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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2025-01-06 (Q4 2024) | Holdings: 347 | Value: $1.4B | 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% $(1.5M) | 10.82% | $148.3M | +8.55% | -25.24% | ||
| MSFT - MICROSOFT CORP | Add 2% ($1.5M) | 5.18% | $71.1M | +22.72% | -16.42% | ||
| GOOGL - ALPHABET CLASS A | Reduce 1% $(402.4K) | 4.00% | $54.9M | +32.30% | -25.46% | ||
| PWR - QUANTA SERVICES INC | Add 1% ($310.4K) | 3.55% | $48.7M | +34.32% | -25.35% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 2.92% | $40.1M | +6.41% | -18.77% | |||
| V - VISA INC | 2.80% | $38.4M | +11.59% | -0.01% | |||
| COST - COSTCO WHOLESALE CORP | Reduce 1% $(298.7K) | 2.39% | $32.8M | +1.28% | -1.59% | ||
| JPM - J P MORGAN CHASE & CO | Add 4% ($1.2M) | 2.35% | $32.2M | +26.05% | -10.89% | ||
| BX - BLACKSTONE GROUP INC | 2.22% | $30.5M | -9.73% | -28.16% | |||
| ORCL - ORACLE CORP | Add 3% ($846.7K) | 2.09% | $28.6M | +72.82% | -23.01% | ||
| GOOG - ALPHABET CLASS C | 2.06% | $28.3M | +31.82% | -24.64% | |||
| XOM - EXXON MOBIL CORP | Add 1% ($145.1K) | 1.90% | $26.1M | +8.86% | -4.66% | ||
| JNJ - JOHNSON & JOHNSON | 1.86% | $25.5M | +35.64% | +5.61% | |||
| LRCX - LAM RESEARCH CORP COM NEW | New Purchase | 1.80% | $24.7M | +93.78% | -20.89% | ||
| AMZN - AMAZON.COM INC | Add 3% ($796.4K) | 1.73% | $23.7M | -1.62% | -23.10% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | 1.57% | $21.5M | +8.68% | +8.30% | |||
| ZTS - ZOETIS INC CL A | Reduce 2% $(343.8K) | 1.48% | $20.3M | -9.70% | -8.36% | ||
| DHR - DANAHER CORP | Reduce 3% $(512.4K) | 1.44% | $19.8M | -5.84% | -23.99% | ||
| HD - HOME DEPOT | Add 2% ($285.9K) | 1.33% | $18.2M | +0.74% | -12.08% | ||
| CRM - SALESFORCE.COM INC | Add 4% ($722.1K) | 1.30% | $17.8M | -22.52% | -26.11% | ||
| MRK - MERCK & COMPANY | Add 2% ($361.3K) | 1.27% | $17.4M | -10.11% | -18.22% | ||
| ABBV - ABBVIE INC | Reduce 4% $(610.4K) | 1.22% | $16.7M | +31.36% | +4.83% | ||
| NVDA - NVIDIA CORP | Add 2% ($244.3K) | 1.18% | $16.2M | +21.74% | -36.19% | ||
| META - META PLATFORMS INC CL-A | Add 1% ($129.4K) | 1.11% | $15.2M | +17.16% | -18.20% | ||
| GE - GENERAL ELECTRIC CO COM NEW | Add 2% ($294.0K) | 1.02% | $14.0M | +77.25% | -2.44% | ||
| NEE - NEXTERA ENERGY INC | 0.98% | $13.4M | +20.98% | -8.21% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 3% $(437.1K) | 0.96% | $13.2M | -28.89% | +1.56% | ||
| AXP - AMERICAN EXPRESS CO | Add 1% ($175.1K) | 0.92% | $12.7M | +18.61% | -22.68% | ||
| ETN - EATON CORP PLC SHS | Add 10% ($1.1M) | 0.90% | $12.4M | +9.11% | -27.26% | ||
| PG - PROCTER & GAMBLE CO | Reduce 1% $(179.4K) | 0.89% | $12.2M | -3.06% | -0.16% | ||
| J - JACOBS SOLUTIONS INC | 0.87% | $12.0M | +22.35% | -16.12% | |||
| N/A - FIDELITY CONTRAFUND | Add 2% ($251.6K) | 0.87% | $12.0M | ||||
| LLY - LILLY ELI & CO | Add 1% ($74.9K) | 0.84% | $11.5M | +8.56% | -5.22% | ||
| IBM - INTL BUSINESS MACHINES | Add 8% ($851.4K) | 0.84% | $11.5M | +40.44% | +1.76% | ||
| NSC - NORFOLK SOUTHERN CORP | 0.78% | $10.7M | +19.80% | -12.11% | |||
| N/A - JPMORGAN HEDGED EQUITY FUND I | Reduce 3% $(351.1K) | 0.77% | $10.5M | ||||
| QCOM - QUALCOMM INC | Reduce 20% $(2.3M) | 0.69% | $9.5M | +6.08% | -19.49% | ||
| ON - ON SEMICONDUCTOR CORP | Reduce 9% $(917.1K) | 0.64% | $8.8M | -21.72% | -45.85% | ||
| CVX - CHEVRON CORP | Add 5% ($440.6K) | 0.64% | $8.8M | +8.40% | -4.58% | ||
| UNP - UNION PACIFIC CORP | Reduce 1% $(84.4K) | 0.63% | $8.7M | -4.55% | -8.60% | ||
| MCD - MCDONALDS CORP | 0.61% | $8.4M | +5.88% | +2.67% | |||
| AVGO - BROADCOM INC COM | New Purchase | 0.60% | $8.2M | +48.91% | -35.45% | ||
| TMUS - T-MOBILE US INC | 0.59% | $8.1M | +4.11% | +17.09% | |||
| HON - HONEYWELL INTERNATIONAL | 0.56% | $7.7M | -0.88% | -14.92% | |||
| RTX - RTX CORP | 0.55% | $7.6M | +58.86% | +3.34% | |||
| ADP - AUTOMATIC DATA PROCESSING | Reduce 1% $(41.3K) | 0.55% | $7.6M | -0.67% | -1.58% | ||
| VGT - VANGUARD INFO TECH ETF | 0.55% | $7.5M | +20.30% | -25.58% | |||
| EMR - EMERSON ELECTRIC CO | New Purchase | 0.53% | $7.2M | +9.62% | -20.55% | ||
| PEP - PEPSICO INC | Reduce 1% $(79.8K) | 0.48% | $6.6M | +6.57% | -1.37% | ||
| HWM - HOWMET AEROSPACE INC | New Purchase | 0.47% | $6.5M | +76.79% | +2.98% | ||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IBB - ISHARES NASDQ BIOTECH INDEX FN | Reduce 100% | 0.00% | $0.00 | ||||
| SHEL - SHELL PLC SPON ADS | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||