Neville Rodie & Shaw
Latest statistics and disclosures from Neville Rodie & Shaw's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, TMO, GOOGL, PWR, and represent 26.03% of Neville Rodie & Shaw's stock portfolio.
- Added to shares of these 10 stocks: GE (+$6.2M), AMZN (+$5.9M), PWR, NVDA, ORCL, CRM, VLTO, MU, META, V.
- Started 9 new stock positions in RPM, ESGR, HWC, VWSYF, CE, NOW, Fidelity Mega Cap Stock Fund mutual funds, LULU, VLTO.
- Reduced shares in these 10 stocks: MCD (-$6.1M), EMR, XOM, BMY, DVN, QCOM, BP, DE, VZ, HON.
- Sold out of its positions in ALB, BDX, CAE, CAH, CCI, ECL, FSPSX, KEYS, TBGVX, ZBH.
- Neville Rodie & Shaw was a net buyer of stock by $3.1M.
- Neville Rodie & Shaw has $1.2B in assets under management (AUM), dropping by 9.09%.
- Central Index Key (CIK): 0000071210
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Neville Rodie & Shaw holds 244 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 10.4 | $127M | 661k | 192.53 |
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Microsoft Corporation (MSFT) | 5.5 | $67M | 178k | 376.04 |
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Thermo Fisher Scientific (TMO) | 3.7 | $45M | 85k | 530.79 |
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Alphabet Inc Class A cs (GOOGL) | 3.6 | $44M | 313k | 139.69 |
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Quanta Services (PWR) | 2.9 | $36M | +11% | 166k | 215.80 |
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Johnson & Johnson (JNJ) | 2.9 | $35M | 225k | 156.74 |
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Visa (V) | 2.6 | $32M | +5% | 123k | 260.35 |
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Lam Research Corporation (LRCX) | 2.4 | $29M | 37k | 783.26 |
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Zoetis Inc Cl A (ZTS) | 2.2 | $27M | 135k | 197.37 |
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Exxon Mobil Corporation (XOM) | 2.1 | $26M | -9% | 258k | 99.98 |
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Blackstone Group Inc Com Cl A (BX) | 2.1 | $25M | 192k | 130.92 |
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JPMorgan Chase & Co. (JPM) | 2.0 | $24M | +2% | 142k | 170.10 |
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Alphabet Inc Class C cs (GOOG) | 1.9 | $24M | 169k | 140.93 |
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Costco Wholesale Corporation (COST) | 1.9 | $23M | +2% | 35k | 660.07 |
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Danaher Corporation (DHR) | 1.7 | $21M | 91k | 231.34 |
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Merck & Co (MRK) | 1.7 | $20M | 186k | 109.02 |
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ON Semiconductor (ON) | 1.6 | $19M | 232k | 83.53 |
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Berkshire Hathaway (BRK.B) | 1.6 | $19M | 54k | 356.65 |
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Oracle Corporation (ORCL) | 1.4 | $17M | +25% | 166k | 105.43 |
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UnitedHealth (UNH) | 1.4 | $17M | 33k | 526.46 |
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Home Depot (HD) | 1.4 | $17M | 49k | 346.56 |
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Abbvie (ABBV) | 1.2 | $15M | 96k | 154.97 |
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Amazon (AMZN) | 1.1 | $14M | +78% | 89k | 151.94 |
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Nextera Energy (NEE) | 1.1 | $13M | -3% | 214k | 60.74 |
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Qualcomm (QCOM) | 1.0 | $13M | -13% | 88k | 144.63 |
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salesforce (CRM) | 1.0 | $13M | +16% | 48k | 263.14 |
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Procter & Gamble Company (PG) | 1.0 | $12M | 83k | 146.54 |
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Jacobs Engineering Group (J) | 1.0 | $12M | 91k | 129.80 |
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McDonald's Corporation (MCD) | 1.0 | $12M | -34% | 39k | 296.50 |
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Norfolk Southern (NSC) | 0.9 | $11M | 48k | 236.38 |
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Union Pacific Corporation (UNP) | 0.9 | $11M | 46k | 245.63 |
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Honeywell International (HON) | 0.9 | $11M | -8% | 50k | 209.71 |
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Fidelity Contrafund Mutual Funds (FCNTX) | 0.8 | $10M | 619k | 16.09 |
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Pepsi (PEP) | 0.8 | $9.3M | -4% | 55k | 169.84 |
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Chevron Corporation (CVX) | 0.7 | $9.2M | -5% | 61k | 149.15 |
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American Express Company (AXP) | 0.7 | $8.9M | 48k | 187.34 |
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General Electric (GE) | 0.7 | $8.5M | +267% | 66k | 127.64 |
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Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.7 | $8.4M | 128k | 65.80 |
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Eli Lilly & Co. (LLY) | 0.7 | $8.4M | +10% | 15k | 582.89 |
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Jpmorgan Hedged Equity Fund I Mutual Funds (JHEQX) | 0.7 | $8.1M | +8% | 287k | 28.23 |
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Emerson Electric (EMR) | 0.6 | $6.9M | -30% | 71k | 97.33 |
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Automatic Data Processing (ADP) | 0.6 | $6.8M | 29k | 232.96 |
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CVS Caremark Corporation (CVS) | 0.5 | $6.6M | -3% | 84k | 78.97 |
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Berkshire Hathaway (BRK.A) | 0.5 | $6.5M | 12.00 | 542666.67 |
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iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $6.5M | 48k | 135.86 |
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Raytheon Technologies Corp (RTX) | 0.5 | $6.4M | -6% | 76k | 84.15 |
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Eaton (ETN) | 0.5 | $6.0M | +5% | 25k | 240.84 |
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Abbott Laboratories (ABT) | 0.5 | $5.8M | -2% | 53k | 110.07 |
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Linde (LIN) | 0.5 | $5.7M | 14k | 410.68 |
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Bristol Myers Squibb (BMY) | 0.5 | $5.6M | -29% | 110k | 51.31 |
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Deere & Company (DE) | 0.5 | $5.6M | -20% | 14k | 399.91 |
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.5 | $5.6M | 48k | 115.85 |
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Vanguard Information Technology ETF (VGT) | 0.5 | $5.6M | 12k | 484.03 |
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Caterpillar (CAT) | 0.4 | $5.4M | -2% | 18k | 295.66 |
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S&p Global (SPGI) | 0.4 | $5.0M | 11k | 440.56 |
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Markel Corporation (MKL) | 0.4 | $4.9M | 3.4k | 1419.83 |
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Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.4 | $4.9M | +22% | 150k | 32.64 |
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Facebook Inc cl a (META) | 0.4 | $4.7M | +49% | 13k | 353.97 |
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BP (BP) | 0.4 | $4.6M | -27% | 130k | 35.40 |
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NVIDIA Corporation (NVDA) | 0.4 | $4.5M | +471% | 9.0k | 495.18 |
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Pfizer (PFE) | 0.4 | $4.3M | -4% | 149k | 28.79 |
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Consumer Discretionary SPDR (XLY) | 0.3 | $4.2M | -5% | 24k | 178.80 |
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International Business Machines (IBM) | 0.3 | $4.0M | +34% | 24k | 163.54 |
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Snowflake Inc Cl A (SNOW) | 0.3 | $4.0M | +22% | 20k | 199.00 |
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Metropcs Communications (TMUS) | 0.3 | $4.0M | +27% | 25k | 160.33 |
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Hubbell (HUBB) | 0.3 | $3.9M | 12k | 328.92 |
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Boeing Company (BA) | 0.3 | $3.9M | 15k | 260.69 |
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Intel Corporation (INTC) | 0.3 | $3.8M | 76k | 50.24 |
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ConocoPhillips (COP) | 0.3 | $3.8M | 33k | 116.08 |
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Intuitive Surgical (ISRG) | 0.3 | $3.7M | -14% | 11k | 337.39 |
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Wabtec Corporation (WAB) | 0.3 | $3.7M | 29k | 126.91 |
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Nike (NKE) | 0.3 | $3.6M | 33k | 108.57 |
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Micron Technology (MU) | 0.3 | $3.5M | +88% | 41k | 85.34 |
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Paypal Holdings (PYPL) | 0.3 | $3.5M | -14% | 57k | 61.41 |
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Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $3.5M | 112k | 31.01 |
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Nxp Semiconductors N V (NXPI) | 0.3 | $3.3M | 15k | 229.69 |
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Goldman Sachs (GS) | 0.3 | $3.3M | -2% | 8.6k | 385.73 |
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Coca-Cola Company (KO) | 0.3 | $3.3M | 56k | 58.92 |
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Vanguard 500 Index Fund Adm Mutual Funds (VFIAX) | 0.2 | $2.9M | 6.6k | 439.98 |
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Ametek (AME) | 0.2 | $2.9M | 18k | 164.90 |
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Walt Disney Company (DIS) | 0.2 | $2.9M | -11% | 32k | 90.28 |
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Phillips 66 (PSX) | 0.2 | $2.8M | 21k | 133.15 |
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Moog (MOG.A) | 0.2 | $2.7M | 19k | 144.76 |
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Palo Alto Networks (PANW) | 0.2 | $2.5M | +21% | 8.6k | 294.84 |
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Verizon Communications (VZ) | 0.2 | $2.5M | -30% | 67k | 37.70 |
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Rio Tinto (RIO) | 0.2 | $2.5M | 34k | 74.47 |
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Enterprise Products Partners (EPD) | 0.2 | $2.5M | -5% | 95k | 26.36 |
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Corning Incorporated (GLW) | 0.2 | $2.2M | 73k | 30.45 |
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Eversource Energy (ES) | 0.2 | $2.2M | -5% | 36k | 61.72 |
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Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | -19% | 12k | 170.47 |
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CSX Corporation (CSX) | 0.2 | $2.0M | 58k | 34.66 |
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Devon Energy Corporation (DVN) | 0.2 | $2.0M | -51% | 44k | 45.29 |
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Cleveland-cliffs (CLF) | 0.2 | $1.9M | 94k | 20.42 |
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Target Corporation (TGT) | 0.2 | $1.9M | 13k | 142.41 |
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Bank of America Corporation (BAC) | 0.1 | $1.8M | -18% | 53k | 33.67 |
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Chubb (CB) | 0.1 | $1.8M | 7.9k | 226.03 |
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Veralto Corp (VLTO) | 0.1 | $1.7M | NEW | 21k | 82.27 |
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3M Company (MMM) | 0.1 | $1.7M | 16k | 109.34 |
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Blackstone Real Estate Income | 0.1 | $1.7M | 114k | 14.61 |
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United Parcel Service (UPS) | 0.1 | $1.6M | -2% | 10k | 157.27 |
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Edwards Lifesciences (EW) | 0.1 | $1.6M | -33% | 21k | 76.24 |
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Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | 8.5k | 189.45 |
