Neville Rodie & Shaw Inc Top Holdings and 13F Report (2025) About Neville Rodie & Shaw IncInvestment ActivityNeville Rodie & Shaw Inc has $1.37 million in total holdings as of December 31, 2024.Neville Rodie & Shaw Inc owns shares of 260 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 4.36% of the portfolio was purchased this quarter.About 3.52% of the portfolio was sold this quarter.This quarter, Neville Rodie & Shaw Inc has purchased 248 new stocks and bought additional shares in 77 stocks.Neville Rodie & Shaw Inc sold shares of 81 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $150,560Microsoft $72,895Alphabet $55,391Quanta Services $48,729Thermo Fisher Scientific $41,015 Largest New Holdings this Quarter LAM RESEARCH CORP COM NEW $25,266 HoldingVANGUARD INTL HI YIELD DIV FUN $1,099 HoldingWillis Towers Watson Public $887 HoldingBLACKROCK INC COM $844 HoldingOld National Bancorp $652 Holding Largest Purchases this Quarter LAM RESEARCH CORP COM NEW 349,792 shares (about $25.27K)Vertiv 25,585 shares (about $2.91K)Palo Alto Networks 9,698 shares (about $1.76K)Bank of New York Mellon 22,506 shares (about $1.73K)State Street 14,000 shares (about $1.37K) Largest Sales this Quarter QUALCOMM 15,159 shares (about $2.33K)Apple 7,420 shares (about $1.86K)Onsemi 14,546 shares (about $917.08)AbbVie 4,285 shares (about $761.44)Cleveland-Cliffs 70,625 shares (about $663.49) 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$150,560$1,858 ▼-1.2%601,22811.0%Computer and TechnologyMSFTMicrosoft$72,895$1,293 ▲1.8%172,9415.3%Computer and TechnologyGOOGLAlphabet$55,391$592 ▼-1.1%292,6144.0%Computer and TechnologyPWRQuanta Services$48,729$310 ▲0.6%154,1813.6%ConstructionTMOThermo Fisher Scientific$41,015$250 ▼-0.6%78,8403.0%MedicalVVisa$39,277$50 ▼-0.1%124,2782.9%Business ServicesJPMJPMorgan Chase & Co.$33,842$1,002 ▲3.1%141,1812.5%FinanceCOSTCostco Wholesale$33,158$299 ▼-0.9%36,1882.4%Retail/WholesaleBXBlackstone$30,943$104 ▼-0.3%179,4602.3%FinanceORCLOracle$28,877$847 ▲3.0%173,2902.1%Computer and TechnologyGOOGAlphabet$28,604$220 ▼-0.8%150,1982.1%Computer and TechnologyXOMExxon Mobil$26,763$102 ▼-0.4%248,8052.0%Oils/EnergyJNJJohnson & Johnson$25,943$199 ▼-0.8%179,3891.9%MedicalLAM RESEARCH CORP COM NEW$25,266$25,266 ▲New Holding349,7921.8%COMAMZNAmazon.com$24,136$423 ▲1.8%110,0151.8%Retail/WholesaleBRK.BBerkshire Hathaway$21,518$15 ▲0.1%47,4721.6%FinanceZTSZoetis$20,592$343 ▼-1.6%126,3871.5%MedicalDHRDanaher$19,861$512 ▼-2.5%86,5211.4%Multi-Sector ConglomeratesHDHome Depot$18,653$23 ▲0.1%47,9501.4%Retail/WholesaleCRMSalesforce$17,823$722 ▲4.2%53,3111.3%Computer and TechnologyMRKMerck & Co., Inc.$17,644$137 ▲0.8%177,3651.3%MedicalABBVAbbVie$17,171$761 ▼-4.2%96,6301.3%MedicalNVDANVIDIA$16,172$244 ▲1.5%120,4251.2%Computer and TechnologyMETAMeta Platforms$15,547$2 ▼0.0%26,5541.1%Computer and TechnologyGEGeneral Electric$14,141$200 ▲1.4%84,7831.0%TransportationUNHUnitedHealth Group$13,451$436 ▼-3.1%26,5911.0%MedicalNEENextEra Energy$13,433$60 ▼-0.4%187,3811.0%UtilitiesAXPAmerican Express$13,228$3 ▼0.0%44,5701.0%FinanceFIDELITY CONTRAFUND$13,013$256 ▲2.0%618,8080.9%MUTUAL FUNDSETNEaton$12,739$806 ▲6.8%38,3860.9%Industrial ProductsPGProcter & Gamble$12,680$314 ▼-2.4%75,6340.9%Consumer StaplesJJacobs Solutions$11,992$21 ▼-0.2%89,7470.9%Business ServicesIBMInternational Business Machines$11,873$748 ▲6.7%54,0110.9%Computer and TechnologyLLYEli Lilly and Company$11,604$75 ▲0.6%15,0310.8%MedicalNSCNorfolk Southern$10,699$25 ▼-0.2%45,5850.8%TransportationJPMORGAN HEDGED EQUITY FUND I$10,547$351 ▼-3.2%318,4560.8%MUTUAL FUNDSQCOMQUALCOMM$9,838$2,329 ▼-19.1%64,0410.7%Computer and TechnologyAVGOBroadcom$9,567$468 ▼-4.7%41,2650.7%Computer and TechnologyCVXChevron$9,039$256 ▲2.9%62,4040.7%Oils/EnergyONOnsemi$9,023$917 ▼-9.2%143,1160.7%Computer and TechnologyUNPUnion Pacific$8,720$84 ▼-1.0%38,2370.6%TransportationMCDMcDonald's$8,484$22 ▼-0.3%29,2650.6%Retail/WholesaleTMUST-Mobile US$8,118$2 ▼0.0%36,7800.6%Computer and TechnologyHONHoneywell International$8,004$240 ▼-2.9%35,4320.6%Multi-Sector ConglomeratesRTXRTX$7,861$16 ▼-0.2%67,9360.6%AerospaceEMREmerson Electric$7,6240.0%61,5220.6%Industrial ProductsADPAutomatic Data Processing$7,562$41 ▼-0.5%25,8310.6%Business ServicesVGTVanguard Information Technology ETF$7,546$7 ▲0.1%12,1360.6%ETFPEPPepsiCo$6,906$171 ▼-2.4%45,4130.5%Consumer StaplesCATCaterpillar$6,646$2 ▼0.0%18,3200.5%Industrial ProductsHWMHowmet Aerospace$6,494$480 ▲8.0%59,3740.5%AerospaceRSPTInvesco S&P 500 Equal Weight Technology ETF$6,328$423 ▲7.2%169,1090.5%ETFSHELShell$6,321$472 ▼-6.9%100,8950.5%Oils/EnergyIBBiShares Biotechnology ETF$6,182$5 ▼-0.1%46,7620.5%FinanceGE VERNOVA INC$6,045$23 ▼-0.4%18,3780.4%COMLINDE PLC SHS$5,710$44 ▼-0.8%13,6390.4%COMSPGIS&P Global$5,6810.0%11,4060.4%Business ServicesABTAbbott Laboratories$5,494$34 ▼-0.6%48,5700.4%MedicalWABWestinghouse Air Brake Technologies$5,4270.0%28,6260.4%TransportationISRGIntuitive Surgical$4,8530.0%9,2970.4%MedicalMKLMarkel Group$4,795$250 ▼-5.0%2,7780.3%Multi-Sector ConglomeratesHUBBHubbell$4,7620.0%11,3690.3%Industrial ProductsVRTVertiv$4,721$2,907 ▲160.2%41,5550.3%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$4,2490.0%18,9400.3%FinanceBKBank of New York Mellon$3,837$1,729 ▲82.1%49,9350.3%FinanceGSThe Goldman Sachs Group$3,776$407 ▲12.1%6,5940.3%FinanceKOCoca-Cola$3,738$421 ▲12.7%60,0350.3%Consumer StaplesBPBP$3,719$277 ▼-6.9%125,8130.3%Oils/EnergyMOG.AMoog$3,630$32 ▼-0.9%18,4420.3%AerospacePANWPalo Alto Networks$3,557$1,765 ▲98.5%19,5460.3%Computer and TechnologyVANGUARD 500 INDEX FUND ADM$3,357$72 ▲2.2%6,1860.2%MUTUAL FUNDSMUMicron Technology$3,348$14 ▼-0.4%39,7750.2%Computer and TechnologyGLWCorning$3,2590.0%68,5740.2%Computer and TechnologyPYPLPayPal$3,253$4 ▼-0.1%38,1170.2%Computer and TechnologyAMEAMETEK$3,063$18 ▼-0.6%16,9900.2%Computer and TechnologyNSRGYNestlé$2,981$101 ▼-3.3%36,0780.2%Consumer StaplesGDXVanEck Gold Miners ETF$2,9160.0%86,0030.2%ETFDISWalt Disney$2,894$34 ▼-1.1%25,9940.2%Consumer DiscretionaryBMYBristol-Myers Squibb$2,861$588 ▲25.9%50,5890.2%MedicalCOPConocoPhillips$2,828$174 ▲6.6%28,5130.2%Oils/EnergyNOWServiceNow$2,819$50 ▲1.8%2,6590.2%Computer and TechnologyPFEPfizer$2,779$222 ▲8.7%104,7280.2%MedicalBACBank of America$2,603$300 ▲13.0%59,2330.2%FinanceMMM3M$2,3920.0%18,5290.2%Multi-Sector ConglomeratesWFCWells Fargo & Company$2,347$690 ▲41.6%33,4230.2%FinanceEPDEnterprise Products Partners$2,324$35 ▼-1.5%74,1120.2%Oils/EnergyVZVerizon Communications$2,253$8 ▼-0.4%56,3270.2%Computer and TechnologyNXPINXP Semiconductors$2,155$145 ▼-6.3%10,3700.2%Computer and TechnologyTXNTexas Instruments$2,1130.0%11,2700.2%Computer and TechnologyCBChubb$2,065$4 ▼-0.2%7,4740.2%FinanceUPSUnited Parcel Service$2,001$740 ▲58.7%15,8670.1%TransportationESEversource Energy$1,970$0 ▲0.0%34,2970.1%UtilitiesCRWDCrowdStrike$1,944$222 ▲12.9%5,6830.1%Computer and TechnologyRIORio Tinto Group$1,925$60 ▼-3.0%32,7250.1%Basic MaterialsPSXPhillips 66$1,883$3 ▼-0.1%16,5280.1%Oils/EnergyCFRCullen/Frost Bankers$1,8760.0%13,9740.1%FinanceDEDeere & Company$1,875$63 ▲3.5%4,4250.1%Industrial ProductsCSXCSX$1,8720.0%58,0140.1%TransportationBABoeing$1,840$12 ▼-0.7%10,3970.1%AerospaceTGTTarget$1,8170.0%13,4400.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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