Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NEVILLE RODIE & SHAW INC

Quarter ended Q2 2023 · Filed April 4, 2023 · Accession 0000071210-23-000002

Total Value
$1.1M
Positions
346
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (346)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL661,819$109,1349.89%
2MICROSOFT CORPMSFT166,796$48,0874.36%
3THERMO FISHER SCIENTIFIC INCTMO82,778$47,7114.32%
4JOHNSON & JOHNSONJNJ204,872$31,7552.88%
5ALPHABET CLASS AGOOG302,815$31,4112.85%
6EXXON MOBIL CORPXOM275,286$30,1882.74%
7VISA INCV111,689$25,1812.28%
8DANAHER CORP23585110288,630$22,3382.02%
9ZOETIS INC CL AZTS134,182$22,3332.02%
10QUANTA SERVICES INC74762E102131,765$21,9571.99%
11LAM RESEARCH CORPLRCX36,368$19,2791.75%
12ON SEMICONDUCTOR CORPON232,490$19,1391.73%
13MERCK & COMPANYMRK172,963$18,4021.67%
14NEXTERA ENERGY INCNEE-PW230,057$17,7331.61%
15ALPHABET CLASS CGOOG169,660$17,6451.60%
16BLACKSTONE GROUP INCBX194,466$17,0821.55%
17COSTCO WHOLESALE CORP22160K10533,802$16,7951.52%
18J P MORGAN CHASE & COVYLD126,907$16,5371.50%
19BERKSHIRE HATHAWAY CL B NEWBRK-A53,209$16,4291.49%
20ABBVIE INCABBV102,892$16,3981.49%
21MCDONALDS CORPMCD56,100$15,6861.42%
22UNITEDHEALTH GROUP INCUNH30,802$14,5571.32%
23HOME DEPOTHD48,457$14,3011.30%
24QUALCOMM INCQCOM109,355$13,9521.26%
25ORACLE CORPORCL-PD132,319$12,2951.11%
26PROCTER & GAMBLE CO74271810978,159$11,6211.05%
27JACOBS SOLUTIONS INCJ93,685$11,0091.00%
28NORFOLK SOUTHERN CORP65584410848,630$10,3100.93%
29PEPSICO INCPEP54,127$9,8670.89%
30CHEVRON CORPCVX60,135$9,8120.89%
31UNION PACIFIC CORPUNP48,673$9,7960.89%
32DISNEY (WALT) CO25468710686,952$8,7060.79%
33BRISTOL-MYERS SQUIBB COCELG-RI124,924$8,6580.78%
34DEERE & CODE20,634$8,5190.77%
35HONEYWELL INTERNATIONAL43851610642,784$8,1770.74%
36RAYTHEON TECHNOLOGIES CORP COMRTX80,459$7,8790.71%
37AMERICAN EXPRESS COAXP45,899$7,5710.69%
38FIDELITY CONTRAFUND316071109562,279$7,4730.68%
39SALESFORCE.COM INCCRM36,198$7,2320.66%
40SHELL PLC SPON ADSRYDAF125,625$7,2280.65%
41EMERSON ELECTRIC COEMR79,200$6,9010.63%
42PAYPAL HLDGS INCPYPL87,567$6,6500.60%
43AUTOMATIC DATA PROCESSINGADP28,898$6,4340.58%
44BP P L CBPPFF168,500$6,3930.58%
45ISHARES NASDQ BIOTECH INDEX FN46428755647,996$6,1990.56%
46CVS HEALTH CORPCVS79,939$5,9400.54%
47NESTLE SPONSORED ADR64106940647,741$5,8250.53%
48JPMORGAN HEDGED EQUITY FUND ICAT214,978$5,6300.51%
49BERKSHIRE HATHAWAY INC CLASS ABRK-A12$5,5870.51%
50BLACKSTONE MTG TR INC CL ABX302,673$5,4030.49%
51PFIZER INCPFE127,822$5,2150.47%
52LINDE PLC SHSLIN13,682$4,8630.44%
53MARKEL CORP HOLDING COMKL3,489$4,4570.40%
54JOHNSON & JOHNSONJNJ28,560$4,4270.40%
55VANGUARD INFO TECH ETF92204A70211,335$4,3690.40%
56CATERPILLAR INCCAT18,604$4,2570.39%
57AMAZON.COM INCAMZN40,996$4,2340.38%
58NIKE INCNKE34,339$4,2110.38%
59S&P GLOBAL INCSPGI11,441$3,9450.36%
60VANECK VECTORS GOLD MINERS ETF92189F106115,770$3,7450.34%
61CONS DISC SELECT SECTOR SPDR81369Y40724,670$3,6890.33%
62EATON CORP PLC SHSETN21,255$3,6420.33%
63ABBOTT LABSABLZF35,688$3,6140.33%
64COCA-COLA COKO56,436$3,5010.32%
65VERIZON COMMUNICATIONSVZ88,574$3,4450.31%
66BOEING COBA-PA15,092$3,2060.29%
67HUBBELL INCHUBB13,130$3,1950.29%
68AMETEK INCAME21,605$3,1400.28%
69GOLDMAN SACHS GROUP INCGSCE9,225$3,0180.27%
70WABTEC CORP92974010829,791$3,0110.27%
71ABBVIE INCABBV18,848$3,0040.27%
72EVERSOURCE ENERGY COMES38,201$2,9900.27%
73APPLE INCAAPL18,065$2,9790.27%
74INV S&P500 EQ WGHT TECH ETFIVZ10,696$2,9520.27%
75VANGUARD 500 INDEX FUND ADM9229087107,251$2,7490.25%
76NXP SEMICONDUCTORS NVNXPI14,690$2,7390.25%
77DEVON ENERGY CORP25179M10353,375$2,7010.24%
78CORNING INCGLW75,325$2,6570.24%
79TEXAS INSTRUMENTS INC88250810414,010$2,6060.24%
80INTEL CORPINTC78,097$2,5510.23%
81EDWARDS LIFESCIENCESEW28,800$2,3830.22%
82HONEYWELL INTERNATIONAL43851610612,220$2,3350.21%
83RIO TINTO PLC ADR SPONSOREDRTNTF33,880$2,3240.21%
84TARGET CORPTGT13,840$2,2920.21%
85INTL BUSINESS MACHINESINTR17,378$2,2780.21%
86BRISTOL-MYERS SQUIBB COCELG-RI32,666$2,2640.21%
87MERCK & COMPANYMRK19,996$2,1270.19%
88DEVON ENERGY CORP25179M10341,048$2,0770.19%
89UNITED PARCEL SERVICE CLASS BUPS10,560$2,0490.19%
90EMERSON ELECTRIC COEMR23,275$2,0280.18%
91BANK OF AMERICA CORP06050510468,726$1,9660.18%
92MOOG INC CLASS AMOG-B18,956$1,9100.17%
93ABBOTT LABSABLZF18,617$1,8850.17%
94ENTERPRISE PRODS PARTNERS29379210770,451$1,8250.17%
95CSX CORPCSX58,014$1,7370.16%
96CONOCO PHILLIPSCOP17,142$1,7010.15%
97META PLATFORMS INC CL-AMETA7,960$1,6870.15%
98J P MORGAN CHASE & COVYLD12,630$1,6460.15%
99BLACKSTONE PRIVATE REIT INC CLBX113,567$1,6380.15%
100CONOCO PHILLIPSCOP15,999$1,5870.14%
1013M COMPANYMMM14,979$1,5740.14%
102HEARTLAND EXPRESSHTLD98,791$1,5730.14%
103CHUBB LIMITED COMCB8,029$1,5590.14%
104PHILLIPS 66PSX15,000$1,5210.14%
105CULLEN FROST BANKERS INCCFR-PB14,049$1,4800.13%
106NEWMONT MINING CORPNEMCL30,043$1,4730.13%
107GILEAD SCIENCES INCGILD17,541$1,4550.13%
108MARSH & MCLENNAN COS INC5717481028,530$1,4210.13%
109UNITED RENTALS INCURI3,559$1,4090.13%
110T-MOBILE US INCTMUSZ9,700$1,4050.13%
111PALO ALTO NETWORKS INCPANW6,765$1,3510.12%
112SCHWAB S&P 500 INDEX SELECT FD80850985520,773$1,3120.12%
