Neville Rodie & Shaw Inc Portfolio Holdings
Neville Rodie & Shaw Inc
- $1.35 Billion
- Q2 2025
Neville Rodie & Shaw Inc has filed its 13F form on July 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Microsoft Corp with a value of $83.9M, Quanta Services, Inc. with a value of $52.9M, Alphabet Inc. with a value of $50.3M, and Visa Inc. with a value of $43.2M.
Examining the 13F form we can see an increase of $70.5M in the current position value, from $1.28B to 1.35B.
Below you can find more details about Neville Rodie & Shaw Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
Technology: $338 Million
Industrials: $203 Million
Financial Services: $197 Million
Healthcare: $154 Million
Communication Services: $115 Million
Consumer Defensive: $65.9 Million
Energy: $53.6 Million
Consumer Cyclical: $51.7 Million
Other: $58.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 339
- Current Value $1.35 Billion
- Prior Value $1.28 Billion
- Filing
- Period Q2 2025
- Filing Date July 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 9 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks