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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 Q4 2025 · Filed January 6, 2026 · Accession 0000071210-26-000001

Total Value
$1.4M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL446,303$121,3328.57%
2ALPHABET CLASS AGOOG251,220$78,6325.55%
3MICROSOFT CORPMSFT148,340$71,7405.07%
4QUANTA SERVICES INC74762E102130,631$55,1343.89%
5ALPHABET CLASS CGOOG139,433$43,7543.09%
6LAM RESEARCH CORP COM NEWLRCX251,931$43,1263.04%
7J P MORGAN CHASE & COVYLD127,929$41,2212.91%
8VISA INCV105,557$37,0202.61%
9ORACLE CORPORCL-PD175,415$34,1902.41%
10JOHNSON & JOHNSONJNJ163,361$33,8072.39%
11THERMO FISHER SCIENTIFIC INCTMO56,261$32,6002.30%
12AMAZON.COM INCAMZN121,551$28,0561.98%
13COSTCO WHOLESALE CORP22160K10530,732$26,5011.87%
14EXXON MOBIL CORPXOM212,236$25,5401.80%
15NVIDIA CORPNVDA128,221$23,9131.69%
16BERKSHIRE HATHAWAY CL B NEWBRK-A46,217$23,2311.64%
17GENERAL AEROSPACE36960430174,028$22,8031.61%
18ABBVIE INCABBV99,234$22,6741.60%
19LILLY ELI & COLLY19,002$20,4211.44%
20AMERICAN EXPRESS COAXP50,997$18,8661.33%
21META PLATFORMS INC CL-AMETA28,571$18,8591.33%
22GENL AMERICAN INVESTORS INC368802104294,147$17,2751.22%
23BLACKSTONE GROUP INCBX111,931$17,2531.22%
24INTL BUSINESS MACHINESINTR56,898$16,8541.19%
25BROADCOM INC COMAVGO43,143$14,9321.05%
26FIDELITY CONTRAFUND316071109574,395$13,9580.99%
27NEXTERA ENERGY INCNEE-PW172,538$13,8510.98%
28HOWMET AEROSPACE INCHWM67,324$13,8030.97%
29GE VERNOVA INCGEV17,364$11,3490.80%
30JACOBS SOLUTIONS INCJ84,620$11,2090.79%
31HOME DEPOTHD31,605$10,8750.77%
32RTX CORPRTX59,225$10,8620.77%
33NORFOLK SOUTHERN CORP65584410837,490$10,8240.76%
34JPMORGAN HEDGED EQUITY FUND ICAT289,127$10,2240.72%
35QUALCOMM INCQCOM56,805$9,7160.69%
36VERTIV HOLDINGS CO CL AVRT58,592$9,4920.67%
37MERCK & COMPANYMRK85,078$8,9550.63%
38CATERPILLAR INCCAT15,057$8,6260.61%
39INV S&P500 EQ WGHT TECH ETFIVZ188,950$8,5990.61%
40PROCTER & GAMBLE CO74271810959,557$8,5350.60%
41VANGUARD INFO TECH ETF92204A70211,272$8,4970.60%
42CHEVRON CORPCVX54,873$8,3630.59%
43ZOETIS INC CL AZTS65,508$8,2420.58%
44ISHARES NASDQ BIOTECH INDEX FN46428755642,159$7,1150.50%
45EATON CORP PLC SHSETN22,181$7,0650.50%
46SALESFORCE.COM INCCRM26,050$6,9010.49%
47GOLDMAN SACHS GROUP INCGSCE7,770$6,8300.48%
48MCDONALDS CORPMCD22,335$6,8260.48%
49VANECK VECTORS GOLD MINERS ETF92189F10677,044$6,6080.47%
50DANAHER CORP23585110228,797$6,5920.47%
51AUTOMATIC DATA PROCESSINGADP25,443$6,5450.46%
52HONEYWELL INTERNATIONAL43851610632,927$6,4240.45%
53BANK OF AMERICA CORP060505104116,358$6,4000.45%
54EMERSON ELECTRIC COEMR46,435$6,1630.44%
55UNION PACIFIC CORPUNP26,456$6,1200.43%
56S&P GLOBAL INCSPGI11,406$5,9610.42%
57ABBOTT LABSABLZF46,445$5,8190.41%
58LINDE PLC SHSLIN13,249$5,6490.40%
59CORNING INCGLW64,271$5,6280.40%
60SHELL PLC SPON ADSRYDAF73,150$5,3750.38%
61MARKEL CORP HOLDING COMKL2,483$5,3380.38%
62WABTEC CORP92974010823,701$5,0590.36%
63FIRST TR NASDAQ CYBERSECURITY33734X84670,775$5,0570.36%
64PEPSICO INCPEP34,700$4,9800.35%
65BANK OF NEW YORK MELLON CORP06405810040,984$4,7580.34%
66HUBBELL INCHUBB10,689$4,7470.34%
67BOSTON SCIENTIFIC CORPBSX45,060$4,2960.30%
68INTUITIVE SURGICAL INCISRG7,432$4,2090.30%
69BP P L CBPPFF120,636$4,1900.30%
70MOOG INC CLASS AMOG-B17,042$4,1510.29%
71VANGUARD 500 INDEX FUND ADM9229087106,160$3,8920.27%
723M COMPANYMMM23,610$3,7800.27%
73COCA-COLA COKO53,300$3,7260.26%
74STATE STR CONSUMER DISC SELECT81369Y40731,090$3,7120.26%
75AMETEK INCAME16,960$3,4820.25%
76NESTLE SPONSORED ADR64106940633,526$3,3320.24%
77PALO ALTO NETWORKS INCPANW16,855$3,1050.22%
78UNITEDHEALTH GROUP INCUNH8,794$2,9030.20%
79NASDAQ INCNDAQ28,870$2,8040.20%
80WELLS FARGO94974610127,802$2,5910.18%
81CROWDSTRIKE HOLDINGS INC CL ACRWD5,358$2,5120.18%
82RIO TINTO PLC ADR SPONSOREDRTNTF30,200$2,4170.17%
83DISNEY (WALT) CO25468710620,259$2,3050.16%
84CONOCO PHILLIPSCOP23,850$2,2330.16%
85CHUBB LIMITED COMCB7,084$2,2110.16%
86BOEING COBA-PA10,157$2,2050.16%
87EVERSOURCE ENERGY COMES31,807$2,1420.15%
88BRISTOL-MYERS SQUIBB COCELG-RI39,554$2,1340.15%
89CSX CORPCSX57,889$2,0980.15%
90APPLE INCAAPL7,680$2,0880.15%
91SCHWAB S&P 500 INDEX SELECT FD808509855116,549$2,0440.14%
92INTEL CORPINTC55,277$2,0400.14%
93PHILLIPS 66PSX15,756$2,0330.14%
94MICROSOFT CORPMSFT3,913$1,8930.13%
95T-MOBILE US INCTMUSZ9,066$1,8410.13%
96VERIZON COMMUNICATIONSVZ44,820$1,8260.13%
97CULLEN FROST BANKERS INCCFR-PB13,974$1,7700.12%
98GILEAD SCIENCES INCGILD14,176$1,7400.12%
99VANGUARD SMALL CAP INDEX ADM F92290868613,701$1,6930.12%
100NEWMONT MINING CORPNEMCL16,888$1,6860.12%
101FIDELITY MAGELLAN FUND316184100111,853$1,6720.12%
102STATE STREET CORPSTT-PG11,950$1,5420.11%
103BERKSHIRE HATHAWAY INC CLASS ABRK-A2$1,5100.11%
104WAL-MART STORES INCWMT13,438$1,4970.11%
105BROADCOM INC COMAVGO4,240$1,4670.10%
106PFIZER INCPFE58,875$1,4660.10%
107DELL TECHNOLOGIES INC CL CDELL11,647$1,4660.10%
108VANGUARD INTL HI YIELD DIV FUN92194682833,483$1,4570.10%
