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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 5 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BX BLACKSTONE INC Financial Services 23,198.0 $2.7M 0.22% NEW $117.67 +21.8%
82 IBDS ISHARES TR 111,591.0 $2.7M 0.22% NEW $24.22 -0.1%
83 FCX FREEPORT MCMORAN INC Basic Materials 42,476.0 $2.7M 0.22% NEW $62.89 +21.9%
84 JMST J P MORGAN EXCHANGE TRADED F 52,357.0 $2.7M 0.22% NEW $51.00 -0.2%
85 IWB ISHARES TR 6,095.0 $2.5M 0.20% NEW $409.50 +2.5%
86 IBDX ISHARES TR 98,416.0 $2.5M 0.20% NEW $25.19 -1.4%
87 IBM INTERNATIONAL BUSINESS MACHS Technology 8,711.0 $2.4M 0.20% NEW $281.21 -16.2%
88 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,857.0 $2.4M 0.20% NEW $501.84 +25.4%
89 MMM 3M CO Industrials 13,886.0 $2.2M 0.18% NEW $161.91 +10.5%
90 IWF ISHARES TR 17,684.0 $2.2M 0.18% NEW $124.17 -1.4%
91 IBDR ISHARES TR 90,522.0 $2.2M 0.18% NEW $24.23 +0.0%
92 MU MICRON TECHNOLOGY INC Technology 1,875.0 $2.2M 0.17% NEW $1154.15 -16.2%
93 WFC WELLS FARGO & CO Financial Services 25,560.0 $2.1M 0.17% NEW $82.64 +1.5%
94 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,755.0 $2.1M 0.17% NEW $178.24 +17.6%
95 VUG VANGUARD INDEX FDS 24,312.0 $2.1M 0.17% NEW $86.14 +1.6%
96 AMGN AMGEN INC Healthcare 5,635.0 $2.0M 0.17% NEW $362.13 +21.3%
97 MCO MOODYS CORP Financial Services 4,501.0 $2.0M 0.17% NEW $452.93 +11.1%
98 BK BANK OF NY MELLON CORP Financial Services 13,822.0 $2.0M 0.16% NEW $144.61 -1.9%
99 EFA ISHARES TR 19,184.0 $2.0M 0.16% NEW $103.88 +4.2%
100 VWO VANGUARD INTL EQUITY INDEX F 33,274.0 $2.0M 0.16% NEW $59.69 +1.3%
Page 5 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%