NEVILLE RODIE & SHAW INC

Long Only Manager

NEVILLE RODIE & SHAW INC is a Long Only Manager based in New York, NY led by Reed Winfield Choate, reporting $1.9B in AUM as of Q3 2025 with AAPL as the largest holding (9% allocation).

PresidentReed Winfield Choate

Portfolio Value: $1.3B
Positions: 196
Top Holding: AAPL at 8.97%
Last Reported: Q3 2025

Address200 Madison Ave, New York, NY, 10016-3903, United States

Top Holdings

Largest long holdings in NEVILLE RODIE & SHAW INC's portfolio (41.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$117.4M	8.97%	-$20.3M Sold	0.00% 461.2K shares	≤ Q2 2013 Held for 12y 6m+
2 Microsoft MSFT	Software - Infrastructure Technology	$78.6M	6.00%	-$8.9M Sold	0.00% 151.7K shares	≤ Q2 2013 Held for 12y 6m+
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$62.2M	4.75%	-$7.1M Sold	0.00% 255.8K shares	≤ Q2 2013 Held for 12y 6m+
4 Quanta Services PWR	Engineering & Construction Industrials	$55.1M	4.21%	-$2.9M Sold	0.09% 133.1K shares	Q3 2013 Held for 12y 3m
5 Oracle ORCL	Software - Infrastructure Technology	$50.7M	3.87%	-$2.7M Sold	0.01% 180.1K shares	≤ Q2 2013 Held for 12y 6m+
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$42.1M	3.21%	+$588.0K Bought	0.00% 133.4K shares	≤ Q2 2013 Held for 12y 6m+
7 Visa V	Financial - Credit Services Financial Services	$36.9M	2.82%	-$4.6M Sold	0.01% 108.0K shares	≤ Q2 2013 Held for 12y 6m+
8 Lam Research LRCX	Semiconductors Technology	$35.7M	2.73%	-$6.4M Sold	0.02% 266.8K shares	Q4 2014 Held for 11 years
9 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$34.6M	2.65%	-$1.3M Sold	0.00% 142.2K shares	Q2 2014 Held for 11y 6m
10 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$30.2M	2.30%	-$1.2M Sold	0.01% 162.7K shares	≤ Q2 2013 Held for 12y 6m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NEVILLE RODIE & SHAW INC's latest filing

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Market Value

$1.3B

Prior: $1.3B

Q/Q Change

+2.56%

+$32.7M

Net Flows % of MV

-7.99%

Turnover Ratio

4.87%

New Purchases

2 stocks

$3.2M

Added To

15 stocks

+$7.7M

Sold Out Of

10 stocks

$3.0M

Reduced Holdings

98 stocks

-$112.5M

Increased Positions

Position	Shares Δ	Change
1 Coinbase Global, Inc. COIN	New	0 → 5.7K +$1.9M
2 Ameriprise Financial AMP	New	0 → 2.6K +$1.3M
3 Netflix NFLX	+71.55%	2.2K → 3.8K +$1.9M
4 Nasdaq, Inc. NDAQ	+41.87%	20.3K → 28.8K +$750.9K
5 American Express AXP	+23.23%	42.0K → 51.8K +$3.2M

Decreased Positions

Position	Shares Δ	Change
1 Hess HES	Sold	4.2K → 0 −$578.4K
2 Snowflake SNOW	Sold	2.0K → 0 −$444.2K
3 United Rentals URI	Sold	500.0 → 0 −$376.7K
4 Commerce Bancshares CBSH	Sold	4.6K → 0 −$284.6K
5 Enstar Group ESGR	Sold	750.0 → 0 −$252.3K