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Portfolio (Quarterly) Guide ↗

NEVILLE RODIE & SHAW INC

· CIK 0000071210
13F Portfolio $1.5B AUM 336 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 24 Added 99 Reduced 12 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPC MARATHON PETROLEUM CORP Energy 6,444.0 $1.6M 0.11% -270.0 -4.0% $255.74 +41.8%
62 NUE NUCOR CORP Basic Materials 7,010.0 $1.6M 0.10% -85.0 -1.2% $222.68 +9.9%
63 ZTS ZOETIS INC CL A Healthcare 21,415.0 $1.5M 0.10% -28K -56.6% $71.87 +7.4%
64 FIDELITY MAGELLAN FUND 97,023.0 $1.5M 0.10% -7K -7.0% $15.77
65 EPD ENTERPRISE PRODS PARTNERS 38,228.0 $1.4M 0.09% -3K -7.1% $36.78
66 DIS DISNEY (WALT) CO Communication Services 13,129.0 $1.3M 0.08% -5K -27.4% $96.28 +14.9%
67 USB U S BANCORP Financial Services 19,777.0 $1.2M 0.08% -3K -13.2% $60.42 +3.3%
68 FIDELITY CAP APPRECIATION FD 19,204.0 $1.0M 0.07% -134.0 -0.7% $53.43
69 NEM NEWMONT MINING CORP Basic Materials 10,893.0 $1.0M 0.07% -2K -16.8% $93.36 +41.2%
70 DUK DUKE ENERGY CORPORATION COM NE Utilities 7,915.0 $1.0M 0.07% -600.0 -7.0% $126.60 -3.7%
71 CRM SALESFORCE.COM INC Technology 6,240.0 $978K 0.06% -1K -14.1% $156.73 +33.4%
72 CL COLGATE PALMOLIVE CO Consumer Defensive 10,500.0 $963K 0.06% -145.0 -1.4% $91.71 +0.9%
73 BSX BOSTON SCIENTIFIC CORP Healthcare 17,970.0 $767K 0.05% -47K -72.3% $42.68 +14.8%
74 SYK STRYKER CORP Healthcare 2,426.0 $764K 0.05% -40.0 -1.6% $314.92 +4.1%
75 ENB ENBRIDGE INC Energy 13,973.0 $758K 0.05% -2K -15.2% $54.25 -7.7%
76 AMGN AMGEN INC Healthcare 2,035.0 $737K 0.05% -1K -35.1% $362.16 +22.6%
77 VLTO VERALTO CORP Industrials 7,786.0 $690K 0.04% -168.0 -2.1% $88.62 +12.1%
78 SOLS SOLSTICE ADVANCED MATERIALS IN Basic Materials 6,866.0 $609K 0.04% -54.0 -0.8% $88.70 -37.6%
79 SLB SLB LTD Energy 12,326.0 $573K 0.04% -1K -8.5% $46.49 +16.2%
80 FIDELITY 500 INDX FUND INST PR 2,167.0 $566K 0.04% -111.0 -4.9% $261.19
Page 4 of 5  ·  99 positions

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 32.5%
Industrials 19.6%
Financial Services 13.3%
Healthcare 11.2%
Communication Services 7.9%
Energy 4.2%
Consumer Defensive 3.9%
Consumer Cyclical 3.4%
Utilities 2.9%
Basic Materials 1.2%