Neville Rodie & Shaw Inc Portfolio Holdings
Neville Rodie & Shaw Inc
- $1.28 Billion
- Q1 2025
Neville Rodie & Shaw Inc has filed its 13F form on April 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $126M, Microsoft Corp with a value of $65.1M, Alphabet Inc. with a value of $45.1M, Visa Inc. with a value of $42.7M, and Quanta Services, Inc. with a value of $38.6M.
Examining the 13F form we can see an decrease of $94.1M in the current position value, from $1.37B to 1.28B.
Below you can find more details about Neville Rodie & Shaw Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.28 Billion
Technology: $298 Million
Financial Services: $193 Million
Healthcare: $191 Million
Industrials: $166 Million
Communication Services: $101 Million
Consumer Defensive: $67 Million
Energy: $61.4 Million
Consumer Cyclical: $48.9 Million
Other: $55.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 340
- Current Value $1.28 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q1 2025
- Filing Date April 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 7 stocks
- Additional Purchases 46 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks