Neville Rodie & Shaw Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's total equity portfolio value at $1,475,262.
The report details the firm's positions in various U.S. and international companies. Among the largest holdings listed are 3M Company, with 6,250 shares; Abbott Laboratories, with 27,548 shares; and AbbVie Inc., with 33,963 shares. The filing also notes significant positions in Alphabet Class A and Class C shares, Amazon.com, and American Express Co.
The portfolio includes a mix of technology, healthcare, and industrial companies. Notable entries include Apple Inc., Microsoft Corp., JPMorgan Chase & Co., and Johnson & Johnson. The filing also lists positions in energy companies such as Exxon Mobil Corp. and NextEra Energy Inc., as well as consumer staples like Coca-Cola Co. and Colgate-Palmolive Co.
Additionally, the filing includes various mutual funds and exchange-traded funds, such as the Fidelity 500 Index Fund and the iShares Nasdaq Biotechnology Index Fund. The report was signed by Frank Anastasi, the Compliance Officer for Neville Rodie & Shaw.
