Reynders McVeigh Capital Management, LLC

CIK 1455969 · View on SEC EDGAR ↗

Portfolio value QoQ: +113919.0% 13F does not disclose cash

Top 10 holdings weight43.72%

Top 25 holdings weight72.04%

Positions above 1%31

Effective number of positions34.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 7.1% Est. buys $90,822,092 · sells $80,301,971

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 84.5% still held

New positions14

Increased59

Decreased86

Closed13

Portfolio value $2.3B #1,482 of 9,339 by 13F value · top 15.9%

Positions 196

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 35.6%

Industrials 23.7%

Healthcare 9.9%

Communication Services 9.0%

Retail 5.9%

Financials 5.6%

Materials 3.5%

Consumer products 3.2%

Consumer Discretionary 2.1%

Consumer Staples 0.1%

Utilities 0.1%

Energy 0.1%

Real Estate 0.0%

Other/Unmapped 1.1%

Full portfolio 196 positions

Search positions by ticker or company name

					Streak
NVDA NVIDIA Corporation - Common Stock	$185,280,000	8.20%	925,981	$185,112,738	Down ×6
AAPL Apple Inc. - Common Stock	$135,031,000	5.97%	466,656	$134,912,981	Up ×1
ROK Rockwell Automation, Inc. Common Stock	$97,749,000	4.33%	197,440	$97,678,205	Up ×1
ADI Analog Devices, Inc. - Common Stock	$95,650,000	4.23%	240,828	$95,571,976	Down ×3
APH Amphenol Corporation Common Stock	$89,164,000	3.95%	505,694	$89,099,606	Down ×6
GOOGL Alphabet Inc. - Class A Common Stock	$86,461,000	3.83%	241,937	$86,392,007	Up ×1
MSFT Microsoft Corporation - Common Stock	$81,993,000	3.63%	219,809	$81,918,948	Up ×4
AMAT Applied Materials, Inc. - Common Stock	$76,629,000	3.39%	105,987	$76,595,534	Up ×6
MA Mastercard Incorporated Common Stock	$72,843,000	3.22%	141,828	$72,773,636	Up ×2
CARR Carrier Global Corporation Common Stock	$67,351,000	2.98%	918,219	$67,300,819	Up ×2
ULS UL Solutions Inc. Class A Common Stock	$61,945,000	2.74%	608,136	$61,894,765	Up ×2
GOOG Alphabet Inc. - Class C Capital Stock	$56,315,000	2.49%	159,384	$56,269,884	Up ×1
XYL Xylem Inc. Common Stock New	$47,807,000	2.12%	404,420	$47,765,504	Up ×2
TJX TJX Companies, Inc. (The) Common Stock	$45,237,000	2.00%	298,592	$45,189,503	Up ×1
IBM International Business Machines Corporation Common Stock	$42,443,000	1.88%	150,929	$42,408,211	Up ×6
SYK Stryker Corporation Common Stock	$42,269,000	1.87%	134,256	$42,227,640	Up ×2
AVGO Broadcom Inc. - Common Stock	$42,198,000	1.87%	111,710	$42,166,655	Up ×4
DHR Danaher Corporation Common Stock	$40,451,000	1.79%	212,366	$40,410,936	Up ×1
ARM Arm Holdings plc - American Depositary Shares	$40,430,000	1.79%	114,025	$40,412,739	Down ×3
AMZN Amazon.com, Inc. - Common Stock	$39,792,000	1.76%	166,954	$39,757,437	Up ×2
CCK Crown Holdings, Inc.	$39,748,000	1.76%	355,461	$39,713,466	Up ×4
ABT Abbott Laboratories Common Stock	$37,678,000	1.67%	415,235	$37,634,708	Down ×1
NET Cloudflare, Inc. Class A Common Stock	$34,994,000	1.55%	142,669	$34,963,996	Down ×2
TMUS T-Mobile US, Inc. - Common Stock	$34,343,000	1.52%	204,751	$34,299,860	Down ×6
HD Home Depot, Inc. (The) Common Stock	$34,284,000	1.52%	97,211	$34,253,783	Up ×2
VLTO Veralto Corp Common Stock	$30,362,000	1.34%	342,376	$30,332,792	Up ×6
VRTX Vertex Pharmaceuticals Incorporated - Common Stock	$27,071,000	1.20%	54,499	$27,046,590	Down ×1
SN SharkNinja, Inc. Ordinary Shares	$26,283,000	1.16%	172,607	$26,266,513	Up ×3
