Top 50 Neville Rodie & Shaw Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.17% | 442.9K | $112.4M | -2.44%(-11.07K) | $22.70(+1216.76%) | 2026-03-31 | |
| GOOGL | ALPHABET CLASS A | 5.24% | 250.8K | $72.1M | -1.46%(-3.72K) | $28.11(+1332.52%) | 2026-03-31 | |
| PWR | QUANTA SERVICES INC | 4.79% | 120.0K | $65.9M | -8.12%(-10.61K) | $64.51(+1099.47%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.32% | 160.5K | $59.4M | +5.43%(+8.27K) | $93.63(+332.77%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP COM NEW | 3.88% | 250.2K | $53.4M | -3.77%(-9.81K) | $9.86(+2896.42%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.02% | 169.9K | $41.5M | +2.26%(+3.75K) | $77.44(+197.53%) | 2026-03-31 | |
| JPM | J P MORGAN CHASE & CO | 2.79% | 130.4K | $38.4M | -0.77%(-1.02K) | $90.07(+233.37%) | 2026-03-31 | |
| GOOG | ALPHABET CLASS C | 2.78% | 133.3K | $38.2M | -5.43%(-7.65K) | $28.97(+1277.63%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.73% | 221.6K | $37.6M | +1.41%(+3.08K) | $88.90(+70.49%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORP | 2.22% | 30.7K | $30.6M | -0.75%(-231) | $226.00(+357.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.46% | +57.97% |
| Top 20 Holdings Unweighted | +16.98% | +60.08% |
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