§ 13F · FUND PROFILE
NEVILLE RODIE & SHAW INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3T (13F)Positions · 339Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 446K | $121.3B | 8.6% | −2% |
| 2 | GOOGL | ALPHABET CLASS A | 251K | $78.6B | 5.6% | −1% |
| 3 | MSFT | MICROSOFT CORP | 148K | $71.7B | 5.1% | ±0% |
| 4 | PWR | QUANTA SERVICES INC | 131K | $55.1B | 3.9% | −2% |
| 5 | GOOG | ALPHABET CLASS C | 139K | $43.8B | 3.1% | −1% |
| 6 | LRCX | LAM RESEARCH CORP COM NEW | 252K | $43.1B | 3.0% | −3% |
| 7 | JPM | J P MORGAN CHASE & CO | 128K | $41.2B | 2.9% | — |
| 8 | V | VISA INC | 106K | $37.0B | 2.6% | — |
| 9 | ORCL | ORACLE CORP | 175K | $34.2B | 2.4% | — |
| 10 | JNJ | JOHNSON & JOHNSON | 163K | $33.8B | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEVILLE SIGNAL
AC read
NEVILLE RODIE & SHAW INC is a Other fund managing $1347.6 trillion in assets. The fund runs a broad portfolio of 339 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed