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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 Q3 2025 · Filed October 1, 2025 · Accession 0000071210-25-000006

Total Value
$1.4M
Positions
336
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (336)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL453,500$115,4758.35%
2MICROSOFT CORPMSFT147,746$76,5255.53%
3ALPHABET CLASS AGOOG252,869$61,4724.44%
4QUANTA SERVICES INC74762E102133,060$55,1433.99%
5ORACLE CORPORCL-PD178,477$50,1953.63%
6J P MORGAN CHASE & COVYLD129,743$40,9252.96%
7VISA INCV106,304$36,2902.62%
8LAM RESEARCH CORP COM NEWLRCX258,725$34,6432.50%
9ALPHABET CLASS CGOOG140,691$34,2652.48%
10JOHNSON & JOHNSONJNJ159,858$29,6412.14%
11COSTCO WHOLESALE CORP22160K10531,146$28,8302.08%
12AMAZON.COM INCAMZN121,805$26,7451.93%
13THERMO FISHER SCIENTIFIC INCTMO55,122$26,7351.93%
14EXXON MOBIL CORPXOM224,506$25,3131.83%
15BERKSHIRE HATHAWAY CL B NEWBRK-A46,907$23,5821.70%
16NVIDIA CORPNVDA125,987$23,5071.70%
17BLACKSTONE GROUP INCBX134,554$22,9891.66%
18GENERAL AEROSPACE36960430174,677$22,4641.62%
19ABBVIE INCABBV81,230$18,8081.36%
20META PLATFORMS INC CL-AMETA25,458$18,6961.35%
21AMERICAN EXPRESS COAXP50,560$16,7941.21%
22INTL BUSINESS MACHINESINTR55,678$15,7101.14%
23HOME DEPOTHD34,829$14,1131.02%
24BROADCOM INC COMAVGO42,623$14,0621.02%
25FIDELITY CONTRAFUND316071109558,132$13,8191.00%
26HOWMET AEROSPACE INCHWM69,794$13,6960.99%
27EATON CORP PLC SHSETN36,489$13,6560.99%
28NEXTERA ENERGY INCNEE-PW175,729$13,2660.96%
29ZOETIS INC CL AZTS89,543$13,1020.95%
30JACOBS SOLUTIONS INCJ86,261$12,9270.93%
31NORFOLK SOUTHERN CORP65584410838,708$11,6280.84%
32JPMORGAN HEDGED EQUITY FUND ICAT309,334$10,6870.77%
33LILLY ELI & COLLY13,961$10,6520.77%
34GE VERNOVA INCGEV16,994$10,4500.76%
35SALESFORCE.COM INCCRM43,853$10,3930.75%
36RTX CORPRTX61,660$10,3180.75%
37MERCK & COMPANYMRK120,218$10,0900.73%
38QUALCOMM INCQCOM57,440$9,5560.69%
39PROCTER & GAMBLE CO74271810961,151$9,3960.68%
40T-MOBILE US INCTMUSZ38,695$9,2630.67%
41CHEVRON CORPCVX59,130$9,1820.66%
42VERTIV HOLDINGS CO CL AVRT56,752$8,5620.62%
43VANGUARD INFO TECH ETF92204A70211,051$8,2510.60%
44INV S&P500 EQ WGHT TECH ETFIVZ177,925$7,9320.57%
45CATERPILLAR INCCAT15,914$7,5930.55%
46AUTOMATIC DATA PROCESSINGADP25,583$7,5090.54%
47MCDONALDS CORPMCD23,935$7,2740.53%
48HONEYWELL INTERNATIONAL43851610633,027$6,9520.50%
49UNION PACIFIC CORPUNP27,121$6,4110.46%
50LINDE PLC SHSLIN13,284$6,3100.46%
51ABBOTT LABSABLZF46,770$6,2640.45%
52VANECK VECTORS GOLD MINERS ETF92189F10681,859$6,2540.45%
53GOLDMAN SACHS GROUP INCGSCE7,818$6,2260.45%
54ISHARES NASDQ BIOTECH INDEX FN46428755642,329$6,1110.44%
55EMERSON ELECTRIC COEMR46,535$6,1040.44%
56SHELL PLC SPON ADSRYDAF84,050$6,0120.43%
57DANAHER CORP23585110229,482$5,8450.42%
58S&P GLOBAL INCSPGI11,406$5,5510.40%
59CORNING INCGLW65,238$5,3510.39%
60FIRST TRUST NASDAQ CYBERSECURI33734X84668,985$5,2440.38%
61WABTEC CORP92974010825,926$5,1970.38%
62PEPSICO INCPEP36,458$5,1200.37%
63MARKEL CORP HOLDING COMKL2,573$4,9180.36%
64HUBBELL INCHUBB10,744$4,6230.33%
65NETFLIX INCNFLX3,769$4,5190.33%
66BANK OF NEW YORK MELLON CORP06405810041,238$4,4930.32%
67BOSTON SCIENTIFIC CORPBSX45,155$4,4080.32%
68BP P L CBPPFF122,036$4,2050.30%
69VANGUARD 500 INDEX FUND ADM9229087106,355$3,9230.28%
70CONS DISC SELECT SECTOR SPDR81369Y40715,545$3,7250.27%
713M COMPANYMMM23,360$3,6250.26%
72COCA-COLA COKO54,200$3,5950.26%
73UNITEDHEALTH GROUP INCUNH10,369$3,5800.26%
74MOOG INC CLASS AMOG-B17,042$3,5390.26%
75PALO ALTO NETWORKS INCPANW16,895$3,4400.25%
76INTUITIVE SURGICAL INCISRG7,582$3,3910.25%
77AMETEK INCAME16,960$3,1880.23%
78NESTLE SPONSORED ADR64106940633,901$3,1130.23%
79BANK OF AMERICA CORP06050510453,818$2,7760.20%
80CROWDSTRIKE HOLDINGS INC CL ACRWD5,433$2,6640.19%
81CONOCO PHILLIPSCOP27,494$2,6010.19%
82NASDAQ INCNDAQ28,065$2,4820.18%
83DISNEY (WALT) CO25468710620,499$2,3470.17%
84WELLS FARGO94974610127,802$2,3300.17%
85EVERSOURCE ENERGY COMES32,707$2,3270.17%
86BOEING COBA-PA10,157$2,1920.16%
87VERIZON COMMUNICATIONSVZ49,145$2,1600.16%
88PHILLIPS 66PSX15,828$2,1530.16%
89CSX CORPCSX57,889$2,0560.15%
90MICROSOFT CORPMSFT3,913$2,0270.15%
91CHUBB LIMITED COMCB7,164$2,0220.15%
92SCHWAB S&P 500 INDEX SELECT FD808509855115,948$2,0020.14%
93RIO TINTO PLC ADR SPONSOREDRTNTF29,700$1,9600.14%
94APPLE INCAAPL7,680$1,9560.14%
95PFIZER INCPFE76,551$1,9510.14%
96COINBASE GLOBAL INC CLASS ACOIN5,728$1,9330.14%
97INTEL CORPINTC56,777$1,9050.14%
98CULLEN FROST BANKERS INCCFR-PB13,974$1,7710.13%
99BRISTOL-MYERS SQUIBB COCELG-RI38,804$1,7500.13%
100FIDELITY MAGELLAN FUND316184100106,971$1,7220.12%
101NEWMONT MINING CORPNEMCL19,988$1,6850.12%
102VANGUARD SMALL CAP INDEX ADM F92290868613,684$1,6670.12%
103GENL AMERICAN INVESTORS INC36880210426,755$1,6640.12%
104TEXAS INSTRUMENTS INC8825081048,640$1,5870.11%
105GILEAD SCIENCES INCGILD14,176$1,5740.11%
106AT&T INC (NEW)T-PC54,350$1,5350.11%
107BERKSHIRE HATHAWAY INC CLASS ABRK-A2$1,5080.11%
108BROADCOM INC COMAVGO4,240$1,3990.10%
109STATE STREET CORPSTT-PG11,950$1,3860.10%
110WAL-MART STORES INCWMT13,438$1,3850.10%
111DEERE & CODE3,010$1,3760.10%
112VANGUARD INTL HI YIELD DIV FUN92194682833,483$1,3740.10%
113TRUIST FINANCIAL CORPORATION89832Q10929,130$1,3320.10%
114MARATHON PETROLEUM CORPMARA6,714$1,2940.09%
115ENTERPRISE PRODS PARTNERS29379210740,080$1,2530.09%
116EDWARDS LIFESCIENCESEW15,900$1,2370.09%
117CARRIER GLOBAL CORPORATIONCARR20,723$1,2370.09%
118GRAINGER W W INC3848021041,254$1,1950.09%
119PHILIP MORRIS INTL7181721097,328$1,1890.09%
120AMERIPRISE FINL INC03076C1062,398$1,1780.09%
121J P MORGAN CHASE & COVYLD3,650$1,1510.08%
122PNC FINANCIAL SERVICES GROUP6934751055,602$1,1260.08%
123MARSH & MCLENNAN COS INC5717481025,530$1,1140.08%
124FIDELITY CONTRAFUND31607110944,711$1,1070.08%
125U S BANCORPUSB-PS22,777$1,1010.08%
126TRANE TECHNOLOGIES PLC SHSTT2,605$1,0990.08%
127TARGET CORPTGT12,239$1,0980.08%
128LAM RESEARCH CORP COM NEWLRCX8,029$1,0750.08%
129DUPONT DE NEMOURS INCDD13,163$1,0250.07%
130OTIS WORLDWIDE CORPOTIS11,158$1,0200.07%
131PAYPAL HLDGS INCPYPL15,065$1,0100.07%
132FIDELITY FOCUSED STOCK FUND31606640623,540$9970.07%
133NUCOR CORPNUE7,095$9610.07%
134FIDELITY BALANCED FUND31634520629,246$9580.07%
135STRYKER CORPSYK2,591$9580.07%
136DUKE ENERGY CORPORATION COM NEDUKB7,607$9410.07%
137INDUSTRIAL SELECT SECTOR SPDR81369Y7046,000$9250.07%
138TRANSDIGM GROUP INCTDG699$9210.07%
139VERALTO CORPVLTO8,504$9070.07%
140SERVICENOW INCNOW985$9060.07%
141CISCO SYSTEMS INCCSCO13,232$9050.07%
142VANGUARD FTSE SOCIAL INDEX FUN92191071713,944$8940.06%
143FIDELITY CAP APPRECIATION FD31606610917,962$8660.06%
144CENTRAL SECURITIES CORP15512310216,000$8220.06%
145INTUIT INCINTU1,179$8050.06%
146ENBRIDGE INCENNPF15,231$7690.06%
147MEDTRONIC PLCMDT7,980$7600.05%
148COLGATE PALMOLIVE COCL9,445$7550.05%
149ROCKWELL AUTOMATION INCROK2,100$7340.05%
150NOVARTIS AG SPON ADRNVSEF5,710$7320.05%
151FLOWSERVE CORPFLS13,725$7290.05%
152ALPHABET CLASS AGOOG2,938$7140.05%
153EXXON MOBIL CORPXOM6,270$7070.05%
154NIKE INCNKE10,119$7060.05%
155AMERICAN ELECTRIC POWER INC0255371016,240$7020.05%
156ALTRIA GROUP INCMO10,573$6980.05%
157SNAP-ON INCSNA2,005$6950.05%
158SCHWAB CHARLES CORP NEWSCHW-PJ7,280$6950.05%
159RENAISSANCERE HLDGS LTD ORDRNR-PG2,700$6860.05%
160LOWES COS INC5486611072,712$6820.05%
161VIRTUS ALLIANZGI WATER FUND IN92838V46032,129$6790.05%
