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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2021-07-06 (Q2 2021) | Holdings: 380 | Value: $1.3B | 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 1% $(797.1K) | 7.60% | $98.7M | +87.32% | -0.02% | +2.54% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(405.7K) | 4.38% | $56.9M | -76.34% | -10.63% | -74.55% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(310.2K) | 3.83% | $49.8M | +94.05% | +5.73% | -3.15% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 3.54% | $45.9M | +11.35% | +12.27% | +6.71% | ||
| GOOGL - ALPHABET CLASS A | 3.15% | $40.9M | +105.81% | +9.49% | -6.59% | ||
| JNJ - JOHNSON & JOHNSON | 2.71% | $35.2M | +28.60% | -3.09% | +9.31% | ||
| V - VISA INC | Reduce 1% $(170.0K) | 2.10% | $27.2M | +49.18% | -3.91% | -15.03% | |
| ZTS - ZOETIS INC CL A | 2.04% | $26.5M | -22.31% | +2.08% | -7.72% | ||
| DHR - DANAHER CORP | Reduce 3% $(684.3K) | 1.92% | $24.9M | -8.35% | +8.25% | -5.52% | |
| LRCX - LAM RESEARCH CORP | 1.92% | $24.9M | +153.09% | -11.43% | -33.31% | ||
| XOM - EXXON MOBIL CORP | Reduce 1% $(232.3K) | 1.89% | $24.5M | +121.72% | +0.65% | +47.61% | |
| GOOG - ALPHABET CLASS C | Reduce 1% $(215.5K) | 1.85% | $24.1M | +101.24% | +6.79% | -8.47% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Reduce 7% $(1.5M) | 1.63% | $21.1M | +35.38% | +1.05% | -18.97% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(339.5K) | 1.62% | $21.1M | +25.27% | +8.01% | +8.98% | |
| DIS - DISNEY (WALT) CO | 1.61% | $20.9M | -34.32% | +2.81% | -43.64% | ||
| AMZN - AMAZON.COM INC | 1.56% | $20.3M | +20.63% | -11.16% | -37.41% | ||
| JPM - J P MORGAN CHASE & CO | Reduce 1% $(114.2K) | 1.51% | $19.7M | +120.85% | +12.57% | -22.37% | |
| BX - BLACKSTONE GROUP INC | 1.50% | $19.5M | +82.48% | +18.89% | +3.57% | ||
| UNP - UNION PACIFIC CORP | Reduce 1% $(178.6K) | 1.40% | $18.2M | +7.08% | -4.45% | -2.61% | |
| HD - HOME DEPOT | 1.34% | $17.5M | +34.70% | +6.50% | -8.03% | ||
| QCOM - QUALCOMM INC | Reduce 9% $(1.6M) | 1.33% | $17.2M | +30.32% | -9.71% | -3.81% | |
| NSC - NORFOLK SOUTHERN CORP | 1.33% | $17.2M | +14.53% | -2.85% | -13.30% | ||
| META - FACEBOOK INC CL A | 1.30% | $16.9M | +109.12% | -7.33% | -51.53% | ||
| MRK - MERCK & COMPANY | Reduce 5% $(866.0K) | 1.23% | $16.0M | +27.44% | +5.44% | +22.89% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | 1.22% | $15.9M | +78.30% | +2.52% | +1.19% | ||
| PWR - QUANTA SERVICES INC | Reduce 1% $(151.3K) | 1.16% | $15.1M | +410.65% | +30.43% | +52.39% | |
| HON - HONEYWELL INTERNATIONAL | Reduce 1% $(143.5K) | 1.10% | $14.3M | +8.18% | +0.56% | -18.77% | |
| J - JACOBS ENGINEERING GROUP | Reduce 2% $(302.5K) | 1.07% | $13.9M | +52.13% | +2.81% | -2.77% | |
| UNH - UNITEDHEALTH GROUP INC | 1.06% | $13.8M | -5.48% | -1.03% | +27.03% | ||
| MCD - MCDONALDS CORP | 1.05% | $13.7M | +45.22% | +7.66% | +11.50% | ||
| COST - COSTCO WHOLESALE CORP | Add 1% ($186.4K) | 1.05% | $13.6M | +145.43% | +13.66% | +24.81% | |
| ABBV - ABBVIE INC | 0.94% | $12.2M | +133.43% | -3.28% | +36.75% | ||
| CRM - SALESFORCE.COM INC | Reduce 2% $(300.5K) | 0.94% | $12.2M | +1.78% | +8.53% | -30.18% | |
| ORCL - ORACLE CORP | 0.83% | $10.8M | +262.27% | +11.40% | -12.35% | ||
| PG - PROCTER & GAMBLE CO | Reduce 2% $(265.5K) | 0.80% | $10.4M | +25.47% | +5.28% | +9.87% | |
| N/A - FIDELITY CONTRAFUND | 0.78% | $10.1M | |||||
| INTC - INTEL CORP | 0.72% | $9.3M | -25.79% | -3.26% | -30.36% | ||
| ON - ON SEMICONDUCTOR CORP | Add 11% ($916.8K) | 0.70% | $9.0M | +31.51% | +17.71% | +34.88% | |
| BP - BP P L C | Add 1% ($79.1K) | 0.69% | $9.0M | +65.12% | +10.88% | +12.68% | |
| PEP - PEPSICO INC | Add 2% ($149.5K) | 0.69% | $8.9M | +15.52% | +5.47% | +17.24% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | 0.69% | $8.9M | -3.89% | -4.24% | -22.77% | ||
| BXMT - BLACKSTONE MTG TR INC CL A | Reduce 1% $(78.1K) | 0.67% | $8.7M | -6.85% | +4.32% | -1.50% | |
| EMR - EMERSON ELECTRIC CO | 0.64% | $8.3M | +51.82% | +2.48% | -13.42% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | 0.64% | $8.3M | -22.07% | -10.90% | +16.09% | ||
| AXP - AMERICAN EXPRESS CO | Reduce 1% $(70.2K) | 0.60% | $7.8M | +122.23% | +3.02% | -15.88% | |
| VZ - VERIZON COMMUNICATIONS | 0.58% | $7.6M | -9.02% | -2.13% | -4.49% | ||
| CVS - CVS HEALTH CORP | 0.56% | $7.3M | +17.43% | +4.63% | +18.39% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP COM | New Purchase | 0.55% | $7.1M | +131.50% | +6.48% | +12.90% | |
| LIN - LINDE PLC | Add 3% ($227.5K) | 0.54% | $7.0M | +62.75% | +3.41% | -4.28% | |
| CVX - CHEVRON CORP | 0.52% | $6.8M | +78.29% | +3.03% | +44.19% | ||
| ADP - AUTOMATIC DATA PROCESSING | Reduce 100% | 0.00% | $0.00 | +62.91% | +3.51% | +9.52% | |