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NEVILLE RODIE & SHAW INC
NEVILLE RODIE & SHAW INC
Latest filing: 2026-06-30
NEVILLE RODIE & SHAW INC runs NEVILLE RODIE & SHAW INC and currently holds 242 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.55B. Their top holdings are AAPL, LRCX, GOOGL, PWR, MSFT. The top five represent 29.6% of reported portfolio weight. NEVILLE RODIE & SHAW INC ranks #533 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEVILLE RODIE & SHAW INC initiated 2 new positions. They added to 16 existing positions. They trimmed 71 positions. Their current best-performing preview position is MU with returns of +241.49%.
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242 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 8.24% | $10.12 | $309.35 | +2,956.82% | Trimmed -0.60% |
 LRCX LAM RESEARCH CORP COM NEW | 6.82% | $72.23 | $314.00 | +334.72% | Trimmed -2.85% |
 GOOGL ALPHABET CLASS A | 5.74% | $44.83 | $344.82 | +669.17% | Trimmed -1.03% |
 PWR QUANTA SERVICES INC | 5.20% | $67.59 | $639.59 | +846.28% | Trimmed -7.03% |
 MSFT MICROSOFT CORP | 3.60% | $93.38 | $483.24 | +417.50% | Trimmed -7.08% |
 GOOG ALPHABET CLASS C | 2.95% | $38.13 | $341.75 | +796.28% | Trimmed -3.19% |
 JNJ JOHNSON & JOHNSON | 2.76% | $75.25 | $270.30 | +259.20% | Trimmed -1.03% |
 JPM J P MORGAN CHASE & CO | 2.73% | $94.06 | $351.64 | +273.84% | Trimmed -1.31% |
 V VISA INC | 2.11% | $101.88 | $371.13 | +264.28% | Trimmed -5.60% |
 XOM EXXON MOBIL CORP | 1.93% | $49.37 | $165.11 | +234.43% | Trimmed -1.43% |
Showing 1-10 of 242