NR

NEVILLE RODIE & SHAW INC

13F
NEVILLE RODIE & SHAW INC
Last update 2025-07-02 212 Stocks (7 new)
Value $1.30 Bil Turnover 2 %
Countries:
Top Holdings: AAPL(8.53%)MSFT(6.46%)PWR(4.07%)GOOGL(3.86%)V(3.32%)
Summary Stock Picks Current Portfolio
NEVILLE RODIE & SHAW INC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
540,790
110,960.0
-4.95%
8.530
-0.51%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
168,756
83,950.0
-2.73%
6.460
-0.14%
0.000
+33.94%
+18.80%
3,707,650.2
Software
PWR
Quanta Services Inc
140,011
52,940.0
-7.81%
4.070
-0.24%
0.090
+53.39%
+22.41%
57,280.3
Construction
GOOGL
Alphabet Inc
285,202
50,260.0
-2.13%
3.860
-0.08%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
V
Visa Inc
121,574
43,170.0
-0.22%
3.320
-0.01%
0.010
+5.91%
+13.93%
701,033.1
Credit Services
ORCL
Oracle Corp
189,857
41,510.0
+4.82%
3.190
+0.15%
0.010
+73.56%
+43.28%
666,592.2
Software
JPM
JPMorgan Chase & Co
131,529
38,130.0
-2.37%
2.930
-0.06%
0.000
+30.86%
+25.49%
822,612.0
Banks
COST
Costco Wholesale Corp
35,370
35,020.0
-0.46%
2.690
-0.01%
0.010
+2.19%
+7.98%
437,720.8
Retail - Defensive
LRCX
Lam Research Corp
314,442
30,600.0
-2.56%
2.350
-0.05%
0.020
+51.88%
+37.55%
126,389.6
Semiconductors
AMZN
Amazon.com Inc
122,058
26,780.0
+9.71%
2.060
+0.18%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical

NEVILLE RODIE & SHAW INC's Historical Top Holdings Breakdowns

NEVILLE RODIE & SHAW INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.52%
●
274.35 ($384.44) 599.47
$308.55
-19.74%
Reduce -45.34%
14,799
-12,278
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.51%
●
172.42 ($202.27) 223.89
$213.55
5.58%
Reduce -4.95%
540,790
-28,169
DHR
Danaher Corp
2025-06-30
Reduce
Reduce
-0.50%
●
174.64 ($194.1) 205.16
$203.20
4.69%
Reduce -37.37%
50,562
-30,168
AXP
American Express Co
2025-06-30
Reduce
Reduce
-0.37%
●
231.39 ($281.25) 318.98
$328.13
16.67%
Reduce -28.75%
42,045
-16,964
TMO
Thermo Fisher Scientific Inc
2025-06-30
Reduce
Reduce
-0.35%
●
390.26 ($419.37) 497.6
$429.33
2.37%
Reduce -11.84%
65,521
-8,797
PWR
Quanta Services Inc
2025-06-30
Reduce
Reduce
-0.24%
●
239.47 ($319.95) 381.26
$386.51
20.80%
Reduce -7.81%
140,011
-11,865
NFLX
Netflix Inc
2025-06-30
New Buy
New Buy
+0.23%
●
855.86 ($1127.52) 1339.13
$1,297.18
15.05%
New holding
2,197
2,197
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.20%
●
94.31 ($125.57) 157.99
$159.34
26.89%
Add 13.39%
137,174
16,200
BSX
Boston Scientific Corp
2025-06-30
Add
Add
+0.19%
●
89.7 ($101.18) 107.41
$104.32
3.10%
Add 95.91%
45,460
22,255
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.18%
●
167.32 ($197.77) 223.3
$223.41
12.96%
Add 9.71%
122,058
10,800

NEVILLE RODIE & SHAW INC Total Holding History ($B)

To

NEVILLE RODIE & SHAW INC's Asset Allocation

To

NEVILLE RODIE & SHAW INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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NEVILLE RODIE & SHAW INC's Hypothetical Growth since 2025-06-30

NEVILLE RODIE & SHAW INC's Yearly Returns

Year Portfolio % % Excess Gain %

NEVILLE RODIE & SHAW INC's Holdings Heat Map

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NEVILLE RODIE & SHAW INC's Holdings Bubble Chart

NEVILLE RODIE & SHAW INC News

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