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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2023-04-04 (Q1 2023) | Holdings: 346 | 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% $(1.1M) | 9.89% | $109.1M | +61.54% | +16.30% | +3.49% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(384.3K) | 4.36% | $48.1M | +86.74% | +18.55% | +50.08% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(1.2M) | 4.32% | $47.7M | +0.05% | -9.64% | +0.78% | |
| JNJ - JOHNSON & JOHNSON | Reduce 13% $(4.9M) | 2.88% | $31.8M | +25.20% | -0.20% | -4.44% | |
| GOOGL - ALPHABET CLASS A | Reduce 5% $(1.7M) | 2.85% | $31.4M | +147.41% | +15.10% | +44.17% | |
| XOM - EXXON MOBIL CORP | Reduce 1% $(188.3K) | 2.74% | $30.2M | +9.10% | -6.51% | +8.98% | |
| V - VISA INC | Add 4% ($860.8K) | 2.28% | $25.2M | +56.07% | +5.79% | +23.17% | |
| DHR - DANAHER CORP | 2.02% | $22.3M | +2.98% | -3.94% | +11.90% | ||
| ZTS - ZOETIS INC CL A | Add 2% ($380.1K) | 2.02% | $22.3M | -10.28% | +1.62% | +0.22% | |
| PWR - QUANTA SERVICES INC | Reduce 9% $(2.1M) | 1.99% | $22.0M | +173.86% | +20.84% | +63.12% | |
| LRCX - LAM RESEARCH CORP | 1.75% | $19.3M | +211.44% | +26.09% | +95.83% | ||
| ON - ON SEMICONDUCTOR CORP | 1.73% | $19.1M | -34.53% | +20.00% | -10.51% | ||
| MRK - MERCK & COMPANY | 1.67% | $18.4M | -14.11% | +4.14% | +19.64% | ||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(401.2K) | 1.61% | $17.7M | +16.68% | -3.17% | -15.06% | |
| GOOG - ALPHABET CLASS C | Reduce 4% $(651.1K) | 1.60% | $17.6M | +147.17% | +15.56% | +45.06% | |
| BX - BLACKSTONE GROUP INC | 1.55% | $17.1M | +107.07% | +16.82% | +64.30% | ||
| COST - COSTCO WHOLESALE CORP | Reduce 1% $(174.4K) | 1.52% | $16.8M | +94.02% | +8.67% | +47.35% | |
| JPM - J P MORGAN CHASE & CO | 1.50% | $16.5M | +151.28% | +14.85% | +59.84% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(101.9K) | 1.49% | $16.4M | +59.85% | +10.95% | +35.98% | |
| ABBV - ABBVIE INC | 1.49% | $16.4M | +57.55% | -13.20% | +10.55% | ||
| MCD - MCDONALDS CORP | Reduce 3% $(419.4K) | 1.42% | $15.7M | +14.27% | +5.29% | -3.80% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 9% $(1.4M) | 1.32% | $14.6M | -23.80% | -4.87% | -6.96% | |
| HD - HOME DEPOT | Reduce 2% $(355.9K) | 1.30% | $14.3M | +39.55% | +6.11% | +24.53% | |
| QCOM - QUALCOMM INC | 1.26% | $14.0M | +47.28% | -2.86% | +44.90% | ||
| ORCL - ORACLE CORP | Reduce 1% $(62.7K) | 1.11% | $12.3M | +212.91% | +24.38% | +35.46% | |
| PG - PROCTER & GAMBLE CO | Add 1% ($154.8K) | 1.05% | $11.6M | +8.01% | +1.23% | +5.77% | |
| J - JACOBS SOLUTIONS INC | Reduce 1% $(102.8K) | 1.00% | $11.0M | +74.61% | +7.68% | +31.98% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 6% $(630.7K) | 0.93% | $10.3M | +45.08% | +11.57% | +25.11% | |
| PEP - PEPSICO INC | 0.89% | $9.9M | -10.18% | +2.53% | -4.97% | ||
| CVX - CHEVRON CORP | Add 3% ($244.7K) | 0.89% | $9.8M | +2.20% | -6.75% | -0.57% | |
| UNP - UNION PACIFIC CORP | Reduce 9% $(911.7K) | 0.89% | $9.8M | +17.62% | +5.21% | +26.95% | |
| DIS - DISNEY (WALT) CO | Reduce 4% $(323.0K) | 0.79% | $8.7M | +13.88% | -9.94% | +19.12% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 5% ($401.3K) | 0.78% | $8.7M | -28.50% | -6.04% | -22.31% | |
| DE - DEERE & CO | Add 10% ($752.2K) | 0.77% | $8.5M | +24.51% | +3.19% | +6.35% | |
| HON - HONEYWELL INTERNATIONAL | Add 4% ($286.7K) | 0.74% | $8.2M | +19.80% | +9.05% | +5.91% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | 0.71% | $7.9M | +90.80% | -0.40% | +5.27% | ||
| AXP - AMERICAN EXPRESS CO | 0.69% | $7.6M | +129.51% | +9.35% | +40.48% | ||
| N/A - FIDELITY CONTRAFUND | Add 1% ($84.3K) | 0.68% | $7.5M | ||||
| CRM - SALESFORCE.COM INC | New Purchase | 0.66% | $7.2M | +30.06% | +7.99% | +52.68% | |
| SHEL - SHELL PLC SPON ADS | 0.65% | $7.2M | +40.65% | +1.23% | +24.43% | ||
| EMR - EMERSON ELECTRIC CO | Reduce 8% $(631.7K) | 0.63% | $6.9M | +64.66% | +6.33% | +38.46% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(56.3K) | 0.60% | $6.7M | -7.11% | -8.33% | -13.26% | |
| ADP - AUTOMATIC DATA PROCESSING | 0.58% | $6.4M | +38.95% | +3.55% | +17.35% | ||
| BP - BP P L C | Add 2% ($152.1K) | 0.58% | $6.4M | -1.32% | -10.71% | +1.39% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | 0.56% | $6.2M | +21.44% | -1.22% | +3.37% | ||
| CVS - CVS HEALTH CORP | Add 3% ($198.8K) | 0.54% | $5.9M | +19.45% | -8.15% | +1.00% | |
| N/A - NESTLE SPONSORED ADR | 0.53% | $5.8M | |||||
| N/A - JPMORGAN HEDGED EQUITY FUND I | Add 1% ($64.6K) | 0.51% | $5.6M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC CLASS A | New Purchase | 0.51% | $5.6M | +58.09% | +11.53% | +35.13% | |
| BXMT - BLACKSTONE MTG TR INC CL A | Add 4% ($214.2K) | 0.49% | $5.4M | +36.97% | +20.72% | +22.51% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -30.22% | -10.73% | -32.10% | |