162VANGUARD STAR FUND92190910721,416$6560.05%
163ABBVIE INCABBV2,775$6430.05%
164AMENTUM HOLDINGS INCAMTM26,442$6330.05%
165ARCH CAP GROUP LTDG0450A1056,930$6290.05%
166GOLUB CAPITAL BDC INC38173M10245,704$6260.05%
167FIDELITY MID CAP STK FND31612840413,813$6250.05%
168PRICE T ROWE GROUP INCTROW6,075$6240.05%
169AMGEN INCAMGN2,195$6190.04%
170UNITED PARCEL SERVICE CLASS BUPS7,251$6060.04%
171DOVER CORPDOV3,532$5890.04%
172WILLIS TOWERS WATSON PUB LTD CWTW1,698$5870.04%
173VISA INCV1,684$5750.04%
174BOOKING HOLDINGS INCBKNG106$5720.04%
175LOEWS CORPL5,670$5690.04%
176SCHLUMBERGER LTDSLB16,315$5610.04%
177SOUND SHORE FD INC83608310513,185$5510.04%
178FORTIVE CORPFTV11,133$5450.04%
179INTL BUSINESS MACHINESINTR1,909$5390.04%
180KNIGHT SWIFT TRANSN HLDGS INC49904910413,250$5240.04%
181JOHNSON & JOHNSONJNJ2,824$5240.04%
182BANKUNITED INCBKU13,557$5170.04%
183FIDELITY GROWTH & INCOME FUND3163892047,589$5120.04%
184FREEPORT MCMORAN COP & GLD INCFCX12,951$5080.04%
185REAVES UTILITY INCOME FUND75615810112,701$5030.04%
186HOME DEPOTHD1,231$4990.04%
187EATON CORP PLC SHSETN1,320$4940.04%
188BLACKSTONE GROUP INCBX2,764$4720.03%
189T ROWE PRICE NEW HORIZON FUND7795621078,333$4710.03%
190BLACKROCK INC COMBLK400$4660.03%
191AMAZON.COM INCAMZN2,110$4630.03%
192PROCTER & GAMBLE CO7427181093,006$4620.03%
193META PLATFORMS INC CL-AMETA630$4620.03%
194ORACLE CORPORCL-PD1,637$4600.03%
195CAPITAL ONE FINANCIAL CORP14040H1052,165$4600.03%
196FIDELITY EMERGING ASIA FUND3159108516,975$4570.03%
197THERMO FISHER SCIENTIFIC INCTMO895$4340.03%
198SHIFT4 PAYMENTS INC CL A82452J1095,405$4180.03%
199AMERICAN EXPRESS COAXP1,250$4150.03%
200KIMBERLY-CLARK CORPKMB3,294$4100.03%
201FIDELITY FREEDOM 2025 FUND31579266326,582$4040.03%
202PHILIP MORRIS INTL7181721092,390$3880.03%
203ILLINOIS TOOL WORKS INC4523081091,485$3870.03%
204RTX CORPRTX2,285$3820.03%
205ALPHABET CLASS CGOOG1,553$3780.03%
206QUALCOMM INCQCOM2,245$3730.03%
207DELTA AIR LINES INCDAL6,400$3630.03%
208CITIGROUP INCC-PR3,581$3630.03%
209FIDELITY ASSET MANAGER31606910315,895$3610.03%
210OLD NATL BANCORP OF INDIANA68003310716,403$3600.03%
211NXP SEMICONDUCTORS NVNXPI1,579$3600.03%
212PUBLIC SVC ENTERPRISES GROUP7445731064,284$3580.03%
213FIFTH THIRD BANCORPFITBM7,950$3540.03%
214WAL-MART STORES INCWMT3,401$3510.03%
215CLEARBRIDGE VALUE TRUST FI5246865652,781$3510.03%
216FIDELITY TOTAL MKT INDEX INS P3159116931,853$3420.02%
217ISHARES US REGIONAL BANKS ETF4642887786,490$3410.02%
