Reynders McVeigh Capital Management, LLC
CIK 1455969 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $2.0M
- Posisi
- 195
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#9.105 dari 9.443 berdasarkan nilai 13F · top 96.4%
Nilai portofolio QoQ: -4.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 40,93%
- Bobot 25 kepemilikan teratas
- 69,71%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 36,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 3,38% Perkiraan pembelian $90.366 · penjualan $68.459
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 85,2% masih dipegang
- Posisi baru
- 13
- Meningkat
- 60
- Menurun
- 98
- Tertutup
- 14
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
1,5%
Portofolio lengkap 195 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $167.262 | 8,44% | 959.072 | $-20.567 | Turun ×5 | ||
| AAPL Apple Inc. - Common Stock | $118.019 | 5,95% | 465.028 | $-10.695 | Turun ×5 | ||
| ADI Analog Devices, Inc. - Common Stock | $78.024 | 3,94% | 245.252 | $8.856 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $74.052 | 3,74% | 200.049 | $-19.466 | Naik ×3 | ||
| ROK Rockwell Automation, Inc. Common Stock | $70.795 | 3,57% | 197.266 | $-6.189 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $69.364 | 3,50% | 138.822 | $-9.272 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $68.993 | 3,48% | 239.926 | $-7.901 | Turun ×5 | ||
| APH Amphenol Corporation Common Stock | $64.394 | 3,25% | 509.648 | $-6.962 | Turun ×5 | ||
| ULS UL Solutions Inc. Class A Common Stock | $50.235 | 2,53% | 586.108 | $4.724 | Naik ×1 | ||
| CARR Carrier Global Corporation Common Stock | $50.181 | 2,53% | 891.158 | $3.462 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $47.497 | 2,40% | 297.415 | $694 | Turun ×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 | Naik ×3 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $43.140 | 2,18% | 205.401 | $995 | Turun ×5 | ||
| XYL Xylem Inc. Common Stock New | $41.496 | 2,09% | 347.246 | $-5.712 | Naik ×1 | ||
| SYK Stryker Corporation Common Stock | $41.360 | 2,09% | 125.871 | $-2.512 | Naik ×1 | ||
| DHR Danaher Corporation Common Stock | $40.064 | 2,02% | 211.308 | $-8.450 | Turun ×2 | ||
| ATR AptarGroup, Inc. Common Stock | $39.597 | 2,00% | 314.216 | $1.997 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $34.789 | 1,76% | 143.526 | $-6.632 | Naik ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $34.563 | 1,74% | 165.951 | $-3.454 | Naik ×1 | ||
| CCK Crown Holdings, Inc. | $34.534 | 1,74% | 344.478 | $1.212 | Naik ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $33.466 | 1,69% | 97.914 | $10.819 | Naik ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $31.345 | 1,58% | 101.271 | $975 | Naik ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $30.217 | 1,52% | 91.876 | $-443 | Naik ×1 | ||
| NET Cloudflare, Inc. Class A Common Stock | $30.004 | 1,51% | 145.410 | $647 | Turun ×1 | ||
| VLTO Veralto Corp Common Stock | $29.208 | 1,47% | 330.329 | $-2.962 | Naik ×5 | ||
| NYT New York Times Company (The) Common Stock | $26.323 | 1,33% | 314.377 | $3.501 | Turun ×5 | ||
| WM Waste Management, Inc. Common Stock | $24.779 | 1,25% | 107.835 | $286 | Turun ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $24.410 | 1,23% | 54.664 | $-28 | Naik ×1 | ||
| ALC Alcon Inc. Ordinary Shares | $22.335 | 1,13% | 296.422 | $-2.083 | Turun ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $19.534 | 0,99% | 271.570 | $-656 | Naik ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $18.906 | 0,95% | 130.891 | $-723 | Turun ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $18.816 | 0,95% | 50.614 | $-4.562 | Turun ×5 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $18.658 | 0,94% | 147.748 | $-191 | Naik ×5 | ||
| JNJ Johnson & Johnson Common Stock | $18.581 | 0,94% | 76.014 | $2.813 | Turun ×2 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $17.322 | 0,87% | 304.046 | $-1.539 | Naik ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $17.283 | 0,87% | 68.974 | $5.862 | Turun ×5 | ||
| ARM Arm Holdings plc - American Depositary Shares | $17.261 | 0,87% | 114.099 | $4.756 | Turun ×2 | ||
| NXT Nextpower Inc. - Class A Common Stock | $16.558 | 0,84% | 137.350 | $5.245 | Naik ×5 | ||
| SN SharkNinja, Inc. Ordinary Shares | $16.487 | 0,83% | 155.682 | $3.378 | Naik ×2 | ||
| RKT Rocket Companies, Inc. Class A Common Stock | $16.260 | 0,82% | 1.141.083 | $-3.009 | Naik ×3 | ||
| MKC McCormick & Company, Incorporated Common Stock | $15.603 | 0,79% | 309.347 | $-9.739 | Turun ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $15.116 | 0,76% | 11.445 | $2.805 | Turun ×4 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $14.359 | 0,72% | 70.673 | $-6.860 | Turun ×5 | ||
| CRM Salesforce, Inc. Common Stock | $13.042 | 0,66% | 69.864 | $-13.182 | Turun ×3 | ||
| NVS Novartis AG Common Stock | $11.211 | 0,57% | 73.392 | $464 | Turun ×2 | ||
| TILE Interface, Inc. - Common Stock | $10.957 | 0,55% | 439.682 | $-374 | Naik ×5 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $10.827 | 0,55% | 681.794 | $-3.359 | Naik ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $10.501 | 0,53% | 10.539 | $1.367 | Turun ×5 | ||
| RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) | $8.165 | 0,41% | 246.309 | $-12.754 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $7.132 | 0,36% | 35.057 | $-585 | Turun ×5 | ||
| ABBV AbbVie Inc. Common Stock | $6.319 | 0,32% | 29.052 | $-250 | Naik ×2 | ||
| BDX Becton, Dickinson and Company Common Stock | $6.186 | 0,31% | 39.344 | $-1.008 | Naik ×1 | ||
| GRAL GRAIL, Inc. - Common Stock | $6.153 | 0,31% | 119.065 | $-3.507 | Naik ×1 | ||
| CRSP CRISPR Therapeutics AG - Common Shares | $5.872 | 0,30% | 123.438 | $-238 | Naik ×5 | ||
| BRKB | $5.652 | 0,29% | 11.794 | ||||
| LLY Eli Lilly and Company Common Stock | $5.506 | 0,28% | 5.986 | $-1.009 | Turun ×5 | ||
| V Visa Inc. | $4.959 | 0,25% | 16.408 | $-864 | Turun ×5 | ||
| CNI Canadian National Railway Company Common Stock | $4.717 | 0,24% | 45.900 | $-316 | Turun ×5 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4.459 | 0,22% | 9.072 | $-866 | Turun ×3 | ||
| DSGX The Descartes Systems Group Inc. - Common Stock | $4.218 | 0,21% | 58.945 | $-393 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $3.559 | 0,18% | 24.191 | $-232 | Naik ×1 | ||
| SPY SPY | $3.513 | 0,18% | 5.403 | $-952 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $3.231 | 0,16% | 9.182 | $234 | Naik ×2 | ||
| UNP Union Pacific Corporation Common Stock | $3.152 | 0,16% | 12.992 | $147 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $2.989 | 0,15% | 9.617 | $17 | Turun ×5 | ||
| BRKA | $2.873 | 0,14% | 4 | $-146 | |||
| VUG | $2.696 | 0,14% | 6.173 | $-430 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2.693 | 0,14% | 22.387 | $262 | Turun ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $2.382 | 0,12% | 15.342 | $50 | Turun ×5 | ||
| VIG | $2.344 | 0,12% | 10.898 | $253 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2.104 | 0,11% | 2.970 | $692 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.898 | 0,10% | 20.434 | $237 | Turun ×2 | ||
| HON Honeywell International Inc. - Common Stock | $1.841 | 0,09% | 8.145 | $216 | Turun ×3 | ||
| IJH | $1.561 | 0,08% | 23.115 | $50 | Naik ×1 | ||
| EFX Equifax, Inc. Common Stock | $1.551 | 0,08% | 8.613 | $-318 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.502 | 0,08% | 12.084 | $15 | Turun ×1 | ||
| GLD | $1.501 | 0,08% | 3.488 | $146 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.424 | 0,07% | 8.391 | $405 | Turun ×2 | ||
| TYL Tyler Technologies, Inc. Common Stock | $1.373 | 0,07% | 4.009 | $-785 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.339 | 0,07% | 3.964 | $150 | Naik ×2 | ||
| ENVX Enovix Corporation - Common Stock | $1.334 | 0,07% | 257.540 | $-936 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.318 | 0,07% | 16.986 | $108 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.283 | 0,06% | 4.363 | $-110 | Naik ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1.282 | 0,06% | 2.780 | $-292 | Naik ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $1.269 | 0,06% | 6.446 | $-177 | Turun ×5 | ||
| RTX RTX Corporation Common Stock | $1.263 | 0,06% | 6.547 | $-92 | Turun ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $1.224 | 0,06% | 13.112 | $148 | Naik ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $1.224 | 0,06% | 708 | $-204 | Turun ×2 | ||
| IWP | $1.185 | 0,06% | 9.250 | $-82 | |||
| SPGI S&P Global Inc. Common Stock | $1.178 | 0,06% | 2.770 | $247 | Naik ×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 | Turun ×1 | ||
| AXP American Express Company Common Stock | $1.144 | 0,06% | 3.781 | $-153 | Naik ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $1.087 | 0,05% | 11.280 | $-216 | Turun ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.086 | 0,05% | 17.904 | $126 | Naik ×2 | ||
| EMR Emerson Electric Company Common Stock | $1.025 | 0,05% | 7.826 | $-53 | Turun ×1 | ||
| IVW | $1.006 | 0,05% | 8.895 | $-90 | |||
| MTD Mettler-Toledo International, Inc. Common Stock | $955 | 0,05% | 757 | $-105 | Turun ×1 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $932 | 0,05% | 1.658 | $-189 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| MSFT | $74.052 | 3,74% | naik ×3 |
| ABT | $43.292 | 2,18% | naik ×3 |
| IBM | $34.789 | 1,76% | naik ×5 |
| CCK | $34.534 | 1,74% | naik ×3 |
| AMAT | $33.466 | 1,69% | naik ×5 |
| AVGO | $31.345 | 1,58% | naik ×3 |
| VLTO | $29.208 | 1,47% | naik ×5 |
| UBER | $19.534 | 0,99% | naik ×5 |
| ABNB | $18.658 | 0,94% | naik ×5 |
| NXT | $16.558 | 0,84% | naik ×5 |
| RKT | $16.260 | 0,82% | naik ×3 |
| TILE | $10.957 | 0,55% | naik ×5 |
| SOFI | $10.827 | 0,55% | naik ×5 |
| CRSP | $5.872 | 0,30% | naik ×5 |
| LOW | $540 | 0,03% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| NVDA | Dipangkas | -48K | -$21K |
| MSFT | Beli lebih banyak | +7K | -$19K |
| CRM | Dipangkas | -29K | -$13K |
| RELX | Dipangkas | -271K | -$13K |
| AMAT | Beli lebih banyak | +10K | +$11K |
| AAPL | Dipangkas | -8K | -$11K |
| MKC | Dipangkas | -63K | -$10K |
| ABT | Beli lebih banyak | +2K | -$9K |
| MA | Beli lebih banyak | +1K | -$9K |
| ADI | Dipangkas | -10K | +$9K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| GOOG | 31 Des. 2025 | 171.572 | $41.786 | 8,1% |
| ULXXXX | 31 Des. 2025 | 298.311 | $17.684 | Tidak lagi dilacak |
| NVO | 31 Maret 2026 | 274.101 | $13.946 | 27,1% |
| BRKB | 31 Des. 2025 | 11.839 | $5.952 | Tidak lagi dilacak |
| PRGO | 31 Des. 2025 | 178.305 | $3.971 | -0,8% |
| TER | 30 Juni 2025 | 15.276 | $1.262 | 316,5% |
| DLN | 31 Des. 2025 | 4.800 | $418 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 750 | $393 | 24,2% |
| SNA | 31 Maret 2026 | 1.050 | $362 | 8,5% |
| PAYX | 31 Des. 2025 | 2.585 | $328 | 8,8% |
| BSX | 31 Maret 2026 | 3.106 | $296 | -21,2% |
| VTV | 30 Juni 2025 | 1.687 | $291 | Tidak lagi dilacak |
| QCOM | 31 Maret 2026 | 1.698 | $290 | 25,0% |
| CB | 31 Des. 2025 | 969 | $274 | 10,1% |
| DTE | 30 Sep. 2025 | 2.030 | $269 | -2,5% |
| NKE | 31 Maret 2026 | 4.224 | $269 | -23,2% |
| APTV | 31 Des. 2025 | 3.071 | $265 | -37,2% |
| BLK | 31 Des. 2025 | 224 | $261 | 8,1% |
| QQQ | 31 Maret 2025 | 509 | $260 | |
| DELL | 31 Maret 2025 | 2.128 | $245 | 381,9% |
| PANW | 31 Maret 2026 | 1.321 | $243 | 114,6% |
| KR | 31 Des. 2025 | 3.537 | $238 | -8,8% |
| HASI | 31 Maret 2025 | 8.836 | $237 | 39,6% |
| RSP | 31 Maret 2026 | 1.239 | $237 | Tidak lagi dilacak |
| ACN | 31 Maret 2026 | 871 | $234 | -7,9% |
| CLX | 31 Maret 2026 | 2.314 | $233 | 1,8% |
| ADBE | 31 Maret 2026 | 659 | $230 | 12,3% |
| CVS | 31 Maret 2026 | 2.869 | $228 | 30,3% |
| MPC | 31 Des. 2025 | 1.170 | $226 | 123,1% |
| PLD | 31 Maret 2025 | 2.109 | $223 | 26,4% |
| SNPS | 31 Des. 2025 | 443 | $219 | -15,2% |
| PGR | 31 Maret 2026 | 952 | $217 | 11,0% |
| MMM | 31 Maret 2026 | 1.348 | $216 | 23,8% |
| PLXS | 31 Maret 2025 | 1.380 | $216 | 90,5% |
| UPS | 31 Maret 2025 | 1.706 | $215 | -6,1% |
| VST | 31 Maret 2026 | 1.302 | $210 | -7,4% |
| EGP | 30 Sep. 2025 | 1.250 | $209 | 20,2% |
| FDX | 30 Juni 2025 | 855 | $208 | 44,9% |
| OTIS | 31 Maret 2025 | 2.247 | $208 | -30,3% |
| IWM | 31 Maret 2025 | 939 | $207 | Tidak lagi dilacak |
| BA | 31 Maret 2025 | 1.150 | $204 | 25,8% |
| WAT | 30 Juni 2025 | 553 | $204 | 14,0% |
| PNC | 31 Maret 2025 | 1.055 | $203 | 38,8% |
| CMG | 31 Maret 2025 | 3.350 | $202 | -28,5% |
| ERIC | 30 Juni 2025 | 11.504 | $89 | 19,9% |