Reynders McVeigh Capital Management, LLC
CIK 1455969 · View on SEC EDGAR ↗
- Portfolio value
- $2.0M
- Positions
- 195
- As of
- March 31, 2026 Data as of Q1 2026
#9,105 of 9,443 by 13F value · top 96.4%
Portfolio value QoQ: -4.4% 13F does not disclose cash
- Top 10 holdings weight
- 40.93%
- Top 25 holdings weight
- 69.71%
- Positions above 1%
- 30
- Effective number of positions
- 36.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 3.38% Est. buys $90,366 · sells $68,459
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 85.2% still held
- New positions
- 13
- Increased
- 60
- Decreased
- 98
- Closed
- 14
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
32.0%
Industrials
22.3%
Healthcare
12.6%
Communication Services
7.2%
Retail
6.4%
Financial Services
5.3%
Packaging
3.7%
Consumer products
2.8%
Telecommunication
2.2%
Consumer Discretionary
2.2%
Consumer Staples
1.0%
Utilities
0.2%
Materials
0.2%
Energy
0.1%
Communications
0.1%
Financials
0.1%
Real Estate
0.0%
Other/Unmapped
1.5%
Full portfolio 195 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $167,262 | 8.44% | 959,072 | $-20,567 | Down ×5 | ||
| AAPL Apple Inc. - Common Stock | $118,019 | 5.95% | 465,028 | $-10,695 | Down ×5 | ||
| ADI Analog Devices, Inc. - Common Stock | $78,024 | 3.94% | 245,252 | $8,856 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $74,052 | 3.74% | 200,049 | $-19,466 | Up ×3 | ||
| ROK Rockwell Automation, Inc. Common Stock | $70,795 | 3.57% | 197,266 | $-6,189 | Down ×2 | ||
| MA Mastercard Incorporated Common Stock | $69,364 | 3.50% | 138,822 | $-9,272 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $68,993 | 3.48% | 239,926 | $-7,901 | Down ×5 | ||
| APH Amphenol Corporation Common Stock | $64,394 | 3.25% | 509,648 | $-6,962 | Down ×5 | ||
| ULS UL Solutions Inc. Class A Common Stock | $50,235 | 2.53% | 586,108 | $4,724 | Up ×1 | ||
| CARR Carrier Global Corporation Common Stock | $50,181 | 2.53% | 891,158 | $3,462 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $47,497 | 2.40% | 297,415 | $694 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $45,116 | 2.28% | 157,276 | ||||
| ABT Abbott Laboratories Common Stock | $43,292 | 2.18% | 421,661 | $-9,312 | Up ×3 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $43,140 | 2.18% | 205,401 | $995 | Down ×5 | ||
| XYL Xylem Inc. Common Stock New | $41,496 | 2.09% | 347,246 | $-5,712 | Up ×1 | ||
| SYK Stryker Corporation Common Stock | $41,360 | 2.09% | 125,871 | $-2,512 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $40,064 | 2.02% | 211,308 | $-8,450 | Down ×2 | ||
| ATR AptarGroup, Inc. Common Stock | $39,597 | 2.00% | 314,216 | $1,997 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $34,789 | 1.76% | 143,526 | $-6,632 | Up ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $34,563 | 1.74% | 165,951 | $-3,454 | Up ×1 | ||
| CCK Crown Holdings, Inc. | $34,534 | 1.74% | 344,478 | $1,212 | Up ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $33,466 | 1.69% | 97,914 | $10,819 | Up ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $31,345 | 1.58% | 101,271 | $975 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $30,217 | 1.52% | 91,876 | $-443 | Up ×1 | ||
| NET Cloudflare, Inc. Class A Common Stock | $30,004 | 1.51% | 145,410 | $647 | Down ×1 | ||
| VLTO Veralto Corp Common Stock | $29,208 | 1.47% | 330,329 | $-2,962 | Up ×5 | ||
| NYT New York Times Company (The) Common Stock | $26,323 | 1.33% | 314,377 | $3,501 | Down ×5 | ||
| WM Waste Management, Inc. Common Stock | $24,779 | 1.25% | 107,835 | $286 | Down ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $24,410 | 1.23% | 54,664 | $-28 | Up ×1 | ||
| ALC Alcon Inc. Ordinary Shares | $22,335 | 1.13% | 296,422 | $-2,083 | Down ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $19,534 | 0.99% | 271,570 | $-656 | Up ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $18,906 | 0.95% | 130,891 | $-723 | Down ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $18,816 | 0.95% | 50,614 | $-4,562 | Down ×5 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $18,658 | 0.94% | 147,748 | $-191 | Up ×5 | ||
| JNJ Johnson & Johnson Common Stock | $18,581 | 0.94% | 76,014 | $2,813 | Down ×2 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $17,322 | 0.87% | 304,046 | $-1,539 | Up ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $17,283 | 0.87% | 68,974 | $5,862 | Down ×5 | ||
| ARM Arm Holdings plc - American Depositary Shares | $17,261 | 0.87% | 114,099 | $4,756 | Down ×2 | ||
| NXT Nextpower Inc. - Class A Common Stock | $16,558 | 0.84% | 137,350 | $5,245 | Up ×5 | ||
| SN SharkNinja, Inc. Ordinary Shares | $16,487 | 0.83% | 155,682 | $3,378 | Up ×2 | ||
| RKT Rocket Companies, Inc. Class A Common Stock | $16,260 | 0.82% | 1,141,083 | $-3,009 | Up ×3 | ||
| MKC McCormick & Company, Incorporated Common Stock | $15,603 | 0.79% | 309,347 | $-9,739 | Down ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $15,116 | 0.76% | 11,445 | $2,805 | Down ×4 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $14,359 | 0.72% | 70,673 | $-6,860 | Down ×5 | ||
| CRM Salesforce, Inc. Common Stock | $13,042 | 0.66% | 69,864 | $-13,182 | Down ×3 | ||
| NVS Novartis AG Common Stock | $11,211 | 0.57% | 73,392 | $464 | Down ×2 | ||
| TILE Interface, Inc. - Common Stock | $10,957 | 0.55% | 439,682 | $-374 | Up ×5 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $10,827 | 0.55% | 681,794 | $-3,359 | Up ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $10,501 | 0.53% | 10,539 | $1,367 | Down ×5 | ||
| RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) | $8,165 | 0.41% | 246,309 | $-12,754 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $7,132 | 0.36% | 35,057 | $-585 | Down ×5 | ||
| ABBV AbbVie Inc. Common Stock | $6,319 | 0.32% | 29,052 | $-250 | Up ×2 | ||
| BDX Becton, Dickinson and Company Common Stock | $6,186 | 0.31% | 39,344 | $-1,008 | Up ×1 | ||
| GRAL GRAIL, Inc. - Common Stock | $6,153 | 0.31% | 119,065 | $-3,507 | Up ×1 | ||
| CRSP CRISPR Therapeutics AG - Common Shares | $5,872 | 0.30% | 123,438 | $-238 | Up ×5 | ||
| BRKB | $5,652 | 0.29% | 11,794 | ||||
| LLY Eli Lilly and Company Common Stock | $5,506 | 0.28% | 5,986 | $-1,009 | Down ×5 | ||
| V Visa Inc. | $4,959 | 0.25% | 16,408 | $-864 | Down ×5 | ||
| CNI Canadian National Railway Company Common Stock | $4,717 | 0.24% | 45,900 | $-316 | Down ×5 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4,459 | 0.22% | 9,072 | $-866 | Down ×3 | ||
