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NEVILLE RODIE & SHAW INC - Portfolio Stock Holdings

NEVILLE RODIE & SHAW INC disclosed 211 stock positions in a recent SEC 13F filing. $1,483,101,590 of stock holdings were filed, with the largest holdings including AAPL, LRCX, and GOOGL. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,002,835,379 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

211

Est. Stock Holding Value:

$1,483,101,590

Top Stock Holdings By Sector

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Portfolio Stock Holdings - NEVILLE RODIE & SHAW INC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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