109TRUIST FINANCIAL CORPORATION89832Q10929,130$1,4330.10%
110TEXAS INSTRUMENTS INC8825081048,190$1,4210.10%
111LAM RESEARCH CORP COM NEWLRCX8,041$1,3760.10%
112EDWARDS LIFESCIENCESEW15,900$1,3550.10%
113ENTERPRISE PRODS PARTNERS29379210739,680$1,2720.09%
114GRAINGER W W INC3848021041,254$1,2650.09%
115COINBASE GLOBAL INC CLASS ACOIN5,553$1,2560.09%
116DEERE & CODE2,674$1,2450.09%
117AT&T INC (NEW)T-PC49,037$1,2180.09%
118U S BANCORPUSB-PS22,777$1,2150.09%
119PNC FINANCIAL SERVICES GROUP6934751055,602$1,1690.08%
120NUCOR CORPNUE7,095$1,1570.08%
121J P MORGAN CHASE & COVYLD3,530$1,1370.08%
122FIDELITY CONTRAFUND31607110945,059$1,0950.08%
123MARATHON PETROLEUM CORPMARA6,714$1,0920.08%
124CARRIER GLOBAL CORPORATIONCARR20,473$1,0820.08%
125ALPHABET CLASS AGOOG3,324$1,0400.07%
126MARSH & MCLENNAN COS INC5717481025,530$1,0260.07%
127TRANE TECHNOLOGIES PLC SHSTT2,605$1,0140.07%
128CISCO SYSTEMS INCCSCO12,932$9960.07%
129OTIS WORLDWIDE CORPOTIS11,108$9700.07%
130FIDELITY BALANCED FUND31634520630,187$9700.07%
131FLOWSERVE CORPFLS13,725$9520.07%
132TARGET CORPTGT9,740$9520.07%
133STATE STR INDUSTRIAL SELECT SE81369Y7046,000$9310.07%
134FIDELITY FOCUSED STOCK FUND31606640623,907$9180.06%
135FIDELITY CAP APPRECIATION FD31606610919,338$8920.06%
136STRYKER CORPSYK2,516$8840.06%
137DUKE ENERGY CORPORATION COM NEDUKB7,541$8840.06%
138PHILIP MORRIS INTL7181721095,330$8550.06%
139VERALTO CORPVLTO8,454$8440.06%
140PAYPAL HLDGS INCPYPL14,265$8330.06%
141VANGUARD FTSE SOCIAL INDEX FUN92191071712,663$8300.06%
142ROCKWELL AUTOMATION INCROK2,100$8170.06%
143CENTRAL SECURITIES CORP15512310216,000$8110.06%
144NOVARTIS AG SPON ADRNVSEF5,710$7870.06%
145MEDTRONIC PLCMDT8,010$7690.05%
146SCHWAB CHARLES CORP NEWSCHW-PJ7,610$7600.05%
147RENAISSANCERE HLDGS LTD ORDRNR-PG2,700$7590.05%
148EXXON MOBIL CORPXOM6,270$7550.05%
149TRANSDIGM GROUP INCTDG567$7540.05%
150COLGATE PALMOLIVE COCL9,445$7460.05%
151UNITED PARCEL SERVICE CLASS BUPS7,302$7240.05%
152ENBRIDGE INCENNPF15,133$7240.05%
153AMERICAN ELECTRIC POWER INC0255371016,240$7200.05%
154AMGEN INCAMGN2,195$7180.05%
155INTUIT INCINTU1,069$7080.05%
156AMENTUM HOLDINGS INCAMTM23,928$6940.05%
157KNIGHT SWIFT TRANSN HLDGS INC49904910413,250$6930.05%
158SNAP-ON INCSNA2,005$6910.05%
159DOVER CORPDOV3,532$6900.05%
160VANGUARD STAR FUND92190910723,135$6750.05%
161ARCH CAP GROUP LTDG0450A1056,930$6650.05%
162FREEPORT MCMORAN COP & GLD INCFCX12,951$6580.05%
163LOWES COS INC5486611072,712$6540.05%