218WATERS CORP9418481031,137$3410.02%
219CHEVRON CORPCVX2,190$3400.02%
220WHITE MOUNT INS GRP LTDG9618E107200$3340.02%
221CATERPILLAR INCCAT680$3240.02%
222FIDELITY 500 INDX FUND INST PR3159117501,381$3220.02%
223TAIWAN SEMICONDUCTOR ADR8740391001,150$3210.02%
224AIR PRODUCTS & CHEMICALS INCAIIR1,175$3200.02%
225AON PLC SHS CL AAON875$3120.02%
226MORGAN STANLEYMS-PQ1,926$3060.02%
227GENERAL AEROSPACE3696043011,012$3040.02%
228EDGEWOOD GROWTH FUND INST0075W07596,469$3020.02%
229OAKMARK FUND INVESTOR4138381031,814$3010.02%
230ZIONS BANCORP9897011075,280$2990.02%
231ROPER INDS INC NEWROP600$2990.02%
232UNITED AIRLINES HOLDING INCUNTCW3,050$2940.02%
233FIDELITY MEGA CAP STOCK FUND31617F4039,597$2900.02%
234HANCOCK HOLDING COHWCPZ4,600$2880.02%
235FEDEX CORPFDX1,220$2880.02%
236MONDELEZ INTL INC6092071054,564$2850.02%
237CORTEVA INCCTVA4,200$2840.02%
238EMERSON ELECTRIC COEMR2,147$2820.02%
239DEERE & CODE595$2720.02%
240VERTIV HOLDINGS CO CL AVRT1,800$2720.02%
241EOG RESOURCES INC.EOG2,386$2680.02%
242HEARTLAND EXPRESSHTLD31,696$2660.02%
243FIDELITY INSTL FREEDOM 203031617R70413,386$2640.02%
244HONEYWELL INTERNATIONAL4385161061,245$2620.02%
245BAXTER INTERNATIONAL07181310911,394$2590.02%
246TESLA MOTORS INCTSLA574$2550.02%
247CORNING INCGLW3,080$2530.02%
248SOUTHERN COSOMN2,650$2510.02%
249RPM INC7496851032,086$2460.02%
250FIDELITY 500 INDX FUND INST PR3159117501,050$2450.02%
251NEW PERSPECTIVE FD INC6480181093,332$2450.02%
252TECHNOLOGY SELECT SECTOR SPDR81369Y803853$2400.02%
253WEC ENERGY GROUP INC COMWEC2,078$2380.02%
254TRAVELERS COMPANIES INCTRV850$2370.02%
255TRAVELERS COMPANIES INCTRV850$2370.02%
256SCHEIN HENRY INCHSIC3,550$2360.02%
257DOW INCDOW10,143$2330.02%
258ZOETIS INC CL AZTS1,591$2330.02%
259FIDELITY LEVERAGED CO. STOCK F3163898735,138$2320.02%
260GENERAL MILLS INC3703341044,582$2310.02%
261MERCK & COMPANYMRK2,746$2310.02%
262CISCO SYSTEMS INCCSCO3,245$2220.02%
263HEWLETT PACKARD ENTERPRISEHPE-PC8,944$2200.02%
264SUNCOR ENERGY INCSU5,258$2200.02%
265NH PORTFOLIO 2030 (FIDELITY FUNH20300037,320$2170.02%
266DOVER CORPDOV1,300$2170.02%
267NH PORTFOLIO 2027 INDEX CONTRINHX2027648,700$2160.02%
268AMERICAN BALANCED FUND A0240711025,598$2160.02%
269ALTRIA GROUP INCMO3,253$2150.02%
270AMERICAN WATER WORKS CO INC0304201031,500$2090.02%
271M & T BK CORP55261F1041,052$2080.02%
272AFLAC INCAFL1,852$2070.01%
273EATON VANCE TX GWTH 1.1 CL AETN1,561$2070.01%
274BANK OF AMERICA CORP PFD K 6.40605051798,000$2050.01%
