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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 6 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLI STATE STR INDUSTRIAL SELECT SE 10,000.0 $1.9M 0.12% +2K +19.1% $185.20 -3.6%
102 CSCO CISCO SYSTEMS INC Technology 15,727.0 $1.8M 0.12% $117.44 -5.6%
103 GWW GRAINGER W W INC Industrials 1,224.0 $1.7M 0.11% -15.0 -1.2% $1360.29 -3.4%
104 MPC MARATHON PETROLEUM CORP Energy 6,444.0 $1.6M 0.11% -270.0 -4.0% $255.74 +40.4%
105 TFC TRUIST FINANCIAL CORPORATION Financial Services 32,845.0 $1.6M 0.11% $49.81 +1.6%
106 VANGUARD INTL HI YIELD DIV FUN 33,483.0 $1.6M 0.10% $47.55
107 NUE NUCOR CORP Basic Materials 7,010.0 $1.6M 0.10% -85.0 -1.2% $222.68 +10.8%
108 PFE PFIZER INC Healthcare 64,658.0 $1.6M 0.10% $24.08 +16.2%
109 ZTS ZOETIS INC CL A Healthcare 21,415.0 $1.5M 0.10% -28K -56.6% $71.87 +7.2%
110 FIDELITY MAGELLAN FUND 97,023.0 $1.5M 0.10% -7K -7.0% $15.77
111 CARR CARRIER GLOBAL CORPORATION Industrials 20,473.0 $1.5M 0.10% $73.36 -18.4%
112 BERKSHIRE HATHAWAY INC CLASS A 2.0 $1.5M 0.10% $749000.00
113 EPD ENTERPRISE PRODS PARTNERS 38,228.0 $1.4M 0.09% -3K -7.1% $36.78
114 PNC PNC FINANCIAL SERVICES GROUP Financial Services 5,602.0 $1.4M 0.09% $246.16 -1.5%
115 PM PHILIP MORRIS INTL Consumer Defensive 7,595.0 $1.4M 0.09% $180.91 +6.2%
116 EW EDWARDS LIFESCIENCES Healthcare 15,100.0 $1.4M 0.09% $90.46 -0.3%
117 TGT TARGET CORP Consumer Defensive 9,740.0 $1.3M 0.08% $130.60 +30.5%
118 DIS DISNEY (WALT) CO Communication Services 13,129.0 $1.3M 0.08% -5K -27.4% $96.28 +14.2%
119 TT TRANE TECHNOLOGIES PLC SHS Industrials 2,505.0 $1.2M 0.08% $491.02 -8.9%
120 FIDELITY FOCUSED STOCK FUND 23,907.0 $1.2M 0.08% $50.36
Page 6 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%