Rossmore Private Capital has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $914 Million distributed in 328 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $55.9M, Ishares Core S&P 500 ETF with a value of $54.2M, Apple Inc. with a value of $52M, Microsoft Corp with a value of $48.3M, and Chevron Corp with a value of $38.5M.
Examining the 13F form we can see an increase of $70.2M in the current position value, from $844M to 914M.
Rossmore Private Capital is based out at Glastonbury, CT
Below you can find more details about Rossmore Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$914 Million
ETFs: $232 Million
Technology: $161 Million
Energy: $101 Million
Financial Services: $96.6 Million
Healthcare: $86 Million
Industrials: $79 Million
Consumer Cyclical: $51.9 Million
Consumer Defensive: $45.8 Million
Other: $55.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more