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Cullen/Frost Bankers (CFR) | 0.1 | $1.5M | 14k | 108.48 |
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Schlumberger (SLB) | 0.1 | $1.5M | +10% | 29k | 52.04 |
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Servicenow (NOW) | 0.1 | $1.5M | NEW | 2.1k | 706.32 |
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Vanguard Small Cap Index Adm F Mutual Funds (VSMAX) | 0.1 | $1.5M | +6% | 15k | 103.31 |
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Schwab S&p 500 Index Select Mutual Funds (SWPPX) | 0.1 | $1.4M | 20k | 73.09 |
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Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 28k | 52.06 |
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Fidelity Total Mkt Index Ins P Mutual Funds (FSKAX) | 0.1 | $1.4M | +21% | 11k | 131.71 |
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Heartland Express (HTLD) | 0.1 | $1.4M | 96k | 14.26 |
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Truist Financial Corp equities (TFC) | 0.1 | $1.3M | -3% | 36k | 36.91 |
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Nucor Corporation (NUE) | 0.1 | $1.3M | 7.7k | 174.03 |
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Wells Fargo & Company (WFC) | 0.1 | $1.3M | 27k | 49.24 |
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Gilead Sciences (GILD) | 0.1 | $1.3M | 16k | 81.03 |
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Carrier Global Corporation (CARR) | 0.1 | $1.3M | -3% | 22k | 57.43 |
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Rockwell Automation (ROK) | 0.1 | $1.3M | 4.1k | 310.59 |
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PNC Financial Services (PNC) | 0.1 | $1.2M | 7.9k | 154.91 |
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Fidelity Magellan Fund Mutual Funds (FMAGX) | 0.1 | $1.2M | 99k | 12.31 |
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General American Investors (GAM) | 0.1 | $1.2M | -2% | 28k | 42.96 |
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Newmont Mining Corporation (NEM) | 0.1 | $1.2M | -5% | 28k | 41.39 |
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W.W. Grainger (GWW) | 0.1 | $1.1M | -2% | 1.4k | 828.76 |
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Broadcom (AVGO) | 0.1 | $1.1M | 1.0k | 1116.28 |
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Dupont De Nemours (DD) | 0.1 | $1.1M | -5% | 15k | 76.94 |
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Medtronic (MDT) | 0.1 | $1.1M | 14k | 82.35 |
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Wal-Mart Stores (WMT) | 0.1 | $1.1M | -7% | 6.8k | 157.63 |
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Otis Worldwide Corp (OTIS) | 0.1 | $1.0M | 12k | 89.51 |
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Cigna Corp (CI) | 0.1 | $1.0M | -16% | 3.4k | 299.41 |
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Canadian Natl Ry (CNI) | 0.1 | $1.0M | 8.1k | 125.75 |
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Marathon Petroleum Corp (MPC) | 0.1 | $1.0M | 6.9k | 148.40 |
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Philip Morris International (PM) | 0.1 | $1.0M | 11k | 94.14 |
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Colgate-Palmolive Company (CL) | 0.1 | $983k | -2% | 12k | 79.76 |
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Baxter International (BAX) | 0.1 | $977k | -24% | 25k | 38.65 |
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Fortive (FTV) | 0.1 | $973k | 13k | 73.67 |
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Duke Energy (DUK) | 0.1 | $963k | 9.9k | 97.06 |
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Knight Swift Transn Hldgs (KNX) | 0.1 | $960k | 17k | 57.66 |
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Weyerhaeuser Company (WY) | 0.1 | $960k | -9% | 28k | 34.78 |
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U.S. Bancorp (USB) | 0.1 | $861k | 20k | 43.29 |
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Stryker Corporation (SYK) | 0.1 | $858k | 2.9k | 299.37 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $838k | -4% | 6.9k | 121.54 |
