NEVILLE RODIE & SHAW INC: 13F holdings
CIK 712102026Q2
| Positions | 244 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-06 |
|---|
Change since last quarter
| Positions | 244 (-1 vs prior quarter) |
|---|
| Reported value | $1.5bn (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 440,265 | $127.4m | 8.2% |
| LRCX LAM RESEARCH CORP COM NEW | 243,027 | $105.3m | 6.8% |
| GOOGL ALPHABET CLASS A | 248,226 | $88.7m | 5.7% |
| PWR QUANTA SERVICES INC | 111,586 | $80.3m | 5.2% |
| MSFT MICROSOFT CORP | 149,160 | $55.6m | 3.6% |
| GOOG ALPHABET CLASS C | 129,074 | $45.6m | 3.0% |
| JNJ JOHNSON & JOHNSON | 168,188 | $42.7m | 2.8% |
| JPM J P MORGAN CHASE & CO | 128,730 | $42.1m | 2.7% |
| V VISA INC | 95,210 | $32.7m | 2.1% |
| EXXON MOBIL CORP | 218,431 | $29.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="71210")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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