Rossmore Private Capital

GLASTONBURY, CT · CIK 1733082 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$1.9bn
Staff10 · 7 in investment roles
Main clients (by assets)High net worth individuals 91%, Companies 7%, Individuals 1%
Websiterossmore.com
Form ADV · 2026-03-19SEC adviser record

Kindhedge funds, private equity, venture, real estate, mutual funds, institutions, futures, FCA fund manager, wealth
Others nearbyNew York, NY, Philadelphia, PA, Boston, MA, West Hollywood, CA, Saint Petersburg, FL, Washington, DC
FamilyRAYMOND JAMES FINANCIAL INC · 70 related pages · largest: RAYMOND JAMES FINANCIAL INC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

US visa salary filings

Filings FY2024–20256
Median salary offered$67,538
Middle half$67,538 – $125,634
Job titles5

Job title	Filings	Median	Range
Accounting AnalystBoston, MA	2	$66,269	$65,000 – $67,538
AssociateNew York, NY	1	$147,389	$147,389 – $150,000
Tax SupervisorBoston, MA	1	$145,000
Accounting AssociateBoston, MA	1	$67,538
Tax AssociateBoston, MA	1	$67,538

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: OEP Capital Advisors L.P., The Bollard Group, LLC.

In the UK

FCA-authorised companies1
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
LIGHTROCK LLP Limited Liability PartnershipFCA: Authorised · advises	London			Authorisedadvises

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.2bn reported value +8.6% vs Q1 2026

