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Portfolio (Quarterly) Guide ↗

NEVILLE RODIE & SHAW INC

· CIK 0000071210
13F Portfolio $1.4B AUM 336 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 19 Added 94 Reduced 8 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NSC NORFOLK SOUTHERN CORP Industrials 36,664.0 $10.5M 0.76% -826.0 -2.2% $287.01 +9.6%
22 J JACOBS SOLUTIONS INC Industrials 79,512.0 $10.1M 0.73% -5K -6.0% $127.28 -9.9%
23 GLW CORNING INC Technology 64,919.0 $8.8M 0.64% -2K -3.6% $135.97 +42.7%
24 PG PROCTER & GAMBLE CO Consumer Defensive 60,683.0 $8.8M 0.64% -2K -2.7% $144.44 +0.0%
25 ETN EATON CORP PLC SHS Industrials 22,078.0 $7.9M 0.57% -1K -6.1% $357.69 +9.4%
26 HON HONEYWELL INTERNATIONAL Industrials 33,912.0 $7.7M 0.56% -260.0 -0.8% $226.03 +0.8%
27 QCOM QUALCOMM INC Technology 56,136.0 $7.2M 0.53% -3K -4.9% $128.78 +84.9%
28 IBB ISHARES NASDQ BIOTECH INDEX FN 41,889.0 $7.1M 0.51% -270.0 -0.6% $168.85 -0.0%
29 SHEL SHELL PLC SPON ADS Energy 67,975.0 $6.3M 0.46% -5K -7.1% $93.00 -7.8%
30 GDX VANECK VECTORS GOLD MINERS ETF 65,868.0 $6.0M 0.44% -11K -14.5% $91.77 -7.4%
31 ZTS ZOETIS INC CL A Healthcare 49,395.0 $5.8M 0.42% -18K -26.4% $118.21 -32.3%
32 WAB WABTEC CORP Industrials 23,301.0 $5.8M 0.42% -400.0 -1.7% $249.90 +2.6%
33 EMR EMERSON ELECTRIC CO Industrials 44,382.0 $5.8M 0.42% -4K -8.7% $131.02 +4.1%
34 GS GOLDMAN SACHS GROUP INC Financial Services 6,837.0 $5.8M 0.42% -933.0 -12.0% $845.99 +17.8%
35 PEP PEPSICO INC Consumer Defensive 35,128.0 $5.5M 0.40% -933.0 -2.6% $155.29 -3.0%
36 HUBB HUBBELL INC Industrials 10,619.0 $5.2M 0.38% -70.0 -0.7% $490.72 -3.2%
37 ADP AUTOMATIC DATA PROCESSING Industrials 24,923.0 $5.1M 0.37% -520.0 -2.0% $203.19 +10.9%
38 DHR DANAHER CORP Healthcare 26,237.0 $5.0M 0.36% -3K -8.9% $189.62 -9.3%
39 MOOG INC CLASS A 16,767.0 $4.9M 0.36% -275.0 -1.6% $292.66
40 MKL MARKEL CORP HOLDING CO Financial Services 2,438.0 $4.7M 0.34% -45.0 -1.8% $1914.27 -2.9%
Page 2 of 5  ·  94 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 26.9%
Industrials 18.5%
Financial Services 13.5%
Healthcare 12.7%
Communication Services 10.5%
Energy 5.8%
Consumer Defensive 4.4%
Consumer Cyclical 3.6%
Utilities 2.9%
Basic Materials 1.3%