Rossmore Private Capital 13F Filing for Q1 2026

Top Buys

Q1 2026

1. VBIL Vanguard 0-3 Month Treasury Bill Etf

+$12.84 M

2. GLD Spdr Gold Shares

+$1.75 M

3. JPM Jpmorgan Chase & Co

+$757,166.58

4. VTI Vanguard Total Stock Market Etf

+$695,195.34

5. META Meta Platforms

+$626,474.39

Top Sells

Q1 2026

1. IVV Ishares Core S&P 500 Etf

−$1.83 M

2. MRK Merck & Co

−$1.17 M

3. XOM Exxon Mobil Corporation

−$1.16 M

4. IBIT Ishares Bitcoin Trust Etf

−$935,307

5. SPY Spdr S&P 500 Etf Trust

−$886,616.95

Stocks/ETFs

+1.55%

$1.13 B 99.52%

Options

-6.80%

$5.42 M 0.48%

Debt

$0 0.00%

Other

-3.83%

$25,790 0.00%

Rossmore Private Capital filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 1.14 B reflecting a +1.50% change from the prior quarter, spanning 343 assets. The top 10 holdings comprised 38.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 16 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Rossmore Private Capital’s Q1 2026 Filing

Rossmore Private Capital submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Rossmore Private Capital reported a managed portfolio value of 1.14 B, consisting of 343 individual positions.

This page displays the raw filing documents. To see which stocks Rossmore Private Capital bought or sold during Q1 2026, please visit Rossmore Private Capital's Portfolio Analysis page.

Rossmore Private Capital - Q1 2026 13F Filings