CIK 71210
NEVILLE RODIE & SHAW INC
Institutional 13F holdings & portfolio
Holdings
245
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 201–245 of 245
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZION | ZIONS BANCORP | 5K | $100K–$500K | SH |
| — | EDGEWOOD GROWTH FUND INST | 10K | $100K–$500K | SH |
| — | FIDELITY MEGA CAP STOCK FUND | 10K | $100K–$500K | SH |
| HWC | HANCOCK HOLDING CO | 5K | $100K–$500K | SH |
| HTLD | HEARTLAND EXPRESS | 32K | $100K–$500K | SH |
| APD | AIR PRODUCTS & CHEMICALS INC | 1K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 4K | $100K–$500K | SH |
| DOW | DOW INC | 11K | $100K–$500K | SH |
| ROP | ROPER INDS INC NEW | 600 | $100K–$500K | SH |
| — | FIDELITY 500 INDX FUND INST PR | 1K | $100K–$500K | SH |
| TSLA | TESLA MOTORS INC | 574 | $100K–$500K | SH |
| — | VANGUARD TOTAL STK INDEX FUND | 2K | $100K–$500K | SH |
| EOG | EOG RESOURCES INC. | 2K | $100K–$500K | SH |
| — | NEW PERSPECTIVE FD INC | 4K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 850 | $100K–$500K | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | 2K | $100K–$500K | SH |
| HSIC | SCHEIN HENRY INC | 3K | $100K–$500K | SH |
| — | VESTAS WIND SYS A/S | 9K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC | 5K | $100K–$500K | SH |
| — | FIDELITY LEVERAGED CO. STOCK F | 5K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| — | NH PORTFOLIO 2030 (FIDELITY FU | 7K | $100K–$500K | SH |
| — | AMERICAN BALANCED FUND A | 6K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| — | NH PORTFOLIO 2027 INDEX CONTRI | 9K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 2K | $100K–$500K | SH |
| BAX | BAXTER INTERNATIONAL | 11K | $100K–$500K | SH |
| RPM | RPM INC | 2K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE | 9K | $100K–$500K | SH |
| GIS | GENERAL MILLS INC | 5K | $100K–$500K | SH |
| — | EATON VANCE TX GWTH 1.1 CL A | 2K | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| NTRS | NORTHERN TRUST CORP | 2K | $100K–$500K | SH |
| — | T ROWE PRICE MIDCAP VALUE FUND | 6K | $100K–$500K | SH |
| — | BANK OF AMERICA CORP PFD K 6.4 | 8K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| — | BLACKROCK SYSTEMATIC MULTI STR | 19K | $100K–$500K | SH |
| ET | ENERGY TRANSFER OPERATING LP | 8K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 4K | $100K–$500K | SH |
| — | ROYCE SMALL CAP TOTAL RETURN F | 13K | $50K–$100K | SH |
| MET | METLIFE INC | 1K | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 190 | $50K–$100K | SH |
| MFC | MANULIFE FINL CORP | 1K | $50K–$100K | SH |
| — | INTERNATIONAL PWR GROUP LTD | 15K | N/A | SH |
| AICOQ | AMCAST INDUSTRIAL CORP | 22K | N/A | SH |