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share)	$24,860,000	1.10%	413,512	$24,842,678	Up ×2
WM Waste Management, Inc. Common Stock	$24,487,000	1.08%	109,866	$24,462,221	Up ×1
ATR AptarGroup, Inc. Common Stock	$23,372,000	1.03%	186,679	$23,332,403	Down ×1
ASML ASML Holding N.V. - New York Registry Shares	$22,074,000	0.98%	11,096	$22,058,884	Down ×5
NYT New York Times Company (The) Common Stock	$22,048,000	0.98%	315,063	$22,021,677	Up ×1
VRT Vertiv Holdings, LLC Class A Common Stock	$21,950,000	0.97%	65,559	$21,932,717	Down ×6
ABNB Airbnb, Inc. - Class A Common Stock	$21,356,000	0.94%	149,240	$21,337,342	Up ×6
TSLA Tesla, Inc. - Common Stock	$20,707,000	0.92%	49,233	$20,688,184	Down ×6
RKT Rocket Companies, Inc. Class A Common Stock	$20,076,000	0.89%	1,274,670	$20,059,740	Up ×4
JNJ Johnson & Johnson Common Stock	$19,432,000	0.86%	76,513	$19,413,419	Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock	$19,288,000	0.85%	33,203	$19,280,868	Down ×6
NXT Nextpower Inc. - Class A Common Stock	$18,812,000	0.83%	157,897	$18,795,442	Up ×6
PG Procter & Gamble Company (The) Common Stock	$18,745,000	0.83%	127,833	$18,726,094	Down ×6
TILE Interface, Inc. - Common Stock	$17,552,000	0.78%	489,736	$17,541,043	Up ×6
ADP Automatic Data Processing, Inc. - Common Stock	$12,921,000	0.57%	57,695	$12,906,641	Down ×6
SOFI SoFi Technologies, Inc. - Common Stock	$12,543,000	0.56%	699,538	$12,532,173	Up ×6
BR Broadridge Financial Solutions, Inc. Common Stock	$11,976,000	0.53%	87,447		Up ×1
NVS Novartis AG Common Stock	$11,217,000	0.50%	71,575	$11,205,789	Down ×3
SXT Sensient Technologies Corporation Common Stock	$10,668,000	0.47%	86,526		Up ×1
CRM Salesforce, Inc. Common Stock	$10,522,000	0.47%	67,163	$10,508,958	Down ×4
COST Costco Wholesale Corporation - Common Stock	$10,030,000	0.44%	10,721	$10,019,499	Up ×1
ABBV AbbVie Inc. Common Stock	$7,340,000	0.32%	29,167	$7,333,681	Up ×3
LLY Eli Lilly and Company Common Stock	$7,095,000	0.31%	5,915	$7,089,494	Down ×6
UBER Uber Technologies, Inc. Common Stock	$6,804,000	0.30%	94,291	$6,784,466	Down ×1
ALC Alcon Inc. Ordinary Shares	$6,157,000	0.27%	91,765	$6,134,665	Down ×4
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$5,950,000	0.26%	11,890	$5,944,348	Up ×1
V Visa Inc.	$5,722,000	0.25%	16,677	$5,717,041	Up ×1
CNI Canadian National Railway Company Common Stock	$5,444,000	0.24%	45,658	$5,439,283	Down ×6
GRAL GRAIL, Inc. - Common Stock	$4,868,000	0.22%	71,304	$4,861,847	Down ×1
TMO Thermo Fisher Scientific Inc Common Stock	$4,553,000	0.20%	9,082	$4,548,541	Up ×1
SPY SPY	$3,851,000	0.17%	5,157	$3,847,487	Down ×2
DSGX The Descartes Systems Group Inc. - Common Stock	$3,741,000	0.17%	54,027	$3,736,782	Down ×1
UNP Union Pacific Corporation Common Stock	$3,588,000	0.16%	13,190	$3,584,848	Up ×2
VUG Vanguard Morningstar Growth ETF	$3,524,000	0.16%	40,913	$3,521,304	Up ×1
ORCL Oracle Corporation Common Stock	$3,277,000	0.15%	22,362	$3,273,441	Down ×1
AMGN Amgen Inc. - Common Stock	$3,216,000	0.14%	8,882	$3,212,769	Down ×1
CAT Caterpillar, Inc. Common Stock	$3,120,000	0.14%	2,930	$3,117,896	Down ×1
BRK-A (filed as BRKA) Berkshire Hathaway Inc. Class A	$2,995,000	0.13%	4	$2,992,127
MRK Merck & Company, Inc. Common Stock (new)	$2,876,000	0.13%	22,379	$2,873,307	Down ×6
MCD McDonald's Corporation Common Stock	$2,399,000	0.11%	8,875	$2,396,011	Down ×6
