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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2023-10-10 (Q3 2023) | Holdings: 333 | 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% $(816.3K) | 10.04% | $112.6M | +48.93% | +4.28% | +28.35% | |
| MSFT - MICROSOFT CORP | 4.83% | $54.2M | +60.47% | +16.36% | +26.64% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(255.6K) | 3.72% | $41.7M | +15.85% | +9.88% | +20.37% | |
| GOOGL - ALPHABET CLASS A | 3.54% | $39.7M | +88.85% | +2.53% | +18.09% | ||
| JNJ - JOHNSON & JOHNSON | Add 5% ($1.7M) | 3.12% | $35.0M | +27.97% | +2.51% | +5.12% | |
| XOM - EXXON MOBIL CORP | 2.93% | $32.8M | +15.70% | -6.91% | +19.62% | ||
| PWR - QUANTA SERVICES INC | Reduce 1% $(188.0K) | 2.48% | $27.8M | +148.24% | +13.74% | +73.99% | |
| V - VISA INC | 2.35% | $26.3M | +48.42% | +11.38% | +17.88% | ||
| ZTS - ZOETIS INC CL A | Reduce 1% $(147.4K) | 2.09% | $23.4M | -15.55% | +11.62% | +8.66% | |
| DHR - DANAHER CORP | 2.04% | $22.8M | +3.55% | +4.88% | +24.76% | ||
| LRCX - LAM RESEARCH CORP | 2.02% | $22.7M | +141.51% | +18.93% | +30.59% | ||
| GOOG - ALPHABET CLASS C | 1.97% | $22.1M | +87.55% | +2.73% | +17.93% | ||
| ON - ON SEMICONDUCTOR CORP | 1.93% | $21.6M | -45.78% | -20.42% | -24.80% | ||
| BX - BLACKSTONE GROUP INC | 1.84% | $20.6M | +54.05% | +14.02% | +48.48% | ||
| JPM - J P MORGAN CHASE & CO | 1.70% | $19.0M | +114.41% | +16.95% | +55.35% | ||
| COST - COSTCO WHOLESALE CORP | Reduce 1% $(179.7K) | 1.69% | $18.9M | +70.72% | +22.18% | +61.99% | |
| MRK - MERCK & COMPANY | Add 9% ($1.5M) | 1.68% | $18.8M | -10.45% | +14.70% | +8.31% | |
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(182.2K) | 1.64% | $18.4M | +40.85% | +4.00% | +31.72% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($99.3K) | 1.43% | $16.0M | -27.82% | +3.95% | +16.55% | |
| MCD - MCDONALDS CORP | 1.40% | $15.7M | +26.89% | +17.15% | +23.69% | ||
| HD - HOME DEPOT | 1.30% | $14.6M | +35.49% | +19.75% | +40.99% | ||
| ABBV - ABBVIE INC | Add 7% ($894.4K) | 1.26% | $14.2M | +65.65% | +10.92% | +35.25% | |
| ORCL - ORACLE CORP | Reduce 1% $(113.9K) | 1.22% | $13.7M | +164.49% | -3.96% | +62.47% | |
| NEE - NEXTERA ENERGY INC | Reduce 2% $(207.1K) | 1.13% | $12.6M | +72.33% | +17.61% | +62.08% | |
| J - JACOBS SOLUTIONS INC | 1.12% | $12.5M | +40.84% | -4.94% | +19.84% | ||
| PG - PROCTER & GAMBLE CO | Add 2% ($226.8K) | 1.05% | $11.7M | +11.22% | +4.35% | +20.86% | |
| QCOM - QUALCOMM INC | Add 4% ($473.3K) | 0.99% | $11.1M | +57.06% | +24.61% | +54.55% | |
| CVX - CHEVRON CORP | Add 5% ($527.8K) | 0.95% | $10.6M | +2.79% | -11.07% | -4.29% | |
| HON - HONEYWELL INTERNATIONAL | Add 23% ($1.8M) | 0.86% | $9.7M | +20.90% | +8.74% | +18.36% | |
| EMR - EMERSON ELECTRIC CO | New Purchase | 0.86% | $9.6M | +42.86% | -1.06% | +18.67% | |
| NSC - NORFOLK SOUTHERN CORP | Reduce 1% $(59.1K) | 0.85% | $9.5M | +46.12% | +13.54% | +27.51% | |
| UNP - UNION PACIFIC CORP | Reduce 2% $(224.0K) | 0.84% | $9.4M | +9.36% | +14.70% | +19.49% | |
| PEP - PEPSICO INC | Reduce 1% $(57.3K) | 0.82% | $9.2M | -1.64% | +1.45% | +9.24% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Add 17% ($1.3M) | 0.80% | $9.0M | -14.42% | -10.05% | -2.90% | |
| CRM - SALESFORCE.COM INC | Reduce 1% $(113.3K) | 0.75% | $8.4M | +24.26% | +30.96% | +39.64% | |
| N/A - FIDELITY CONTRAFUND | 0.74% | $8.3M | |||||
| SHEL - SHELL PLC SPON ADS | 0.74% | $8.2M | +23.79% | -3.97% | +7.21% | ||
| N/A - JPMORGAN HEDGED EQUITY FUND I | Add 15% ($942.6K) | 0.63% | $7.1M | ||||
| LLY - LILLY ELI & CO | Add 3% ($206.8K) | 0.62% | $7.0M | +40.45% | +6.83% | +57.38% | |
| ADP - AUTOMATIC DATA PROCESSING | Reduce 1% $(70.7K) | 0.62% | $6.9M | +17.50% | -5.16% | +18.14% | |
| BP - BP P L C | Add 5% ($347.7K) | 0.61% | $6.9M | -0.61% | -9.68% | -12.97% | |
| AXP - AMERICAN EXPRESS CO | 0.61% | $6.8M | +141.53% | +22.59% | +84.56% | ||
| BRK.A - BERKSHIRE HATHAWAY INC CLASS A | 0.57% | $6.4M | +38.96% | +3.81% | +30.12% | ||
| DE - DEERE & CO | 0.55% | $6.2M | +24.32% | +0.07% | +6.60% | ||
| CVS - CVS HEALTH CORP | Reduce 1% $(52.4K) | 0.54% | $6.0M | +23.98% | +9.94% | -4.38% | |
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 1% $(43.7K) | 0.52% | $5.8M | +26.48% | +11.11% | +18.45% | |
| AMZN - AMAZON.COM INC | Add 1% ($62.3K) | 0.52% | $5.8M | +72.81% | +19.61% | +45.54% | |
| RTX - RAYTHEON TECHNOLOGIES CORP COM | Reduce 1% $(43.2K) | 0.51% | $5.7M | +154.86% | +17.21% | +73.32% | |
| N/A - NESTLE SPONSORED ADR | Add 3% ($169.6K) | 0.50% | $5.6M | ||||
| LIN - LINDE PLC SHS | New Purchase | 0.46% | $5.2M | +20.22% | +7.07% | +26.16% | |
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | +49.32% | +5.58% | +38.55% | |