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Portfolio (Quarterly) Guide ↗

Rossmore Private Capital

· CIK 0001733082
13F Portfolio $1.2B AUM 356 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 356 New
Page 11 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PSX PHILLIPS 66 Energy 3,332.0 $563K 0.05% NEW $169.05 +43.7%
202 DSI ISHARES TR 3,868.0 $551K 0.04% NEW $142.38 +3.0%
203 MPC MARATHON PETE CORP Energy 2,143.0 $548K 0.04% NEW $255.67 +41.1%
204 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,618.0 $535K 0.04% NEW $330.38 -1.1%
205 ISRG INTUITIVE SURGICAL INC Healthcare 1,338.0 $532K 0.04% NEW $397.68 -4.7%
206 ISHARES TR 20,454.0 $528K 0.04% NEW $25.80
207 INTC INTEL CORP Technology 3,773.0 $527K 0.04% NEW $139.63 -35.5%
208 BSX BOSTON SCIENTIFIC CORP Healthcare 12,292.0 $525K 0.04% NEW $42.68 +18.0%
209 SPG SIMON PPTY GROUP INC NEW Real Estate 2,300.0 $514K 0.04% NEW $223.65 -2.4%
210 ABBV PUT ABBVIE INC Healthcare 2,000.0 $503K 0.04% NEW $251.64 +5.3%
211 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,013.0 $494K 0.04% NEW $123.11 +31.0%
212 PLTR PALANTIR TECHNOLOGIES INC Technology 4,206.0 $491K 0.04% NEW $116.68 +54.2%
213 EPD ENTERPRISE PRODS PARTNERS L 13,300.0 $489K 0.04% NEW $36.76
214 SHEL SHELL PLC Energy 6,298.0 $488K 0.04% NEW $77.54 +20.4%
215 ARKK ARK ETF TR 6,020.0 $487K 0.04% NEW $80.82 +6.7%
216 ALLE ALLEGION PLC Industrials 3,448.0 $484K 0.04% NEW $140.49 +15.5%
217 ACWI ISHARES TR 3,065.0 $481K 0.04% NEW $156.97 +2.4%
218 NOW SERVICENOW INC Technology 4,815.0 $478K 0.04% NEW $99.28 +29.4%
219 LNG CHENIERE ENERGY INC Energy 2,000.0 $478K 0.04% NEW $239.01 +16.1%
220 HYGV FLEXSHARES TR 11,850.0 $477K 0.04% NEW $40.26 -0.3%
Page 11 of 18  ·  356 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Energy 15.3%
Healthcare 13.7%
Financial Services 13.4%
Industrials 11.6%
Consumer Cyclical 7.2%
Consumer Defensive 6.7%
Communication Services 4.1%
Basic Materials 0.9%
Utilities 0.8%