Long-term investor
Neville Rodie & Shaw Inc. @nevillerodieshawinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000071210).
Record
- Tracked since 2025-06-30 (434 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months +13.3% · 1 year +25.1% · all +25.1%
- Max drawdown -1.2% · Sharpe 1.50 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.2% · long · since 2025-06-30
- 512807306 · 6.8% · long · since 2025-06-30
- GOOGL · 5.7% · long · since 2025-06-30
- PWR · 5.2% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- 02079K107 · 3.0% · long · since 2025-06-30
- JNJ · 2.8% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- V · 2.1% · long · since 2025-06-30
- XOM · 1.9% · long · since 2025-06-30
- 369604301 · 1.9% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
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