13F Insight
DOSSIER · 13F-HR · Q1 2026

NEVILLE RODIE & SHAW INC

NEVILLE RODIE & SHAW's asset manager based in Boston, MA — $1M in tracked AUM across 334 positions as of Q1 2026.

NR
NEVILLE RODIE & SHAW·Boston, MA·Asset Manager
CIK 0000071210 · last filed Mar 31, 2026
Total AUM
$1M
▲ 16.2%
vs prior
Holdings
334
—
positions
Whale Score
34
34
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NEVILLE RODIE & SHAW INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$112,407443K8.2%
02
GOOGL
ALPHABET CLASS A
$72,126251K5.2%
03
PWR
QUANTA SERVICES INC
$65,895120K4.8%
04
MSFT
MICROSOFT CORP
$59,423161K4.3%
05
LRCX
LAM RESEARCH CORP COM NEW
$53,449250K3.9%
06
JNJ
JOHNSON & JOHNSON
$41,538170K3.0%
07
JPM
J P MORGAN CHASE & CO
$38,371130K2.8%
08
GOOG
ALPHABET CLASS C
$38,248133K2.8%
09
XOM
EXXON MOBIL CORP
$37,595222K2.7%
10
COST
COSTCO WHOLESALE CORP
$30,58131K2.2%

Filing history

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