Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ROSSMORE PRIVATE CAPITAL 11-12-2023 09-30-2023 229 660,137,084
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
EXXON MOBIL CORP COM 1 $58,480,765 497,370 0.01 0.01 6,414 1.31 09-30-2023
CHEVRON CORP NEW COM 2 $42,108,630 249,725 0.01 0.01 3,219 1.31 09-30-2023
APPLE INC COM 3 $37,682,800 220,032 0.01 0.01 -2,479 -1.11 09-30-2023
MICROSOFT CORP COM 4 $30,235,273 95,757 0.00 0.00 93 0.10 09-30-2023
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