113EXXON MOBIL CORPXOM11,895$1,3040.12%
114MORGAN STANLEYMS-PQ14,655$1,2870.12%
115THERMO FISHER SCIENTIFIC INCTMO2,190$1,2630.11%
116BANK OF NEW YORK MELLON CORP06405810027,782$1,2620.11%
117VANGUARD SMALL CAP INDEX ADM F92290868613,858$1,2590.11%
118NUCOR CORPNUE8,019$1,2390.11%
119VISA INCV5,464$1,2320.11%
120DEERE & CODE2,950$1,2180.11%
121MICROSOFT CORPMSFT4,210$1,2140.11%
122PFIZER INCPFE29,708$1,2120.11%
123TRUIST FINANCIAL CORPORATION89832Q10935,398$1,2070.11%
124ROCKWELL AUTOMATION INCROK4,100$1,2030.11%
125WELLS FARGO94974610132,152$1,2020.11%
126DUPONT DE NEMOURS INCDD15,933$1,1440.10%
127GRAINGER W W INC3848021041,654$1,1390.10%
128QUALCOMM INCQCOM8,825$1,1260.10%
129FIDELITY TOTAL MKT INDEX INS P3159116939,723$1,1050.10%
130GENL AMERICAN INVESTORS INC36880210428,347$1,1030.10%
131CLEVELAND-CLIFFS INCCLF59,285$1,0870.10%
132CARRIER GLOBAL CORPORATION COMCARR23,504$1,0750.10%
133AGILENT TECHNOLOGIES INCA7,628$1,0550.10%
134PNC FINANCIAL SERVICES GROUP6934751058,293$1,0540.10%
135AT&T INC (NEW)T-PC54,565$1,0500.10%
136FIDELITY MAGELLAN FUND31618410089,770$1,0410.09%
137MCDONALDS CORPMCD3,659$1,0230.09%
138BAXTER INTERNATIONAL07181310924,600$9980.09%
139GENERAL ELECTRIC CO COM NEW36960430110,439$9980.09%
140OTIS WORLDWIDE CORP COMOTIS11,608$9800.09%
141KIMBERLY-CLARK CORPKMB7,195$9660.09%
142CHEVRON CORPCVX5,909$9640.09%
143WAL-MART STORES INCWMT6,486$9560.09%
144ENERGY SELECT SECTOR SPDR TR81369Y50611,525$9550.09%
145KNIGHT SWIFT TRANSN HLDGS INC49904910416,650$9420.09%
146MEDTRONIC PLCMDT11,597$9350.08%
147GOLUB CAPITAL BDC INC38173M10268,598$9300.08%
148MARATHON PETROLEUM CORPMARA6,880$9280.08%
149NOVARTIS AG SPON ADRNVSEF9,932$9140.08%
150PROCTER & GAMBLE CO7427181096,100$9070.08%
151LILLY ELI & COLLY2,630$9030.08%
152FORTIVE CORPFTV13,208$9000.08%
153MCCORMICK & COMKC-V10,000$8320.08%
154DUKE ENERGY CORPORATION COM NEDUKB8,554$8250.07%
155SCHLUMBERGER LTDSLB16,798$8250.07%
156MATINAS BIOPHARMA HOLDINGS INCMTNB1,753,500$8240.07%
157STRYKER CORPSYK2,866$8180.07%
158CIGNA CORP NEW1255231003,046$7780.07%
159MATERIALS SELECT SECTOR SPDR81369Y1009,600$7740.07%
160ENTERPRISE PRODS PARTNERS29379210729,582$7660.07%
161COLGATE PALMOLIVE COCL10,180$7650.07%
162ANALOG DEVICES INCADI3,747$7390.07%
163U S BANCORPUSB-PS20,291$7310.07%
164FIDELITY FREEDOM 2025 FUND31579266358,743$7270.07%
165FIDELITY CONTRAFUND31607110954,320$7220.07%
166FIDELITY BALANCED FUND31634520629,147$7180.07%
167PRICE T ROWE GROUP INCTROW6,075$6860.06%
168PHILIP MORRIS INTL7181721096,830$6640.06%
