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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FIDELITY GROWTH & INCOME FUND 7,407.0 $550K 0.04% -326.0 -4.2% $74.25
82 DAL DELTA AIR LINES INC Industrials 5,400.0 $506K 0.03% -1K -15.6% $93.70 -11.3%
83 LOW LOWES COS INC Consumer Cyclical 2,037.0 $449K 0.03% -17.0 -0.8% $220.42 -1.6%
84 AMTM AMENTUM HOLDINGS INC Industrials 21,486.0 $444K 0.03% -324.0 -1.5% $20.66 -0.5%
85 GBDC GOLUB CAPITAL BDC INC Financial Services 32,892.0 $424K 0.03% -2K -5.7% $12.89 +2.4%
86 UAL UNITED AIRLINES HOLDING INC Industrials 3,025.0 $411K 0.03% -25.0 -0.8% $135.87 -16.2%
87 HPE HEWLETT PACKARD ENTERPRISE Technology 8,444.0 $381K 0.03% -500.0 -5.6% $45.12 +16.0%
88 NXPI NXP SEMICONDUCTORS NV Technology 1,349.0 $379K 0.03% -150.0 -10.0% $280.95 -21.6%
89 FIDELITY ASSET MANAGER 15,939.0 $378K 0.02% -426.0 -2.6% $23.72
90 NKE NIKE INC Consumer Cyclical 9,209.0 $378K 0.02% -1K -9.9% $41.05 -0.3%
91 AMP AMERIPRISE FINL INC Financial Services 706.0 $324K 0.02% -400.0 -36.2% $458.92 +22.5%
92 T AT&T INC (NEW) Communication Services 15,250.0 $316K 0.02% -24K -60.9% $20.72 +24.0%
93 FIDELITY MEGA CAP STOCK FUND 9,125.0 $313K 0.02% -305.0 -3.2% $34.30
94 DOW DOW INC Basic Materials 11,426.0 $313K 0.02% -551.0 -4.6% $27.39 +15.1%
95 AMERICAN BALANCED FUND A 5,868.0 $241K 0.02% -136.0 -2.3% $41.07
96 EOG EOG RESOURCES INC. Energy 1,841.0 $239K 0.01% -675.0 -26.8% $129.82 +15.2%
97 SU SUNCOR ENERGY INC Energy 4,258.0 $229K 0.01% -1K -19.0% $53.78 +25.2%
98 COIN COINBASE GLOBAL INC CLASS A Financial Services 1,424.0 $208K 0.01% -3K -71.1% $146.07 +26.0%
99 T ROWE PRICE MIDCAP VALUE FUND 5,250.0 $203K 0.01% -1K -17.5% $38.67
Page 5 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%