Fund Holdings

NEVILLE RODIE & SHAW INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP218,506221,590+3,08426,29537,5952.73%+11,300
QUANTA SERVICES INC130,631120,023-10,60855,13465,8954.79%+10,761
LAM RESEARCH CORP COM NEW(LRCX)259,972250,159-9,81344,50253,4493.88%+8,947
JOHNSON & JOHNSON(JNJ)166,185169,933+3,74834,39141,5383.02%+7,147
VERTIV HOLDINGS CO CL A(VRT)60,39261,332+9409,78415,3691.12%+5,585
COSTCO WHOLESALE CORP(COST)30,92230,691-23126,66530,5812.22%+3,916
GE VERNOVA INC(GEV)17,47317,488+1511,42015,2651.11%+3,845
CORNING INC(GLW)67,35164,919-2,4325,8988,8270.64%+2,929
CHEVRON CORP(CVX)57,06355,340-1,7238,69711,4500.83%+2,753
BANK OF AMERICA CORP116,358179,818+63,4606,4008,7660.64%+2,366
NEXTERA ENERGY INC(NEE)173,198171,125-2,07313,90415,8941.15%+1,990
CATERPILLAR INC(CAT)15,73715,312-4259,01610,8480.79%+1,832
AMPHENOL CORP CL A012,345+12,34501,5600.11%+1,560
BP P L C(BP)120,636120,386-2504,1905,6580.41%+1,468
LINDE PLC SHS(LIN)13,24914,159+9105,6497,0190.51%+1,370
MERCK & COMPANY(MRK)87,82487,82409,24410,5640.77%+1,320
HOWMET AEROSPACE INC(HWM)67,32464,814-2,51013,80314,9371.09%+1,134
INTL BUSINESS MACHINES(IBM)58,81076,160+17,35017,42018,4601.34%+1,040
HONEYWELL INTERNATIONAL(HON)34,17233,912-2606,6677,6650.56%+998
SHELL PLC SPON ADS(SHEL)73,15067,975-5,1755,3756,3220.46%+947
BLOOM ENERGY CORP CL A06,445+6,44508730.06%+873
CONOCO PHILLIPS(COP)23,85023,350-5002,2333,0820.22%+849
PHILLIPS 66(PSX)16,13115,931-2002,0812,9020.21%+821
WABTEC CORP(WAB)23,70123,301-4005,0595,8230.42%+764
MOOG INC CLASS A(MOG-A)17,04216,767-2754,1514,9070.36%+756
MARATHON PETROLEUM CORP(MPC)6,7146,71401,0921,6390.12%+547
INV S&P500 EQ WGHT TECH ETF
S&P500 EQL TEC
188,950201,350+12,4008,5999,1130.66%+514
HUBBELL INC(HUBB)10,68910,619-704,7475,2110.38%+464
VERIZON COMMUNICATIONS(VZ)46,09546,09501,8782,3140.17%+436
STATE STR INDUSTRIAL SELECT SE
ST STR INDL ETF
6,0008,400+2,4009311,3590.10%+428
EATON CORP PLC SHS(ETN)23,50122,078-1,4237,4857,8970.57%+412
RTX CORP(RTX)61,51060,605-90511,28111,6910.85%+410
RIO TINTO PLC ADR SPONSORED(RIO)30,20030,20002,4172,8170.20%+400
INTEL CORP(INTC)55,27754,777-5002,0402,4170.18%+377
DELL TECHNOLOGIES INC CL C(DELL)11,64711,005-6421,4661,8060.13%+340
DEERE & CO(DE)3,2693,276+71,5221,8450.13%+323
UNION PACIFIC CORP(UNP)26,63126,63106,1606,4610.47%+301
PEPSICO INC(PEP)36,06135,128-9335,1755,4550.40%+280
CSX CORP(CSX)57,88957,809-802,0982,3730.17%+275
BRISTOL-MYERS SQUIBB CO(BMY)39,55439,539-152,1342,3980.17%+264
ASTRAZENECA PLC(AZN)01,318+1,31802600.02%+260
DOW INC(DOW)11,47711,977+5002684990.04%+231
TARGET CORP(TGT)9,7409,74009521,1800.09%+228
NORTHROP GRUMMAN CORP(NOC)0310+31002110.02%+211
CANADIAN NATL RAILWAY CO(CNI)02,000+2,00002060.01%+206
PFIZER INC(PFE)64,65864,65801,6101,8150.13%+205
AMERICAN WATER WORKS CO INC01,500+1,50002040.01%+204
WILLIAMS COS(WMB)02,800+2,80002040.01%+204
DTE ENERGY CO(DTB)01,386+1,38602030.01%+203
WAL-MART STORES INC(WMT)16,83916,675-1641,8762,0730.15%+197
SCHLUMBERGER LTD(SLB)13,47613,47605176930.05%+176
GILEAD SCIENCES INC(GILD)15,58114,844-7371,9122,0690.15%+157
TEXAS INSTRUMENTS INC(TXN)8,4458,310-1351,4651,6140.12%+149
CULLEN FROST BANKERS INC(CFR)13,97413,97401,7701,9160.14%+146
DUKE ENERGY CORPORATION COM NE(DUK)8,5158,51509981,1150.08%+117
AMETEK INC16,96016,785-1753,4823,5980.26%+116
MCDONALDS CORP(MCD)22,51022,51006,8796,9950.51%+116
SOLSTICE ADVANCED MATERIALS IN(SOLS)8,4626,920-1,5424115270.04%+116
SUNCOR ENERGY INC(SU)5,2585,25802333480.03%+115
ENTERPRISE PRODS PARTNERS(EPD)45,00641,138-3,8681,4431,5570.11%+114
COCA-COLA CO(KO)53,30050,375-2,9253,7263,8310.28%+105
ENBRIDGE INC(ENB)16,47316,47307888920.06%+104
FREEPORT MCMORAN COP & GLD INC(FCX)12,95112,95106587610.06%+103
EOG RESOURCES INC.(EOG)2,5162,51602653640.03%+99
AMERICAN ELECTRIC POWER INC6,2406,24007208180.06%+98
ALTRIA GROUP INC(MO)12,42812,228-2007178070.06%+90
CAPITAL ONE FINANCIAL CORP(COF)2,3653,625+1,2605736610.05%+88
GRAINGER W W INC(GWW)1,2541,239-151,2651,3520.10%+87
AIR PRODUCTS & CHEMICALS INC1,8501,85004575370.04%+80
AMGEN INC(AMGN)3,1353,13501,0261,1030.08%+77
DUPONT DE NEMOURS INC(DD)13,16313,16305296030.04%+74
CARRIER GLOBAL CORPORATION(CARR)20,47320,47301,0821,1530.08%+71
CORTEVA INC(CTVA)4,2004,20002823520.03%+70
KNIGHT SWIFT TRANSN HLDGS INC(KNX)13,25013,25006937630.06%+70
VANGUARD INTL HI YIELD DIV FUN33,48333,48301,4571,5250.11%+68
COLGATE PALMOLIVE CO(CL)10,64510,64508419070.07%+66
EVERSOURCE ENERGY COM(ES)32,60832,617+92,1962,2600.16%+64
FLOWSERVE CORP(FLS)13,72513,72509521,0090.07%+57
HEARTLAND EXPRESS(HTLD)31,69631,69602863300.02%+44
MICRON TECHNOLOGY INC(MU)84084002402840.02%+44
ENERGY TRANSFER OPERATING LP(ET)15,17515,17502502930.02%+43
NUCOR CORP(NUE)7,0957,09501,1571,2000.09%+43
SNAP-ON INC(SNA)2,0052,00506917280.05%+37
REAVES UTILITY INCOME FUND(UTG)12,70112,70104654990.04%+34
DOVER CORP(DOV)4,8324,682-1509449760.07%+32
TAIWAN SEMICONDUCTOR ADR(TSM)1,3701,320-504164460.03%+30
TRANE TECHNOLOGIES PLC SHS(TT)2,6052,505-1001,0141,0440.08%+30
CHUBB LIMITED COM
COM
7,0846,874-2102,2112,2400.16%+29
FIDELITY MID CAP STK FND13,85113,85106446730.05%+29
VESTAS WIND SYS A/S9,0009,00002412640.02%+23
MONDELEZ INTL INC(MDLZ)5,8655,86503163380.02%+22
WEC ENERGY GROUP INC COM(WEC)2,0782,07802192410.02%+22
ILLINOIS TOOL WORKS INC(ITW)1,4851,48503663870.03%+21
PHILIP MORRIS INTL(PM)7,7207,595-1251,2381,2560.09%+18
NETFLIX INC(NFLX)4,4004,40004134230.03%+10
BANKUNITED INC(BKU)13,55713,55706046120.04%+8
LOEWS CORP(L)5,6705,67005976050.04%+8
NH PORTFOLIO 2030 (FIDELITY FU7,3207,32002262340.02%+8
T ROWE PRICE MIDCAP VALUE FUND6,3646,36402052120.02%+7
M & T BK CORP(MTB)1,0521,05202122170.02%+5
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