Reynders McVeigh Capital Management, LLC
Nilai portofolio QoQ: +113919.0% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas43,72%
Bobot 25 kepemilikan teratas72,04%
Posisi di atas 1%31
Jumlah posisi efektif34,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,1% Perkiraan pembelian $90.822.092 · penjualan $80.301.971
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 84,5% masih dipegang
Posisi baru14
Meningkat59
Menurun86
Tertutup13
Nilai Portofolio
$2.3B
Posisi
196
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 196 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA | $185.280.000 | 8,20% | 925.981 | $185.112.738 | Turun ×6 | ||
| AAPL | $135.031.000 | 5,97% | 466.656 | $134.912.981 | Naik ×1 | ||
| ROK | $97.749.000 | 4,33% | 197.440 | $97.678.205 | Naik ×1 | ||
| ADI | $95.650.000 | 4,23% | 240.828 | $95.571.976 | Turun ×3 | ||
| APH | $89.164.000 | 3,95% | 505.694 | $89.099.606 | Turun ×6 | ||
| GOOGL | $86.461.000 | 3,83% | 241.937 | $86.392.007 | Naik ×1 | ||
| MSFT | $81.993.000 | 3,63% | 219.809 | $81.918.948 | Naik ×4 | ||
| AMAT | $76.629.000 | 3,39% | 105.987 | $76.595.534 | Naik ×6 | ||
| MA | $72.843.000 | 3,22% | 141.828 | $72.773.636 | Naik ×2 | ||
| CARR | $67.351.000 | 2,98% | 918.219 | $67.300.819 | Naik ×2 | ||
| ULS | $61.945.000 | 2,74% | 608.136 | $61.894.765 | Naik ×2 | ||
| GOOG | $56.315.000 | 2,49% | 159.384 | $56.269.884 | Naik ×1 | ||
| XYL | $47.807.000 | 2,12% | 404.420 | $47.765.504 | Naik ×2 | ||
| TJX | $45.237.000 | 2,00% | 298.592 | $45.189.503 | Naik ×1 | ||
| IBM | $42.443.000 | 1,88% | 150.929 | $42.408.211 | Naik ×6 | ||
| SYK | $42.269.000 | 1,87% | 134.256 | $42.227.640 | Naik ×2 | ||
| AVGO | $42.198.000 | 1,87% | 111.710 | $42.166.655 | Naik ×4 | ||
| DHR | $40.451.000 | 1,79% | 212.366 | $40.410.936 | Naik ×1 | ||
| ARM | $40.430.000 | 1,79% | 114.025 | $40.412.739 | Turun ×3 | ||
| AMZN | $39.792.000 | 1,76% | 166.954 | $39.757.437 | Naik ×2 | ||
| CCK | $39.748.000 | 1,76% | 355.461 | $39.713.466 | Naik ×4 | ||
| ABT | $37.678.000 | 1,67% | 415.235 | $37.634.708 | Turun ×1 | ||
| NET | $34.994.000 | 1,55% | 142.669 | $34.963.996 | Turun ×2 | ||
| TMUS | $34.343.000 | 1,52% | 204.751 | $34.299.860 | Turun ×6 | ||
| HD | $34.284.000 | 1,52% | 97.211 | $34.253.783 | Naik ×2 | ||
| VLTO | $30.362.000 | 1,34% | 342.376 | $30.332.792 | Naik ×6 | ||
| VRTX | $27.071.000 | 1,20% | 54.499 | $27.046.590 | Turun ×1 | ||
| SN | $26.283.000 | 1,16% | 172.607 | $26.266.513 | Naik ×3 | ||
| UL | $24.860.000 | 1,10% | 413.512 | $24.842.678 | Naik ×2 | ||
| WM | $24.487.000 | 1,08% | 109.866 | $24.462.221 | Naik ×1 | ||
| ATR | $23.372.000 | 1,03% | 186.679 | $23.332.403 | Turun ×1 | ||
| ASML | $22.074.000 | 0,98% | 11.096 | $22.058.884 | Turun ×5 | ||
| NYT | $22.048.000 | 0,98% | 315.063 | $22.021.677 | Naik ×1 | ||
| VRT | $21.950.000 | 0,97% | 65.559 | $21.932.717 | Turun ×6 | ||
| ABNB | $21.356.000 | 0,94% | 149.240 | $21.337.342 | Naik ×6 | ||
| TSLA | $20.707.000 | 0,92% | 49.233 | $20.688.184 | Turun ×6 | ||
| RKT | $20.076.000 | 0,89% | 1.274.670 | $20.059.740 | Naik ×4 | ||
| JNJ | $19.432.000 | 0,86% | 76.513 | $19.413.419 | Naik ×1 | ||
| AMD | $19.288.000 | 0,85% | 33.203 | $19.280.868 | Turun ×6 | ||
| NXT | $18.812.000 | 0,83% | 157.897 | $18.795.442 | Naik ×6 | ||
| PG | $18.745.000 | 0,83% | 127.833 | $18.726.094 | Turun ×6 | ||
| TILE | $17.552.000 | 0,78% | 489.736 | $17.541.043 | Naik ×6 | ||
| ADP | $12.921.000 | 0,57% | 57.695 | $12.906.641 | Turun ×6 | ||
