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Portfolio (Quarterly) Guide ↗

NEVILLE RODIE & SHAW INC

· CIK 0000071210
13F Portfolio $1.4B AUM 336 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 19 Added 94 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 160,527.0 $59.4M 4.32% +8K +5.4% $370.17 +12.4%
2 JNJ JOHNSON & JOHNSON Healthcare 169,933.0 $41.5M 3.02% +4K +2.3% $244.44 -5.8%
3 XOM EXXON MOBIL CORP Energy 221,590.0 $37.6M 2.73% +3K +1.4% $169.66 -8.7%
4 ABBV ABBVIE INC Healthcare 106,579.0 $23.2M 1.68% +5K +4.5% $217.49 -2.0%
5 GE GENERAL AEROSPACE Industrials 76,889.0 $21.8M 1.58% +2K +2.5% $283.77 +10.8%
6 LLY LILLY ELI & CO Healthcare 20,790.0 $19.1M 1.39% +2K +8.5% $919.77 +15.8%
7 IBM INTL BUSINESS MACHINES Technology 76,160.0 $18.5M 1.34% +17K +29.5% $242.38 +3.4%
8 AXP AMERICAN EXPRESS CO Financial Services 57,571.0 $17.4M 1.26% +5K +10.2% $302.48 +2.7%
9 VRT VERTIV HOLDINGS CO CL A Industrials 61,332.0 $15.4M 1.12% +940.0 +1.6% $250.59 +29.3%
10 RSPT INV S&P500 EQ WGHT TECH ETF 201,350.0 $9.1M 0.66% +12K +6.6% $45.26 +37.8%
11 BAC BANK OF AMERICA CORP Financial Services 179,818.0 $8.8M 0.64% +63K +54.5% $48.75 +7.1%
12 LIN LINDE PLC SHS Basic Materials 14,159.0 $7.0M 0.51% +910.0 +6.9% $495.73 +3.9%
13 ISRG INTUITIVE SURGICAL INC Healthcare 9,122.0 $4.2M 0.30% +1K +16.4% $460.97 -5.3%
14 BSX BOSTON SCIENTIFIC CORP Healthcare 64,770.0 $4.1M 0.29% +18K +39.9% $62.75 -8.1%
15 NDAQ NASDAQ INC Financial Services 30,164.0 $2.6M 0.19% +152.0 +0.5% $84.90 +7.0%
16 XLI STATE STR INDUSTRIAL SELECT SE 8,400.0 $1.4M 0.10% +2K +40.0% $161.79 +7.8%
17 SCHW SCHWAB CHARLES CORP NEW Financial Services 7,735.0 $727K 0.05% +125.0 +1.6% $93.99 -4.9%
18 COF CAPITAL ONE FINANCIAL CORP Financial Services 3,625.0 $661K 0.05% +1K +53.3% $182.34 +2.2%
19 DOW DOW INC Basic Materials 11,977.0 $499K 0.04% +500.0 +4.4% $41.66 -15.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Industrials 18.5%
Financial Services 13.5%
Healthcare 12.7%
Communication Services 10.5%
Energy 5.8%
Consumer Defensive 4.4%
Consumer Cyclical 3.6%
Utilities 2.9%
Basic Materials 1.3%