§ 13F · FUND PROFILE
NEVILLE RODIE & SHAW INC.
AUM · $2M (13F)Positions · 336Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 433K | $125K | 8.1% | −1% |
| 2 | LRCX | LAM RESEARCH CORP COM NEW | 235K | $102K | 6.6% | −3% |
| 3 | GOOGL | ALPHABET CLASS A | 245K | $88K | 5.7% | −1% |
| 4 | PWR | QUANTA SERVICES INC | 112K | $80K | 5.2% | −7% |
| 5 | MSFT | MICROSOFT CORP | 145K | $54K | 3.5% | −7% |
| 6 | GOOG | ALPHABET CLASS C | 128K | $45K | 2.9% | −3% |
| 7 | JNJ | JOHNSON & JOHNSON | 165K | $42K | 2.7% | −1% |
| 8 | JPM | J P MORGAN CHASE & CO | 125K | $41K | 2.7% | −1% |
| 9 | V | VISA INC | 94K | $32K | 2.1% | −6% |
| 10 | XOM | EXXON MOBIL CORP | 212K | $29K | 1.9% | −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 $2 million in assets. The fund runs a broad portfolio of 336 positions.
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