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Fidelity Balanced Fund Mutual Funds (FBALX) | 0.1 | $810k | +2% | 30k | 26.93 |
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Golub Capital BDC (GBDC) | 0.1 | $803k | -8% | 53k | 15.09 |
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Trane Technologies (TT) | 0.1 | $773k | 3.2k | 243.85 |
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Dover Corporation (DOV) | 0.1 | $758k | 4.9k | 153.73 |
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Intuit (INTU) | 0.1 | $754k | 1.2k | 624.69 |
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Agilent Technologies Inc C ommon (A) | 0.1 | $744k | -32% | 5.4k | 139.07 |
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At&t (T) | 0.1 | $735k | -9% | 44k | 16.78 |
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Snap-on Incorporated (SNA) | 0.1 | $705k | 2.4k | 288.93 |
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TransDigm Group Incorporated (TDG) | 0.1 | $703k | 695.00 | 1011.51 |
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Capital One Financial (COF) | 0.1 | $682k | 5.2k | 131.03 |
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Materials SPDR (XLB) | 0.1 | $677k | -15% | 7.9k | 85.53 |
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Lowe's Companies (LOW) | 0.1 | $671k | 3.0k | 222.48 |
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Comcast Corporation (CMCSA) | 0.1 | $655k | 15k | 43.84 |
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T. Rowe Price (TROW) | 0.1 | $654k | 6.1k | 107.65 |
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McCormick & Company, Incorporated (MKC) | 0.1 | $653k | -4% | 9.6k | 68.38 |
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Novartis (NVS) | 0.1 | $652k | -34% | 6.5k | 100.99 |
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Mondelez Int (MDLZ) | 0.1 | $646k | 8.9k | 72.49 |
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Vanguard Ftse Social Index Fun Mutual Funds (VFTAX) | 0.1 | $640k | 14k | 45.28 |
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First Eagle Us Value Fd Cl A Mutual Funds (FEVAX) | 0.1 | $636k | +6% | 33k | 19.03 |
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Morgan Stanley (MS) | 0.1 | $622k | -15% | 6.7k | 93.20 |
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Fidelity Cap Appreciation Mutual Funds (FDCAX) | 0.1 | $618k | +3% | 16k | 39.68 |
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Enbridge (ENB) | 0.0 | $608k | 17k | 36.02 |
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Hess (HES) | 0.0 | $602k | 4.2k | 144.19 |
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Virtus Allianzgi Water Fund In Mutual Funds (AWTIX) | 0.0 | $597k | 32k | 18.96 |
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Oneok (OKE) | 0.0 | $584k | 8.3k | 70.25 |
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Flowserve Corporation (FLS) | 0.0 | $577k | 14k | 41.20 |
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Pioneer Natural Resources (PXD) | 0.0 | $568k | 2.5k | 224.95 |
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Roper Industries (ROP) | 0.0 | $563k | 1.0k | 545.16 |
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Tor Dom Bk Cad (TD) | 0.0 | $561k | -3% | 8.7k | 64.66 |
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Industrial SPDR (XLI) | 0.0 | $559k | +22% | 4.9k | 114.08 |
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Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $551k | 13k | 42.55 |
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FedEx Corporation (FDX) | 0.0 | $543k | 2.1k | 252.92 |
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Dow (DOW) | 0.0 | $541k | 9.9k | 54.86 |
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Altria (MO) | 0.0 | $533k | 13k | 40.32 |
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Central Securities (CET) | 0.0 | $530k | 14k | 37.78 |
