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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 4 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABORATORIES Healthcare 48,463.0 $4.4M 0.36% NEW $90.74 +28.5%
62 TRV TRAVELERS COMPANIES INC Financial Services 13,209.0 $4.4M 0.35% NEW $330.12 +10.1%
63 TSLA TESLA INC Consumer Cyclical 10,281.0 $4.3M 0.35% NEW $420.62 -13.7%
64 SCHW SCHWAB CHARLES CORP Financial Services 46,454.0 $4.3M 0.35% NEW $92.27 +21.7%
65 PEP PEPSICO INC Consumer Defensive 31,576.0 $4.3M 0.35% NEW $135.40 +6.0%
66 IBDV ISHARES TR 194,579.0 $4.2M 0.34% NEW $21.80 -0.9%
67 EMR EMERSON ELEC CO Industrials 28,455.0 $4.1M 0.33% NEW $143.15 +9.8%
68 GLD SPDR GOLD TR Financial Services 10,834.0 $4.0M 0.32% NEW $368.38 +14.9%
69 IBDT ISHARES TR 157,958.0 $4.0M 0.32% NEW $25.25 -0.2%
70 MCD MCDONALDS CORP Consumer Cyclical 14,111.0 $3.8M 0.31% NEW $270.31 +0.2%
71 NEE NEXTERA ENERGY INC Utilities 42,949.0 $3.8M 0.30% NEW $87.77 -4.7%
72 NSC NORFOLK SOUTHN CORP Industrials 11,502.0 $3.6M 0.29% NEW $314.59 +11.5%
73 IBDW ISHARES TR 171,546.0 $3.6M 0.29% NEW $20.84 -1.2%
74 VTI VANGUARD INDEX FDS 9,311.0 $3.4M 0.28% NEW $370.04 +2.2%
75 TJX TJX COS INC NEW Consumer Cyclical 20,443.0 $3.1M 0.25% NEW $151.50 -7.3%
76 UNP UNION PAC CORP Industrials 10,942.0 $3.0M 0.24% NEW $272.00 +13.3%
77 MDLZ MONDELEZ INTL INC Consumer Defensive 49,081.0 $2.9M 0.23% NEW $58.34 +10.5%
78 CVS CVS HEALTH CORP Healthcare 27,289.0 $2.8M 0.23% NEW $103.45 -10.1%
79 HONEYWELL INTL INC 12,379.0 $2.8M 0.22% NEW $223.90
80 HONEYWELL AEROSPACE INC 12,379.0 $2.7M 0.22% NEW $221.08
Page 4 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%