| DSGX The Descartes Systems Group Inc. - Common Stock | $4,218 | 0.21% | 58,945 | $-393 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $3,559 | 0.18% | 24,191 | $-232 | Up ×1 | ||
| SPY SPY | $3,513 | 0.18% | 5,403 | $-952 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $3,231 | 0.16% | 9,182 | $234 | Up ×2 | ||
| UNP Union Pacific Corporation Common Stock | $3,152 | 0.16% | 12,992 | $147 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $2,989 | 0.15% | 9,617 | $17 | Down ×5 | ||
| BRKA | $2,873 | 0.14% | 4 | $-146 | |||
| VUG | $2,696 | 0.14% | 6,173 | $-430 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,693 | 0.14% | 22,387 | $262 | Down ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $2,382 | 0.12% | 15,342 | $50 | Down ×5 | ||
| VIG | $2,344 | 0.12% | 10,898 | $253 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2,104 | 0.11% | 2,970 | $692 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,898 | 0.10% | 20,434 | $237 | Down ×2 | ||
| HON Honeywell International Inc. - Common Stock | $1,841 | 0.09% | 8,145 | $216 | Down ×3 | ||
| IJH | $1,561 | 0.08% | 23,115 | $50 | Up ×1 | ||
| EFX Equifax, Inc. Common Stock | $1,551 | 0.08% | 8,613 | $-318 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,502 | 0.08% | 12,084 | $15 | Down ×1 | ||
| GLD | $1,501 | 0.08% | 3,488 | $146 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,424 | 0.07% | 8,391 | $405 | Down ×2 | ||
| TYL Tyler Technologies, Inc. Common Stock | $1,373 | 0.07% | 4,009 | $-785 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,339 | 0.07% | 3,964 | $150 | Up ×2 | ||
| ENVX Enovix Corporation - Common Stock | $1,334 | 0.07% | 257,540 | $-936 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,318 | 0.07% | 16,986 | $108 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,283 | 0.06% | 4,363 | $-110 | Up ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1,282 | 0.06% | 2,780 | $-292 | Up ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $1,269 | 0.06% | 6,446 | $-177 | Down ×5 | ||
| RTX RTX Corporation Common Stock | $1,263 | 0.06% | 6,547 | $-92 | Down ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $1,224 | 0.06% | 13,112 | $148 | Up ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $1,224 | 0.06% | 708 | $-204 | Down ×2 | ||
| IWP | $1,185 | 0.06% | 9,250 | $-82 | |||
| SPGI S&P Global Inc. Common Stock | $1,178 | 0.06% | 2,770 | $247 | Up ×1 | ||
| CSX CSX Corporation - Common Stock | $1,170 | 0.06% | 28,495 | $137 | |||
| DE Deere & Company Common Stock | $1,162 | 0.06% | 2,062 | $188 | Down ×1 | ||
| AXP American Express Company Common Stock | $1,144 | 0.06% | 3,781 | $-153 | Up ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $1,087 | 0.05% | 11,280 | $-216 | Down ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1,086 | 0.05% | 17,904 | $126 | Up ×2 | ||
| EMR Emerson Electric Company Common Stock | $1,025 | 0.05% | 7,826 | $-53 | Down ×1 | ||
| IVW | $1,006 | 0.05% | 8,895 | $-90 | |||
| MTD Mettler-Toledo International, Inc. Common Stock | $955 | 0.05% | 757 | $-105 | Down ×1 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $932 | 0.05% | 1,658 | $-189 | |||
| 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 | $74,052 | 3.74% | up ×3 |