169FIDELITY MID CAP STK FND31612840417,167$6510.06%
170ENBRIDGE INCENNPF16,739$6390.06%
171SNAP-ON INCSNA2,575$6360.06%
172PHILLIPS 66PSX6,172$6260.06%
173ISHARES US AEROSPACE & DEF ETF4642887605,385$6200.06%
174KEYSIGHT TECHNOLOGIES INCKEYS3,814$6160.06%
175VERIZON COMMUNICATIONSVZ15,700$6110.06%
176VANGUARD FTSE SOCIAL INDEX FUN92191071715,876$6040.05%
177ALPHABET CLASS AGOOG5,720$5930.05%
178HP INCHPQ20,000$5870.05%
179BLACKSTONE GROUP INCBX6,687$5870.05%
180QUANTA SERVICES INC74762E1023,500$5830.05%
181TRANE TECHNOLOGIES PLC SHSTT3,170$5830.05%
182FIRST EAGLE US VALUE FD CL A32008F88731,275$5810.05%
183VIRTUS ALLIANZGI WATER FUND IN92838V46031,225$5730.05%
184AMERICAN ELECTRIC POWER INC0255371016,240$5680.05%
185PIONEER NATURAL RESOURCES7237871072,750$5620.05%
186WEYERHAEUSER COWY18,600$5600.05%
187CATERPILLAR INCCAT2,440$5580.05%
188CENTRAL SECURITIES CORP15512310216,028$5580.05%
189CVS HEALTH CORPCVS7,500$5570.05%
190HESS CORPHESM4,175$5530.05%
191DOW INCDOW9,937$5450.05%
192HOME DEPOTHD1,836$5420.05%
193TORONTO DOMINION BANKTORO9,039$5410.05%
194RENAISSANCERE HLDGS LTD ORDRNR-PG2,700$5410.05%
195EQUITY RESIDENTIAL PROP SBIEQR9,000$5400.05%
196INTUIT INCINTU1,207$5380.05%
197FREEPORT MCMORAN COP & GLD INCFCX12,951$5300.05%
198DOVER CORPDOV3,400$5170.05%
199SCHLUMBERGER LTDSLB10,459$5140.05%
200BROADCOM INC COMAVGO800$5130.05%
201TRANSDIGM GROUP INCTDG695$5120.05%
202CAPITAL ONE FINANCIAL CORP14040H1055,305$5100.05%
203ONEOK INCOKE8,000$5080.05%
204NVIDIA CORPNVDA1,830$5080.05%
205EOG RESOURCES INC.EOG4,375$5020.05%
206PEPSICO INCPEP2,721$4960.04%
207LAM RESEARCH CORPLRCX925$4900.04%
208CANADIAN NATL RAILWAY CO1363751024,127$4870.04%
209FIDELITY INSTL FREEDOM 203031617R70430,941$4790.04%
210FLOWSERVE CORPFLS14,005$4760.04%
211CANADIAN NATL RAILWAY CO1363751024,000$4720.04%
212ARCH CAP GROUP LTDG0450A1056,930$4700.04%
213FIDELITY CAP APPRECIATION FD31606610913,673$4690.04%
214LOWES COS INC5486611072,286$4570.04%
215AMAZON.COM INCAMZN4,360$4500.04%
216AIR PRODUCTS & CHEMICALS INCAIIR1,500$4310.04%
217ILLINOIS TOOL WORKS INC4523081091,744$4250.04%
218BLACKROCK SYSTEMATIC MULTI STRBLK43,852$4230.04%
219BANKUNITED INCBKU18,715$4230.04%
220ALTRIA GROUP INCMO9,425$4210.04%
221GENERAL MILLS INC3703341044,907$4190.04%
222SCHEIN HENRY INCHSIC5,125$4180.04%
223INV S&P500 EQ WGHT TECH ETFIVZ1,500$4140.04%
224AMERICAN EXPRESS COAXP2,450$4040.04%
225T ROWE PRICE NEW HORIZON FUND7795621077,965$3970.04%
226CROWN CASTLE INTL CORP NEW COMCCI2,920$3910.04%
227VANGUARD STAR FUND92190910715,107$3890.04%
