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NEVILLE RODIE & SHAW INC 13F Holdings
Holdings from the most recent 13F from NEVILLE RODIE & SHAW INC
Filed: 2025-10-01 (Q3 2025) | Holdings: 336 | 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 15% $(20.3M) | 8.35% | $115.5M | +2.43% | |||
| MSFT - MICROSOFT CORP | Reduce 10% $(8.9M) | 5.53% | $76.5M | +1.15% | |||
| GOOGL - ALPHABET CLASS A | Reduce 10% $(7.1M) | 4.44% | $61.5M | ||||
| PWR - QUANTA SERVICES INC | Reduce 5% $(2.9M) | 3.99% | $55.1M | +3.97% | |||
| ORCL - ORACLE CORP | Reduce 5% $(2.7M) | 3.63% | $50.2M | -2.73% | |||
| JPM - J P MORGAN CHASE & CO | Add 1% ($588.0K) | 2.96% | $40.9M | ||||
| V - VISA INC | Reduce 11% $(4.5M) | 2.62% | $36.3M | ||||
| LRCX - LAM RESEARCH CORP COM NEW | Reduce 15% $(6.3M) | 2.50% | $34.6M | +3.21% | |||
| GOOG - ALPHABET CLASS C | Reduce 3% $(1.2M) | 2.48% | $34.3M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(1.2M) | 2.14% | $29.6M | +3.37% | |||
| COST - COSTCO WHOLESALE CORP | Reduce 11% $(3.7M) | 2.08% | $28.8M | +2.15% | |||
| AMZN - AMAZON.COM INC | Add 2% ($407.7K) | 1.93% | $26.7M | +1.45% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 15% $(4.6M) | 1.93% | $26.7M | +8.90% | |||
| XOM - EXXON MOBIL CORP | Reduce 3% $(830.6K) | 1.83% | $25.3M | +3.05% | |||
| BRK.B - BERKSHIRE HATHAWAY CL B NEW | Reduce 2% $(406.7K) | 1.70% | $23.6M | -0.98% | |||
| NVDA - NVIDIA CORP | Reduce 8% $(1.9M) | 1.70% | $23.5M | -1.76% | |||
| BX - BLACKSTONE GROUP INC | Reduce 22% $(6.3M) | 1.66% | $23.0M | ||||
| GE - GENERAL AEROSPACE | Reduce 12% $(3.0M) | 1.62% | $22.5M | +0.52% | |||
| ABBV - ABBVIE INC | 1.36% | $18.8M | -4.67% | ||||
| META - META PLATFORMS INC CL-A | Reduce 5% $(1.0M) | 1.35% | $18.7M | +2.18% | |||
| AXP - AMERICAN EXPRESS CO | Add 24% ($3.2M) | 1.21% | $16.8M | ||||
| IBM - INTL BUSINESS MACHINES | Reduce 4% $(630.6K) | 1.14% | $15.7M | +7.58% | |||
| HD - HOME DEPOT | Reduce 17% $(2.9M) | 1.02% | $14.1M | -2.23% | |||
| AVGO - BROADCOM INC COM | Reduce 5% $(673.0K) | 1.02% | $14.1M | ||||
| N/A - FIDELITY CONTRAFUND | Reduce 1% $(125.1K) | 1.00% | $13.8M | ||||
| HWM - HOWMET AEROSPACE INC | Reduce 5% $(743.7K) | 0.99% | $13.7M | ||||
| ETN - EATON CORP PLC SHS | Reduce 6% $(870.9K) | 0.99% | $13.7M | +0.06% | |||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(98.3K) | 0.96% | $13.3M | +7.34% | |||
| ZTS - ZOETIS INC CL A | Reduce 22% $(3.7M) | 0.95% | $13.1M | +0.10% | |||
| J - JACOBS SOLUTIONS INC | 0.93% | $12.9M | +4.68% | ||||
| NSC - NORFOLK SOUTHERN CORP | Reduce 8% $(1.1M) | 0.84% | $11.6M | -6.28% | |||
| N/A - JPMORGAN HEDGED EQUITY FUND I | 0.77% | $10.7M | |||||
| LLY - LILLY ELI & CO | Reduce 12% $(1.4M) | 0.77% | $10.7M | +1.36% | |||
| GEV - GE VERNOVA INC | Reduce 7% $(781.6K) | 0.76% | $10.4M | -4.33% | |||
| CRM - SALESFORCE.COM INC | Reduce 27% $(3.8M) | 0.75% | $10.4M | ||||
| RTX - RTX CORP | Reduce 1% $(135.5K) | 0.75% | $10.3M | ||||
| MRK - MERCK & COMPANY | Reduce 14% $(1.6M) | 0.73% | $10.1M | -2.73% | |||
| QCOM - QUALCOMM INC | Reduce 4% $(357.7K) | 0.69% | $9.6M | +0.71% | |||
| PG - PROCTER & GAMBLE CO | Reduce 9% $(922.1K) | 0.68% | $9.4M | +0.55% | |||
| TMUS - T-MOBILE US INC | 0.67% | $9.3M | -6.35% | ||||
| CVX - CHEVRON CORP | Add 2% ($217.4K) | 0.66% | $9.2M | ||||
| VRT - VERTIV HOLDINGS CO CL A | Reduce 3% $(229.0K) | 0.62% | $8.6M | ||||
| VGT - VANGUARD INFO TECH ETF | Reduce 10% $(919.8K) | 0.60% | $8.3M | +1.86% | |||
| RSPT - INV S&P500 EQ WGHT TECH ETF | Add 2% ($192.8K) | 0.57% | $7.9M | +1.15% | |||
| CAT - CATERPILLAR INC | Reduce 6% $(517.7K) | 0.55% | $7.6M | +7.68% | |||
| ADP - AUTOMATIC DATA PROCESSING | 0.54% | $7.5M | |||||
| MCD - MCDONALDS CORP | 0.53% | $7.3M | +2.07% | ||||
| HON - HONEYWELL INTERNATIONAL | 0.50% | $7.0M | |||||
| UNP - UNION PACIFIC CORP | Reduce 10% $(744.9K) | 0.46% | $6.4M | -8.00% | |||
| LIN - LINDE PLC SHS | New Purchase | 0.46% | $6.3M | ||||
| DHR - DANAHER CORP | Reduce 100% | 0.00% | $0.00 | ||||