NEVILLE RODIE & SHAW INC 13F Holdings

Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC

Filed: 2023-01-03 (Q4 2022) | Holdings: 358 | 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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
Reduce 2% $(1.4M)
8.16%
$86.8M
+110.05%
+30.73%
+44.16%
TMO - THERMO FISHER SCIENTIFIC INC
Reduce 3% $(1.3M)
4.39%
$46.7M
+3.20%
+3.08%
-3.67%
JNJ - JOHNSON & JOHNSON
3.92%
$41.7M
+15.86%
-10.77%
-7.48%
MSFT - MICROSOFT CORP
Reduce 2% $(777.5K)
3.79%
$40.3M
+130.39%
+23.95%
+59.81%
XOM - EXXON MOBIL CORP
Reduce 2% $(573.9K)
2.87%
$30.6M
+21.01%
+10.60%
+0.97%
GOOGL - ALPHABET CLASS A
Reduce 1% $(277.0K)
2.64%
$28.1M
+189.67%
+15.90%
+50.96%
DHR - DANAHER CORP
Reduce 2% $(443.0K)
2.21%
$23.5M
-3.83%
-6.02%
-0.60%
V - VISA INC
Reduce 1% $(291.9K)
2.10%
$22.4M
+69.17%
+8.82%
+24.83%
PWR - QUANTA SERVICES INC
Reduce 1% $(184.5K)
1.93%
$20.6M
+214.31%
+15.49%
+42.30%
NEE - NEXTERA ENERGY INC
Reduce 1% $(105.8K)
1.85%
$19.7M
+8.44%
-7.94%
-24.68%
ZTS - ZOETIS INC CL A
Reduce 2% $(358.9K)
1.82%
$19.3M
+0.78%
+12.38%
+31.40%
MRK - MERCK & COMPANY
Add 2% ($388.3K)
1.81%
$19.3M
-15.37%
-2.43%
+7.09%
UNH - UNITEDHEALTH GROUP INC
Reduce 1% $(240.7K)
1.68%
$17.9M
-26.66%
-4.56%
+6.75%
JPM - J P MORGAN CHASE & CO
Add 3% ($476.2K)
1.60%
$17.0M
+137.88%
-4.87%
+30.60%
ABBV - ABBVIE INC
1.57%
$16.7M
+56.69%
-0.68%
+3.44%
BRK.B - BERKSHIRE HATHAWAY CL B NEW
Reduce 3% $(503.5K)
1.55%
$16.5M
+57.72%
-0.94%
+16.56%
HD - HOME DEPOT
Reduce 4% $(601.1K)
1.47%
$15.7M
+29.14%
-7.47%
+8.39%
GOOG - ALPHABET CLASS C
Reduce 1% $(150.8K)
1.47%
$15.6M
+188.20%
+15.50%
+51.68%
COST - COSTCO WHOLESALE CORP
Reduce 5% $(789.3K)
1.46%
$15.6M
+112.13%
+9.06%
+46.14%
LRCX - LAM RESEARCH CORP
Reduce 1% $(140.8K)
1.43%
$15.3M
+270.59%
+20.04%
+75.50%
MCD - MCDONALDS CORP
Reduce 3% $(395.3K)
1.43%
$15.2M
+22.37%
+6.63%
+12.05%
ON - ON SEMICONDUCTOR CORP
Reduce 1% $(200.8K)
1.36%
$14.5M
-19.10%
+25.22%
+21.57%
BX - BLACKSTONE GROUP INC
Reduce 1% $(97.6K)
1.35%
$14.4M
+117.37%
+6.16%
+64.89%
NSC - NORFOLK SOUTHERN CORP
Add 2% ($262.4K)
1.19%
$12.7M
+21.30%
-16.38%
-3.90%
QCOM - QUALCOMM INC
Reduce 8% $(1.1M)
1.13%
$12.0M
+63.86%
+12.06%
+27.33%
PG - PROCTER & GAMBLE CO
Add 3% ($317.4K)
1.10%
$11.7M
+8.22%
-0.54%
+0.28%
J - JACOBS SOLUTIONS INC
1.07%
$11.4M
+61.85%
-6.87%
+4.36%
UNP - UNION PACIFIC CORP
Reduce 15% $(2.0M)
1.03%
$11.0M
+11.04%
-5.23%
+18.77%
ORCL - ORACLE CORP
Reduce 1% $(94.0K)
1.02%
$10.9M
+249.23%
+12.06%
+23.69%
CVX - CHEVRON CORP
0.99%
$10.5M
+2.08%
-0.24%
-8.41%
PEP - PEPSICO INC
Reduce 2% $(223.3K)
0.92%
$9.8M
-7.64%
+2.04%
-1.68%
HON - HONEYWELL INTERNATIONAL
Reduce 4% $(325.7K)
0.83%
$8.8M
+9.92%
-7.94%
+0.44%
BMY - BRISTOL-MYERS SQUIBB CO
Add 2% ($183.5K)
0.81%
$8.6M
-30.72%
-3.87%
-24.54%
EMR - EMERSON ELECTRIC CO
0.78%
$8.3M
+46.35%
-10.53%
+1.67%
RTX - RAYTHEON TECHNOLOGIES CORP COM
Add 2% ($123.6K)
0.76%
$8.1M
+89.42%
-0.45%
-12.79%
DE - DEERE & CO
0.76%
$8.1M
+15.89%
-5.90%
-6.19%
DIS - DISNEY (WALT) CO
Reduce 15% $(1.4M)
0.74%
$7.8M
+26.16%
+10.63%
+0.95%
CVS - CVS HEALTH CORP
Reduce 8% $(591.7K)
0.68%
$7.2M
-1.50%
-17.69%
-10.90%
SHEL - SHELL PLC SPON ADS
Add 3% ($202.2K)
0.67%
$7.2M
+51.85%
+7.60%
+23.69%
ADP - AUTOMATIC DATA PROCESSING
Reduce 2% $(109.6K)
0.65%
$6.9M
+24.17%
-10.38%
-0.50%
AXP - AMERICAN EXPRESS CO
Reduce 1% $(59.1K)
0.64%
$6.8M
+149.83%
+9.80%
+28.25%
N/A - FIDELITY CONTRAFUND
Add 2% ($120.8K)
0.63%
$6.7M
IBB - ISHARES NASDQ BIOTECH INDEX FN
0.59%
$6.3M
+19.06%
-1.76%
+4.31%
PYPL - PAYPAL HLDGS INC
Reduce 4% $(281.3K)
0.59%
$6.3M
-8.33%
-1.12%
-23.20%
PFE - PFIZER INC
New Purchase
0.59%
$6.3M
-42.45%
-17.93%
-39.53%
BXMT - BLACKSTONE MTG TR INC CL A
Reduce 8% $(506.5K)
0.58%
$6.2M
+15.49%
-15.01%
+9.19%
BP - BP P L C
New Purchase
0.54%
$5.7M
+17.80%
+17.49%
+10.60%
N/A - NESTLE SPONSORED ADR
0.52%
$5.5M
N/A - JPMORGAN HEDGED EQUITY FUND I
New Purchase
0.49%
$5.2M
XLY - CONS DISC SELECT SECTOR SPDR
Reduce 100%
0.00%
$0.00
CRM - SALESFORCE.COM INC
Reduce 100%
0.00%
$0.00
+134.71%
+39.64%
+77.91%
AMZN - AMAZON.COM INC
Reduce 100%
0.00%
$0.00
+140.20%
+20.10%
+67.04%