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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 3 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 J JACOBS SOLUTIONS INC Industrials 76,847.0 $9.7M 0.63% -3K -3.4% $126.00 +19.1%
42 HD HOME DEPOT Consumer Cyclical 27,120.0 $9.6M 0.62% -5K -16.1% $352.69 -4.8%
43 CVX CHEVRON CORP Energy 55,035.0 $9.1M 0.59% -305.0 -0.6% $165.77 +23.8%
44 PG PROCTER & GAMBLE CO Consumer Defensive 60,443.0 $8.9M 0.57% $146.65 -1.3%
45 ETN EATON CORP PLC SHS Industrials 20,525.0 $8.7M 0.57% -2K -7.0% $426.11 -1.6%
46 IBB ISHARES NASDQ BIOTECH INDEX FN 42,002.0 $8.0M 0.52% $190.18 +12.3%
47 LIN LINDE PLC SHS Basic Materials 14,887.0 $7.7M 0.50% +728.0 +5.1% $518.91 -6.0%
48 INTC INTEL CORP Technology 53,527.0 $7.5M 0.48% -1K -2.3% $139.63 -35.5%
49 UNP UNION PACIFIC CORP Industrials 26,506.0 $7.2M 0.47% $272.01 +13.2%
50 MOOG INC CLASS A 16,767.0 $7.1M 0.46% $423.87
51 GS GOLDMAN SACHS GROUP INC Financial Services 6,668.0 $6.7M 0.44% -169.0 -2.5% $1011.40 +2.8%
52 EMR EMERSON ELECTRIC CO Industrials 43,782.0 $6.3M 0.41% -600.0 -1.4% $143.14 +9.8%
53 WAB WABTEC CORP Industrials 23,101.0 $6.2M 0.40% -200.0 -0.9% $269.60 +10.4%
54 MCD MCDONALDS CORP Consumer Cyclical 22,410.0 $6.1M 0.39% $270.28 +0.2%
55 PANW PALO ALTO NETWORKS INC Technology 16,505.0 $5.6M 0.36% -125.0 -0.8% $340.99 +5.0%
56 HUBB HUBBELL INC Industrials 10,619.0 $5.6M 0.36% $523.21 -10.2%
57 BK BANK OF NEW YORK MELLON CORP Financial Services 37,725.0 $5.5M 0.35% $144.60 -1.9%
58 ADP AUTOMATIC DATA PROCESSING Industrials 23,933.0 $5.4M 0.35% -990.0 -4.0% $223.96 +25.4%
59 DELL DELL TECHNOLOGIES INC CL C Technology 12,405.0 $5.4M 0.35% +1K +12.7% $431.44 +2.4%
60 SHEL SHELL PLC SPON ADS Energy 66,450.0 $5.2M 0.33% -2K -2.2% $77.55 +20.4%
Page 3 of 13  ·  244 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%