| ABT | $43,292 | 2.18% | up ×3 |
| IBM | $34,789 | 1.76% | up ×5 |
| CCK | $34,534 | 1.74% | up ×3 |
| AMAT | $33,466 | 1.69% | up ×5 |
| AVGO | $31,345 | 1.58% | up ×3 |
| VLTO | $29,208 | 1.47% | up ×5 |
| UBER | $19,534 | 0.99% | up ×5 |
| ABNB | $18,658 | 0.94% | up ×5 |
| NXT | $16,558 | 0.84% | up ×5 |
| RKT | $16,260 | 0.82% | up ×3 |
| TILE | $10,957 | 0.55% | up ×5 |
| SOFI | $10,827 | 0.55% | up ×5 |
| CRSP | $5,872 | 0.30% | up ×5 |
| LOW | $540 | 0.03% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GOOG | $45,116 | 157,276 | 2.28% |
| BRKB | $5,652 | 11,794 | 0.29% |
| TMP | $553 | 7,018 | 0.03% |
| WAT | $483 | 1,621 | 0.02% |
| PEG | $389 | 4,810 | 0.02% |
| VYM | $343 | 2,314 | 0.02% |
| KMX | $304 | 7,320 | 0.02% |
| ESGD | $284 | 2,973 | 0.01% |
| TER | $237 | 800 | 0.01% |
| VTV | $227 | 1,159 | 0.01% |
| RIVN | $222 | 14,767 | 0.01% |
| GPN | $215 | 3,200 | 0.01% |
| HASI | $215 | 5,838 | 0.01% |
Top movers (QoQ)
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 |
|---|---|---|---|---|
| GOOG | Dec. 31, 2025 | 171,572 | $41,786 | 8.1% |
| ULXXXX | Dec. 31, 2025 | 298,311 | $17,684 | No longer tracked |
| NVO | March 31, 2026 | 274,101 | $13,946 | 27.1% |
| BRKB | Dec. 31, 2025 | 11,839 | $5,952 | No longer tracked |
| PRGO | Dec. 31, 2025 | 178,305 | $3,971 | -0.8% |
| TER | June 30, 2025 | 15,276 | $1,262 | 316.5% |
| DLN | Dec. 31, 2025 | 4,800 | $418 | No longer tracked |
| UNH | June 30, 2025 | 750 | $393 | 24.2% |
| SNA | March 31, 2026 | 1,050 | $362 | 8.5% |
| PAYX | Dec. 31, 2025 | 2,585 | $328 | 8.8% |
| BSX | March 31, 2026 | 3,106 | $296 | -21.2% |
| VTV | June 30, 2025 | 1,687 | $291 | No longer tracked |
| QCOM | March 31, 2026 | 1,698 | $290 | 25.0% |
| CB | Dec. 31, 2025 | 969 | $274 | 10.1% |
| DTE | Sept. 30, 2025 | 2,030 | $269 | -2.5% |
| NKE | March 31, 2026 | 4,224 | $269 | -23.2% |
| APTV | Dec. 31, 2025 | 3,071 | $265 | -37.2% |
| BLK | Dec. 31, 2025 | 224 | $261 | 8.1% |
| QQQ | March 31, 2025 | 509 | $260 | |
| DELL | March 31, 2025 | 2,128 | $245 | 381.9% |
| PANW | March 31, 2026 | 1,321 | $243 | 114.6% |
| KR | Dec. 31, 2025 | 3,537 | $238 | -8.8% |
| HASI | March 31, 2025 | 8,836 | $237 | 39.6% |
| RSP | March 31, 2026 | 1,239 | $237 | No longer tracked |
| ACN | March 31, 2026 | 871 | $234 | -7.9% |
| CLX | March 31, 2026 | 2,314 | $233 | 1.8% |
| ADBE | March 31, 2026 | 659 | $230 | 12.3% |
| CVS | March 31, 2026 | 2,869 | $228 | 30.3% |
| MPC | Dec. 31, 2025 | 1,170 | $226 | 123.1% |
| PLD | March 31, 2025 | 2,109 | $223 | 26.4% |
| SNPS | Dec. 31, 2025 | 443 | $219 | -15.2% |
| PGR | March 31, 2026 | 952 | $217 | 11.0% |
| MMM | March 31, 2026 | 1,348 | $216 | 23.8% |
| PLXS | March 31, 2025 | 1,380 | $216 | 90.5% |
| UPS | March 31, 2025 | 1,706 | $215 | -6.1% |
| VST | March 31, 2026 | 1,302 | $210 | -7.4% |
| EGP | Sept. 30, 2025 | 1,250 | $209 | 20.2% |
| FDX | June 30, 2025 | 855 | $208 | 44.9% |
| OTIS | March 31, 2025 | 2,247 | $208 | -30.3% |
| IWM | March 31, 2025 | 939 | $207 | No longer tracked |
| BA | March 31, 2025 | 1,150 | $204 | 25.8% |
| WAT | June 30, 2025 | 553 | $204 | 14.0% |
| PNC | March 31, 2025 | 1,055 | $203 | 38.8% |
| CMG | March 31, 2025 | 3,350 | $202 | -28.5% |
| ERIC | June 30, 2025 | 11,504 | $89 | 19.9% |