§ 13F · FUND PROFILE
Rossmore Private Capital.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $856.6T (13F)Positions · 258Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 537K | $64.7T | 5.8% | +8% |
| 2 | IVV | ISHARES TR | 88K | $60.0T | 5.3% | +8% |
| 3 | AAPL | APPLE INC | 212K | $57.5T | 5.1% | +4% |
| 4 | MSFT | MICROSOFT CORP | 98K | $47.5T | 4.2% | +5% |
| 5 | CVX | CHEVRON CORP NEW | 271K | $41.3T | 3.7% | +9% |
| 6 | IBMO | ISHARES TR | 1.44M | $37.0T | 3.3% | — |
| 7 | JPM | JPMORGAN CHASE & CO. | 101K | $32.7T | 2.9% | +8% |
| 8 | GOOG | ALPHABET INC | 93K | $29.2T | 2.6% | +18% |
| 9 | AMZN | AMAZON COM INC | 107K | $24.8T | 2.2% | +15% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 396K | $24.7T | 2.2% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROSSMORE SIGNAL
AC read
Rossmore Private Capital is a Other fund managing $856641.4 trillion in assets. The fund runs a broad portfolio of 258 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed