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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2022-04-05 (Q1 2022) | Holdings: 379 | 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 2% $(2.2M) | 9.04% | $121.6M | +55.33% | -16.96% | -3.89% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(1.1M) | 4.06% | $54.6M | +76.62% | -12.57% | -3.52% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(566.9K) | 3.91% | $52.6M | -0.18% | -3.94% | -0.43% | |
| GOOGL - ALPHABET CLASS A | 3.40% | $45.8M | +88.62% | -17.43% | -21.86% | ||
| JNJ - JOHNSON & JOHNSON | 2.75% | $36.9M | +17.82% | +0.03% | -5.45% | ||
| XOM - EXXON MOBIL CORP | 2.08% | $28.0M | +56.32% | +0.85% | +42.91% | ||
| DHR - DANAHER CORP | Reduce 1% $(321.7K) | 1.98% | $26.6M | -10.52% | -8.94% | -13.27% | |
| ZTS - ZOETIS INC CL A | Reduce 2% $(444.1K) | 1.93% | $25.9M | -19.73% | -4.97% | -9.49% | |
| GOOG - ALPHABET CLASS C | Reduce 3% $(681.0K) | 1.89% | $25.4M | +88.48% | -17.21% | -21.75% | |
| BX - BLACKSTONE GROUP INC | Add 2% ($387.3K) | 1.89% | $25.4M | +41.19% | -22.66% | -30.20% | |
| V - VISA INC | Add 2% ($409.9K) | 1.88% | $25.3M | +60.12% | -9.55% | +2.24% | |
| NEE - NEXTERA ENERGY INC | Reduce 4% $(896.4K) | 1.62% | $21.8M | +7.83% | -7.13% | -6.32% | |
| PYPL - PAYPAL HLDGS INC | Reduce 2% $(555.6K) | 1.61% | $21.7M | -39.47% | -36.46% | -34.96% | |
| COST - COSTCO WHOLESALE CORP | Add 2% ($313.7K) | 1.54% | $20.7M | +69.83% | -14.04% | -14.75% | |
| PWR - QUANTA SERVICES INC | Reduce 3% $(553.1K) | 1.52% | $20.5M | +246.61% | -1.23% | +24.66% | |
| LRCX - LAM RESEARCH CORP | 1.47% | $19.7M | +219.84% | -20.43% | +1.44% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(99.6K) | 1.46% | $19.6M | +44.24% | -19.20% | -8.40% | |
| UNP - UNION PACIFIC CORP | Add 1% ($148.2K) | 1.45% | $19.6M | -5.91% | -15.59% | -18.56% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Reduce 9% $(1.9M) | 1.41% | $19.0M | +34.33% | -21.62% | -19.75% | |
| AMZN - AMAZON.COM INC | Reduce 1% $(163.6K) | 1.40% | $18.9M | +38.70% | -29.27% | -36.86% | |
| JPM - J P MORGAN CHASE & CO | Add 3% ($475.6K) | 1.34% | $18.1M | +150.24% | -14.21% | +0.12% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($327.6K) | 1.30% | $17.5M | -25.88% | -0.21% | +0.28% | |
| ABBV - ABBVIE INC | 1.28% | $17.3M | +59.08% | -6.48% | +1.95% | ||
| QCOM - QUALCOMM INC | 1.26% | $17.0M | +28.09% | -10.62% | -11.90% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 1% $(139.6K) | 1.25% | $16.8M | +16.22% | -13.18% | -19.73% | |
| HD - HOME DEPOT | 1.22% | $16.4M | +41.74% | -4.27% | -0.63% | ||
| DIS - DISNEY (WALT) CO | Reduce 5% $(846.2K) | 1.13% | $15.1M | -15.11% | -28.16% | -25.26% | |
| MCD - MCDONALDS CORP | 1.09% | $14.7M | +33.77% | +2.11% | +16.82% | ||
| MRK - MERCK & COMPANY | Reduce 1% $(132.8K) | 1.09% | $14.7M | +15.27% | +11.30% | +37.17% | |
| J - JACOBS ENGINEERING GROUP | Reduce 2% $(279.2K) | 1.05% | $14.1M | +43.35% | -9.52% | -17.93% | |
| ON - ON SEMICONDUCTOR CORP | Add 8% ($988.7K) | 1.03% | $13.9M | -7.01% | -12.69% | +38.16% | |
| HON - HONEYWELL INTERNATIONAL | Reduce 2% $(181.3K) | 0.88% | $11.8M | +21.22% | -9.29% | +1.27% | |
| PG - PROCTER & GAMBLE CO | 0.87% | $11.7M | +8.58% | -4.89% | +1.11% | ||
| ORCL - ORACLE CORP | Reduce 1% $(67.3K) | 0.82% | $11.0M | +263.82% | -12.18% | +19.13% | |
| DE - DEERE & CO | New Purchase | 0.79% | $10.6M | +20.83% | -29.32% | -8.80% | |
| CRM - SALESFORCE.COM INC | Reduce 3% $(351.3K) | 0.78% | $10.5M | +25.49% | -15.83% | -6.17% | |
| PEP - PEPSICO INC | Reduce 1% $(65.4K) | 0.73% | $9.9M | -0.53% | +1.16% | +11.42% | |
| N/A - FIDELITY CONTRAFUND | 0.73% | $9.8M | |||||
| CVX - CHEVRON CORP | New Purchase | 0.71% | $9.6M | +8.54% | -13.89% | +5.20% | |
| BXMT - BLACKSTONE MTG TR INC CL A | 0.67% | $9.0M | -14.58% | -10.25% | -38.27% | ||
| AXP - AMERICAN EXPRESS CO | Reduce 1% $(70.8K) | 0.65% | $8.7M | +103.27% | -24.62% | -12.39% | |
| CVS - CVS HEALTH CORP | 0.64% | $8.5M | -6.52% | -6.30% | -20.56% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | 0.63% | $8.5M | -31.53% | +3.46% | -1.68% | ||
| EMR - EMERSON ELECTRIC CO | 0.63% | $8.5M | +49.58% | -15.88% | -10.58% | ||
| CLF - CLEVELAND-CLIFFS INC | New Purchase | 0.62% | $8.4M | -59.22% | -52.83% | -46.40% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | Reduce 1% $(50.1K) | 0.61% | $8.1M | +97.08% | -3.90% | +2.22% | |
| LIN - LINDE PLC | Reduce 1% $(103.3K) | 0.58% | $7.7M | +47.90% | -12.89% | +14.54% | |
| ADP - AUTOMATIC DATA PROCESSING | Reduce 1% $(105.5K) | 0.54% | $7.3M | +28.30% | -7.38% | -6.50% | |
| META - META PLATFORMS INC CL-A | Reduce 33% $(3.5M) | 0.53% | $7.2M | +227.40% | -25.18% | -4.76% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 1% $(39.9K) | 0.53% | $7.1M | +19.14% | -6.57% | -0.02% | |
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | -45.75% | -21.41% | -27.77% | |
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | -37.39% | -19.66% | -6.51% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -41.77% | +3.95% | -16.12% | |