HOME DEPOT INC | $11.5M | 1.01% | 34,834 | Trimmed |
| 24 | V | VISA INC | $11.2M | 0.98% | 37,041 | Trimmed |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.8M | 0.95% | 15 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31