NEVILLE RODIE & SHAW INC

Holdings as of 2026-06-30, filed 2026-07-06

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 6 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
336
Value reported by manager
$1.5M
Sum of our stored positions
$1.5M
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
29.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$125.3K432,959037833100
LAM RESEARCH CORP COM NEWCOM$101.8K234,970512807306
ALPHABET CLASS ACOM$87.5K244,90002079K305
QUANTA SERVICES INCCOM$80.3K111,58674762E102
MICROSOFT CORPCOM$54.2K145,407594918104
ALPHABET CLASS CCOM$45.1K127,52002079K107
JOHNSON & JOHNSONCOM$42K165,364478160104
J P MORGAN CHASE & COCOM$41K125,20046625H100
VISA INCCOM$32.1K93,52092826C839
EXXON MOBIL CORPCOM$29K212,16130231G102
GENERAL AEROSPACECOM$28.6K76,401369604301
COSTCO WHOLESALE CORPCOM$28.2K30,18122160K105
AMAZON.COM INCCOM$28.2K118,136023135106
THERMO FISHER SCIENTIFIC INCCOM$27.3K54,490883556102
NVIDIA CORPCOM$24.8K123,75767066G104
ORACLE CORPCOM$23.2K158,06968389X105
ABBVIE INCCOM$21.7K86,12000287Y109
AMERICAN EXPRESS COCOM$20.6K60,992025816109
LILLY ELI & COCOM$20.5K17,060532457108
GE VERNOVA INCCOM$19.8K16,89036828A101
INTL BUSINESS MACHINESCOM$19.7K70,129459200101
VERTIV HOLDINGS CO CL ACOM$19.3K57,49592537N108
BERKSHIRE HATHAWAY CL B NEWCOM$19.1K38,129084670702
GENL AMERICAN INVESTORS INCCOM$18.7K293,958368802104
BROADCOM INC COMCOM$17.7K46,96811135F101
CORNING INCCOM$17.1K66,989219350105
HOWMET AEROSPACE INCCOM$16.9K62,814443201108
FIDELITY CONTRAFUNDMUTUAL FUNDS$16.3K609,266316071109
CATERPILLAR INCCOM$15.2K14,272149123101
NEXTERA ENERGY INCCOM$14.8K168,91565339F101
META PLATFORMS INC CL-ACOM$13.5K23,93230303M102
INV S&P500 EQ WGHT TECH ETFCOM$13.1K202,65046137V282
NORFOLK SOUTHERN CORPCOM$11.3K35,874655844108
MERCK & COMPANYCOM$10.9K84,95358933Y105
RTX CORPCOM$10.8K57,09075513E101
VANGUARD INFO TECH ETFCOM$10.8K90,27692204A702
BLACKSTONE GROUP INCCOM$10.7K90,90709260D107
BANK OF AMERICA CORPCOM$10.2K178,708060505104
JPMORGAN HEDGED EQUITY FUND IMUTUAL FUNDS$9.9K285,50046637K281
JACOBS SOLUTIONS INCCOM$9.7K76,84746982L108
QUALCOMM INCCOM$9.7K52,241747525103
HOME DEPOTCOM$9.1K25,889437076102
CHEVRON CORPCOM$8.8K52,845166764100
PROCTER & GAMBLE COCOM$8.5K57,657742718109
EATON CORP PLC SHSCOM$8.3K19,425G29183103
ISHARES NASDQ BIOTECH INDEX FNCOM$8K42,002464287556
LINDE PLC SHSCOM$7.7K14,887G54950103
INTEL CORPCOM$7.5K53,527458140100
UNION PACIFIC CORPCOM$7.2K26,331907818108
MOOG INC CLASS ACOM$7.1K16,767615394202
GOLDMAN SACHS GROUP INCCOM$6.7K6,66838141G104
WABTEC CORPCOM$6.2K23,101929740108
MCDONALDS CORPCOM$6K22,235580135101
EMERSON ELECTRIC COCOM$6K41,635291011104
PALO ALTO NETWORKS INCCOM$5.6K16,325697435105
HUBBELL INCCOM$5.6K10,619443510607
BANK OF NEW YORK MELLON CORPCOM$5.5K37,725064058100
AUTOMATIC DATA PROCESSINGCOM$5.4K23,933053015103
DELL TECHNOLOGIES INC CL CCOM$5.4K12,40524703L202
SHELL PLC SPON ADSCOM$5.2K66,450780259305
FIRST TR NASDAQ CYBERSECURITYCOM$4.9K54,46533734X846
VANECK VECTORS GOLD MINERS ETFCOM$4.9K64,69792189F106