340positions

35.8%in top 10

21 new 85 added 77 reduced 10 sold out vs Q1 2026

Options: 0 call positions (— notional), 16 put positions ($5.6m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EXXON MOBIL CORP COM XOM	XOM	520,047	$71.1m5.77%	5.77%	Reduced -10.4k	-10,410 -2.0%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	86,564	$64.8m5.26%	5.26%	Added +1.8k	+1,799 2.1%
3	APPLE INC COM AAPL	AAPL	216,252	$62.6m5.08%	5.08%	Added +4.6k	+4,622 2.2%
4	CHEVRON CORP NEW COM CVX	CVX	270,207	$44.8m3.64%	3.64%	Unchanged
5	ISHARES TR IBONDS DEC 26 IBMO	IBMO	1,443,221	$37.0m3.01%	3.01%	Reduced -66	-66 0.0%
6	MICROSOFT CORP COM MSFT	MSFT	98,280	$36.7m2.98%	2.98%	Added +260	+260 0.3%
7	JPMORGAN CHASE & CO COM JPM	JPM	104,381	$34.2m2.77%	2.77%	Added +370	+370 0.4%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	93,713	$33.1m2.69%	2.69%	Reduced -374	-374 -0.4%
9	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	396,688	$28.3m2.30%	2.30%	Added +9.9k	+9,905 2.6%
10	BROADCOM INC COM AVGO	AVGO	73,869	$27.9m2.27%	2.27%	Added +3.6k	+3,626 5.2%
11	AMAZON COM INC COM AMZN	AMZN	112,133	$26.7m2.17%	2.17%	Added +4.6k	+4,574 4.2%
12	JOHNSON & JOHNSON COM JNJ	JNJ	100,877	$25.6m2.08%	2.08%	Added +523	+523 0.5%
13	ELI LILLY & CO COM LLY	LLY	20,769	$24.9m2.02%	2.02%	Reduced -1	-1 0.0%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	69,373	$24.8m2.01%	2.01%	Reduced -325	-325 -0.5%
15	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	26,403	$18.1m1.47%	1.47%	Added +14	+14 0.1%
16	NVIDIA CORPORATION COM NVDA	NVDA	89,642	$17.9m1.46%	1.46%	Added +7.6k	+7,600 9.3%
17	ISHARES TR CORE S&P MCP ETF IJH	IJH	202,212	$15.6m1.27%	1.27%	Added +45.3k	+45,271 28.9%
18	VANGUARD INDEX FDS SMALL CP ETF VB	VB	51,231	$15.5m1.26%	1.26%	Added +105	+105 0.2%
19	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	202,544	$15.3m1.24%	1.24%	Reduced -52.4k	-52,417 -20.6%
20	ISHARES TR CORE MSCI EAFE IEFA	IEFA	153,822	$14.9m1.21%	1.21%	Added +14.9k	+14,941 10.8%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	182,172	$14.7m1.19%	1.19%	Added +10.9k	+10,900 6.4%
22	RTX CORPORATION COM RTX	RTX	75,795	$14.4m1.17%	1.17%	Added +59	+59 0.1%
23	ISHARES TR CORE S&P SCP ETF IJR	IJR	86,072	$12.8m1.04%	1.04%	Added +2.0k	+1,960 2.3%
24	VISA INC COM CL A V	V	37,011	$12.7m1.03%	1.03%	Reduced -30	-30 -0.1%
25	HOME DEPOT INC COM HD	HD	35,029	$12.4m1.00%	1.00%	Added +195	+195 0.6%
26	ABBVIE INC COM ABBV	ABBV	46,722	$11.8m0.95%	0.95%	Added +525	+525 1.1%
27	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	15	$11.2m0.91%	0.91%	Unchanged
28	WALMART INC COM WMT	WMT	97,755	$11.1m0.90%	0.90%	Added +1.9k	+1,883 2.0%
29	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	48,783	$11.0m0.89%	0.89%	Unchanged
30	ADVANCED MICRO DEVICES INC COM AMD	AMD	18,583	$10.8m0.88%	0.88%	Added +8.4k	+8,391 82.3%
31	DEERE & CO COM DE	DE	16,798	$10.7m0.87%	0.87%	Unchanged
32	ISHARES TR RUS MID CAP ETF IWR	IWR	96,256	$10.6m0.86%	0.86%	Added +7.1k	+7,130 8.0%
33	ISHARES TR RUSSELL 2000 ETF IWM	IWM	34,007	$10.2m0.83%	0.83%	Added +264	+264 0.8%
34	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	5,092	$10.1m0.82%	0.82%	Reduced -35	-35 -0.7%
35	CISCO SYS INC COM CSCO	CSCO	80,726	$9.5m0.77%	0.77%	Reduced -228	-228 -0.3%
36	MASTERCARD INCORPORATED CL A MA	MA	15,273	$7.8m0.64%	0.64%	Reduced -460	-460 -2.9%
37	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	97,072	$7.7m0.62%	0.62%	Added +213	+213 0.2%
