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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 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISRG INTUITIVE SURGICAL INC Healthcare 6,320.0 $2.5M 0.16% -3K -30.7% $397.63 -5.3%
82 UNH UNITEDHEALTH GROUP INC Healthcare 5,977.0 $2.5M 0.16% -2K -21.1% $415.59 -4.7%
83 WFC WELLS FARGO Financial Services 29,602.0 $2.4M 0.16% $82.66 +2.4%
84 TXN TEXAS INSTRUMENTS INC Technology 8,115.0 $2.4M 0.16% -195.0 -2.4% $298.09 -13.3%
85 ES EVERSOURCE ENERGY COM Utilities 32,626.0 $2.4M 0.15% $72.27 -2.6%
86 COP CONOCO PHILLIPS Energy 22,550.0 $2.3M 0.15% -800.0 -3.4% $103.95 +28.6%
87 CB CHUBB LIMITED COM Financial Services 6,874.0 $2.3M 0.15% $340.70 +1.6%
88 APH AMPHENOL CORP CL A Technology 13,205.0 $2.3M 0.15% +860.0 +7.0% $176.37 -13.2%
89 STT STATE STREET CORP Financial Services 13,510.0 $2.3M 0.15% $169.65 +11.6%
90 BE BLOOM ENERGY CORP CL A Industrials 7,520.0 $2.3M 0.15% +1K +16.7% $302.66 -31.5%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 39,489.0 $2.3M 0.15% $57.61 +16.3%
92 BA BOEING CO Industrials 10,422.0 $2.3M 0.15% +265.0 +2.6% $216.47 -3.3%
93 CFR CULLEN FROST BANKERS INC Financial Services 13,974.0 $2.2M 0.14% $154.50 +7.0%
94 LITE LUMENTUM HOLDINGS INC Technology 2,315.0 $2.0M 0.13% NEW $857.88 -3.5%
95 MKSI MKS INC Technology 4,360.0 $1.9M 0.12% NEW $444.72 -39.1%
96 VZ VERIZON COMMUNICATIONS Communication Services 45,095.0 $1.9M 0.12% -1K -2.2% $42.33 +18.4%
97 DE DEERE & CO Industrials 2,976.0 $1.9M 0.12% -300.0 -9.2% $634.07 +3.3%
98 VANGUARD SMALL CAP INDEX ADM F 12,995.0 $1.9M 0.12% $145.13
99 GILD GILEAD SCIENCES INC Healthcare 14,844.0 $1.9M 0.12% $126.38 +15.3%
100 WMT WAL-MART STORES INC Consumer Defensive 16,543.0 $1.9M 0.12% -132.0 -0.8% $113.22 -7.5%
Page 5 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%