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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEM NEWMONT MINING CORP Basic Materials 13,093.0 $1.4M 0.10% -4K -22.5% $108.23 -0.5%
62 CRM SALESFORCE.COM INC Technology 7,265.0 $1.4M 0.10% -19K -72.1% $186.65 -3.5%
63 GWW GRAINGER W W INC Industrials 1,239.0 $1.4M 0.10% -15.0 -1.2% $1091.20 +14.3%
64 PM PHILIP MORRIS INTL Consumer Defensive 7,595.0 $1.3M 0.09% -125.0 -1.6% $165.37 +14.3%
65 CSCO CISCO SYSTEMS INC Technology 15,727.0 $1.2M 0.09% -450.0 -2.8% $77.57 +55.2%
66 EW EDWARDS LIFESCIENCES Healthcare 15,100.0 $1.2M 0.09% -800.0 -5.0% $80.07 +7.1%
67 T AT&T INC (NEW) Communication Services 39,037.0 $1.1M 0.08% -10K -20.4% $29.00 -12.9%
68 TT TRANE TECHNOLOGIES PLC SHS Industrials 2,505.0 $1.0M 0.08% -100.0 -3.8% $416.77 +8.2%
69 DOV DOVER CORP Industrials 4,682.0 $976K 0.07% -150.0 -3.1% $208.46 +0.7%
70 COIN COINBASE GLOBAL INC CLASS A Financial Services 4,923.0 $859K 0.06% -655.0 -11.7% $174.49 +6.0%
71 NVS NOVARTIS AG SPON ADR Healthcare 5,610.0 $857K 0.06% -800.0 -12.5% $152.76 -0.5%
72 SYK STRYKER CORP Healthcare 2,466.0 $810K 0.06% -50.0 -2.0% $328.47 -3.6%
73 MO ALTRIA GROUP INC Consumer Defensive 12,228.0 $807K 0.06% -200.0 -1.6% $66.00 +12.0%
74 UPS UNITED PARCEL SERVICE CLASS B Industrials 7,595.0 $747K 0.05% -307.0 -3.9% $98.35 +2.7%
75 VLTO VERALTO CORP Industrials 7,954.0 $703K 0.05% -500.0 -5.9% $88.38 -1.8%
76 AMTM AMENTUM HOLDINGS INC Industrials 21,810.0 $569K 0.04% -2K -8.8% $26.09 -11.0%
77 SOLS SOLSTICE ADVANCED MATERIALS IN Basic Materials 6,920.0 $527K 0.04% -2K -18.2% $76.16 +7.4%
78 FIDELITY 500 INDX FUND INST PR 2,278.0 $518K 0.04% -97.0 -4.1% $227.39
79 TDG TRANSDIGM GROUP INC Industrials 427.0 $495K 0.04% -140.0 -24.7% $1159.25 +4.7%
80 LOW LOWES COS INC Consumer Cyclical 2,054.0 $485K 0.04% -658.0 -24.3% $236.12 -8.9%
Page 4 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%