275AON PLC SHS CL AAON575$2050.01%
276BLACKROCK SYSTEMATIC MULTI STRBLK19,488$2030.01%
277T ROWE PRICE MIDCAP VALUE FUND77957Y1066,044$2020.01%
278NORTHERN TRUST CORPNTRSO1,500$2020.01%
279AMGEN INCAMGN715$2020.01%
280DTE ENERGY CODTK1,428$2020.01%
281FIDELITY VALUE FUND31646410613,668$1970.01%
282AIR PRODUCTS & CHEMICALS INCAIIR700$1910.01%
283NVIDIA CORPNVDA1,020$1900.01%
284UNITEDHEALTH GROUP INCUNH549$1900.01%
285STATE STREET CORPSTT-PG1,560$1810.01%
286COMCAST CORP NEW CL ACCZ5,770$1810.01%
287INTUITIVE SURGICAL INCISRG405$1810.01%
288COSTCO WHOLESALE CORP22160K105190$1760.01%
289TRUIST FINANCIAL CORPORATION89832Q1093,715$1700.01%
290ENTERPRISE PRODS PARTNERS2937921075,253$1640.01%
291GILEAD SCIENCES INCGILD1,405$1560.01%
292PEPSICO INCPEP1,096$1540.01%
293CLEVELAND-CLIFFS INCCLF12,410$1510.01%
294WELLS FARGO9497461011,800$1510.01%
295METLIFE INCMET-PF1,810$1490.01%
296PFIZER INCPFE5,783$1470.01%
297ENERGY TRANSFER OPERATING LPET-PI8,475$1450.01%
298COMCAST CORP NEW CL ACCZ4,510$1420.01%
299CIGNA CORP NEW125523100486$1400.01%
300LILLY ELI & COLLY166$1270.01%
301DUKE ENERGY CORPORATION COM NEDUKB974$1210.01%
302BOSTON SCIENTIFIC CORPBSX1,230$1200.01%
303ENERGY TRANSFER OPERATING LPET-PI6,700$1150.01%
304ABBOTT LABSABLZF850$1140.01%
305MEDTRONIC PLCMDT1,184$1130.01%
306MONDELEZ INTL INC6092071051,730$1080.01%
307AMERIPRISE FINL INC03076C106210$1030.01%
308COLGATE PALMOLIVE COCL1,200$960.01%
309NOVARTIS AG SPON ADRNVSEF700$900.01%
310ROYCE SMALL CAP TOTAL RETURN FRVT11,376$870.01%
311METLIFE INCMET-PF1,000$820.01%
3123M COMPANYMMM500$780.01%
313ENBRIDGE INCENNPF1,340$680.00%
314PAYPAL HLDGS INCPYPL1,000$670.00%
315GE VERNOVA INCGEV109$670.00%
316CIGNA CORP NEW125523100232$670.00%
317NASDAQ INCNDAQ700$620.00%
318TAIWAN SEMICONDUCTOR ADR874039100220$610.00%
319VERIZON COMMUNICATIONSVZ1,275$560.00%
320SOUTHERN COSOMN595$560.00%
321EVERSOURCE ENERGY COMES793$560.00%
322MCDONALDS CORPMCD175$530.00%
323PHILLIPS 66PSX375$510.00%
324UNITED PARCEL SERVICE CLASS BUPS600$500.00%
325NEXTERA ENERGY INCNEE-PW660$500.00%
326TEXAS INSTRUMENTS INC882508104255$470.00%
327UNION PACIFIC CORPUNP175$410.00%
328PALO ALTO NETWORKS INCPANW180$370.00%
329NIKE INCNKE513$360.00%
330TARGET CORPTGT360$320.00%
331ROPER INDS INC NEWROP50$250.00%
332SCHLUMBERGER LTDSLB661$230.00%
333EOG RESOURCES INC.EOG130$150.00%
334GOLUB CAPITAL BDC INC38173M1022$00.00%
335AMCAST INDUSTRIAL CORP02339510621,750$00.00%
336INTERNATIONAL PWR GROUP LTDINTR15,000$00.00%