38	PALO ALTO NETWORKS INC COM PANW	PANW	22,058	$7.5m0.61%	0.61%	Reduced -2.0k	-2,038 -8.5%
39	MERCK & CO INC COM MRK	MRK	57,121	$7.4m0.60%	0.60%	Reduced -300	-300 -0.5%
40	COSTCO WHSL CORP NEW COM COST	COST	7,714	$7.2m0.59%	0.59%	Added +47	+47 0.6%
41	ASTRAZENECA PLC ORD AZN	AZN	37,843	$7.1m0.58%	0.58%	Added +4.2k	+4,160 12.3%
42	PROCTER AND GAMBLE CO COM PG	PG	48,101	$7.1m0.57%	0.57%	Added +256	+256 0.5%
43	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,036	$6.8m0.55%	0.55%	Reduced -114	-114 -1.2%
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	13,186	$6.6m0.54%	0.54%	Unchanged
45	EATON CORP PLC SHS ETN	ETN	14,847	$6.3m0.51%	0.51%	Added +1.6k	+1,560 11.7%
46	TRANE TECHNOLOGIES PLC SHS TT	TT	12,608	$6.2m0.50%	0.50%	Unchanged
47	COCA COLA CO COM KO	KO	75,502	$6.2m0.50%	0.50%	Added +317	+317 0.4%
48	STRYKER CORPORATION COM SYK	SYK	19,316	$6.1m0.50%	0.50%	Reduced -112	-112 -0.6%
49	MCKESSON CORP COM MCK	MCK	8,007	$6.1m0.49%	0.49%	Reduced -100	-100 -1.2%
50	BLACKROCK INC COM BLK	BLK	6,226	$6.0m0.49%	0.49%	Unchanged
51	LOCKHEED MARTIN CORP COM LMT	LMT	11,682	$6.0m0.48%	0.48%	Unchanged
52	META PLATFORMS INC CL A META	META	9,955	$5.6m0.46%	0.46%	Added +275	+275 2.8%
53	MORGAN STANLEY COM NEW MS	MS	26,435	$5.5m0.45%	0.45%	Reduced -180	-180 -0.7%
54	CATERPILLAR INC COM CAT	CAT	4,759	$5.1m0.41%	0.41%	Added +3	+3 0.1%
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	36,227	$5.0m0.40%	0.40%	Unchanged
56	GENERAL DYNAMICS CORP COM GD	GD	12,943	$4.6m0.37%	0.37%	Added +700	+700 5.7%
57	MARVELL TECHNOLOGY INC COM MRVL	MRVL	15,371	$4.6m0.37%	0.37%	New
58	PHILIP MORRIS INTL INC COM PM	PM	25,077	$4.6m0.37%	0.37%	Added +100	+100 0.4%
59	TARGET CORP COM TGT	TGT	34,977	$4.6m0.37%	0.37%	Reduced -264	-264 -0.8%
60	ISHARES TR IBONDS DEC 29 IBDU	IBDU	191,186	$4.4m0.36%	0.36%	Added +20.1k	+20,083 11.7%
61	ABBOTT LABS COM ABT	ABT	48,463	$4.4m0.36%	0.36%	Added +1.2k	+1,175 2.5%
62	TRAVELERS COMPANIES INC COM TRV	TRV	13,209	$4.4m0.35%	0.35%	Added +150	+150 1.1%
63	TESLA INC COM TSLA	TSLA	10,281	$4.3m0.35%	0.35%	Added +85	+85 0.8%
64	SCHWAB CHARLES CORP COM SCHW	SCHW	46,454	$4.3m0.35%	0.35%	Unchanged
65	PEPSICO INC COM PEP	PEP	31,576	$4.3m0.35%	0.35%	Added +349	+349 1.1%
66	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	194,579	$4.2m0.34%	0.34%	Added +5.4k	+5,405 2.9%
67	EMERSON ELEC CO COM EMR	EMR	28,455	$4.1m0.33%	0.33%	Reduced -250	-250 -0.9%
68	SPDR GOLD TR GOLD SHS GLD	GLD	10,834	$4.0m0.32%	0.32%	Added +100	+100 0.9%
69	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	157,958	$4.0m0.32%	0.32%	Added +16.4k	+16,390 11.6%
70	MCDONALDS CORP COM MCD	MCD	14,111	$3.8m0.31%	0.31%	Added +25	+25 0.2%
71	NEXTERA ENERGY INC COM NEE	NEE	42,949	$3.8m0.31%	0.31%	Unchanged
72	NORFOLK SOUTHN CORP COM NSC	NSC	11,502	$3.6m0.29%	0.29%	Unchanged
73	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	171,546	$3.6m0.29%	0.29%	Added +12.2k	+12,170 7.6%
74	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,311	$3.4m0.28%	0.28%	Added +20	+20 0.2%
75	TJX COS INC NEW COM TJX	TJX	20,443	$3.1m0.25%	0.25%	Added +1.5k	+1,490 7.9%
76	UNION PAC CORP COM UNP	UNP	10,942	$3.0m0.24%	0.24%	Reduced -137	-137 -1.2%
77	MONDELEZ INTL INC CL A MDLZ	MDLZ	49,081	$2.9m0.23%	0.23%	Reduced -620	-620 -1.2%
78	CVS HEALTH CORP COM CVS	CVS	27,289	$2.8m0.23%	0.23%	Added +2.3k	+2,300 9.2%
79	HONEYWELL INTL INC COM HON	HON	12,379	$2.8m0.23%	0.23%	New
