SEC 13F Intelligence

Managers / Q3 2019 · view latest →

Rossmore Private Capital

CIK 0001733082 · 628 HEBRON AVENUE, SUITE 306, GLASTONBURY, CT, 06033 · 860-200-6090

Reported Value
$297M
Q3 2019
Positions
136
Filings on Record
30
2019–present window
Filed
Nov 5, 2019
original filing

Summary

Rossmore Private Capital reported $297M in U.S.-listed holdings across 136 positions for Q3 2019.

Its largest position, XOM, represents 16.5% of the portfolio.

Compared with Q2 2019, the fund opened 10 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $236MQ4 ’18Q1 ’19: $272MQ2 ’19: $283MQ3 ’19: $297MQ4 ’19: $324MQ4 ’19Q1 ’20: $289MQ2 ’20: $362MQ3 ’20: $426MQ4 ’20: $493MQ4 ’20Q1 ’21: $533MQ2 ’21: $584MQ3 ’21: $584MQ4 ’21: $640MQ4 ’21Q1 ’22: $642MQ2 ’22: $578MQ3 ’22: $559MQ4 ’22: $624.6BQ4 ’22Q1 ’23: $640MQ2 ’23: $672MQ3 ’23: $660MQ4 ’23: $708MQ4 ’23Q1 ’24: $764MQ2 ’24: $761MQ3 ’24: $809MQ4 ’24: $809MQ4 ’24Q1 ’25: $812MQ2 ’25: $857MQ3 ’25: $928MQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B343May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B347Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$928M328Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$857M258Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$812M247May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$809M233Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$809M234Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$761M231Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$764M233May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$708M232Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$660M229Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$672M231Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$640M229May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$624.6B228Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$559M221Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$578M227Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$642M224May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$640M224Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$584M222Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$584M222Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$533M214May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$493M200Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$426M192Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$362M169Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$289M148May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$324M136Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$297M136Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$283M130Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$272M128Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$236M124Jan 22, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.