MARKEL CORP HOLDING COCOM$4.7K2,418570535104
PEPSICO INCCOM$4.6K33,692713448108
DANAHER CORPCOM$4.5K23,692235851102
BP P L CCOM$4.4K120,386055622104
VANGUARD 500 INDEX FUND ADMMUTUAL FUNDS$4.2K6,090922908710
ABBOTT LABSCOM$4.2K46,120002824100
S&P GLOBAL INCCOM$4.1K9,94478409V104
AMETEK INCCOM$4K16,610031100100
COCA-COLA COCOM$3.9K47,375191216100
3M COMPANYCOM$3.8K23,40188579Y101
HONEYWELL INTL INC COMCOM$3.6K16,243438516205
STATE STR CONSUMER DISC SELECTCOM$3.6K30,83081369Y407
HONEYWELL AEROSPACE INC COMCOM$3.6K16,24343849R105
LAM RESEARCH CORP COM NEWCOM$3.5K8,057512807306
CROWDSTRIKE HOLDINGS INC CL ACOM$3.4K4,46522788C105
NESTLE SPONSORED ADRCOM$3.4K32,876641069406
RIO TINTO PLC ADR SPONSOREDCOM$2.9K30,325767204100
CSX CORPCOM$2.7K57,809126408103
PHILLIPS 66COM$2.6K15,506718546104
INTUITIVE SURGICAL INCCOM$2.4K5,91546120E602
CONOCO PHILLIPSCOM$2.3K22,55020825C104
TEXAS INSTRUMENTS INCCOM$2.3K7,860882508104
CHUBB LIMITED COMCOM$2.3K6,874H1467J104
UNITEDHEALTH GROUP INCCOM$2.3K5,54991324P102
EVERSOURCE ENERGY COMCOM$2.3K31,80730040W108
WELLS FARGOCOM$2.3K27,802949746101
BLOOM ENERGY CORP CL ACOM$2.3K7,520093712107
BRISTOL-MYERS SQUIBB COCOM$2.3K39,489110122108
AMPHENOL CORP CL ACOM$2.3K12,805032095101
BOEING COCOM$2.2K10,157097023105
CULLEN FROST BANKERS INCCOM$2.2K13,974229899109
APPLE INCCOM$2.1K7,306037833100
STATE STREET CORPCOM$2K11,950857477103
LUMENTUM HOLDINGS INCCOM$2K2,31555024U109
MKS INCCOM$1.9K4,36055306N104
VANGUARD SMALL CAP INDEX ADM FMUTUAL FUNDS$1.9K12,995922908686
VERIZON COMMUNICATIONSCOM$1.9K43,82092343V104
STATE STR INDUSTRIAL SELECT SECOM$1.9K10,00081369Y704
GILEAD SCIENCES INCCOM$1.7K13,439375558103
GRAINGER W W INCCOM$1.7K1,224384802104
MARATHON PETROLEUM CORPCOM$1.6K6,44456585A102
VANGUARD INTL HI YIELD DIV FUNMUTUAL FUNDS$1.6K33,483921946828
NUCOR CORPCOM$1.6K7,010670346105
FIDELITY MAGELLAN FUNDMUTUAL FUNDS$1.5K97,023316184100
BROADCOM INC COMCOM$1.5K4,04011135F101
DEERE & COCOM$1.5K2,381244199105
CARRIER GLOBAL CORPORATIONCOM$1.5K20,47314448C104
BERKSHIRE HATHAWAY INC CLASS ACOM$1.5K2084670108
WAL-MART STORES INCCOM$1.5K13,142931142103
CISCO SYSTEMS INCCOM$1.5K12,48217275R102
TRUIST FINANCIAL CORPORATIONCOM$1.5K29,13089832Q109
ZOETIS INC CL ACOM$1.4K19,80598978V103
PFIZER INCCOM$1.4K58,875717081103
MICROSOFT CORPCOM$1.4K3,753594918104
PNC FINANCIAL SERVICES GROUPCOM$1.4K5,602693475105
EDWARDS LIFESCIENCESCOM$1.4K15,10028176E108
TARGET CORPCOM$1.3K9,74087612E106
DISNEY (WALT) COCOM$1.3K13,129254687106
TRANE TECHNOLOGIES PLC SHSCOM$1.2K2,505G8994E103
ENTERPRISE PRODS PARTNERSCOM$1.2K32,773293792107
FIDELITY FOCUSED STOCK FUNDMUTUAL FUNDS$1.2K23,907316066406
U S BANCORPCOM$1.2K19,777902973304
ALPHABET CLASS ACOM$1.2K3,32602079K305
STERLING INFRASTRUCTURE INCCOM$1.2K1,408859241101
J P MORGAN CHASE & COCOM$1.2K3,53046625H100
FIDELITY BALANCED FUNDMUTUAL FUNDS$1.1K30,259316345206
FIDELITY CONTRAFUNDMUTUAL FUNDS$1.1K39,901316071109
ROCKWELL AUTOMATION INCCOM$1K2,100773903109
KNIGHT SWIFT TRANSN HLDGS INCCOM$1K13,250499049104
