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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 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BK BANK OF NEW YORK MELLON CORP Financial Services 37,825.0 $4.5M 0.33% -3K -7.7% $118.63 +17.3%
42 SPGI S&P GLOBAL INC Financial Services 9,969.0 $4.2M 0.31% -1K -12.6% $425.32 -1.8%
43 CIBR FIRST TR NASDAQ CYBERSECURITY 66,365.0 $4.2M 0.30% -4K -6.2% $62.68 +34.5%
44 KO COCA-COLA CO Consumer Defensive 50,375.0 $3.8M 0.28% -3K -5.5% $76.05 +7.1%
45 AME AMETEK INC Industrials 16,785.0 $3.6M 0.26% -175.0 -1.0% $214.36 +4.7%
46 NESTLE SPONSORED ADR 33,026.0 $3.2M 0.23% -500.0 -1.5% $97.59
47 COP CONOCO PHILLIPS Energy 23,350.0 $3.1M 0.22% -500.0 -2.1% $131.99 -8.7%
48 PSX PHILLIPS 66 Energy 15,931.0 $2.9M 0.21% -200.0 -1.2% $182.16 -2.5%
49 PANW PALO ALTO NETWORKS INC Technology 16,630.0 $2.7M 0.19% -405.0 -2.4% $160.31 +62.5%
50 INTC INTEL CORP Technology 54,777.0 $2.4M 0.18% -500.0 -0.9% $44.12 +171.6%
51 CB CHUBB LIMITED COM Financial Services 6,874.0 $2.2M 0.16% -210.0 -3.0% $325.87 +0.6%
52 WMT WAL-MART STORES INC Consumer Defensive 16,675.0 $2.1M 0.15% -164.0 -1.0% $124.32 -3.3%
53 GILD GILEAD SCIENCES INC Healthcare 14,844.0 $2.1M 0.15% -737.0 -4.7% $139.38 -3.6%
54 UNH UNITEDHEALTH GROUP INC Healthcare 7,579.0 $2.1M 0.15% -2K -17.8% $270.62 +43.6%
55 DELL DELL TECHNOLOGIES INC CL C Technology 11,005.0 $1.8M 0.13% -642.0 -5.5% $164.11 +79.9%
56 DIS DISNEY (WALT) CO Communication Services 18,081.0 $1.7M 0.13% -2K -10.8% $96.40 +6.8%
57 VANGUARD SMALL CAP INDEX ADM F 13,009.0 $1.6M 0.12% -692.0 -5.0% $125.45
58 TXN TEXAS INSTRUMENTS INC Technology 8,310.0 $1.6M 0.12% -135.0 -1.6% $194.22 +59.2%
59 EPD ENTERPRISE PRODS PARTNERS Energy 41,138.0 $1.6M 0.11% -4K -8.6% $37.85 +4.7%
60 FIDELITY MAGELLAN FUND 104,305.0 $1.4M 0.10% -8K -6.8% $13.82
Page 3 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%