Rossmore Private Capital Q2 2026 Activity Analysis
Detailed analysis of stock holdings and sector allocations for Rossmore Private Capital as of June 30, 2026.
As of Rossmore Private Capital's latest filing dated 2026-06-30, the investment firm has shown activity in several key holdings. The portfolio's total value stands at $1.2 billion.
Among the notable purchases this quarter are positions within large index funds and ETFs. Rossmore Private Capital significantly increased its stake in VANGUARD INDEX FUNDS (VO) by 325.46%, adding a substantial number of shares. The firm also boosted its position in ISHARES TR (IJH), NIKE INC (NKE), and BOOKING HOLDINGS INC (BKNG). BKNG saw an extraordinary increase, with share changes rising by over four thousand percent.
Additionally, the investor noted substantial additions to other holdings. The Vanguard Index Funds (VUG) allocation increased significantly due to a large number of new shares purchased, and there were considerable increases in ISHARES TR (IBDU), ISHARES TR (IBDT), ISHARES TR (IWF), ISHARES TR (IBDW), MARVELL TECHNOLOGY INC (MRVL), and ACCENTURE PLC IRELAND (ACN). These additions reflect confidence in various sectors, including Technology and Consumer Cyclical.
Conversely, Rossmore Private Capital's portfolio allocation percentages decreased for several stocks. EXXON MOBIL CORP (XOM) saw a slight reduction (-1.96%), while APPLE INC (AAPL), despite an increase in shares, maintained its percentage due to share price movements or overall portfolio changes. The firm also exited positions in JPMORGAN CHASE & CO (JPM) and significantly reduced holdings of ALPHABET INC (GOOG). Furthermore, the investor sold off ACCENTURE PLC IRELAND (ACN), which experienced a large decrease (-51.14%) in shares.
For other stocks listed as top holdings by weight but not showing changes or having negligible ones, Rossmore Private Capital's position remained stable. This includes holdings in ISHARES TR (IBMO), MICROSOFT CORP (MSFT), and VANGUARD TAX-MANAGED FUNDS (VEA).
In summary, Rossmore Private Capital demonstrated active buying in several index funds and ETFs during Q2 2026. However, the quarter also saw reductions or exits from certain large-cap stocks like JPMorgan Chase (JPM), Alphabet (GOOG), and Nike (NKE). The investor's focus appears to be on broad market exposure through index products while strategically adjusting individual stock positions.