FIDELITY CAP APPRECIATION FDMUTUAL FUNDS$1K19,204316066109
FLOWSERVE CORPCOM$1K13,72534354P105
NEWMONT MINING CORPCOM$1K10,893651639106
SALESFORCE.COM INCCOM$9786,24079466L302
NETFLIX INCCOM$96213,47064110L106
PHILIP MORRIS INTLCOM$9425,205718172109
MARSH & MCLENNAN COS INCCOM$9225,530571748102
VANGUARD FTSE SOCIAL INDEX FUNMUTUAL FUNDS$89712,573921910717
FREEPORT MCMORAN COP & GLD INCCOM$89014,15135671D857
DUKE ENERGY CORPORATION COM NECOM$8796,94126441C204
EXXON MOBIL CORPCOM$8576,27030231G102
AMERICAN ELECTRIC POWER INCCOM$8546,240025537101
COLGATE PALMOLIVE COCOM$8539,300194162103
SNAP-ON INCCOM$8072,005833034101
OTIS WORLDWIDE CORPCOM$79511,10868902V107
FIDELITY MID CAP STK FNDMUTUAL FUNDS$77114,367316128404
NOVARTIS AG SPON ADRCOM$7694,91066987V109
UNITED PARCEL SERVICE CLASS BCOM$7657,120911312106
STRYKER CORPCOM$7642,426863667101
DOVER CORPCOM$7593,382260003108
BOSTON SCIENTIFIC CORPCOM$75717,735101137107
CAPITAL ONE FINANCIAL CORPCOM$7523,75014040H105
MICRON TECHNOLOGY INCCOM$750650595112103
CATERPILLAR INCCOM$724680149123101
VANGUARD STAR FUNDMUTUAL FUNDS$71823,346921909107
JOHNSON & JOHNSONCOM$7172,824478160104
ABBVIE INCCOM$6982,77500287Y109
PRICE T ROWE GROUP INCCOM$6916,07574144T108
VERALTO CORPCOM$6907,78692338C103
ENBRIDGE INCCOM$68512,63329250N105
FORTIVE CORPCOM$67010,96334959J108
BANKUNITED INCCOM$65713,55706652K103
ALTRIA GROUP INCCOM$6468,97502209S103
LOEWS CORPCOM$6425,670540424108
SOUND SHORE FD INCMUTUAL FUNDS$63414,940836083105
MEDTRONIC PLCCOM$6247,980G5960L103
FIDELITY BLUE CHIP GROWTH FUNDMUTUAL FUNDS$6211,980316389303
VIRTUS ALLIANZGI WATER FUND INMUTUAL FUNDS$61733,15492838V460
VERTIV HOLDINGS CO CL ACOM$6031,80192537N108
SOLSTICE ADVANCED MATERIALS INCOM$5856,59883443Q103
VISA INCCOM$5801,69092826C839
T ROWE PRICE NEW HORIZON FUNDMUTUAL FUNDS$5729,276779562107
DUPONT DE NEMOURS INCCOM$5694,19326614N201
FIDELITY GROWTH & INCOME FUNDMUTUAL FUNDS$5507,407316389204
ALPHABET CLASS CCOM$5491,55402079K107
SLB LTDCOM$54211,665806857108
INTL BUSINESS MACHINESCOM$5391,918459200101
TAIWAN SEMICONDUCTOR ADRCOM$5251,100874039100
FIDELITY EMERGING ASIA FUNDMUTUAL FUNDS$5135,587315910851
AMAZON.COM INCCOM$5082,130023135106
DELTA AIR LINES INCCOM$5065,400247361702
CITIGROUP INCCOM$4923,517172967424
HEARTLAND EXPRESSCOM$48231,696422347104
CENTRAL SECURITIES CORPCOM$4729,000155123102
EATON CORP PLC SHSCOM$4691,100G29183103
BOOKING HOLDINGS INCCOM$4682,62509857L108
CORNING INCCOM$4561,785219350105
LOWES COS INCCOM$4492,037548661107
FIFTH THIRD BANCORPCOM$4487,950316773100
QNITY ELECTRONICS INCCOM$4462,73474743L100
AMENTUM HOLDINGS INCCOM$44421,486023939101
HOME DEPOTCOM$4341,231437076102
RTX CORPCOM$4342,28575513E101
PHILIP MORRIS INTLCOM$4322,390718172109
WATERS CORPCOM$4261,137941848103
OLD NATL BANCORP OF INDIANACOM$42516,403680033107
GOLUB CAPITAL BDC INCCOM$42432,89238173M102
AMERICAN EXPRESS COCOM$4231,250025816109
QUALCOMM INCCOM$4152,245747525103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-06

NEVILLE RODIE & SHAW INC — 336 positions reported for 2026Q2 — Tapewire