Fund Holdings — NEVILLE RODIE & SHAW INC

Total Portfolio Value
$1.38M
Total Bought
$66.6K
Total Sold
$141.6K
Net Transaction
-$75.0K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP218,506221,590+3,08426382.73%+11
QUANTA SERVICES INC130,631120,023-10,60855664.79%+11
LAM RESEARCH CORP COM NEW(LRCX)259,972250,159-9,81345533.88%+9
JOHNSON & JOHNSON(JNJ)166,185169,933+3,74834423.02%+7
VERTIV HOLDINGS CO CL A(VRT)60,39261,332+94010151.12%+6
COSTCO WHOLESALE CORP(COST)30,92230,691-23127312.22%+4
GE VERNOVA INC(GEV)17,47317,488+1511151.11%+4
CORNING INC(GLW)67,35164,919-2,432690.64%+3
CHEVRON CORP(CVX)57,06355,340-1,7239110.83%+3
BANK OF AMERICA CORP116,358179,818+63,460690.64%+2
NEXTERA ENERGY INC(NEE)173,198171,125-2,07314161.15%+2
CATERPILLAR INC(CAT)15,73715,312-4259110.79%+2
AMPHENOL CORP CL A012,345+12,345020.11%+2
BP P L C(BP)120,636120,386-250460.41%+1
LINDE PLC SHS(LIN)13,24914,159+910670.51%+1
MERCK & COMPANY(MRK)87,82487,82409110.77%+1
HOWMET AEROSPACE INC(HWM)67,32464,814-2,51014151.09%+1
INTL BUSINESS MACHINES(IBM)58,81076,160+17,35017181.34%+1
HONEYWELL INTERNATIONAL(HON)34,17233,912-260780.56%+1
SHELL PLC SPON ADS(SHEL)73,15067,975-5,175560.46%+1
BLOOM ENERGY CORP CL A06,445+6,445010.06%+1
CONOCO PHILLIPS(COP)23,85023,350-500230.22%+1
PHILLIPS 66(PSX)16,13115,931-200230.21%+1
WABTEC CORP(WAB)23,70123,301-400560.42%+1
MOOG INC CLASS A(MOG-A)17,04216,767-275450.36%+1
MARATHON PETROLEUM CORP(MPC)6,7146,7140120.12%+1
INV S&P500 EQ WGHT TECH ETF
S&P500 EQL TEC
188,950201,350+12,400990.66%+1
HUBBELL INC(HUBB)10,68910,619-70550.38%0
VERIZON COMMUNICATIONS(VZ)46,09546,0950220.17%0
STATE STR INDUSTRIAL SELECT SE
ST STR INDL ETF
6,0008,400+2,400110.10%0
EATON CORP PLC SHS(ETN)23,50122,078-1,423780.57%0
RTX CORP(RTX)61,51060,605-90511120.85%0
RIO TINTO PLC ADR SPONSORED(RIO)30,20030,2000230.20%0
INTEL CORP(INTC)55,27754,777-500220.18%0
DELL TECHNOLOGIES INC CL C(DELL)11,64711,005-642120.13%0
DEERE & CO(DE)3,2693,276+7220.13%0
UNION PACIFIC CORP(UNP)26,63126,6310660.47%0
PEPSICO INC(PEP)36,06135,128-933550.40%0
CSX CORP(CSX)57,88957,809-80220.17%0
BRISTOL-MYERS SQUIBB CO(BMY)39,55439,539-15220.17%0
ASTRAZENECA PLC(AZN)01,318+1,318000.02%0
DOW INC(DOW)11,47711,977+500000.04%0
TARGET CORP(TGT)9,7409,7400110.09%0
NORTHROP GRUMMAN CORP(NOC)0310+310000.02%0
CANADIAN NATL RAILWAY CO(CNI)02,000+2,000000.01%0
PFIZER INC(PFE)64,65864,6580220.13%0
AMERICAN WATER WORKS CO INC01,500+1,500000.01%0
WILLIAMS COS(WMB)02,800+2,800000.01%0
