Neville Rodie & Shaw Inc Portfolio Stock Holdings

Neville Rodie & Shaw Inc disclosed 245 stock positions valued at approximately $1.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ALPHABET CLASS A, and QUANTA SERVICES INC. The filing reflects positions held as of March 31, 2026 and was filed on April 1, 2026.

Report Period
March 31, 2026
No. of Stocks
245
Portfolio Value
$1.4M
Holdings by Sector
Neville Rodie & Shaw Inc Portfolio Holdings in Q1 2026

206 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology8.17%442,910-11,073-2.44%$112,407
ALPHABET CLASS AGOOGLCommunication Services5.24%250,822-3,722-1.46%$72,126
QUANTA SERVICES INCPWRIndustrials4.79%120,023-10,608-8.12%$65,895
MICROSOFT CORPMSFTTechnology4.32%160,527+8,274+5.43%$59,423
LAM RESEARCH CORP COM NEWLRCXOther3.88%250,159-9,813-3.77%$53,449
JOHNSON & JOHNSONJNJHealthcare3.02%169,933+3,748+2.26%$41,538
J P MORGAN CHASE & COJPMFinancial Services2.79%130,442-1,017-0.77%$38,371
ALPHABET CLASS CGOOGCommunication Services2.78%133,334-7,652-5.43%$38,248
EXXON MOBIL CORPXOMEnergy2.73%221,590+3,084+1.41%$37,595
COSTCO WHOLESALE CORPCOSTConsumer Defensive2.22%30,691-231-0.75%$30,581
VISA INCVFinancial Services2.22%100,853-6,390-5.96%$30,482
THERMO FISHER SCIENTIFIC INCTMOHealthcare2.04%57,096+210+0.37%$28,064
AMAZON.COM INCAMZNConsumer Cyclical1.85%121,913-1,748-1.41%$25,390
ORACLE CORPORCLTechnology1.75%164,088-12,966-7.32%$24,139
ABBVIE INCABBVHealthcare1.68%106,579+4,570+4.48%$23,180
NVIDIA CORPNVDATechnology1.64%129,347+106+0.08%$22,558
GENERAL AEROSPACEGEIndustrials1.59%76,889+1,849+2.46%$21,819
BERKSHIRE HATHAWAY CL B NEWBRK-BFinancial Services1.54%44,228-1,989-4.30%$21,194
LILLY ELI & COLLYHealthcare1.39%20,790+1,622+8.46%$19,122
INTL BUSINESS MACHINESIBMTechnology1.34%76,160+17,350+29.50%$18,460
AMERICAN EXPRESS COAXPFinancial Services1.27%57,571+5,324+10.19%$17,414
GENL AMERICAN INVESTORS INCGAMFinancial Services1.25%293,958-189-0.06%$17,188
META PLATFORMS INC CL-AMETACommunication Services1.19%28,562-639-2.19%$16,341
NEXTERA ENERGY INCNEEUtilities1.15%171,125-2,073-1.20%$15,894
VERTIV HOLDINGS CO CL AVRTIndustrials1.12%61,332+940+1.56%$15,369
GE VERNOVA INCGEVUtilities1.11%17,488+15+0.09%$15,265
HOWMET AEROSPACE INCHWMIndustrials1.09%64,814-2,510-3.73%$14,937
BROADCOM INC COMAVGOTechnology1.07%47,450+67+0.14%$14,686
FIDELITY CONTRAFUNDFCNTXOther1.03%615,891-3,563-0.58%$14,141
RTX CORPRTXIndustrials0.85%60,605-905-1.47%$11,691
BLACKSTONE GROUP INCBXFinancial Services0.83%99,740-14,971-13.05%$11,469
CHEVRON CORPCVXEnergy0.83%55,340-1,723-3.02%$11,450
CATERPILLAR INCCATIndustrials0.79%15,312-425-2.70%$10,848
HOME DEPOTHDConsumer Cyclical0.77%32,310-526-1.60%$10,627
MERCK & COMPANYMRKHealthcare0.77%87,824--$10,564
NORFOLK SOUTHERN CORPNSCIndustrials0.76%36,664-826-2.20%$10,523
JACOBS SOLUTIONS INCJIndustrials0.74%79,512-5,108-6.04%$10,120
INV S&P500 EQ WGHT TECH ETFRSPTOther0.66%201,350+12,400+6.56%$9,113
CORNING INCGLWTechnology0.64%64,919-2,432-3.61%$8,827
BANK OF AMERICA CORPBACFinancial Services0.64%179,818+63,460+54.54%$8,766
PROCTER & GAMBLE COPGConsumer Defensive0.64%60,683-1,660-2.66%$8,765
EATON CORP PLC SHSETNOther0.57%22,078-1,423-6.06%$7,897
VANGUARD INFO TECH ETFVGTOther0.57%11,272--$7,865
HONEYWELL INTERNATIONALHONIndustrials0.56%33,912-260-0.76%$7,665
QUALCOMM INCQCOMTechnology0.53%56,136-2,914-4.93%$7,229
ISHARES NASDQ BIOTECH INDEX FNIBBOther0.51%41,889-270-0.64%$7,073
LINDE PLC SHSLINOther0.51%14,159+910+6.87%$7,019
MCDONALDS CORPMCDConsumer Cyclical0.51%22,510--$6,995
UNION PACIFIC CORPUNPIndustrials0.47%26,631--$6,461
SHELL PLC SPON ADSSHELEnergy0.46%67,975-5,175-7.07%$6,322
VANECK VECTORS GOLD MINERS ETFGDXOther0.44%65,868-11,176-14.51%$6,045
ZOETIS INC CL AZTSHealthcare0.42%49,395-17,710-26.39%$5,839
WABTEC CORPWABIndustrials0.42%23,301-400-1.69%$5,823
EMERSON ELECTRIC COEMRIndustrials0.42%44,382-4,200-8.65%$5,815
GOLDMAN SACHS GROUP INCGSFinancial Services0.42%6,837-933-12.01%$5,784
BP P L CBPEnergy0.41%120,386-250-0.21%$5,658
PEPSICO INCPEPConsumer Defensive0.40%35,128-933-2.59%$5,455
HUBBELL INCHUBBIndustrials0.38%10,619-70-0.65%$5,211
AUTOMATIC DATA PROCESSINGADPTechnology0.37%24,923-520-2.04%$5,064
DANAHER CORPDHRHealthcare0.36%26,237-2,560-8.89%$4,975
MOOG INC CLASS AMOG-AIndustrials0.36%16,767-275-1.61%$4,907
ABBOTT LABSABTHealthcare0.35%47,220-75-0.16%$4,848
MARKEL CORP HOLDING COMKLFinancial Services0.34%2,438-45-1.81%$4,667
BANK OF NEW YORK MELLON CORPBKFinancial Services0.33%37,825-3,159-7.71%$4,487
S&P GLOBAL INCSPGIFinancial Services0.31%9,969-1,437-12.60%$4,240
INTUITIVE SURGICAL INCISRGHealthcare0.31%9,122+1,285+16.40%$4,205
FIRST TR NASDAQ CYBERSECURITYCIBROther0.30%66,365-4,410-6.23%$4,160
BOSTON SCIENTIFIC CORPBSXHealthcare0.30%64,770+18,480+39.92%$4,064
COCA-COLA COKOConsumer Defensive0.28%50,375-2,925-5.49%$3,831
VANGUARD 500 INDEX FUND ADMVFIAXOther0.27%6,140-20-0.32%$3,699
AMETEK INCAMEIndustrials0.26%16,785-175-1.03%$3,598
3M COMPANYMMMIndustrials0.25%24,001-109-0.45%$3,486
STATE STR CONSUMER DISC SELECTXLYOther0.25%31,090--$3,388
NESTLE SPONSORED ADRNSRGYConsumer Defensive0.23%33,026-500-1.49%$3,223
CONOCO PHILLIPSCOPEnergy0.22%23,350-500-2.10%$3,082
PHILLIPS 66PSXEnergy0.21%15,931-200-1.24%$2,902
RIO TINTO PLC ADR SPONSOREDRIOBasic Materials0.20%30,200--$2,817
PALO ALTO NETWORKS INCPANWTechnology0.19%16,630-405-2.38%$2,666
NASDAQ INCNDAQFinancial Services0.19%30,164+152+0.51%$2,561
INTEL CORPINTCTechnology0.18%54,777-500-0.90%$2,417
BRISTOL-MYERS SQUIBB COBMYHealthcare0.17%39,539-15-0.04%$2,398
CSX CORPCSXIndustrials0.17%57,809-80-0.14%$2,373
WELLS FARGOWFCFinancial Services0.17%29,602--$2,356
VERIZON COMMUNICATIONSVZCommunication Services0.17%46,095--$2,314
EVERSOURCE ENERGY COMESUtilities0.16%32,617+9+0.03%$2,260
CHUBB LIMITED COMCBFinancial Services0.16%6,874-210-2.96%$2,240
CROWDSTRIKE HOLDINGS INC CL ACRWDTechnology0.15%5,370+12+0.22%$2,097
WAL-MART STORES INCWMTConsumer Defensive0.15%16,675-164-0.97%$2,073
GILEAD SCIENCES INCGILDHealthcare0.15%14,844-737-4.73%$2,069
UNITEDHEALTH GROUP INCUNHHealthcare0.15%7,579-1,637-17.76%$2,051
BOEING COBAIndustrials0.15%10,157--$2,022
SCHWAB S&P 500 INDEX SELECT FDSWPPXOther0.14%116,200-349-0.30%$1,949
CULLEN FROST BANKERS INCCFRFinancial Services0.14%13,974--$1,916
DEERE & CODEIndustrials0.13%3,276+7+0.21%$1,845
PFIZER INCPFEHealthcare0.13%64,658--$1,815
DELL TECHNOLOGIES INC CL CDELLTechnology0.13%11,005-642-5.51%$1,806
DISNEY (WALT) CODISCommunication Services0.13%18,081-2,178-10.75%$1,743
STATE STREET CORPSTTFinancial Services0.12%13,510--$1,709
MARATHON PETROLEUM CORPMPCEnergy0.12%6,714--$1,639
VANGUARD SMALL CAP INDEX ADM FVSMAXOther0.12%13,009-692-5.05%$1,632