Rossmore Private Capital - Portfolio overview

Rossmore Private Capital has 359 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

  1. XOM - EXXON MOBIL CORP, 7.89%
  2. CVX - CHEVRON CORPORATION, 4.90%
  3. IVV - ISHARES TR, 4.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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