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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 7 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USB U S BANCORP Financial Services 19,777.0 $1.2M 0.08% -3K -13.2% $60.42 +3.3%
122 STRL STERLING INFRASTRUCTURE INC Industrials 1,408.0 $1.2M 0.08% NEW $839.49 -41.1%
123 FIDELITY BALANCED FUND 30,259.0 $1.1M 0.07% $35.36
124 DOV DOVER CORP Industrials 4,682.0 $1.1M 0.07% $224.48 -9.3%
125 ROK ROCKWELL AUTOMATION INC Industrials 2,100.0 $1.0M 0.07% $495.24 -13.4%
126 KNX KNIGHT SWIFT TRANSN HLDGS INC Industrials 13,250.0 $1.0M 0.07% $77.89 -11.5%
127 FIDELITY CAP APPRECIATION FD 19,204.0 $1.0M 0.07% -134.0 -0.7% $53.43
128 FLS FLOWSERVE CORP Industrials 13,725.0 $1.0M 0.07% $74.17 +8.9%
129 NEM NEWMONT MINING CORP Basic Materials 10,893.0 $1.0M 0.07% -2K -16.8% $93.36 +40.5%
130 NFLX NETFLIX INC Communication Services 14,180.0 $1.0M 0.07% +10K +222.3% $71.44 +12.5%
131 DUK DUKE ENERGY CORPORATION COM NE Utilities 7,915.0 $1.0M 0.07% -600.0 -7.0% $126.60 -3.6%
132 CRM SALESFORCE.COM INC Technology 6,240.0 $978K 0.06% -1K -14.1% $156.73 +33.8%
133 MU MICRON TECHNOLOGY INC Technology 840.0 $969K 0.06% $1153.57 -20.5%
134 CL COLGATE PALMOLIVE CO Consumer Defensive 10,500.0 $963K 0.06% -145.0 -1.4% $91.71 +0.2%
135 MRSH MARSH & MCLENNAN COS INC Financial Services 5,530.0 $922K 0.06% $166.73 +16.3%
136 VANGUARD FTSE SOCIAL INDEX FUN 12,573.0 $897K 0.06% $71.34
137 FCX FREEPORT MCMORAN COP & GLD INC Basic Materials 14,151.0 $890K 0.06% +1K +9.3% $62.89 +22.5%
138 MO ALTRIA GROUP INC Consumer Defensive 12,228.0 $880K 0.06% $71.97 -5.5%
139 NVS NOVARTIS AG SPON ADR Healthcare 5,610.0 $879K 0.06% $156.68 +1.0%
140 AEP AMERICAN ELECTRIC POWER INC Utilities 6,240.0 $854K 0.06% $136.86 -10.8%
Page 7 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%