account_balance

Investment manager · 13F filer · SEC CIK 71210

Neville Rodie & Shaw Inc

Reported value$1.48Bas of Sep 30, 2026
Positions239 5 new, 10 sold out
Top 10 weight43.5%AAPL alone is 10%
FiledOct 55 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

What changed

Biggest moves since Jun 30, 2026

Filed Oct 5, 2026, compared with the Jul 6, 2026 filing
add_circleNew
  • QXO $5.5M
  • Fidelity Select Biotech Fund $1.13M
  • Az Portfolio 2030 (Fidelity Fu $375K
  • Edgewood Growth Fund Inst $276K
arrow_upwardAdded
  • CIBR +4%
  • ETN +3%
arrow_downwardTrimmed
remove_circleSold out
  • ACGL $295K
  • Edgewood Growth Fund Inst $290K
  • MCHP $228K
  • DTE $211K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast