NEVILLE RODIE & SHAW INC - Portfolio overview

NEVILLE RODIE & SHAW INC has 219 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 12.62%
2. PWR - QUANTA SERVICES INC, 7.53%
3. JNJ - JOHNSON & JOHNSON, 4.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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