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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2020-07-15 (Q2 2020) | Holdings: 369 | Value: $968.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 4% $(3.4M) | 7.64% | $73.9M | +180.31% | +23.48% | +52.62% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(663.2K) | 4.28% | $41.5M | +166.51% | +7.20% | +38.01% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(366.4K) | 4.08% | $39.5M | -58.93% | +20.34% | +73.41% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 4% $(1.4M) | 3.82% | $37.0M | +47.66% | +19.32% | +32.57% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(563.4K) | 3.20% | $30.9M | +48.68% | +0.27% | +16.04% | |
| GOOGL - ALPHABET CLASS A | Reduce 1% $(275.1K) | 2.44% | $23.6M | +248.60% | +4.41% | +69.12% | |
| V - VISA INC | Add 4% ($801.1K) | 2.41% | $23.3M | +84.60% | +2.68% | +27.79% | |
| ZTS - ZOETIS INC CL A | 2.14% | $20.8M | +6.81% | +14.69% | +40.63% | ||
| NEE - NEXTERA ENERGY INC | Reduce 4% $(735.2K) | 2.04% | $19.7M | +48.09% | +18.20% | +22.40% | |
| XOM - EXXON MOBIL CORP | Reduce 9% $(2.0M) | 2.00% | $19.4M | +229.86% | -21.52% | +39.39% | |
| DHR - DANAHER CORP | 1.87% | $18.1M | +36.59% | +20.87% | +51.73% | ||
| MRK - MERCK & COMPANY | 1.84% | $17.8M | +35.69% | +0.79% | +5.94% | ||
| GOOG - ALPHABET CLASS C | Reduce 3% $(401.5K) | 1.61% | $15.6M | +249.72% | +4.87% | +75.79% | |
| AMZN - AMAZON.COM INC | New Purchase | 1.61% | $15.6M | +50.93% | +10.15% | +20.28% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Add 80% ($6.7M) | 1.56% | $15.1M | +85.37% | +14.53% | +34.04% | |
| HD - HOME DEPOT | Add 5% ($706.5K) | 1.43% | $13.9M | +70.83% | +12.63% | +28.04% | |
| META - FACEBOOK INC CL A | Add 37% ($3.6M) | 1.38% | $13.4M | +212.15% | +11.74% | +43.34% | |
| DIS - DISNEY (WALT) CO | Add 4% ($495.5K) | 1.38% | $13.4M | -3.55% | +7.72% | +52.32% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(537.1K) | 1.32% | $12.8M | +72.70% | +21.45% | +46.36% | |
| LRCX - LAM RESEARCH CORP | 1.22% | $11.8M | +373.02% | +7.67% | +74.83% | ||
| BX - BLACKSTONE GROUP INC | Add 26% ($2.4M) | 1.21% | $11.7M | +233.27% | +1.12% | +91.34% | |
| INTC - INTEL CORP | Reduce 12% $(1.6M) | 1.20% | $11.6M | -26.65% | -6.85% | -3.61% | |
| JPM - J P MORGAN CHASE & CO | Reduce 19% $(2.7M) | 1.19% | $11.5M | +249.52% | +3.72% | +58.16% | |
| MCD - MCDONALDS CORP | 1.13% | $10.9M | +80.39% | +20.72% | +25.74% | ||
| QCOM - QUALCOMM INC | New Purchase | 1.11% | $10.8M | +107.10% | +42.14% | +56.10% | |
| ABBV - ABBVIE INC | Add 62% ($4.1M) | 1.11% | $10.7M | +181.71% | -12.28% | +23.70% | |
| PG - PROCTER & GAMBLE CO | Reduce 3% $(285.9K) | 1.09% | $10.5M | +39.80% | +16.17% | +15.09% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(84.6K) | 1.06% | $10.3M | +29.07% | +8.61% | +39.67% | |
| UNP - UNION PACIFIC CORP | Reduce 2% $(215.1K) | 1.00% | $9.7M | +39.59% | +21.06% | +27.79% | |
| J - JACOBS ENGINEERING GROUP | Reduce 5% $(494.4K) | 1.00% | $9.7M | +146.96% | +22.34% | +63.16% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | 1.00% | $9.6M | +161.31% | +12.53% | +47.57% | ||
| BXMT - BLACKSTONE MTG TR INC CL A | Add 29% ($1.9M) | 0.89% | $8.6M | +34.09% | +1.30% | +44.42% | |
| CRM - SALESFORCE.COM INC | Add 1% ($92.7K) | 0.88% | $8.6M | +38.13% | +38.69% | +27.90% | |
| ORCL - ORACLE CORP | Reduce 13% $(1.2M) | 0.85% | $8.3M | +440.57% | +7.29% | +57.55% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 4% $(361.0K) | 0.83% | $8.1M | +10.65% | -1.63% | +13.30% | |
| PEP - PEPSICO INC | Add 1% ($74.9K) | 0.82% | $8.0M | +32.50% | +6.48% | +19.71% | |
| BP - BP P L C | Reduce 1% $(61.8K) | 0.81% | $7.8M | +89.86% | -30.66% | +6.46% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 1% $(77.7K) | 0.80% | $7.8M | -9.42% | +4.17% | +17.15% | |
| PWR - QUANTA SERVICES INC | Reduce 13% $(1.1M) | 0.78% | $7.5M | +1011.93% | +54.83% | +120.15% | |
| N/A - FIDELITY CONTRAFUND | Reduce 7% $(537.0K) | 0.77% | $7.5M | ||||
| HON - HONEYWELL INTERNATIONAL | Add 3% ($202.6K) | 0.74% | $7.2M | +59.19% | +16.45% | +55.45% | |
| COST - COSTCO WHOLESALE CORP | Reduce 1% $(85.8K) | 0.74% | $7.2M | +210.35% | +17.07% | +29.99% | |
| CVS - CVS HEALTH CORP | Add 13% ($809.4K) | 0.72% | $7.0M | +51.80% | -6.89% | +30.48% | |
| VZ - VERIZON COMMUNICATIONS | Add 11% ($654.7K) | 0.71% | $6.8M | -3.53% | +6.92% | +7.43% | |
| CVX - CHEVRON CORP | Reduce 5% $(305.8K) | 0.65% | $6.3M | +121.45% | -16.39% | +17.83% | |
| AXP - AMERICAN EXPRESS CO | Reduce 4% $(241.3K) | 0.63% | $6.1M | +295.79% | +9.17% | +78.53% | |
| N/A - NESTLE SPONSORED ADR | New Purchase | 0.63% | $6.1M | ||||
| GDX - VANECK VECTORS GOLD MINERS ETF | New Purchase | 0.60% | $5.9M | +103.04% | +3.86% | -11.09% | |
| EMR - EMERSON ELECTRIC CO | 0.55% | $5.4M | +134.97% | +11.91% | +57.71% | ||
| ADP - AUTOMATIC DATA PROCESSING | Reduce 3% $(168.2K) | 0.55% | $5.3M | +112.71% | +1.41% | +42.62% | |
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | -15.31% | +31.57% | +65.31% | |
| RTX - UNITED TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | +118.49% | -0.15% | +37.72% | |
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | -15.67% | -9.21% | +18.13% | |
| AGN - ALLERGAN PLC SHS | Reduce 100% | 0.00% | $0.00 | ||||