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Rossmore Private Capital

CIK: 0001733082

ROCKY HILL 628 hebron avenue suite 306
Zip Code: 06033
LATEST PORTFOLIO VALUE
$928.09 M
+8.34%
09/30/2025
TOTAL ASSETS HELD
$328
70
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
38.35%

About Rossmore Private Capital

Rossmore Private Capital (CIK: 0001733082) is a financial institution headquartered at 628 hebron avenue, suite 306, ROCKY HILL, CONNECTICUT 06033. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $928,092,317, comprising 328 distinct securities. Over its filing history, it has submitted 32 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (2025 Q3)

Asset Allocation

Stocks/ETFs
+8.33%
$925.9 M 99.76%
Options
$0 0.00%
Debt
$0 0.00%
Other
+13.71%
$2.19 M 0.24%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (2025 Q3)

Name Shares Market Value Weight Change Activity
495,411 $55,857,616 6.02% ▲ 95 Add 0.0%
81,044 $54,242,991 5.84% ▲ 2,821 Add 3.6%
204,242 $52,006,248 5.60% ▲ 2,181 Add 1.1%
93,191 $48,268,140 5.20% ▲ 37 Add 0.0%
247,758 $38,474,305 4.15% ▼ 103 Reduce 0.0%
93,945 $29,633,017 3.19% ▲ 637 Add 0.7%
342,699 $20,534,550 2.21% ▲ 1,468 Add 0.4%
93,246 $20,473,922 2.21% ▲ 175 Add 0.2%
79,120 $19,269,584 2.08% ▼ 80 Reduce -0.1%
67,105 $16,313,342 1.76% ▼ 178 Reduce -0.3%

Historical Portfolio Charts