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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2022-07-06 (Q2 2022) | Holdings: 369 | Value: $1.1B | 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% $(1.3M) | 8.43% | $94.1M | +86.57% | -2.10% | +33.87% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(684.0K) | 4.25% | $47.5M | +4.49% | -5.26% | -6.88% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(417.3K) | 4.02% | $44.9M | +102.84% | -11.46% | +28.42% | |
| JNJ - JOHNSON & JOHNSON | Add 16% ($5.8M) | 3.81% | $42.5M | +18.07% | -9.32% | -7.94% | |
| GOOGL - ALPHABET CLASS A | 3.18% | $35.5M | +127.42% | -14.25% | +3.82% | ||
| XOM - EXXON MOBIL CORP | Reduce 17% $(4.8M) | 2.16% | $24.1M | +51.19% | +19.48% | +25.00% | |
| ZTS - ZOETIS INC CL A | 2.08% | $23.2M | -15.16% | -16.93% | -5.16% | ||
| DHR - DANAHER CORP | 2.06% | $23.0M | -1.58% | +3.50% | -9.86% | ||
| V - VISA INC | Reduce 1% $(253.8K) | 1.95% | $21.8M | +75.79% | -9.08% | +17.67% | |
| GOOG - ALPHABET CLASS C | Reduce 1% $(159.7K) | 1.76% | $19.6M | +126.10% | -14.17% | +3.56% | |
| PWR - QUANTA SERVICES INC | Reduce 1% $(186.8K) | 1.73% | $19.3M | +246.90% | +0.67% | +51.85% | |
| NEE - NEXTERA ENERGY INC | Reduce 6% $(1.2M) | 1.66% | $18.6M | +15.74% | -3.42% | -7.67% | |
| BX - BLACKSTONE GROUP INC | Reduce 1% $(246.0K) | 1.60% | $17.8M | +79.63% | -8.41% | +0.24% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($97.1K) | 1.58% | $17.7M | -25.72% | -1.71% | -9.17% | |
| COST - COSTCO WHOLESALE CORP | 1.54% | $17.2M | +97.79% | -4.69% | +7.49% | ||
| ABBV - ABBVIE INC | Reduce 2% $(319.5K) | 1.43% | $16.0M | +72.74% | -6.75% | -6.29% | |
| UNP - UNION PACIFIC CORP | Reduce 1% $(223.5K) | 1.42% | $15.8M | +11.31% | -6.34% | -0.97% | |
| LRCX - LAM RESEARCH CORP | Reduce 2% $(249.7K) | 1.41% | $15.8M | +290.47% | -6.68% | +55.39% | |
| MRK - MERCK & COMPANY | Reduce 3% $(513.4K) | 1.39% | $15.5M | +3.78% | -4.99% | +20.64% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | 1.36% | $15.2M | +77.33% | -3.05% | +22.85% | ||
| HD - HOME DEPOT | 1.34% | $14.9M | +48.45% | +1.18% | +9.98% | ||
| QCOM - QUALCOMM INC | Add 1% ($101.8K) | 1.33% | $14.9M | +39.37% | -6.94% | -9.02% | |
| JPM - J P MORGAN CHASE & CO | Reduce 3% $(455.7K) | 1.31% | $14.6M | +187.56% | -5.79% | +31.17% | |
| MCD - MCDONALDS CORP | 1.31% | $14.6M | +30.08% | -7.42% | +17.92% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 3% $(488.7K) | 1.24% | $13.9M | +33.63% | -4.64% | +2.55% | |
| J - JACOBS ENGINEERING GROUP | Reduce 2% $(301.9K) | 1.12% | $12.5M | +57.52% | -10.47% | -3.00% | |
| ON - ON SEMICONDUCTOR CORP | Add 3% ($373.7K) | 1.08% | $12.1M | +2.61% | +31.18% | +88.79% | |
| AMZN - AMAZON.COM INC | Add 1738% ($10.7M) | 1.01% | $11.3M | +96.93% | +0.62% | +13.99% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(76.2K) | 0.97% | $10.8M | +14.76% | -13.91% | +5.12% | |
| DIS - DISNEY (WALT) CO | Reduce 3% $(297.0K) | 0.91% | $10.1M | +17.17% | +0.27% | -8.52% | |
| XLY - CONS DISC SELECT SECTOR SPDR | Reduce 30% $(4.2M) | 0.89% | $9.9M | +70.93% | -1.46% | +19.58% | |
| HON - HONEYWELL INTERNATIONAL | Reduce 6% $(580.2K) | 0.89% | $9.9M | +32.86% | -1.12% | +19.08% | |
| PYPL - PAYPAL HLDGS INC | Reduce 26% $(3.4M) | 0.86% | $9.6M | -4.66% | +23.22% | -8.73% | |
| PEP - PEPSICO INC | Reduce 1% $(119.7K) | 0.86% | $9.6M | -0.98% | -4.03% | +10.91% | |
| ORCL - ORACLE CORP | 0.84% | $9.4M | +313.31% | -11.50% | +62.38% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Add 1% ($57.4K) | 0.80% | $8.9M | -33.53% | -7.44% | -14.71% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 10% ($801.1K) | 0.76% | $8.5M | -5.20% | -16.97% | -15.19% | |
| CVX - CHEVRON CORP | 0.76% | $8.5M | +23.15% | +12.06% | +10.87% | ||
| CRM - SALESFORCE.COM INC | Reduce 2% $(163.1K) | 0.72% | $8.0M | +47.85% | -13.71% | +20.34% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | Add 1% ($92.7K) | 0.71% | $7.9M | +103.73% | -10.63% | +5.46% | |
| CVS - CVS HEALTH CORP | Reduce 1% $(71.8K) | 0.69% | $7.8M | -0.74% | -5.24% | -24.14% | |
| N/A - FIDELITY CONTRAFUND | Reduce 1% $(75.7K) | 0.69% | $7.7M | ||||
| DE - DEERE & CO | Reduce 2% $(178.5K) | 0.67% | $7.4M | +65.97% | +19.98% | +37.76% | |
| EMR - EMERSON ELECTRIC CO | 0.62% | $6.9M | +76.23% | -2.71% | +13.20% | ||
| LIN - LINDE PLC | Reduce 1% $(89.1K) | 0.61% | $6.8M | +69.45% | -0.18% | +34.64% | |
| AXP - AMERICAN EXPRESS CO | 0.58% | $6.4M | +165.78% | -0.84% | +22.89% | ||
| SHEL - SHELL PLC SPON ADS | New Purchase | 0.57% | $6.4M | +76.60% | +7.33% | +26.65% | |
| ADP - AUTOMATIC DATA PROCESSING | Reduce 5% $(338.2K) | 0.56% | $6.3M | +38.47% | +4.95% | +2.73% | |
| PFE - PFIZER INC | New Purchase | 0.55% | $6.1M | -44.44% | -19.46% | -30.43% | |
| META - META PLATFORMS INC CL-A | Reduce 100% | 0.00% | $0.00 | +239.95% | -21.25% | +71.45% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 100% | 0.00% | $0.00 | ||||
| CLF - CLEVELAND-CLIFFS INC | Reduce 100% | 0.00% | $0.00 | -21.25% | -6.20% | +3.04% | |