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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 6 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FEUS FLEXSHARES TR 24,467.0 $2.0M 0.16% NEW $80.61 +3.5%
102 ANET ARISTA NETWORKS INC Technology 11,400.0 $1.9M 0.16% NEW $169.88 +11.0%
103 MO ALTRIA GROUP INC Consumer Defensive 26,355.0 $1.9M 0.16% NEW $73.01 -9.5%
104 JHML JOHN HANCOCK EXCHANGE TRADED 21,550.0 $1.9M 0.15% NEW $89.18 +2.1%
105 COP CONOCOPHILLIPS Energy 18,158.0 $1.9M 0.15% NEW $103.96 +29.7%
106 LHX L3HARRIS TECHNOLOGIES INC Industrials 6,399.0 $1.9M 0.15% NEW $290.59 -8.2%
107 IWP ISHARES TR 12,312.0 $1.8M 0.15% NEW $146.41 -1.9%
108 VYM VANGUARD WHITEHALL FDS 11,079.0 $1.8M 0.14% NEW $158.03 +4.4%
109 CL COLGATE PALMOLIVE CO Consumer Defensive 18,933.0 $1.7M 0.14% NEW $91.68 -0.7%
110 ET ENERGY TRANSFER L P Energy 90,000.0 $1.7M 0.14% NEW $19.12 +10.8%
111 LIN LINDE PLC Basic Materials 3,291.0 $1.7M 0.14% NEW $518.87 -6.0%
112 GS GOLDMAN SACHS GROUP INC Financial Services 1,675.0 $1.7M 0.14% NEW $1011.37 +2.8%
113 SBUX STARBUCKS CORP Consumer Cyclical 16,410.0 $1.7M 0.14% NEW $102.19 +4.8%
114 ITW ILLINOIS TOOL WKS INC Industrials 6,093.0 $1.7M 0.13% NEW $272.08 +3.8%
115 EW EDWARDS LIFESCIENCES CORP Healthcare 17,752.0 $1.6M 0.13% NEW $90.46 -0.7%
116 IWV ISHARES TR 3,754.0 $1.6M 0.13% NEW $426.40 +2.4%
117 ADBE ADOBE INC Technology 7,640.0 $1.6M 0.13% NEW $205.02 +34.3%
118 SCHF SCHWAB STRATEGIC TR 56,094.0 $1.6M 0.13% NEW $27.70 +2.7%
119 ORCL ORACLE CORP Technology 10,545.0 $1.5M 0.12% NEW $146.55 -0.1%
120 BA BOEING CO Industrials 7,126.0 $1.5M 0.12% NEW $216.47 -1.0%
Page 6 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%