NEVILLE RODIE & SHAW INC 13F Portfolio
NEVILLE RODIE & SHAW INC runs NEVILLE RODIE & SHAW INC and currently holds 237 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $1.48B. Their top holdings are AAPL, GOOGL, LRCX, MSFT, PWR. The top five represent 29.8% of reported portfolio weight. NEVILLE RODIE & SHAW INC ranks #576 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEVILLE RODIE & SHAW INC initiated 1 new position. They added to 12 existing positions. They trimmed 65 positions. Their current best-performing preview position is MPC with returns of +54.65%.
Portfolio Value
$1.48B
Alpha Score
53.4
#576 of 1000
Holdings
237
NEVILLE RODIE & SHAW INC Current 13F Holdings
Reported holdings from NEVILLE RODIE & SHAW INC's latest SEC 13F filing, ranked by portfolio weight.
237 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 9.81% | $10.12 | $336.68 | +3,226.89% | Trimmed -1.26% |
 GOOGL ALPHABET CLASS A | 5.37% | $44.83 | $351.66 | +684.43% | Trimmed -7.33% |
 LRCX LAM RESEARCH CORP COM NEW | 5.09% | $72.23 | $318.84 | +341.42% | Trimmed -5.92% |
 MSFT MICROSOFT CORP | 4.90% | $93.38 | $535.07 | +473.00% | Trimmed -5.59% |
 PWR QUANTA SERVICES INC | 4.59% | $67.59 | $705.99 | +944.52% | Trimmed -5.49% |
 JNJ JOHNSON & JOHNSON | 2.99% | $75.15 | $261.49 | +247.96% | Trimmed -0.93% |
 GOOG ALPHABET CLASS C | 2.96% | $38.13 | $347.86 | +812.30% | Trimmed -0.56% |
 JPM J P MORGAN CHASE & CO | 2.87% | $94.06 | $333.01 | +254.04% | Trimmed -0.44% |
 TMO THERMO FISHER SCIENTIFIC INC | 2.52% | $63.43 | $657.76 | +936.99% | Trimmed -0.03% |
 V VISA INC | 2.17% | $98.50 | $385.51 | +291.38% | Trimmed -6.45% |
Showing 1-10 of 237