80	HONEYWELL AEROSPACE INC COM HONA	HONA	12,379	$2.7m0.22%	0.22%	New
81	BLACKSTONE INC COM BX	BX	23,198	$2.7m0.22%	0.22%	Added +671	+671 3.0%
82	ISHARES TR IBONDS 27 ETF IBDS	IBDS	111,591	$2.7m0.22%	0.22%	Added +1.5k	+1,483 1.4%
83	FREEPORT-MCMORAN INC CL B FCX	FCX	42,476	$2.7m0.22%	0.22%	Unchanged
84	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	52,357	$2.7m0.22%	0.22%	Reduced -4.8k	-4,783 -8.4%
85	ISHARES TR RUS 1000 ETF IWB	IWB	6,095	$2.5m0.20%	0.20%	Unchanged
86	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	98,416	$2.5m0.20%	0.20%	Added +11.5k	+11,459 13.2%
87	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,711	$2.4m0.20%	0.20%	Unchanged
88	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,857	$2.4m0.20%	0.20%	Reduced -8	-8 -0.2%
89	3M CO COM MMM	MMM	13,886	$2.2m0.18%	0.18%	Reduced -1.5k	-1,500 -9.8%
90	ISHARES TR RUS 1000 GRW ETF IWF	IWF	17,684	$2.2m0.18%	0.18%	Unchanged
91	ISHARES TR IBONDS DEC2026 IBDR	IBDR	90,522	$2.2m0.18%	0.18%	Reduced -5.6k	-5,592 -5.8%
92	MICRON TECHNOLOGY INC COM MU	MU	1,875	$2.2m0.18%	0.18%	New
93	WELLS FARGO CO NEW COM WFC	WFC	25,560	$2.1m0.17%	0.17%	Added +2.8k	+2,800 12.3%
94	BOOKING HOLDINGS INC COM BKNG	BKNG	11,755	$2.1m0.17%	0.17%	Added +5.0k	+4,980 73.5%
95	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	24,312	$2.1m0.17%	0.17%	Reduced -234	-234 -0.9%
96	AMGEN INC COM AMGN	AMGN	5,635	$2.0m0.17%	0.17%	Unchanged
97	MOODYS CORP COM MCO	MCO	4,501	$2.0m0.17%	0.17%	Unchanged
98	BANK NEW YORK MELLON CORP COM BNY	BNY	13,822	$2.0m0.16%	0.16%	Reduced -416	-416 -2.9%
99	ISHARES TR MSCI EAFE ETF EFA	EFA	19,184	$2.0m0.16%	0.16%	Added +498	+498 2.7%
100	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	33,274	$2.0m0.16%	0.16%	Added +1.1k	+1,079 3.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		12,215	$5.5m12.2k shares
DUPONT DE NEMOURS INC DWDP	DWDP	5,583	$767.1k5.6k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	3,700	$298.1k3.7k shares
CLOROX CO DEL CLX	CLX	2,150	$222.8k2.1k shares
SMUCKER J M CO SJM	SJM	2,250	$217.0k2.2k shares
BIO-TECHNE CORP TECH	TECH	4,000	$209.0k4.0k shares
ZOETIS INC ZTS	ZTS	1,730	$204.5k1.7k shares
CROWN CASTLE INC CCI	CCI	2,476	$201.3k2.5k shares
SPDR SER TR SJNK	SJNK	4,500	$112.4k4.5k shares
ISHARES TR EAGG	EAGG	2,000	$95.1k2.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
MCDONALDS CORP MCD · Put	MCD	Put	2,100	$567.7k2.1k shares	Unchanged
ABBVIE INC ABBV · Put	ABBV	Put	2,000	$503.3k2.0k shares	Unchanged
CISCO SYS INC CSCO · Put	CSCO	Put	3,800	$446.3k3.8k shares	Reduced
SIMON PPTY GROUP INC NEW SPG · Put	SPG	Put	1,900	$424.9k1.9k shares	Reduced
CVS HEALTH CORP CVS · Put	CVS	Put	4,000	$413.8k4.0k shares	Added
NXP SEMICONDUCTORS N V NXPI · Put	NXPI	Put	1,400	$393.4k1.4k shares	Reduced
PHILIP MORRIS INTL INC PM · Put	PM	Put	2,100	$379.9k2.1k shares	Added
GILEAD SCIENCES INC GILD · Put	GILD	Put	3,000	$379.0k3.0k shares	Added
CHEVRON CORP NEW CVX · Put	CVX	Put	2,200	$364.7k2.2k shares	Unchanged
MORGAN STANLEY MS · Put	MS	Put	1,600	$334.5k1.6k shares	Reduced
PNC FINL SVCS GROUP INC PNC · Put	PNC	Put	1,100	$270.8k1.1k shares	New
GENERAL DYNAMICS CORP GD · Put	GD	Put	700	$248.0k700 shares	New
TAIWAN SEMICONDUCTOR MFG LTD TSM · Put	TSM	Put	500	$238.8k500 shares	Reduced
WELLS FARGO CO NEW WFC · Put	WFC	Put	2,800	$231.4k2.8k shares	New
CITIGROUP INC C · Put	C	Put	1,500	$209.9k1.5k shares	Reduced
3M CO MMM · Put	MMM	Put	900	$145.7k900 shares	Reduced