IE
Insider Edges

NEVILLE RODIE & SHAW INC 13F portfolio summary

NEVILLE RODIE & SHAW INC of NEVILLE RODIE & SHAW INC has 213 current stock holdings with a reported portfolio value of $1.38B. The portfolio 1 year return is +21.32%. Top holdings include AAPL (8.31%), GOOGL (5.34%), PWR (4.87%), MSFT (4.40%), LRCX (3.95%).

Back to investors

NEVILLE RODIE & SHAW INC

NEVILLE RODIE & SHAW INC
Latest filing: 2026-03-31

NEVILLE RODIE & SHAW INC runs NEVILLE RODIE & SHAW INC and currently holds 213 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.38B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEVILLE RODIE & SHAW INC ranks #803 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEVILLE RODIE & SHAW INC's portfolio at NEVILLE RODIE & SHAW INC has delivered returns of +21.32%. Their 3-year annualized return is +51.67%. Looking at the 5-year horizon, NEVILLE RODIE & SHAW INC has achieved +59.33% annualized returns at NEVILLE RODIE & SHAW INC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.32%
#601/1000
3 Year
+51.67%
#806/1000
5 Year
+59.33%
#714/1000

Portfolio Value

$1.38B

Alpha Score

43.3

#803 of 1000

Holdings

213

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change