Rossmore Private Capital
Annual return '25
+49.5%
SPY '25
+17.7%
Alpha
+31.8ptsvs SPY
Invested
$1.1B
Holdings
328
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XOM
EXXON MOBIL CORP
Q4 2025: Increased +8.5% (495.4k → 537.3k shares)
7.9%
02
$CHV
CHEVRON CORPORATION
Q4 2025: Sold 98.2% (247.8k → 4.4k shares)
4.9%
03
$IVV
ISHARES TR
Q4 2025: Increased +8.1% (81.0k → 87.6k shares)
4.9%
04
$AAPL
APPLE INC
Q4 2025: Increased +3.6% (204.2k → 211.6k shares)
4.7%
05
$IBMO
ISHARES TR
Q4 2025: Increased +12211.9% (11.7k → 1.44M shares)
3.2%
06
$MSFT
MICROSOFT CORP
Q4 2025: Increased +5.3% (93.2k → 98.1k shares)
3.2%
07
$JPM
JPMORGAN CHASE & CO
Q4 2025: Increased +8.0% (93.9k → 101.4k shares)
2.7%
08
$GOOG
ALPHABET INC
Q4 2025: Increased +17.7% (79.1k → 93.1k shares)
2.4%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +15.4% (342.7k → 395.6k shares)
2.2%
10
$JNJ
JOHNSON & JOHNSON
Q4 2025: Increased +16.8% (86.2k → 100.8k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:34 UTC.