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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2025-07-02 (Q2 2025) | Holdings: 339 | 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% $(5.8M) | 8.12% | $109.4M | +24.03% | +21.76% | ||
| MSFT - MICROSOFT CORP | Reduce 3% $(2.4M) | 6.08% | $82.0M | +6.21% | +4.94% | ||
| PWR - QUANTA SERVICES INC | Reduce 8% $(4.5M) | 3.93% | $52.9M | +17.29% | +12.03% | ||
| GOOGL - ALPHABET CLASS A | Reduce 2% $(1.1M) | 3.69% | $49.7M | ||||
| V - VISA INC | 3.15% | $42.5M | |||||
| ORCL - ORACLE CORP | Add 5% ($1.9M) | 3.05% | $41.2M | +21.96% | +22.95% | ||
| JPM - J P MORGAN CHASE & CO | Reduce 2% $(925.7K) | 2.75% | $37.1M | ||||
| COST - COSTCO WHOLESALE CORP | 2.58% | $34.8M | -4.99% | -6.69% | |||
| LRCX - LAM RESEARCH CORP COM NEW | Reduce 3% $(803.0K) | 2.21% | $29.8M | +53.78% | +47.83% | ||
| AMZN - AMAZON.COM INC | Add 10% ($2.4M) | 1.95% | $26.3M | +1.08% | -1.04% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 12% $(3.6M) | 1.94% | $26.2M | +33.69% | +26.87% | ||
| GOOG - ALPHABET CLASS C | Reduce 1% $(294.5K) | 1.92% | $25.8M | ||||
| BX - BLACKSTONE GROUP INC | Reduce 2% $(438.4K) | 1.90% | $25.7M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(436.1K) | 1.89% | $25.4M | +23.40% | +22.26% | ||
| XOM - EXXON MOBIL CORP | Reduce 4% $(954.0K) | 1.85% | $25.0M | +5.05% | +3.12% | ||
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Add 1% ($332.8K) | 1.72% | $23.2M | +2.33% | +3.71% | ||
| GE - GENERAL AEROSPACE | Add 1% ($123.3K) | 1.62% | $21.8M | +24.08% | +21.28% | ||
| NVDA - NVIDIA CORP | Add 13% ($2.6M) | 1.60% | $21.5M | +17.62% | +18.48% | ||
| META - META PLATFORMS INC CL-A | Add 2% ($306.3K) | 1.47% | $19.8M | +1.69% | -2.14% | ||
| ZTS - ZOETIS INC CL A | Reduce 5% $(1.0M) | 1.33% | $17.9M | -7.35% | -7.05% | ||
| IBM - INTL BUSINESS MACHINES | Add 11% ($1.6M) | 1.27% | $17.1M | +7.50% | +0.83% | ||
| CRM - SALESFORCE.COM INC | Add 5% ($721.0K) | 1.21% | $16.4M | ||||
| HD - HOME DEPOT | Reduce 8% $(1.4M) | 1.15% | $15.4M | +4.59% | +6.86% | ||
| ABBV - ABBVIE INC | Reduce 8% $(1.4M) | 1.12% | $15.1M | +21.17% | +23.43% | ||
| ETN - EATON CORP PLC SHS | Reduce 2% $(288.4K) | 1.03% | $13.9M | +5.09% | +4.30% | ||
| HWM - HOWMET AEROSPACE INC | Add 11% ($1.4M) | 1.02% | $13.7M | ||||
| N/A - FIDELITY CONTRAFUND | Reduce 1% $(95.6K) | 0.97% | $13.1M | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 29% $(5.4M) | 0.97% | $13.0M | ||||
| LLY - LILLY ELI & CO | Add 6% ($699.3K) | 0.92% | $12.3M | +6.00% | +7.85% | ||
| AVGO - BROADCOM INC COM | Add 20% ($2.1M) | 0.91% | $12.3M | ||||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(413.0K) | 0.91% | $12.3M | +16.52% | +10.52% | ||
| J - JACOBS SOLUTIONS INC | Reduce 2% $(195.2K) | 0.84% | $11.4M | +20.64% | +16.87% | ||
| MRK - MERCK & COMPANY | Reduce 15% $(1.9M) | 0.82% | $11.1M | +7.03% | +9.11% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 3% $(370.1K) | 0.80% | $10.8M | +7.41% | +14.93% | ||
| PG - PROCTER & GAMBLE CO | Reduce 3% $(384.1K) | 0.79% | $10.7M | -4.44% | -5.24% | ||
| N/A - JPMORGAN HEDGED EQUITY FUND I | Add 5% ($506.3K) | 0.76% | $10.2M | ||||
| DHR - DANAHER CORP | Reduce 37% $(6.0M) | 0.74% | $9.9M | +9.89% | +5.94% | ||
| GEV - GE VERNOVA INC | New Purchase | 0.72% | $9.7M | +14.29% | +16.32% | ||
| QCOM - QUALCOMM INC | Reduce 3% $(272.2K) | 0.70% | $9.5M | +4.21% | +4.35% | ||
| TMUS - T-MOBILE US INC | 0.68% | $9.2M | -7.78% | -2.48% | |||
| RTX - RTX CORP | Reduce 3% $(270.1K) | 0.68% | $9.1M | ||||
| CVX - CHEVRON CORP | Reduce 2% $(175.4K) | 0.61% | $8.3M | ||||
| VGT - VANGUARD INFO TECH ETF | Add 1% ($99.5K) | 0.60% | $8.1M | +16.03% | +13.26% | ||
| ADP - AUTOMATIC DATA PROCESSING | 0.59% | $7.9M | |||||
| HON - HONEYWELL INTERNATIONAL | Reduce 1% $(104.8K) | 0.57% | $7.7M | ||||
| VRT - VERTIV HOLDINGS CO CL A | New Purchase | 0.56% | $7.5M | ||||
| RSPT - INV S&P500 EQ WGHT TECH ETF | New Purchase | 0.53% | $7.1M | +11.05% | +9.23% | ||
| MCD - MCDONALDS CORP | Reduce 3% $(233.7K) | 0.52% | $7.0M | +4.36% | +2.72% | ||
| UNP - UNION PACIFIC CORP | Reduce 13% $(1.1M) | 0.52% | $7.0M | -8.30% | +0.25% | ||
| CAT - CATERPILLAR INC | New Purchase | 0.49% | $6.6M | +31.89% | +25.26% | ||
| ABT - ABBOTT LABS | Reduce 100% | 0.00% | $0.00 | ||||
| SHEL - SHELL PLC SPON ADS | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| LIN - LINDE PLC SHS | Reduce 100% | 0.00% | $0.00 | ||||