164FIDELITY MID CAP STK FND31612840413,851$6440.05%
165ABBVIE INCABBV2,775$6340.04%
166PRICE T ROWE GROUP INCTROW6,075$6220.04%
167NIKE INCNKE9,709$6190.04%
168GOLUB CAPITAL BDC INC38173M10245,346$6150.04%
169VIRTUS ALLIANZGI WATER FUND IN92838V46033,154$6110.04%
170FORTIVE CORPFTV10,963$6050.04%
171BANKUNITED INCBKU13,557$6040.04%
172LOEWS CORPL5,670$5970.04%
173SOUND SHORE FD INC83608310514,871$5940.04%
174VISA INCV1,686$5910.04%
175JOHNSON & JOHNSONJNJ2,824$5840.04%
176CAPITAL ONE FINANCIAL CORP14040H1052,365$5730.04%
177BOOKING HOLDINGS INCBKNG106$5680.04%
178INTL BUSINESS MACHINESINTR1,912$5660.04%
179WILLIS TOWERS WATSON PUB LTD CWTW1,698$5580.04%
180FIDELITY BLUE CHIP GROWTH FUND3163893031,989$5310.04%
181ALTRIA GROUP INCMO9,175$5290.04%
182DUPONT DE NEMOURS INCDD13,163$5290.04%
183FIDELITY GROWTH & INCOME FUND3163892047,733$5280.04%
184QNITY ELECTRONICS INCQ6,447$5260.04%
185SCHLUMBERGER LTDSLB12,815$4920.03%
186AMAZON.COM INCAMZN2,110$4870.03%
187ALPHABET CLASS CGOOG1,553$4870.03%
188T ROWE PRICE NEW HORIZON FUND7795621079,276$4800.03%
189REAVES UTILITY INCOME FUND75615810112,701$4650.03%
190FIDELITY EMERGING ASIA FUND3159108516,990$4630.03%
191AMERICAN EXPRESS COAXP1,250$4620.03%
192DELTA AIR LINES INCDAL6,400$4440.03%
193AMERIPRISE FINL INC03076C106896$4390.03%
194WATERS CORP9418481031,137$4320.03%
195BLACKROCK INC COMBLK400$4280.03%
196BLACKSTONE GROUP INCBX2,780$4280.03%
197HOME DEPOTHD1,231$4240.03%
198EATON CORP PLC SHSETN1,320$4200.03%
199RTX CORPRTX2,285$4190.03%
200META PLATFORMS INC CL-AMETA630$4160.03%
201FIDELITY FREEDOM 2025 FUND31579266327,738$4140.03%
202NETFLIX INCNFLX4,400$4130.03%
203CITIGROUP INCC-PR3,517$4100.03%
204PROCTER & GAMBLE CO7427181092,786$3990.03%
205SOLSTICE ADVANCED MATERIALS IN83443Q1038,152$3960.03%
206CATERPILLAR INCCAT680$3900.03%
207QUALCOMM INCQCOM2,245$3840.03%
208PHILIP MORRIS INTL7181721092,390$3830.03%
209WAL-MART STORES INCWMT3,401$3790.03%
210FIFTH THIRD BANCORPFITBM7,950$3720.03%
211OLD NATL BANCORP OF INDIANA68003310716,403$3660.03%
212ILLINOIS TOOL WORKS INC4523081091,485$3660.03%
213VANGUARD WINDSOR ADMIRAL SHARE9220184034,938$3660.03%
214FIDELITY ASSET MANAGER31606910316,635$3630.03%
215THERMO FISHER SCIENTIFIC INCTMO625$3620.03%
216CLEARBRIDGE VALUE TRUST FI5246865653,006$3620.03%
217ISHARES US REGIONAL BANKS ETF4642887786,490$3580.03%
218FIDELITY TOTAL MKT INDEX INS P3159116931,871$3500.02%
219TAIWAN SEMICONDUCTOR ADR8740391001,150$3490.02%
220PUBLIC SVC ENTERPRISES GROUP7445731064,284$3440.02%
221MORGAN STANLEYMS-PQ1,926$3420.02%
222UNITED AIRLINES HOLDING INCUNTCW3,050$3410.02%
223CHEVRON CORPCVX2,190$3340.02%
224KIMBERLY-CLARK CORPKMB3,294$3320.02%
225NXP SEMICONDUCTORS NVNXPI1,529$3320.02%
226ORACLE CORPORCL-PD1,639$3190.02%
227OAKMARK FUND INVESTOR4138381031,831$3150.02%
228GENERAL AEROSPACE3696043011,012$3120.02%
229ZIONS BANCORP9897011075,280$3090.02%
230AON PLC SHS CL AAON875$3090.02%
231AMGEN INCAMGN940$3080.02%
232EDGEWOOD GROWTH FUND INST0075W07599,722$3070.02%
233FIDELITY MEGA CAP STOCK FUND31617F4039,712$3030.02%
234FIDELITY 500 INDX FUND INST PR3159117501,267$3010.02%
235HANCOCK HOLDING COHWCPZ4,600$2930.02%
236VERTIV HOLDINGS CO CL AVRT1,800$2920.02%
237MERCK & COMPANYMRK2,746$2890.02%
238HEARTLAND EXPRESSHTLD31,696$2860.02%
239EMERSON ELECTRIC COEMR2,147$2850.02%
240AIR PRODUCTS & CHEMICALS INCAIIR1,150$2840.02%
241CORTEVA INCCTVA4,200$2820.02%
242DEERE & CODE595$2770.02%
243CORNING INCGLW3,080$2700.02%
244DOW INCDOW11,477$2680.02%
245ROPER INDS INC NEWROP600$2670.02%
246FIDELITY 500 INDX FUND INST PR3159117501,108$2640.02%
247TESLA MOTORS INCTSLA574$2580.02%
248DOVER CORPDOV1,300$2540.02%
249VANGUARD TOTAL STK INDEX FUND9229087281,547$2530.02%
250EOG RESOURCES INC.EOG2,386$2510.02%
251NEW PERSPECTIVE FD INC6480181093,553$2510.02%
252CISCO SYSTEMS INCCSCO3,245$2500.02%
253TRAVELERS COMPANIES INCTRV850$2470.02%
254TRAVELERS COMPANIES INCTRV850$2470.02%
255TECHNOLOGY SELECT SECTOR SPDR81369Y8031,706$2460.02%
256SCHEIN HENRY INCHSIC3,225$2440.02%
257HONEYWELL INTERNATIONAL4385161061,245$2430.02%
258VESTAS WIND SYS A/SK9773J2019,000$2410.02%
259SUNCOR ENERGY INCSU5,258$2330.02%
260FIDELITY LEVERAGED CO. STOCK F3163898735,277$2320.02%
261SOUTHERN COSOMN2,650$2310.02%
262INTUITIVE SURGICAL INCISRG405$2290.02%
263NH PORTFOLIO 2030 (FIDELITY FUNH20300037,320$2260.02%
264AMERICAN BALANCED FUND A0240711025,987$2240.02%
265MONDELEZ INTL INC6092071054,135$2230.02%
266NH PORTFOLIO 2027 INDEX CONTRINHX2027648,712$2220.02%
267WEC ENERGY GROUP INC COMWEC2,078$2190.02%
268BAXTER INTERNATIONAL07181310911,394$2180.02%
269RPM INC7496851032,086$2170.02%
270HEWLETT PACKARD ENTERPRISEHPE-PC8,944$2150.02%
271GENERAL MILLS INC3703341044,582$2130.02%
272M & T BK CORP55261F1041,052$2120.01%
273EATON VANCE TX GWTH 1.1 CL AETN1,608$2120.01%
274T ROWE PRICE MIDCAP VALUE FUND77957Y1066,364$2050.01%
275NORTHERN TRUST CORPNTRSO1,500$2050.01%
276BANK OF AMERICA CORP PFD K 6.40605051798,000$2040.01%
277AFLAC INCAFL1,852$2040.01%
278AON PLC SHS CL AAON575$2030.01%
279BLACKROCK SYSTEMATIC MULTI STRBLK19,488$2020.01%
280STATE STREET CORPSTT-PG1,560$2010.01%
281ZOETIS INC CL AZTS1,597$2010.01%
282PEPSICO INCPEP1,361$1950.01%
283NVIDIA CORPNVDA1,020$1900.01%
284ALTRIA GROUP INCMO3,253$1880.01%
285MICRON TECHNOLOGY INCMU650$1860.01%
286TRUIST FINANCIAL CORPORATION89832Q1093,715$1830.01%
287LILLY ELI & COLLY166$1790.01%
288AIR PRODUCTS & CHEMICALS INCAIIR700$1730.01%
289GILEAD SCIENCES INCGILD1,405$1720.01%
290ENTERPRISE PRODS PARTNERS2937921075,326$1710.01%
291WELLS FARGO9497461011,800$1680.01%
292MANULIFE FINL CORP56501R1064,624$1680.01%
293COSTCO WHOLESALE CORP22160K105190$1640.01%
294PFIZER INCPFE5,783$1440.01%
295METLIFE INCMET-PF1,810$1430.01%
296ENERGY TRANSFER OPERATING LPET-PI8,475$1400.01%
297UNITEDHEALTH GROUP INCUNH422$1390.01%
298COMCAST CORP NEW CL ACCZ4,510$1350.01%
299BOSTON SCIENTIFIC CORPBSX1,230$1170.01%
300MEDTRONIC PLCMDT1,184$1140.01%
301DUKE ENERGY CORPORATION COM NEDUKB974$1140.01%
302COMCAST CORP NEW CL ACCZ3,750$1120.01%
303NASDAQ INCNDAQ1,142$1110.01%
304ENERGY TRANSFER OPERATING LPET-PI6,700$1100.01%
305ABBOTT LABSABLZF850$1060.01%
306AMERIPRISE FINL INC03076C106210$1030.01%
307NOVARTIS AG SPON ADRNVSEF700$970.01%
308COLGATE PALMOLIVE COCL1,200$950.01%
309MONDELEZ INTL INC6092071051,730$930.01%
310ROYCE SMALL CAP TOTAL RETURN FRVT12,691$880.01%
3113M COMPANYMMM500$800.01%
312METLIFE INCMET-PF1,000$790.01%
313GE VERNOVA INCGEV109$710.01%
314TAIWAN SEMICONDUCTOR ADR874039100220$670.00%
315ENBRIDGE INCENNPF1,340$640.00%
316UNITED PARCEL SERVICE CLASS BUPS600$600.00%
317PAYPAL HLDGS INCPYPL1,000$580.00%
318MICRON TECHNOLOGY INCMU190$540.00%
319EVERSOURCE ENERGY COMES801$540.00%
320MCDONALDS CORPMCD175$530.00%
321NEXTERA ENERGY INCNEE-PW660$530.00%
322SOUTHERN COSOMN595$520.00%
323VERIZON COMMUNICATIONSVZ1,275$520.00%
324MANULIFE FINL CORP56501R1061,412$510.00%
325PHILLIPS 66PSX375$480.00%
326TEXAS INSTRUMENTS INC882508104255$440.00%
327UNION PACIFIC CORPUNP175$400.00%
328NIKE INCNKE516$330.00%
329PALO ALTO NETWORKS INCPANW180$330.00%
330SCHLUMBERGER LTDSLB661$250.00%
331ROPER INDS INC NEWROP50$220.00%
332SOLSTICE ADVANCED MATERIALS IN83443Q103310$150.00%
333EOG RESOURCES INC.EOG130$140.00%
334COINBASE GLOBAL INC CLASS ACOIN25$60.00%
335AMCAST INDUSTRIAL CORP02339510621,750$00.00%
336INTERNATIONAL PWR GROUP LTDINTR15,000$00.00%
337GOLUB CAPITAL BDC INC38173M1022$00.00%