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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2025-04-01 (Q1 2025) | Holdings: 340 | Value: $1.3B | 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 5% $(6.9M) | 9.76% | $124.7M | +19.04% | -3.88% | ||
| MSFT - MICROSOFT CORP | Add 1% ($354.4K) | 4.98% | $63.7M | +39.02% | +30.17% | ||
| GOOGL - ALPHABET CLASS A | 3.49% | $44.6M | |||||
| V - VISA INC | Reduce 1% $(596.8K) | 3.29% | $42.0M | ||||
| PWR - QUANTA SERVICES INC | Reduce 1% $(585.9K) | 3.02% | $38.6M | +75.06% | +48.21% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 5% $(1.8M) | 2.86% | $36.5M | +19.38% | -10.88% | ||
| COST - COSTCO WHOLESALE CORP | Reduce 1% $(385.9K) | 2.62% | $33.4M | -1.70% | +3.45% | ||
| JPM - J P MORGAN CHASE & CO | Reduce 2% $(768.8K) | 2.52% | $32.2M | ||||
| XOM - EXXON MOBIL CORP | Reduce 1% $(215.5K) | 2.24% | $28.6M | -0.72% | -5.34% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(1.1M) | 2.20% | $28.1M | +25.60% | +1.87% | ||
| ORCL - ORACLE CORP | Add 5% ($1.1M) | 1.96% | $25.1M | +104.09% | +65.03% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 1% $(234.9K) | 1.96% | $25.0M | -7.52% | -9.71% | ||
| BX - BLACKSTONE GROUP INC | Reduce 1% $(316.6K) | 1.91% | $24.4M | ||||
| GOOG - ALPHABET CLASS C | Reduce 1% $(178.9K) | 1.80% | $23.0M | ||||
| LRCX - LAM RESEARCH CORP COM NEW | Reduce 8% $(2.0M) | 1.79% | $22.8M | +112.43% | +38.14% | ||
| AMZN - AMAZON.COM INC | Add 1% ($236.5K) | 1.63% | $20.8M | +19.48% | +17.19% | ||
| ZTS - ZOETIS INC CL A | Reduce 3% $(599.0K) | 1.56% | $19.9M | -9.04% | -1.18% | ||
| ABBV - ABBVIE INC | Reduce 5% $(1.1M) | 1.46% | $18.6M | +12.81% | -7.10% | ||
| GE - GENERAL AEROSPACE | Add 1% ($96.5K) | 1.32% | $16.9M | +52.74% | +22.69% | ||
| HD - HOME DEPOT | Reduce 2% $(315.2K) | 1.32% | $16.8M | +7.92% | +3.20% | ||
| DHR - DANAHER CORP | Reduce 7% $(1.2M) | 1.29% | $16.5M | +12.31% | +1.80% | ||
| AXP - AMERICAN EXPRESS CO | Add 35% ($4.0M) | 1.22% | $15.5M | ||||
| CRM - SALESFORCE.COM INC | Add 8% ($1.1M) | 1.20% | $15.4M | ||||
| META - META PLATFORMS INC CL-A | Add 2% ($255.9K) | 1.19% | $15.2M | +28.62% | +24.21% | ||
| MRK - MERCK & COMPANY | Reduce 6% $(913.2K) | 1.16% | $14.8M | +2.72% | -4.22% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($254.0K) | 1.09% | $13.9M | -29.75% | -40.77% | ||
| IBM - INTL BUSINESS MACHINES | 1.02% | $13.0M | +25.53% | +16.66% | |||
| NVDA - NVIDIA CORP | 1.02% | $13.0M | +73.63% | +46.58% | |||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(311.9K) | 1.02% | $13.0M | +20.62% | +3.55% | ||
| LLY - LILLY ELI & CO | 0.97% | $12.3M | +4.27% | -1.78% | |||
| PG - PROCTER & GAMBLE CO | Reduce 4% $(519.8K) | 0.93% | $11.9M | -8.53% | -4.62% | ||
| N/A - FIDELITY CONTRAFUND | 0.89% | $11.4M | |||||
| ETN - EATON CORP PLC SHS | Add 6% ($645.1K) | 0.84% | $10.8M | +39.90% | +32.79% | ||
| J - JACOBS SOLUTIONS INC | Reduce 2% $(217.6K) | 0.83% | $10.6M | +34.38% | +10.92% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 4% $(454.7K) | 0.81% | $10.3M | +21.36% | +12.80% | ||
| TMUS - T-MOBILE US INC | Add 5% ($444.1K) | 0.80% | $10.3M | -18.31% | -11.25% | ||
| CVX - CHEVRON CORP | Reduce 3% $(269.2K) | 0.77% | $9.9M | ||||
| QCOM - QUALCOMM INC | Reduce 1% $(76.3K) | 0.74% | $9.4M | +13.35% | +8.29% | ||
| N/A - JPMORGAN HEDGED EQUITY FUND I | Reduce 8% $(771.4K) | 0.72% | $9.3M | ||||
| HWM - HOWMET AEROSPACE INC | Add 11% ($866.6K) | 0.67% | $8.6M | ||||
| RTX - RTX CORP | Reduce 2% $(176.3K) | 0.67% | $8.5M | ||||
| UNP - UNION PACIFIC CORP | Reduce 8% $(760.7K) | 0.64% | $8.2M | -6.74% | +1.47% | ||
| ADP - AUTOMATIC DATA PROCESSING | Reduce 1% $(65.7K) | 0.61% | $7.8M | ||||
| MCD - MCDONALDS CORP | Reduce 15% $(1.4M) | 0.60% | $7.7M | -1.10% | -5.25% | ||
| HON - HONEYWELL INTERNATIONAL | Reduce 2% $(142.9K) | 0.56% | $7.1M | ||||
| SHEL - SHELL PLC SPON ADS | New Purchase | 0.55% | $7.0M | +6.94% | +0.91% | ||
| VGT - VANGUARD INFO TECH ETF | 0.52% | $6.6M | +43.93% | +23.46% | |||
| LIN - LINDE PLC SHS | New Purchase | 0.49% | $6.3M | ||||
| ABT - ABBOTT LABS | New Purchase | 0.49% | $6.3M | -1.58% | +3.13% | ||
| AVGO - BROADCOM INC COM | Add 5% ($309.4K) | 0.49% | $6.2M | ||||
| ON - ON SEMICONDUCTOR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||