§ 13F · FUND PROFILE
NEVILLE RODIE & SHAW INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1M (13F)Positions · 336Turnover · — · Q1Filed · Apr 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 435K | $110K | 8.0% | −2% |
| 2 | GOOGL | ALPHABET CLASS A | 247K | $71K | 5.2% | −1% |
| 3 | PWR | QUANTA SERVICES INC | 120K | $66K | 4.8% | −8% |
| 4 | MSFT | MICROSOFT CORP | 157K | $58K | 4.2% | +5% |
| 5 | LRCX | LAM RESEARCH CORP COM NEW | 242K | $52K | 3.8% | −4% |
| 6 | JNJ | JOHNSON & JOHNSON | 167K | $41K | 3.0% | +2% |
| 7 | GOOG | ALPHABET CLASS C | 132K | $38K | 2.7% | −5% |
| 8 | JPM | J P MORGAN CHASE & CO | 127K | $37K | 2.7% | −1% |
| 9 | XOM | EXXON MOBIL CORP | 215K | $37K | 2.7% | +1% |
| 10 | COST | COSTCO WHOLESALE CORP | 31K | $30K | 2.2% | −1% |
§ 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 $1 million in assets. The fund runs a broad portfolio of 336 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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