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Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $529k | 2.7k | 195.93 |
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Hp (HPQ) | 0.0 | $528k | -20% | 18k | 30.12 |
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Fidelity 500 Indx Fund Inst Pr Mutual Funds (FXAIX) | 0.0 | $528k | 3.2k | 165.39 |
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Fidelity Mid Cap Stk Fnd Mutual Funds (FMCSX) | 0.0 | $516k | -15% | 13k | 40.50 |
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Arch Capital Group (ACGL) | 0.0 | $515k | 6.9k | 74.31 |
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Air Products & Chemicals (APD) | 0.0 | $515k | -2% | 1.9k | 274.67 |
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Fidelity Instl Freedom 2030 Mutual Funds (FFFEX) | 0.0 | $514k | 31k | 16.56 |
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Energy Select Sector SPDR (XLE) | 0.0 | $509k | -32% | 6.1k | 83.79 |
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American Electric Power Company (AEP) | 0.0 | $507k | 6.2k | 81.25 |
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EOG Resources (EOG) | 0.0 | $505k | 4.2k | 120.96 |
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Analog Devices (ADI) | 0.0 | $498k | 2.5k | 198.56 |
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Accenture (ACN) | 0.0 | $498k | 1.4k | 350.34 |
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Equity Residential (EQR) | 0.0 | $489k | -11% | 8.0k | 61.12 |
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Waters Corporation (WAT) | 0.0 | $468k | 1.4k | 328.94 |
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Cisco Systems (CSCO) | 0.0 | $461k | 9.1k | 50.58 |
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Illinois Tool Works (ITW) | 0.0 | $457k | 1.7k | 262.04 |
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Energy Transfer Equity (ET) | 0.0 | $450k | -11% | 33k | 13.82 |
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T Rowe Price New Horizon Fund Mutual Funds (PRNHX) | 0.0 | $448k | 8.0k | 56.25 |
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Bankunited (BKU) | 0.0 | $448k | -9% | 14k | 32.41 |
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Aon (AON) | 0.0 | $423k | 1.5k | 291.43 |
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Vanguard Star Fund Mutual Funds (VGSTX) | 0.0 | $409k | 15k | 26.86 |
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Loews Corporation (L) | 0.0 | $395k | 5.7k | 69.66 |
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First Eagle Global Fd Cl A Mutual Funds (SGENX) | 0.0 | $386k | +3% | 6.1k | 63.04 |
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Fidelity Freedom 2025 Fund Mutual Funds (FFTWX) | 0.0 | $382k | -43% | 29k | 13.11 |
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Fidelity Growth & Income Fund Mutual Funds (FGRIX) | 0.0 | $370k | 6.8k | 54.16 |
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Booking Holdings (BKNG) | 0.0 | $355k | 100.00 | 3550.00 |
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Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $353k | 1.4k | 255.24 |
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Blackstone Private Credit Fund | 0.0 | $348k | +2% | 14k | 25.20 |
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Amgen (AMGN) | 0.0 | $346k | 1.2k | 288.00 |
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Old Republic International Corporation (ORI) | 0.0 | $345k | 12k | 29.44 |
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American Water Works (AWK) | 0.0 | $343k | 2.6k | 131.92 |
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Henry Schein (HSIC) | 0.0 | $339k | -11% | 4.5k | 75.75 |
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BlackRock (BLK) | 0.0 | $325k | 400.00 | 812.50 |
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Fidelity Asset Manager Mutual Funds (FASMX) | 0.0 | $325k | 17k | 19.57 |
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Travelers Companies (TRV) | 0.0 | $324k | 1.7k | 190.59 |
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State Street Corporation (STT) | 0.0 | $322k | 4.2k | 77.46 |
