Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEVILLE RODIE & SHAW INC (CIK 71210) reported $1.38B across 242 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($112.4M, 8.17%), GOOGL ($72.1M, 5.24%), PWR ($65.9M, 4.79%), MSFT ($59.4M, 4.32%), LRCX ($53.4M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $112.4M | 8.17% | 442,910 | Trimmed |
| 2 | GOOGL | ALPHABET CLASS A | $72.1M | 5.24% | 250,822 | Trimmed |
| 3 | PWR | QUANTA SERVICES INC | $65.9M | 4.79% | 120,023 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $59.4M | 4.32% | 160,527 | Added |
| 5 | LRCX | LAM RESEARCH CORP COM NEW | $53.4M | 3.88% | 250,159 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $41.5M | 3.02% | 169,933 | Added |
| 7 | JPM | J P MORGAN CHASE & CO | $38.4M | 2.79% | 130,442 | Trimmed |
| 8 | GOOG | ALPHABET CLASS C | $38.2M | 2.78% | 133,334 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $37.6M | 2.73% | 221,590 | Added |
| 10 | COST | COSTCO WHOLESALE CORP | $30.6M | 2.22% | 30,691 | Trimmed |
| 11 | V | VISA INC | $30.5M | 2.21% | 100,853 | Trimmed |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $28.1M | 2.04% | 57,096 | Added |
| 13 | AMZN | AMAZON.COM INC | $25.4M | 1.84% | 121,913 | Trimmed |
| 14 | ORCL | ORACLE CORP | $24.1M | 1.75% | 164,088 | Trimmed |
| 15 | ABBV | ABBVIE INC | $23.2M | 1.68% | 106,579 | Added |
| 16 | NVDA | NVIDIA CORP | $22.6M | 1.64% | 129,347 | Added |
| 17 | GE | GENERAL AEROSPACE | $21.8M | 1.59% | 76,889 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY CL B NEW | $21.2M | 1.54% | 44,228 | Trimmed |
| 19 | LLY | LILLY ELI & CO | $19.1M | 1.39% | 20,790 | Added |
| 20 | IBM | INTL BUSINESS MACHINES | $18.5M | 1.34% | 76,160 | Added |
| 21 | AXP | AMERICAN EXPRESS CO | $17.4M | 1.27% | 57,571 | Added |
| 22 | GAM | GENL AMERICAN INVESTORS INC | $17.2M | 1.25% | 293,958 | Trimmed |
| 23 | META | META PLATFORMS INC CL-A | $16.3M | 1.19% | 28,562 | Trimmed |
| 24 | NEE | NEXTERA ENERGY INC | $15.9M | 1.15% | 171,125 | Trimmed |
| 25 | VRT | VERTIV HOLDINGS CO CL A | $15.4M | 1.12% | 61,332 | Added |
Source: SEC Form 13F filings · as of 2026-03-31