10,000+ stock pitches from top investors available on joinyellowbrick.com
NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2018-10-09 (Q3 2018) | Holdings: 386 | Value: $1.0B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 1% $(526.0K) | 5.12% | $51.9M | +391.63% | -31.55% | +3.64% | |
| XOM - EXXON MOBIL CORP | 4.78% | $48.4M | +84.46% | -16.08% | -17.70% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(369.3K) | 2.95% | $29.9M | +66.33% | -6.33% | -4.83% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($449.1K) | 2.69% | $27.2M | +143.59% | -0.12% | +17.60% | |
| MSFT - MICROSOFT CORP | Add 5% ($1.1M) | 2.15% | $21.8M | +404.31% | -6.47% | +27.01% | |
| PYPL - PAYPAL HLDGS INC | Add 6% ($1.1M) | 1.99% | $20.2M | -12.36% | +13.93% | +26.29% | |
| JPM - J P MORGAN CHASE & CO | Reduce 1% $(122.2K) | 1.96% | $19.9M | +218.72% | -11.77% | +2.68% | |
| DD - DOWDUPONT INC | Add 5% ($878.0K) | 1.91% | $19.3M | +9.04% | -7.40% | -24.48% | |
| GOOGL - ALPHABET CLASS A | Add 1% ($187.1K) | 1.83% | $18.5M | +360.60% | -5.07% | +6.43% | |
| V - VISA INC | Add 1% ($185.8K) | 1.75% | $17.7M | +155.79% | -2.56% | +23.46% | |
| MRK - MERCK & COMPANY | Reduce 2% $(327.0K) | 1.67% | $16.9M | +57.01% | +3.48% | +18.73% | |
| NEE - NEXTERA ENERGY INC | 1.67% | $16.9M | +130.73% | +1.59% | +36.90% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 1% $(234.7K) | 1.58% | $16.0M | +78.04% | -10.75% | -3.49% | |
| BP - BP P L C | 1.56% | $15.8M | +10.09% | -10.43% | -14.43% | ||
| BA - BOEING CO | Reduce 4% $(576.1K) | 1.54% | $15.6M | -40.24% | -7.50% | -1.01% | |
| SPY - S&P 500 DEPOSITORY RECEIPTS | 1.47% | $14.9M | +163.30% | -9.22% | +4.27% | ||
| GOOG - ALPHABET CLASS C | Reduce 2% $(263.8K) | 1.41% | $14.3M | +363.79% | -5.37% | +6.86% | |
| ZTS - ZOETIS INC CL A | 1.30% | $13.2M | +66.19% | -7.28% | +38.23% | ||
| WAB - WABTEC CORP | Add 12% ($1.3M) | 1.23% | $12.5M | +102.91% | -27.94% | -35.66% | |
| DIS - DISNEY (WALT) CO | Add 1% ($120.4K) | 1.19% | $12.1M | -0.87% | -2.71% | +12.25% | |
| MDY - SPDR S&P MIDCAP 400 ETF | Add 3% ($354.6K) | 1.17% | $11.9M | +85.47% | -9.42% | -2.06% | |
| INTC - INTEL CORP | Reduce 5% $(565.2K) | 1.15% | $11.6M | -2.83% | +6.09% | +13.82% | |
| UNP - UNION PACIFIC CORP | Add 12% ($1.2M) | 1.12% | $11.3M | +55.68% | -4.26% | -1.96% | |
| HD - HOME DEPOT | Add 5% ($545.0K) | 1.09% | $11.1M | +130.54% | -9.53% | +19.44% | |
| AGN - ALLERGAN PLC SHS | Reduce 5% $(514.3K) | 1.02% | $10.3M | -23.82% | -11.27% | ||
| MCD - MCDONALDS CORP | 1.01% | $10.2M | +109.24% | +6.21% | +26.06% | ||
| CELG - CELGENE CORP | Add 2% ($183.5K) | 0.98% | $10.0M | +0.67% | +15.56% | ||
| RTX - UNITED TECHNOLOGIES CORP | Reduce 2% $(230.1K) | 0.96% | $9.7M | +164.72% | -17.88% | +1.35% | |
| CVX - CHEVRON CORP | 0.96% | $9.7M | +66.05% | -9.96% | -6.28% | ||
| J - JACOBS ENGINEERING GROUP | Reduce 1% $(139.6K) | 0.95% | $9.7M | +166.07% | -20.77% | +17.91% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Add 11% ($977.4K) | 0.95% | $9.6M | +119.69% | -12.24% | -7.65% | |
| DHR - DANAHER CORP | New Purchase | 0.94% | $9.5M | +143.71% | -0.91% | +30.98% | |
| WFC - WELLS FARGO | Reduce 1% $(70.7K) | 0.93% | $9.5M | +95.90% | -10.36% | -5.90% | |
| ORCL - ORACLE CORP | Reduce 26% $(3.1M) | 0.85% | $8.6M | +546.67% | -1.63% | +16.09% | |
| FDX - FEDEX CORP | Add 3% ($228.8K) | 0.82% | $8.3M | +19.22% | -25.54% | -37.40% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 1% $(82.3K) | 0.77% | $7.8M | +37.39% | -5.17% | -13.67% | |
| ABBV - ABBVIE INC | Reduce 3% $(235.6K) | 0.77% | $7.8M | +232.69% | -5.01% | -16.51% | |
| META - FACEBOOK INC CL A | Reduce 5% $(394.7K) | 0.76% | $7.7M | +373.74% | -8.05% | +14.80% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 4% ($318.9K) | 0.75% | $7.6M | +8.90% | +0.53% | +16.04% | |
| AXP - AMERICAN EXPRESS CO | Reduce 1% $(87.9K) | 0.73% | $7.4M | +267.25% | -7.76% | +9.11% | |
| HON - HONEYWELL INTERNATIONAL | Reduce 6% $(480.1K) | 0.71% | $7.1M | +60.52% | -10.99% | +5.60% | |
| EMR - EMERSON ELECTRIC CO | 0.70% | $7.1M | +106.48% | -17.61% | -11.68% | ||
| PG - PROCTER & GAMBLE CO | Reduce 8% $(642.5K) | 0.69% | $7.0M | +124.50% | +12.43% | +53.62% | |
| N/A - FIDELITY CONTRAFUND | Add 924% ($6.1M) | 0.67% | $6.8M | ||||
| LRCX - LAM RESEARCH CORP | Reduce 5% $(364.7K) | 0.65% | $6.6M | +1074.09% | +2.22% | +68.72% | |
| PWR - QUANTA SERVICES INC | Reduce 37% $(3.8M) | 0.62% | $6.3M | +1287.90% | +0.26% | +17.39% | |
| PFE - PFIZER INC | New Purchase | 0.61% | $6.1M | -21.54% | -6.19% | -18.49% | |
| PEP - PEPSICO INC | Reduce 5% $(324.8K) | 0.60% | $6.1M | +73.83% | +1.32% | +32.09% | |
| IBM - INTL BUSINESS MACHINES | Reduce 1% $(55.5K) | 0.59% | $6.0M | +198.17% | -16.38% | +0.36% | |
| SLB - SCHLUMBERGER LTD | Reduce 2% $(127.6K) | 0.59% | $5.9M | -30.33% | -32.93% | -47.86% | |
| TFC - BB&T CORPORATION | Reduce 100% | 0.00% | $0.00 | +26.01% | -6.88% | +6.99% | |
| CB - CHUBB LIMITED COM | Reduce 100% | 0.00% | $0.00 | +139.27% | -3.46% | +17.59% | |