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Home > Institutional Investor > Rossmore Private Capital > Profile

Instuitional Investor - Rossmore Private Capital

Fund Profile
Filing Period:
Fund Name: Rossmore Private Capital
Portfolio Value $1,314,845,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxonmobil Holdings Corp
 520,141 $84,652,985 6.44%
2.
Apple Inc.
 AAPL 215,249 $71,682,363 5.45%
3.
Ishares Trust
 IEF 86,717 $66,412,290 5.05%
4.
Chevron Corp
 CVX 270,807 $55,301,452 4.21%
5.
Microsoft Corp
 MSFT 98,266 $50,400,494 3.83%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.