Neville Rodie & Shaw Inc Top Holdings and 13F Report (2025) About Neville Rodie & Shaw IncInvestment ActivityNeville Rodie & Shaw Inc has $1.35 million in total holdings as of June 30, 2025.Neville Rodie & Shaw Inc owns shares of 249 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 2.09% of the portfolio was purchased this quarter.About 4.98% of the portfolio was sold this quarter.This quarter, Neville Rodie & Shaw Inc has purchased 249 new stocks and bought additional shares in 37 stocks.Neville Rodie & Shaw Inc sold shares of 127 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $110,954Microsoft $83,942Quanta Services $52,935Alphabet $50,261Visa $43,165 Largest New Holdings this Quarter 64110L106 - Netflix $2,942 Holding631103108 - Nasdaq $1,813 Holding82452J109 - Shift4 Payments $538 Holding81369Y803 - Technology Select Sector SPDR Fund $216 Holding316389873 - FIDELITY LEVERAGED CO. STOCK F $213 Holding Largest Purchases this Quarter Netflix 2,197 shares (about $2.94K)NVIDIA 16,200 shares (about $2.56K)Boston Scientific 22,255 shares (about $2.39K)Amazon.com 10,800 shares (about $2.37K)Broadcom 7,550 shares (about $2.08K) Largest Sales this Quarter Danaher 30,168 shares (about $5.96K)Apple 28,169 shares (about $5.78K)American Express 16,964 shares (about $5.41K)Quanta Services 11,865 shares (about $4.49K)UnitedHealth Group 12,278 shares (about $3.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeville Rodie & Shaw Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$110,954$5,779 ▼-5.0%540,7908.2%Computer and TechnologyMSFTMicrosoft$83,942$2,352 ▼-2.7%168,7566.2%Computer and TechnologyPWRQuanta Services$52,935$4,486 ▼-7.8%140,0113.9%ConstructionGOOGLAlphabet$50,261$1,095 ▼-2.1%285,2023.7%Computer and TechnologyVVisa$43,165$93 ▼-0.2%121,5743.2%Business ServicesORCLOracle$41,508$1,910 ▲4.8%189,8573.1%Computer and TechnologyJPMJPMorgan Chase & Co.$38,132$926 ▼-2.4%131,5292.8%FinanceCOSTCostco Wholesale$35,014$163 ▼-0.5%35,3702.6%Retail/WholesaleLAM RESEARCH CORP COM NEW$30,607$803 ▼-2.6%314,4422.3%COMAMZNAmazon.com$26,778$2,369 ▲9.7%122,0582.0%Retail/WholesaleTMOThermo Fisher Scientific$26,566$3,567 ▼-11.8%65,5212.0%MedicalGOOGAlphabet$26,147$294 ▼-1.1%147,3941.9%Computer and TechnologyBXBlackstone$26,069$438 ▼-1.7%174,2801.9%FinanceJNJJohnson & Johnson$25,851$436 ▼-1.7%169,2371.9%MedicalXOMExxon Mobil$25,672$954 ▼-3.6%238,1431.9%EnergyBRK.BBerkshire Hathaway$23,179$333 ▲1.5%47,7161.7%FinanceGEGE Aerospace$22,069$123 ▲0.6%85,7441.6%AerospaceNVDANVIDIA$21,672$2,559 ▲13.4%137,1741.6%Computer and TechnologyMETAMeta Platforms$20,286$306 ▲1.5%27,4831.5%Computer and TechnologyZTSZoetis$18,134$1,009 ▼-5.3%116,2831.3%MedicalIBMInternational Business Machines$17,634$1,625 ▲10.2%59,8181.3%Computer and TechnologyCRMSalesforce$16,353$721 ▲4.6%59,9701.2%Computer and TechnologyHDHome Depot$15,883$1,408 ▼-8.1%43,3201.2%Retail/WholesaleABBVAbbVie$15,625$1,361 ▼-8.0%84,1801.2%MedicalETNEaton$14,328$288 ▼-2.0%40,1361.1%IndustrialsFIDELITY CONTRAFUND$14,258$96 ▼-0.7%611,1651.1%MUTUAL FUNDSHWMHowmet Aerospace$13,696$1,402 ▲11.4%73,5841.0%AerospaceAVGOBroadcom$13,543$2,081 ▲18.2%49,1331.0%Computer and TechnologyAXPAmerican Express$13,412$5,411 ▼-28.7%42,0451.0%FinanceLLYEli Lilly and Company$12,463$699 ▲5.9%15,9880.9%MedicalNEENextEra Energy$12,335$413 ▼-3.2%177,6910.9%UtilitiesJJacobs Solutions$11,365$195 ▼-1.7%86,4620.8%Business ServicesMRKMerck & Co., Inc.