Rossmore Private Capital
•CIK: 1733082•Filing: Q4 2025
**Rossmore Private Capital** manages $1.1B across a diversified portfolio of 331 positions. The firm maintains significant exposure to energy and technology, highlighted by its $64.7M holding in XOM and $57.5M in AAPL. Key allocations also include substantial positions in IVV ($60.0M), MSFT ($47.5M), and CHV ($41.3M). This concentration suggests a strategic tilt toward established mega-cap names and sector leaders.
Total AUM
$1.1B
+ $1.3M in options
QoQ Performance
+20.1%
Positions
215
+ 3 options
Top 10 Concentration
38.5%
Latest Filing
Q4 2025
Top Holdings Allocation
XOM
IVV
AAPL
XOM5.8%
IVV5.4%
AAPL5.2%
MSFT4.3%
CHV3.7%
IBMO3.3%
JPM2.9%
GOOG2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.9%
Technology20.7%
Financial8.5%
ETF7.7%
Healthcare7.2%
Consumer6.5%
Energy6.2%
Industrial3.9%
🚪 Exited Positionssold since Q3 2025
+128 more exited positions
Changes from Q3 2025
NEW5 new positions
↑148 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023