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General Mills (GIS) | 0.0 | $320k | 4.9k | 65.21 |
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United Rentals (URI) | 0.0 | $315k | 550.00 | 572.73 |
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Clearbridge Value Trust Fi Mutual Funds (LMVFX) | 0.0 | $314k | +10% | 2.8k | 110.91 |
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White Mountains Insurance Gp (WTM) | 0.0 | $301k | 200.00 | 1505.00 |
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iShares Dow Jones US Reg Banks Ind. (IAT) | 0.0 | $292k | -2% | 7.0k | 41.86 |
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Ge Healthcare Technologies I (GEHC) | 0.0 | $290k | 3.8k | 77.24 |
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Vestas (VWSYF) | 0.0 | $286k | NEW | 9.0k | 31.78 |
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Hewlett Packard Enterprise (HPE) | 0.0 | $285k | -23% | 17k | 16.99 |
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Fidelity Emerging Asia Fund Mutual Funds (FSEAX) | 0.0 | $279k | 7.0k | 40.00 |
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Reaves Utility Income Fund (UTG) | 0.0 | $273k | 10k | 26.72 |
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Microchip Technology (MCHP) | 0.0 | $270k | 3.0k | 90.18 |
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Public Service Enterprise (PEG) | 0.0 | $262k | 4.3k | 61.16 |
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Lululemon Athletica (LULU) | 0.0 | $256k | NEW | 500.00 | 512.00 |
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Oakmark Fund Investor Mutual Funds (OAKMX) | 0.0 | $251k | 1.9k | 132.52 |
|
|
Ingersoll Rand (IR) | 0.0 | $251k | -9% | 3.2k | 77.30 |
|
Matinas Biopharma Holdings, In (MTNB) | 0.0 | $250k | 1.2M | 0.22 |
|
|
PPL Corporation (PPL) | 0.0 | $241k | 8.9k | 27.08 |
|
|
Edgewood Growth Fund Inst Mutual Funds (EGFIX) | 0.0 | $241k | 5.5k | 43.76 |
|
|
Hancock Holding Company (HWC) | 0.0 | $236k | NEW | 4.9k | 48.66 |
|
Archer Daniels Midland Company (ADM) | 0.0 | $231k | 3.2k | 72.19 |
|
|
RPM International (RPM) | 0.0 | $229k | NEW | 2.1k | 111.71 |
|
Corteva (CTVA) | 0.0 | $225k | 4.7k | 48.03 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $224k | 2.3k | 96.10 |
|
|
Enstar Group (ESGR) | 0.0 | $221k | NEW | 750.00 | 294.67 |
|
Celanese Corporation (CE) | 0.0 | $218k | NEW | 1.4k | 155.71 |
|
Fidelity Mega Cap Stock Fund Mutual Funds | 0.0 | $206k | NEW | 9.9k | 20.89 |
|
Bank Of America Corp Pfd K 6.4 Preferred Stocks (MER.PK) | 0.0 | $202k | 8.0k | 25.25 |
|
|
Fidelity Value Fund Mutual Funds (FDVLX) | 0.0 | $196k | 14k | 14.34 |
|
|
Blackrock Systematic Multi Str Mutual Funds (BIMBX) | 0.0 | $192k | -55% | 20k | 9.85 |
|
Plains All American Pipeline (PAA) | 0.0 | $177k | -26% | 12k | 15.13 |
|
Bny Mellon Fds Tr Emerging Mkt Mutual Funds (MEMKX) | 0.0 | $110k | 11k | 9.89 |
|
|
Royce Small Cap Total Return F Mutual Funds (RYTRX) | 0.0 | $106k | -3% | 14k | 7.41 |
|
Amcast Ind. | 0.0 | $0 | 22k | 0.00 |
|
|
International Power (IPWG) | 0.0 | $0 | 15k | 0.00 |
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Past Filings by Neville Rodie & Shaw
SEC 13F filings are viewable for Neville Rodie & Shaw going back to 2011
- Neville Rodie & Shaw 2023 Q4 filed Jan. 2, 2024
- Neville Rodie & Shaw 2023 Q3 filed Oct. 10, 2023
- Neville Rodie & Shaw 2023 Q2 filed July 6, 2023
- Neville Rodie & Shaw 2023 Q1 filed April 4, 2023
- Neville Rodie & Shaw 2022 Q4 filed Jan. 3, 2023
- Neville Rodie & Shaw 2022 Q3 filed Oct. 4, 2022
- Neville Rodie & Shaw 2022 Q2 filed July 6, 2022
- Neville Rodie & Shaw 2022 Q1 filed April 5, 2022
- Neville Rodie & Shaw 2021 Q4 filed Jan. 5, 2022
- Neville Rodie & Shaw 2021 Q3 filed Oct. 6, 2021
- Neville Rodie & Shaw 2021 Q2 filed July 6, 2021
- Neville Rodie & Shaw 2021 Q1 filed April 8, 2021
- Neville Rodie & Shaw 2020 Q4 filed March 4, 2021
- Neville Rodie & Shaw 2020 Q3 filed Oct. 1, 2020
- Neville Rodie & Shaw 2020 Q2 filed July 15, 2020
- Neville Rodie & Shaw 2020 Q1 filed April 1, 2020