Neville Rodie & Shaw Inc Top Holdings and 13F Report (2026) About Neville Rodie & Shaw IncInvestment ActivityNeville Rodie & Shaw Inc has $1.38 million in total holdings as of March 31, 2026.Neville Rodie & Shaw Inc owns shares of 245 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 1.74% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Neville Rodie & Shaw Inc has purchased 245 new stocks and bought additional shares in 29 stocks.Neville Rodie & Shaw Inc sold shares of 106 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $112,407Alphabet $72,126Quanta Services $65,895Microsoft $59,423LAM RESEARCH CORP COM NEW $53,449 Largest New Holdings this Quarter 032095101 - Amphenol $1,560 Holding093712107 - Bloom Energy $873 HoldingG0593M107 - AstraZeneca $260 Holding666807102 - Northrop Grumman $211 Holding136375102 - Canadian National Railway $206 Holding Largest Purchases this Quarter International Business Machines 17,350 shares (about $4.21K)Bank of America 63,460 shares (about $3.09K)Microsoft 8,274 shares (about $3.06K)American Express 5,324 shares (about $1.61K)Amphenol 12,345 shares (about $1.56K) Largest Sales this Quarter Quanta Services 10,608 shares (about $5.82K)Salesforce 18,785 shares (about $3.51K)Apple 11,073 shares (about $2.81K)Alphabet 7,652 shares (about $2.20K)LAM RESEARCH CORP COM NEW 9,813 shares (about $2.10K) 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$112,407$2,810 ▼-2.4%442,9108.2%Computer and TechnologyGOOGLAlphabet$72,126$1,070 ▼-1.5%250,8225.2%Computer and TechnologyPWRQuanta Services$65,895$5,824 ▼-8.1%120,0234.8%ConstructionMSFTMicrosoft$59,423$3,063 ▲5.4%160,5274.3%Computer and TechnologyLAM RESEARCH CORP COM NEW$53,449$2,097 ▼-3.8%250,1593.9%COMJNJJohnson & Johnson$41,538$916 ▲2.3%169,9333.0%MedicalJPMJPMorgan Chase & Co.$38,371$299 ▼-0.8%130,4422.8%FinanceGOOGAlphabet$38,248$2,195 ▼-5.4%133,3342.8%Computer and TechnologyXOMExxonMobil$37,595$523 ▲1.4%221,5902.7%EnergyCOSTCostco Wholesale$30,581$230 ▼-0.7%30,6912.2%Retail/WholesaleVVisa$30,482$1,931 ▼-6.0%100,8532.2%Business ServicesTMOThermo Fisher Scientific$28,064$103 ▲0.4%57,0962.0%MedicalAMZNAmazon.com$25,390$364 ▼-1.4%121,9131.8%Retail/WholesaleORCLOracle$24,139$1,907 ▼-7.3%164,0881.8%Computer and TechnologyABBVAbbVie$23,180$994 ▲4.5%106,5791.7%MedicalNVDANVIDIA$22,558$18 ▲0.1%129,3471.6%Computer and TechnologyGEGE Aerospace$21,819$525 ▲2.5%76,8891.6%AerospaceBRK.BBerkshire Hathaway$21,194$953 ▼-4.3%44,2281.5%FinanceLLYEli Lilly and Company$19,122$1,492 ▲8.5%20,7901.4%MedicalIBMInternational Business Machines$18,460$4,205 ▲29.5%76,1601.3%Computer and TechnologyAXPAmerican Express$17,414$1,610 ▲10.2%57,5711.3%FinanceGAMGeneral American Investors$17,188$11 ▼-0.1%293,9581.2%FinanceMETAMeta Platforms$16,341$366 ▼-2.2%28,5621.2%Computer and TechnologyNEENextEra Energy$15,894$193 ▼-1.2%171,1251.2%UtilitiesVRTVertiv$15,369$236 ▲1.6%61,3321.1%Computer and TechnologyGE VERNOVA INC$15,265$13 ▲0.1%17,4881.1%COMHWMHowmet Aerospace$14,937$578 ▼-3.7%64,8141.1%AerospaceAVGOBroadcom$14,686$21 ▲0.1%47,4501.1%Computer and TechnologyFIDELITY CONTRAFUND$14,141$82 ▼-0.6%615,8911.0%MUTUAL FUNDSRTXRTX$11,691$175 ▼-1.5%60,6050.8%AerospaceBXBlackstone$11,469$1,721 ▼-13.1%99,7400.8%FinanceCVXChevron$11,450$356 ▼-3.0%55,3400.8%EnergyCATCaterpillar$10,848$301 ▼-2.7%15,3120.8%IndustrialsHDHome Depot$10,627$173 ▼-1.6%32,3100.8%Retail/WholesaleMRKMerck & Co., Inc.$10,5640.0%87,8240.8%MedicalNSCNorfolk Southern$10,523$237 ▼-2.2%36,6640.8%TransportationJJacobs Solutions$10,120$650 ▼-6.0%79,5120.7%Business ServicesJPMORGAN HEDGED EQUITY FUND I$9,693$16 ▼-0.2%288,6640.7%MUTUAL FUNDSRSPTInvesco S&P 500 Equal Weight Technology ETF$9,113$561 ▲6.6%201,3500.7%ETFGLWCorning$8,827$331 ▼-3.6%64,9190.6%Computer and TechnologyBACBank of America$8,766$3,094 ▲54.5%179,8180.6%FinancePGProcter & Gamble$8,765$240 ▼-2.7%60,6830.6%Consumer StaplesETNEaton$7,897$509 ▼-6.1%22,0780.6%IndustrialsVGTVanguard Information Technology ETF$7,8650.0%11,2720.6%ETFHONHoneywell International$7,665$59 ▼-0.8%33,9120.6%Multi-Sector ConglomeratesQCOMQualcomm$7,229$375 ▼-4.9%56,1360.5%Computer and TechnologyIBBiShares Biotechnology ETF$7,073$46 ▼-0.6%41,8890.5%FinanceLINDE PLC SHS$7,019$451 ▲6.9%14,1590.5%COMMCDMcDonald's$6,9950.0%22,5100.5%Retail/WholesaleUNPUnion Pacific$6,4610.0%26,6310.5%TransportationSHELShell$6,322$481 ▼-7.1%67,9750.5%EnergyGDXVanEck Gold Miners ETF$6,045$1,026 ▼-14.5%65,8680.4%ETFZTSZoetis$5,839$2,094 ▼-26.4%49,3950.4%MedicalWABWabtec$5,823$100 ▼-1.7%23,3010.4%TransportationEMREmerson Electric$5,815$550 ▼-8.6%44,3820.4%IndustrialsGSThe Goldman Sachs Group$5,784$789 ▼-12.0%6,8370.4%FinanceBPBP$5,658$12 ▼-0.2%120,3860.4%EnergyPEPPepsiCo$5,455$145 ▼-2.6%35,1280.4%Consumer StaplesHUBBHubbell$5,211$34 ▼-0.7%10,6190.4%IndustrialsADPAutomatic Data Processing$5,064$106 ▼-2.0%24,9230.4%Computer and TechnologyDHRDanaher$4,975$485 ▼-8.9%26,2370.4%MedicalMOG.AMoog$4,907$80 ▼-1.6%16,7670.4%AerospaceABTAbbott Laboratories$4,848$8 ▼-0.2%47,2200.4%MedicalMKLMarkel Group$4,667$86 ▼-1.8%2,4380.3%Multi-Sector ConglomeratesBKBNY$4,487$375 ▼-7.7%37,8250.3%FinanceSPGIS&P Global$4,240$611 ▼-12.6%9,9690.3%FinanceISRGIntuitive Surgical$4,205$592 ▲16.4%9,1220.3%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$4,160$276 ▼-6.2%66,3650.3%ManufacturingBSXBoston Scientific$4,064$1,160 ▲39.9%64,7700.3%MedicalKOCocaCola$3,831$222 ▼-5.5%50,3750.3%Consumer StaplesVANGUARD 500 INDEX FUND ADM$3,699$12 ▼-0.3%6,1400.3%MUTUAL FUNDSAMEAMETEK$3,598$38 ▼-1.0%16,7850.3%Computer and TechnologyMMM3M$3,486$16 ▼-0.5%24,0010.3%Multi-Sector ConglomeratesXLYConsumer Discretionary Select Sector SPDR Fund$3,3880.0%31,0900.2%FinanceNSRGYNestle$3,223$49 ▼-1.5%33,0260.2%Consumer StaplesCOPConocoPhillips$3,082$66 ▼-2.1%23,3500.2%EnergyPSXPhillips 66$2,902$36 ▼-1.2%15,9310.2%EnergyRIORio Tinto$2,8170.0%30,2000.2%Basic MaterialsPANWPalo Alto Networks$2,666$65 ▼-2.4%16,6300.2%Computer and TechnologyNDAQNasdaq$2,561$13 ▲0.5%30,1640.2%FinanceINTCIntel$2,417$22 ▼-0.9%54,7770.2%Computer and TechnologyBMYBristol Myers Squibb$2,398$1 ▼0.0%39,5390.2%MedicalCSXCSX$2,373$3 ▼-0.1%57,8090.2%TransportationWFCWells Fargo & Company$2,3560.0%29,6020.2%FinanceVZVerizon Communications$2,3140.0%46,0950.2%Computer and TechnologyESEversource Energy$2,260$1 ▲0.0%32,6170.2%UtilitiesCBChubb$2,240$68 ▼-3.0%6,8740.2%FinanceCRWDCrowdStrike$2,097$5 ▲0.2%5,3700.2%Computer and TechnologyWAL-MART STORES INC$2,073$20 ▼-1.0%16,6750.2%COMGILDGilead Sciences$2,069$103 ▼-4.7%14,8440.2%MedicalUNHUnitedHealth Group$2,051$443 ▼-17.8%7,5790.1%MedicalBABoeing$2,0220.0%10,1570.1%AerospaceSCHWAB S&P 500 INDEX SELECT FD$1,949$6 ▼-0.3%116,2000.1%MUTUAL FUNDSCFRCullen/Frost Bankers$1,9160.0%13,9740.1%FinanceDEDeere & Company$1,845$4 ▲0.2%3,2760.1%IndustrialsPFEPfizer$1,8150.0%64,6580.1%MedicalDELLDell Technologies$1,806$105 ▼-5.5%11,0050.1%Computer and TechnologyDISWalt Disney$1,743$210 ▼-10.8%18,0810.1%Consumer DiscretionarySTTState Street$1,7090.0%13,5100.1%FinanceMPCMarathon Petroleum$1,6390.0%6,7140.1%EnergyShowing largest 100 holdings. 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