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: 2022-01-05 (Q4 2021) | Holdings: 383 | Value: $1.4B | 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% $(973.8K) | 8.94% | $126.1M | +55.22% | -0.38% | -24.51% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(801.5K) | 4.29% | $60.5M | +72.49% | -4.16% | -27.50% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(601.2K) | 4.24% | $59.8M | -6.40% | -4.90% | -13.24% | |
| GOOGL - ALPHABET CLASS A | Reduce 1% $(593.9K) | 3.35% | $47.2M | +91.03% | -0.33% | -36.25% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(269.3K) | 2.55% | $36.0M | -62.39% | -39.37% | -58.78% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(487.4K) | 2.52% | $35.6M | +23.56% | +6.53% | +7.46% | |
| ZTS - ZOETIS INC CL A | Reduce 2% $(559.1K) | 2.38% | $33.7M | -29.79% | -11.04% | -30.98% | |
| DHR - DANAHER CORP | 2.15% | $30.3M | -15.93% | -4.91% | -16.78% | ||
| LRCX - LAM RESEARCH CORP | 1.92% | $27.1M | +128.52% | -27.94% | -34.88% | ||
| GOOG - ALPHABET CLASS C | Reduce 2% $(463.0K) | 1.90% | $26.9M | +90.76% | -0.23% | -35.88% | |
| BX - BLACKSTONE GROUP INC | Reduce 2% $(393.4K) | 1.79% | $25.3M | +50.46% | +2.44% | -28.96% | |
| NEE - NEXTERA ENERGY INC | Reduce 6% $(1.5M) | 1.76% | $24.8M | +4.88% | -2.38% | -4.10% | |
| V - VISA INC | Reduce 4% $(958.9K) | 1.69% | $23.9M | +64.05% | +0.72% | +0.73% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Reduce 2% $(399.7K) | 1.64% | $23.1M | +20.84% | -11.13% | -34.41% | |
| HD - HOME DEPOT | Reduce 1% $(290.9K) | 1.60% | $22.6M | +4.04% | -26.49% | -20.33% | |
| QCOM - QUALCOMM INC | Reduce 1% $(275.2K) | 1.50% | $21.2M | -0.39% | -24.20% | -36.14% | |
| XOM - EXXON MOBIL CORP | Add 14% ($2.5M) | 1.47% | $20.7M | +93.90% | +24.38% | +68.99% | |
| JPM - J P MORGAN CHASE & CO | Add 1% ($269.2K) | 1.46% | $20.6M | +98.74% | -20.64% | -14.63% | |
| COST - COSTCO WHOLESALE CORP | Add 3% ($677.8K) | 1.42% | $20.1M | +78.75% | +7.23% | -11.00% | |
| AMZN - AMAZON.COM INC | Reduce 2% $(440.1K) | 1.38% | $19.4M | +37.17% | -2.87% | -47.34% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 1% $(224.8K) | 1.35% | $19.0M | +2.80% | -13.00% | -12.07% | |
| UNP - UNION PACIFIC CORP | Reduce 3% $(616.0K) | 1.33% | $18.8M | -6.96% | -3.89% | -14.63% | |
| PWR - QUANTA SERVICES INC | Reduce 2% $(345.1K) | 1.30% | $18.3M | +304.13% | +17.88% | +27.01% | |
| DIS - DISNEY (WALT) CO | 1.28% | $18.1M | -27.33% | -15.15% | -39.89% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(143.1K) | 1.19% | $16.8M | -19.74% | +11.11% | +3.39% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(234.7K) | 1.19% | $16.7M | +57.23% | +10.14% | +1.82% | |
| META - META PLATFORMS INC CL-A | 1.14% | $16.1M | +130.13% | -30.83% | -59.72% | ||
| MCD - MCDONALDS CORP | 1.12% | $15.8M | +24.24% | -5.69% | +2.75% | ||
| ON - ON SEMICONDUCTOR CORP | Add 2% ($223.6K) | 1.04% | $14.7M | -24.78% | -20.35% | -7.34% | |
| ABBV - ABBVIE INC | Reduce 1% $(125.2K) | 1.02% | $14.5M | +93.83% | +25.12% | +26.86% | |
| J - JACOBS ENGINEERING GROUP | Reduce 1% $(120.6K) | 1.02% | $14.3M | +42.31% | +0.92% | -7.52% | |
| MRK - MERCK & COMPANY | Reduce 1% $(91.6K) | 0.97% | $13.6M | +24.52% | +8.80% | +50.44% | |
| CRM - SALESFORCE.COM INC | Add 3% ($340.0K) | 0.92% | $13.0M | +12.92% | -11.94% | -38.38% | |
| HON - HONEYWELL INTERNATIONAL | Reduce 3% $(420.2K) | 0.91% | $12.8M | +10.45% | -8.08% | +1.33% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(156.5K) | 0.88% | $12.4M | +2.57% | -4.05% | -4.01% | |
| ORCL - ORACLE CORP | Reduce 2% $(187.6K) | 0.84% | $11.8M | +246.56% | -4.51% | +0.96% | |
| N/A - FIDELITY CONTRAFUND | Add 8% ($766.1K) | 0.78% | $10.9M | ||||
| PEP - PEPSICO INC | 0.72% | $10.2M | -2.17% | -0.22% | +6.92% | ||
| CVS - CVS HEALTH CORP | Reduce 2% $(201.2K) | 0.62% | $8.7M | -10.83% | -2.62% | -11.11% | |
| BXMT - BLACKSTONE MTG TR INC CL A | 0.61% | $8.6M | -11.06% | +4.06% | -21.89% | ||
| LIN - LINDE PLC | Add 1% ($110.9K) | 0.60% | $8.4M | +36.15% | -8.23% | -6.86% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 2% $(127.4K) | 0.58% | $8.2M | +10.35% | -6.66% | -5.98% | |
| EMR - EMERSON ELECTRIC CO | 0.57% | $8.0M | +49.56% | +0.81% | +4.51% | ||
| ADP - AUTOMATIC DATA PROCESSING | Reduce 2% $(197.3K) | 0.56% | $7.9M | +25.34% | -1.44% | +0.94% | |
| AXP - AMERICAN EXPRESS CO | 0.54% | $7.7M | +117.35% | +6.47% | -11.75% | ||
| INTC - INTEL CORP | Reduce 15% $(1.3M) | 0.52% | $7.3M | -24.42% | -12.28% | -45.30% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 7% $(558.0K) | 0.51% | $7.2M | -17.10% | +22.97% | +21.85% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | Reduce 1% $(77.5K) | 0.50% | $7.0M | +115.54% | +9.52% | +16.00% | |
| NKE - NIKE INC | 0.49% | $6.9M | -54.84% | -20.63% | -22.35% | ||
| PFE - PFIZER INC | New Purchase | 0.49% | $6.9M | -45.82% | -3.42% | -4.69% | |
| VZ - VERIZON COMMUNICATIONS | Reduce 100% | 0.00% | $0.00 | -1.72% | -1.17% | -18.32% | |