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 $1.55B across 243 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($127.4M, 8.24%), LRCX ($105.3M, 6.82%), GOOGL ($88.7M, 5.74%), PWR ($80.3M, 5.20%), MSFT ($55.6M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $127.4M | 8.24% | 440,265 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP COM NEW | $105.3M | 6.82% | 243,027 | Trimmed |
| 3 | GOOGL | ALPHABET CLASS A | $88.7M | 5.74% | 248,226 | Trimmed |
| 4 | PWR | QUANTA SERVICES INC | $80.3M | 5.20% | 111,586 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $55.6M | 3.60% | 149,160 | Trimmed |
| 6 | GOOG | ALPHABET CLASS C | $45.6M | 2.95% | 129,074 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $42.7M | 2.76% | 168,188 | Trimmed |
| 8 | JPM | J P MORGAN CHASE & CO | $42.1M | 2.73% | 128,730 | Trimmed |
| 9 | V | VISA INC | $32.7M | 2.11% | 95,210 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $29.9M | 1.93% | 218,431 | Trimmed |
| 11 | GE | GENERAL AEROSPACE | $28.9M | 1.87% | 77,413 | Added |
| 12 | AMZN | AMAZON.COM INC | $28.7M | 1.86% | 120,266 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORP | $28.4M | 1.84% | 30,371 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $27.6M | 1.79% | 55,115 | Trimmed |
| 15 | NVDA | NVIDIA CORP | $25.0M | 1.62% | 124,777 | Trimmed |
| 16 | ORCL | ORACLE CORP | $23.4M | 1.51% | 159,714 | Trimmed |
| 17 | ABBV | ABBVIE INC | $22.4M | 1.45% | 88,895 | Trimmed |
| 18 | AXP | AMERICAN EXPRESS CO | $21.1M | 1.36% | 62,242 | Added |
| 19 | LLY | LILLY ELI & CO | $20.7M | 1.34% | 17,226 | Trimmed |
| 20 | IBM | INTL BUSINESS MACHINES | $20.3M | 1.31% | 72,047 | Trimmed |
| 21 | GEV | GE VERNOVA INC | $20.0M | 1.29% | 16,999 | Trimmed |
| 22 | VRT | VERTIV HOLDINGS CO CL A | $19.9M | 1.28% | 59,296 | Trimmed |
| 23 | AVGO | BROADCOM INC COM | $19.3M | 1.25% | 51,008 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY CL B NEW | $19.1M | 1.23% | 38,129 | Trimmed |
| 25 | GAM | GENL AMERICAN INVESTORS INC | $18.7M | 1.21% | 293,958 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30