NEVILLE RODIE & SHAW INC

CIK 0000071210 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source

NEVILLE RODIE & SHAW INC reported 244 positions worth $1.5M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: AAPL (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.5M
2026 Q2
Positions
244
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.1%
Est. Net Flow (Q)
2026 Q2
10 / 244 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$127.4K8.24%440,265
2LRCXLAM RESEARCH CORP COM NEWSH$105.3K6.82%243,027
3GOOGLALPHABET CLASS ASH$88.7K5.74%248,226
4PWRQUANTA SERVICES INCSH$80.3K5.20%111,586
5MSFTMICROSOFT CORPSH$55.6K3.60%149,160
6GOOGALPHABET CLASS CSH$45.6K2.95%129,074
7JNJJOHNSON & JOHNSONSH$42.7K2.76%168,188
8JPMJ P MORGAN CHASE & COSH$42.1K2.73%128,730
9VVISA INCSH$32.7K2.11%95,210
10EXMOCEXXON MOBIL CORPSH$29.9K1.93%218,431

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NEVILLE RODIE & SHAW INC hold as of Q2 2026?

NEVILLE RODIE & SHAW INC reported 244 positions worth $1.5M in its Q2 2026 13F filing. Largest positions: AAPL (8.2%), LRCX (6.8%), GOOGL (5.7%), PWR (5.2%) and MSFT (3.6%).

What did NEVILLE RODIE & SHAW INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NEVILLE RODIE & SHAW INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.