228AMERICAN WATER WORKS CO INC0304201032,600$3810.03%
229MONDELEZ INTL INC6092071055,449$3800.03%
230PHILIP MORRIS INTL7181721093,900$3790.03%
231FIRST EAGLE GLOBAL FD CL A32008F5075,907$3630.03%
232WEYERHAEUSER COWY12,000$3620.03%
233WATERS CORP9418481031,137$3520.03%
234BAXTER INTERNATIONAL0718131098,680$3520.03%
235ENERGY TRANSFER OPERATING LPET-PI28,160$3510.03%
236EATON CORP PLC SHSETN2,050$3510.03%
237AON PLC SHS CL AAON1,100$3470.03%
238BP P L CBPPFF8,996$3410.03%
239COSTCO WHOLESALE CORP22160K105680$3380.03%
240CARDINAL HEALTH INCCAH4,482$3380.03%
241ALBEMARLE CORPALB-PA1,500$3320.03%
242FIDELITY GROWTH & INCOME FUND3163892046,631$3310.03%
243COMCAST CORP NEW CL ACCZ8,736$3310.03%
244LOEWS CORPL5,670$3290.03%
245FIDELITY 500 INDX FUND INST PR3159117502,261$3240.03%
246HEWLETT PACKARD ENTERPRISEHPE-PC20,000$3190.03%
247BLACKSTONE PRIVATE CREDIT CL DBX12,789$3180.03%
248FIDELITY ASSET MANAGER31606910317,021$3170.03%
249ZIMMER HOLDINGSZBH2,400$3100.03%
250DOVER CORPDOV1,932$2940.03%
251OLD REP INTL CORP68022310411,720$2930.03%
252TRAVELERS COMPANIES INCTRV1,700$2910.03%
253VESTAS WIND SYS A/SK9773J20110,000$2900.03%
254REAVES UTILITY INCOME FUND75615810110,218$2900.03%
255GE HEALTHCARE TECHNOLOGIES INCGEHC3,471$2850.03%
256CORTEVA INCCTVA4,685$2830.03%
257CIGNA CORP NEW1255231001,101$2810.03%
258ISHARES US REGIONAL BANKS ETF4642887787,825$2800.03%
259FEDEX CORPFDX1,203$2750.02%
260WHITE MOUNT INS GRP LTDG9618E107200$2750.02%
261TWEEDY BROWNE GLOBAL VALUE FDMA10,000$2720.02%
262CAE INCCAE12,020$2720.02%
263CLEARBRIDGE VALUE TRUST FI5246865652,567$2690.02%
264STATE STREET CORPSTT-PG3,550$2690.02%
265BLACKROCK INCBLK400$2680.02%
266PUBLIC SVC ENTERPRISES GROUP7445731064,284$2680.02%
267BOOKING HOLDINGS INCBKNG100$2650.02%
268FIDELITY EMERGING ASIA FUND3159108516,970$2640.02%
269ROPER INDS INC NEWROP600$2640.02%
270ZOETIS INC CL AZTS1,554$2590.02%
271ORACLE CORPORCL-PD2,771$2580.02%
272ARCHER DANIELS MIDLAND COADM3,200$2550.02%
273STARBUCKS CORPSBUX2,431$2530.02%
274MICROCHIP TECHNOLOGY INCMCHPP2,994$2510.02%
275EDWARDS LIFESCIENCESEW3,000$2480.02%
276AMGEN INCAMGN1,025$2480.02%
277INDUSTRIAL SELECT SECTOR SPDR81369Y7042,450$2480.02%
278PPL CORPPPLC8,900$2470.02%
279ON SEMICONDUCTOR CORPON2,990$2460.02%
280MONDELEZ INTL INC6092071053,460$2410.02%
281ALPHABET CLASS CGOOG2,320$2410.02%
282CISCO SYSTEMS INCCSCO4,532$2370.02%
283FEDEX CORPFDX1,033$2360.02%
284CISCO SYSTEMS INCCSCO4,500$2350.02%
285COMCAST CORP NEW CL ACCZ6,200$2350.02%
286ALBEMARLE CORPALB-PA1,000$2210.02%
287UNIVERSAL HEALTH/REALTY SBI91359E1054,575$2200.02%
288ACCENTURE PLC CLASS AACN745$2130.02%
289COLGATE PALMOLIVE COCL2,800$2100.02%
290INGERSOLL RAND INC COMIR3,599$2090.02%
291FIDELITY INTL IDX INST PREM FN3159117274,643$2080.02%
292OAKMARK FUND INVESTOR4138381031,875$2070.02%
293BANK OF AMERICA CORP PFD K 6.40605051798,000$2000.02%
294PLAINS ALL AMER PIPELINE LP72650310516,000$2000.02%
295SALESFORCE.COM INCCRM1,000$2000.02%
296INTL BUSINESS MACHINESINTR1,485$1950.02%
297ACCENTURE PLC CLASS AACN675$1930.02%
298UNITEDHEALTH GROUP INCUNH402$1900.02%
299NESTLE SPONSORED ADR6410694061,500$1830.02%
300ROPER INDS INC NEWROP412$1820.02%
301TEXAS INSTRUMENTS INC882508104975$1810.02%
302WAL-MART STORES INCWMT1,185$1750.02%
303FIDELITY VALUE FUND31646410613,668$1730.02%
304MEDTRONIC PLCMDT2,131$1720.02%
305ALTRIA GROUP INCMO3,800$1700.02%
306GENERAL ELECTRIC CO COM NEW3696043011,644$1570.01%
307NO EUROPEAN OIL ROYALTY UTS65931010612,000$1500.01%
308RAYTHEON TECHNOLOGIES CORP COMRTX1,503$1470.01%
309ZIMMER HOLDINGSZBH1,100$1420.01%
310DUKE ENERGY CORPORATION COM NEDUKB1,474$1420.01%
311BROADCOM INC COMAVGO215$1380.01%
312META PLATFORMS INC CL-AMETA625$1320.01%
313WELLS FARGO9497461013,400$1270.01%
314AIR PRODUCTS & CHEMICALS INCAIIR425$1220.01%
315AON PLC SHS CL AAON350$1100.01%
316BNY MELLON FDS TR EMERGING MKT05569M85511,124$1080.01%
317ENERGY TRANSFER OPERATING LPET-PI8,475$1060.01%
3183M COMPANYMMM1,000$1050.01%
319ROYCE SMALL CAP TOTAL RETURN FRVT14,801$990.01%
320MORGAN STANLEYMS-PQ1,000$880.01%
321WATERS CORP941848103285$880.01%
322TRUIST FINANCIAL CORPORATION89832Q1092,400$820.01%
323FIDELITY 500 INDX FUND INST PR315911750554$790.01%
324AMGEN INCAMGN325$790.01%
325CHUBB LIMITED COMCB400$780.01%
326PNC FINANCIAL SERVICES GROUP693475105600$760.01%
327PAYPAL HLDGS INCPYPL1,000$760.01%
328DISNEY (WALT) CO254687106670$670.01%
329BLACKSTONE MTG TR INC CL ABX3,713$660.01%
330INTEL CORPINTC2,000$650.01%
331GILEAD SCIENCES INCGILD780$650.01%
332CORNING INCGLW1,785$630.01%
333NIKE INCNKE491$600.01%
334HP INCHPQ2,000$590.01%
335EVERSOURCE ENERGY COMES709$550.00%
336STATE STREET CORPSTT-PG600$450.00%
337AGILENT TECHNOLOGIES INCA300$420.00%
338CROWN CASTLE INTL CORP NEW COMCCI237$320.00%
339HEWLETT PACKARD ENTERPRISEHPE-PC1,800$290.00%
340GE HEALTHCARE TECHNOLOGIES INCGEHC355$290.00%
341KEYSIGHT TECHNOLOGIES INCKEYS150$240.00%
342AUTOMATIC DATA PROCESSINGADP77$170.00%
343GOLUB CAPITAL BDC INC38173M10273$10.00%
344CANNABIS SCIENCE INC13764810120,000$00.00%
345INTERNATIONAL PWR GROUP LTDINTR15,000$00.00%
346AMCAST INDUSTRIAL CORP02339510621,750$00.00%