VIG Vanguard Div Appreciation ETF	$2,122,000	0.09%	8,966	$2,119,656	Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$1,855,000	0.08%	3,884	$1,853,661	Down ×1
PEP PepsiCo, Inc. - Common Stock	$1,844,000	0.08%	13,622	$1,841,618	Down ×6
NEE NextEra Energy, Inc. Common Stock	$1,815,000	0.08%	20,677	$1,813,102	Up ×1
CSCO Cisco Systems, Inc. - Common Stock	$1,804,000	0.08%	15,361	$1,802,682	Down ×1
IJH iShares Trust	$1,775,000	0.08%	23,015	$1,773,439	Down ×1
CRSP CRISPR Therapeutics AG - Common Shares	$1,694,000	0.07%	31,065	$1,688,128	Down ×1
NXPI NXP Semiconductors N.V. - Common Stock	$1,665,000	0.07%	5,925	$1,663,731	Down ×6
INTC Intel Corporation - Common Stock	$1,460,000	0.06%	10,455	$1,459,520	Down ×1
JPM JP Morgan Chase & Co. Common Stock	$1,395,000	0.06%	4,263	$1,393,717	Down ×1
WMT Walmart Inc. - Common Stock	$1,369,000	0.06%	12,084	$1,367,498
EFX Equifax, Inc. Common Stock	$1,367,000	0.06%	8,613	$1,365,449
CSX CSX Corporation - Common Stock	$1,361,000	0.06%	28,634	$1,359,830	Up ×1
IWP iShares Trust	$1,354,000	0.06%	9,250	$1,352,815
BDX Becton, Dickinson and Company Common Stock	$1,345,000	0.06%	8,891	$1,338,814	Down ×1
DE Deere & Company Common Stock	$1,296,000	0.06%	2,042	$1,294,838	Down ×2
GLD SPDR Gold Shares	$1,285,000	0.06%	3,488	$1,283,499
CHD Church & Dwight Company, Inc. Common Stock	$1,268,000	0.06%	13,087	$1,266,776	Down ×1
AXP American Express Company Common Stock	$1,255,000	0.06%	3,711	$1,253,856	Down ×1
IVW iShares Trust	$1,223,000	0.05%	8,895	$1,221,994
RTX RTX Corporation Common Stock	$1,204,000	0.05%	6,347	$1,202,737	Down ×2
MELI MercadoLibre, Inc. - Common Stock	$1,202,000	0.05%	708	$1,200,776
VTI Vanguard Morningstar Total Stock Market ETF	$1,137,000	0.05%	3,071	$1,136,079	Up ×1
SPGI S&P Global Inc. Common Stock	$1,128,000	0.05%	2,769	$1,126,822	Down ×1
EMR Emerson Electric Company Common Stock	$1,120,000	0.05%	7,826	$1,118,975
XOM Exxon Mobil Corporation Common Stock	$1,107,000	0.05%	8,099	$1,105,576	Down ×3
ISRG Intuitive Surgical, Inc. - Common Stock	$1,098,000	0.05%	2,760	$1,096,718	Down ×1
DIS Walt Disney Company (The) Common Stock	$1,060,000	0.05%	11,014	$1,058,913	Down ×2
MTD Mettler-Toledo International, Inc. Common Stock	$1,057,000	0.05%	827	$1,056,045	Up ×1
BMY Bristol-Myers Squibb Company Common Stock	$1,037,000	0.05%	17,998	$1,035,914	Up ×3
TYL Tyler Technologies, Inc. Common Stock	$981,000	0.04%	3,354	$979,627	Down ×2
DELL Dell Technologies Inc. Class C Common Stock	$977,000	0.04%	2,265	$976,626	Down ×2
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
MSFT	$81,993,000	3.63%	up ×4
AMAT	$76,629,000	3.39%	up ×6
IBM	$42,443,000	1.88%	up ×6
AVGO	$42,198,000	1.87%	up ×4
CCK	$39,748,000	1.76%	up ×4
VLTO	$30,362,000	1.34%	up ×6
SN	$26,283,000	1.16%	up ×3
ABNB	$21,356,000	0.94%	up ×6
RKT	$20,076,000	0.89%	up ×4
NXT	$18,812,000	0.83%	up ×6
TILE	$17,552,000	0.78%	up ×6
SOFI	$12,543,000	0.56%	up ×6
ABBV	$7,340,000	0.32%	up ×3
BMY	$1,037,000	0.05%	up ×3
QQQ	$702,000	0.03%	up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
BR	$11,976,000	87,447	0.53%
SXT	$10,668,000	86,526	0.47%
Unknown issuer (CUSIP: 43849R105)	$885,000	4,005	0.04%
SUSL	$578,000	4,356	0.03%
MU	$439,000	381	0.02%
PANW	$382,000	1,120	0.02%
RSP	$297,000	1,395	0.01%
GLW	$295,000	1,154	0.01%
MMM	$230,000	1,420	0.01%
MKSI	$228,000	513	0.01%
IWM	$223,000	742	0.01%
QCOM	$222,000	1,200	0.01%
PGR	$208,000	952	0.01%
XLK	$202,000	1,058	0.01%

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
NVO	March 31, 2026	274,101	$13,946,000	6.3%
SNA	March 31, 2026	1,050	$362,000	-1.7%
BSX	March 31, 2026	3,106	$296,000	-27.2%
QCOM	March 31, 2026	1,698	$290,000	36.6%
NKE	March 31, 2026	4,224	$269,000	-29.4%
PANW	March 31, 2026	1,321	$243,000	137.4%
RSP	March 31, 2026	1,239	$237,000	10.0%
ACN	March 31, 2026	871	$234,000	25.8%
CLX	March 31, 2026	2,314	$233,000	-16.6%
ADBE	March 31, 2026	659	$230,000	8.5%
CVS	March 31, 2026	2,869	$228,000	30.1%
PGR	March 31, 2026	952	$217,000	15.0%
MMM	March 31, 2026	1,348	$216,000	19.4%
VST	March 31, 2026	1,302	$210,000	-6.8%
GOOG	Dec. 31, 2025	171,572	$41,786	1.1%
UL (filed as ULXXXX)	Dec. 31, 2025	298,311	$17,684	1.3%
MKC	June 30, 2026	309,347	$15,603	-4.6%
RELX	June 30, 2026	246,309	$8,165	28.0%
BRK-B (filed as BRKB)	Dec. 31, 2025	11,839	$5,952	No longer tracked
PRGO	Dec. 31, 2025	178,305	$3,971	14.7%
TER	June 30, 2025	15,276	$1,262	243.5%
INTU	June 30, 2026	1,026	$443	31.6%
DLN	Dec. 31, 2025	4,800	$418
UNH	June 30, 2025	750	$393	34.0%
PEG	June 30, 2026	4,810	$389	-11.3%
MKTX	June 30, 2026	2,215	$365	45.1%
VYM	June 30, 2026	2,314	$343
PAYX	Dec. 31, 2025	2,585	$328	5.2%
MDLZ	June 30, 2026	5,421	$312	10.3%
VTV	June 30, 2025	1,687	$291
CB	Dec. 31, 2025	969	$274	13.8%
MDT	June 30, 2026	3,159	$274	22.0%
DTE	Sept. 30, 2025	2,030	$269	-6.7%
APTV	Dec. 31, 2025	3,071	$265	-43.9%
BLK	Dec. 31, 2025	224	$261	4.5%
CTSH	June 30, 2026	3,962	$243	82.1%
KR	Dec. 31, 2025	3,537	$238	6.9%
T	June 30, 2026	7,965	$231	1.1%
VTV	June 30, 2026	1,159	$227
MPC	Dec. 31, 2025	1,170	$226	181.1%
CSL	June 30, 2026	664	$222	-4.9%
SNPS	Dec. 31, 2025	443	$219	-8.4%
EGP	Sept. 30, 2025	1,250	$209	17.6%
FDX	June 30, 2025	855	$208
FISV	June 30, 2026	3,717	$207	1.7%
WAT	June 30, 2025	553	$204	30.0%
ERIC	June 30, 2025	11,504	$89	25.7%