DTE ENERGY CO(DTB)01,386+1,386000.01%0
WAL-MART STORES INC(WMT)16,83916,675-164220.15%0
SCHLUMBERGER LTD(SLB)13,47613,4760110.05%0
GILEAD SCIENCES INC(GILD)15,58114,844-737220.15%0
TEXAS INSTRUMENTS INC(TXN)8,4458,310-135120.12%0
CULLEN FROST BANKERS INC(CFR)13,97413,9740220.14%0
DUKE ENERGY CORPORATION COM NE(DUK)8,5158,5150110.08%0
AMETEK INC16,96016,785-175340.26%0
MCDONALDS CORP(MCD)22,51022,5100770.51%0
SOLSTICE ADVANCED MATERIALS IN(SOLS)8,4626,920-1,542010.04%0
SUNCOR ENERGY INC(SU)5,2585,2580000.03%0
ENTERPRISE PRODS PARTNERS(EPD)45,00641,138-3,868120.11%0
COCA-COLA CO(KO)53,30050,375-2,925440.28%0
ENBRIDGE INC(ENB)16,47316,4730110.06%0
FREEPORT MCMORAN COP & GLD INC(FCX)12,95112,9510110.06%0
EOG RESOURCES INC.(EOG)2,5162,5160000.03%0
AMERICAN ELECTRIC POWER INC6,2406,2400110.06%0
ALTRIA GROUP INC(MO)12,42812,228-200110.06%0
CAPITAL ONE FINANCIAL CORP(COF)2,3653,625+1,260110.05%0
GRAINGER W W INC(GWW)1,2541,239-15110.10%0
AIR PRODUCTS & CHEMICALS INC1,8501,8500010.04%0
AMGEN INC(AMGN)3,1353,1350110.08%0
DUPONT DE NEMOURS INC(DD)13,16313,1630110.04%0
CARRIER GLOBAL CORPORATION(CARR)20,47320,4730110.08%0
CORTEVA INC(CTVA)4,2004,2000000.03%0
KNIGHT SWIFT TRANSN HLDGS INC(KNX)13,25013,2500110.06%0
VANGUARD INTL HI YIELD DIV FUN33,48333,4830120.11%0
COLGATE PALMOLIVE CO(CL)10,64510,6450110.07%0
EVERSOURCE ENERGY COM(ES)32,60832,617+9220.16%0
FLOWSERVE CORP(FLS)13,72513,7250110.07%0
HEARTLAND EXPRESS(HTLD)31,69631,6960000.02%0
MICRON TECHNOLOGY INC(MU)8408400000.02%0
ENERGY TRANSFER OPERATING LP(ET)15,17515,1750000.02%0
NUCOR CORP(NUE)7,0957,0950110.09%0
SNAP-ON INC(SNA)2,0052,0050110.05%0
REAVES UTILITY INCOME FUND(UTG)12,70112,7010000.04%0
DOVER CORP(DOV)4,8324,682-150110.07%0
TAIWAN SEMICONDUCTOR ADR(TSM)1,3701,320-50000.03%0
TRANE TECHNOLOGIES PLC SHS(TT)2,6052,505-100110.08%0
CHUBB LIMITED COM
COM
7,0846,874-210220.16%0
FIDELITY MID CAP STK FND13,85113,8510110.05%0
VESTAS WIND SYS A/S(VWSYF)9,0009,0000000.02%0
MONDELEZ INTL INC(MDLZ)5,8655,8650000.02%0
WEC ENERGY GROUP INC COM(WEC)2,0782,0780000.02%0
ILLINOIS TOOL WORKS INC(ITW)1,4851,4850000.03%0
PHILIP MORRIS INTL(PM)7,7207,595-125110.09%0
NETFLIX INC(NFLX)4,4004,4000000.03%0
BANKUNITED INC(BKU)13,55713,5570110.04%0
LOEWS CORP(L)5,6705,6700110.04%0
NH PORTFOLIO 2030 (FIDELITY FU7,3207,3200000.02%0
T ROWE PRICE MIDCAP VALUE FUND6,3646,3640000.02%0
M & T BK CORP(MTB)1,0521,0520000.02%0
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NEVILLE RODIE & SHAW INC — 13F Holdings — Q1 2026 | TickerTrail