Neville Rodie & Shaw Inc has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 331 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $109M, Microsoft Corp with a value of $74.9M, Thermo Fisher Scientific Inc. with a value of $49.3M, Alphabet Inc. with a value of $47M, and Quanta Services, Inc. with a value of $42.2M.

Examining the 13F form we can see an increase of $87M in the current position value, from $1.22B to 1.31B.

Below you can find more details about Neville Rodie & Shaw Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.31 Billion
Technology: $335 Million
Healthcare: $235 Million
Financial Services: $170 Million
Industrials: $166 Million
Communication Services: $91 Million
Energy: $71.3 Million
Consumer Defensive: $65.2 Million
Consumer Cyclical: $49.4 Million
Other: $58.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 331
  • Current Value $1.31 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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