$11,285$1,949 ▼-14.7%142,5640.8%MedicalPGProcter & Gamble$11,178$387 ▼-3.3%70,1580.8%Consumer StaplesNSCNorfolk Southern$10,807$370 ▼-3.3%42,2190.8%TransportationJPMORGAN HEDGED EQUITY FUND I$10,236$506 ▲5.2%309,2490.8%MUTUAL FUNDSDHRDanaher$9,988$5,959 ▼-37.4%50,5620.7%MedicalQCOMQUALCOMM$9,848$272 ▼-2.7%61,8350.7%Computer and TechnologyGE VERNOVA INC$9,723$100 ▼-1.0%18,3740.7%COMRTXRTX$9,456$270 ▼-2.8%64,7550.7%AerospaceTMUST-Mobile US$9,190$30 ▲0.3%38,5700.7%Computer and TechnologyCVXChevron$8,580$175 ▼-2.0%59,9200.6%EnergyVGTVanguard Information Technology ETF$8,147$99 ▲1.2%12,2830.6%ETFHONHoneywell International$7,989$105 ▼-1.3%34,3070.6%Multi-Sector ConglomeratesADPAutomatic Data Processing$7,902$2 ▲0.0%25,6230.6%Computer and TechnologyVRTVertiv$7,635$527 ▲7.4%59,4600.6%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$7,079$2 ▲0.0%173,6000.5%ETFMCDMcDonald's$7,044$234 ▼-3.2%24,1100.5%Retail/WholesaleUNPUnion Pacific$7,005$1,051 ▼-13.1%30,4470.5%TransportationCATCaterpillar$6,863$181 ▼-2.6%17,6790.5%IndustrialsABTAbbott Laboratories$6,484$75 ▼-1.1%47,6700.5%MedicalEMREmerson Electric$6,440$635 ▲10.9%48,3000.5%IndustrialsLINDE PLC SHS$6,258$99 ▼-1.5%13,3390.5%COMSHELShell$6,120$590 ▼-8.8%86,9250.5%EnergySPGIS&P Global$6,0160.0%11,4100.4%FinanceISRGIntuitive Surgical$5,666$603 ▲11.9%10,4270.4%MedicalGSThe Goldman Sachs Group$5,530$577 ▲11.6%7,8130.4%FinanceIBBiShares Biotechnology ETF$5,485$268 ▼-4.7%43,3540.4%FinanceWABWabtec$5,4280.0%25,9260.4%TransportationMKLMarkel Group$5,213$150 ▼-2.8%2,6100.4%Multi-Sector ConglomeratesPEPPepsiCo$5,002$249 ▼-4.7%37,8800.4%Consumer StaplesCIBRFirst Trust Nasdaq Cybersecurity ETF$4,924$1,159 ▲30.8%65,1440.4%ManufacturingBSXBoston Scientific$4,883$2,390 ▲95.9%45,4600.4%MedicalUNHUnitedHealth Group$4,617$3,830 ▼-45.3%14,7990.3%MedicalHUBBHubbell$4,432$37 ▼-0.8%10,8530.3%IndustrialsGDXVanEck Gold Miners ETF$4,264$200 ▼-4.5%81,8980.3%ETFPANWPalo Alto Networks$4,201$365 ▼-8.0%20,5300.3%Computer and TechnologyKOCocaCola$3,842$110 ▼-2.8%54,3000.3%Consumer StaplesVANGUARD 500 INDEX FUND ADM$3,827$57 ▲1.5%6,6840.3%MUTUAL FUNDSBKBank of New York Mellon$3,784$765 ▼-16.8%41,5350.3%FinanceBPBP$3,653$15 ▼-0.4%122,0360.3%EnergyMMM3M$3,632$497 ▲15.9%23,8600.3%Multi-Sector ConglomeratesGLWCorning$3,617$11 ▼-0.3%68,7690.3%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$3,444$602 ▼-14.9%15,8450.3%FinanceNSRGYNestle$3,367$4 ▼-0.1%34,0010.2%Consumer StaplesCRWDCrowdStrike$3,113$257 ▼-7.6%6,1130.2%Computer and TechnologyMOG.AMoog$3,084$18 ▼-0.6%17,0420.2%AerospaceAMEAMETEK$3,0690.0%16,9600.2%Computer and TechnologyNFLXNetflix$2,942$2,942 ▲New Holding2,1970.2%Consumer DiscretionaryBACBank of America$2,608$195 ▼-7.0%55,1180.2%FinanceCOPConocoPhillips$2,467$29 ▼-1.1%27,4940.2%EnergyNOWServiceNow$2,415$319 ▼-11.7%2,3490.2%Computer and TechnologyDISWalt Disney$2,396$688 ▼-22.3%19,3190.2%Consumer DiscretionaryWFCWells Fargo & Company$2,371$306 ▼-11.4%29,6020.2%FinanceVZVerizon Communications$2,218$91 ▼-3.9%51,2600.2%Computer and TechnologyESEversource Energy$2,169$1 ▲0.0%34,0960.2%UtilitiesBABoeing$2,128$32 ▼-1.5%10,1570.2%AerospaceCBChubb$2,0760.0%7,1640.2%FinancePFEPfizer$2,023$457 ▼-18.4%83,4600.2%MedicalPSXPhillips 66$1,933$24 ▼-1.2%16,2030.1%EnergyTXNTexas Instruments$1,9150.0%9,2250.1%Computer and TechnologyCSXCSX$1,8930.0%58,0140.1%TransportationSCHWAB S&P 500 INDEX SELECT FD$1,879$1 ▼-0.1%19,6070.1%MUTUAL FUNDSDEDeere & Company$1,836$277 ▼-13.1%3,6100.1%IndustrialsNDAQNasdaq$1,813$1,813 ▲New Holding20,2750.1%FinanceCFRCullen/Frost Bankers$1,7960.0%13,9740.1%FinanceBMYBristol Myers Squibb$1,796$522 ▼-22.5%38,8040.1%MedicalPMPhilip Morris International$1,770$27 ▼-1.5%9,7200.1%Consumer StaplesRIORio Tinto$1,732$175 ▼-9.2%29,7000.1%Basic MaterialsGILDGilead Sciences$1,7280.0%15,5810.1%MedicalShowing largest 100 holdings. 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