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Home > Institutional Investor > Neville Rodie & Shaw Inc > Profile

Instuitional Investor - Neville Rodie & Shaw Inc

Fund Profile
Filing Period:
Fund Name: Neville Rodie & Shaw Inc
Portfolio Value $1,222,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 661,295 $127,319 10.41%
2.
Microsoft Corp
 MSFT 177,540 $66,762 5.45%
3.
Thermo Fisher Scientific Inc.
 TMO 84,495 $44,850 3.66%
4.
Alphabet Inc.
 GOOG 312,630 $43,672 3.57%
5.
Quanta Services Inc.
 PWR 165,675 $35,753 2.92%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)