| SOFI | $12.543.000 | 0,56% | 699.538 | $12.532.173 | Naik ×6 | ||
| BR | $11.976.000 | 0,53% | 87.447 | Naik ×1 | |||
| NVS | $11.217.000 | 0,50% | 71.575 | $11.205.789 | Turun ×3 | ||
| SXT | $10.668.000 | 0,47% | 86.526 | Naik ×1 | |||
| CRM | $10.522.000 | 0,47% | 67.163 | $10.508.958 | Turun ×4 | ||
| COST | $10.030.000 | 0,44% | 10.721 | $10.019.499 | Naik ×1 | ||
| ABBV | $7.340.000 | 0,32% | 29.167 | $7.333.681 | Naik ×3 | ||
| LLY | $7.095.000 | 0,31% | 5.915 | $7.089.494 | Turun ×6 | ||
| UBER | $6.804.000 | 0,30% | 94.291 | $6.784.466 | Turun ×1 | ||
| ALC | $6.157.000 | 0,27% | 91.765 | $6.134.665 | Turun ×4 | ||
| BRK-B | $5.950.000 | 0,26% | 11.890 | $5.944.348 | Naik ×1 | ||
| V | $5.722.000 | 0,25% | 16.677 | $5.717.041 | Naik ×1 | ||
| CNI | $5.444.000 | 0,24% | 45.658 | $5.439.283 | Turun ×6 | ||
| GRAL | $4.868.000 | 0,22% | 71.304 | $4.861.847 | Turun ×1 | ||
| TMO | $4.553.000 | 0,20% | 9.082 | $4.548.541 | Naik ×1 | ||
| SPY | $3.851.000 | 0,17% | 5.157 | $3.847.487 | Turun ×2 | ||
| DSGX | $3.741.000 | 0,17% | 54.027 | $3.736.782 | Turun ×1 | ||
| UNP | $3.588.000 | 0,16% | 13.190 | $3.584.848 | Naik ×2 | ||
| VUG | $3.524.000 | 0,16% | 40.913 | $3.521.304 | Naik ×1 | ||
| ORCL | $3.277.000 | 0,15% | 22.362 | $3.273.441 | Turun ×1 | ||
| AMGN | $3.216.000 | 0,14% | 8.882 | $3.212.769 | Turun ×1 | ||
| CAT | $3.120.000 | 0,14% | 2.930 | $3.117.896 | Turun ×1 | ||
| BRK-A | $2.995.000 | 0,13% | 4 | $2.992.127 | |||
| MRK | $2.876.000 | 0,13% | 22.379 | $2.873.307 | Turun ×6 | ||
| MCD | $2.399.000 | 0,11% | 8.875 | $2.396.011 | Turun ×6 | ||
| VIG | $2.122.000 | 0,09% | 8.966 | $2.119.656 | Turun ×1 | ||
| TSM | $1.855.000 | 0,08% | 3.884 | $1.853.661 | Turun ×1 | ||
| PEP | $1.844.000 | 0,08% | 13.622 | $1.841.618 | Turun ×6 | ||
| NEE | $1.815.000 | 0,08% | 20.677 | $1.813.102 | Naik ×1 | ||
| CSCO | $1.804.000 | 0,08% | 15.361 | $1.802.682 | Turun ×1 | ||
| IJH | $1.775.000 | 0,08% | 23.015 | $1.773.439 | Turun ×1 | ||
| CRSP | $1.694.000 | 0,07% | 31.065 | $1.688.128 | Turun ×1 | ||
| NXPI | $1.665.000 | 0,07% | 5.925 | $1.663.731 | Turun ×6 | ||
| INTC | $1.460.000 | 0,06% | 10.455 | $1.459.520 | Turun ×1 | ||
| JPM | $1.395.000 | 0,06% | 4.263 | $1.393.717 | Turun ×1 | ||
| WMT | $1.369.000 | 0,06% | 12.084 | $1.367.498 | |||
| EFX | $1.367.000 | 0,06% | 8.613 | $1.365.449 | |||
| CSX | $1.361.000 | 0,06% | 28.634 | $1.359.830 | Naik ×1 | ||
| IWP | $1.354.000 | 0,06% | 9.250 | $1.352.815 | |||
| BDX | $1.345.000 | 0,06% | 8.891 | $1.338.814 | Turun ×1 | ||
| DE | $1.296.000 | 0,06% | 2.042 | $1.294.838 | Turun ×2 | ||
| GLD | $1.285.000 | 0,06% | 3.488 | $1.283.499 | |||
| CHD | $1.268.000 | 0,06% | 13.087 | $1.266.776 | Turun ×1 | ||
| AXP | $1.255.000 | 0,06% | 3.711 | $1.253.856 | Turun ×1 | ||
| IVW | $1.223.000 | 0,05% | 8.895 | $1.221.994 | |||
| RTX | $1.204.000 | 0,05% | 6.347 | $1.202.737 | Turun ×2 | ||
| MELI | $1.202.000 | 0,05% | 708 | $1.200.776 | |||
| VTI | $1.137.000 | 0,05% | 3.071 | $1.136.079 | Naik ×1 | ||
| SPGI | $1.128.000 | 0,05% | 2.769 | $1.126.822 | Turun ×1 | ||
| EMR | $1.120.000 | 0,05% | 7.826 | $1.118.975 | |||
| XOM | $1.107.000 | 0,05% | 8.099 | $1.105.576 | Turun ×3 | ||
| ISRG | $1.098.000 | 0,05% | 2.760 | $1.096.718 | Turun ×1 | ||
| DIS | $1.060.000 | 0,05% | 11.014 | $1.058.913 | Turun ×2 | ||
| MTD | $1.057.000 | 0,05% | 827 | $1.056.045 | Naik ×1 | ||
| BMY | $1.037.000 | 0,05% | 17.998 | $1.035.914 | Naik ×3 | ||
| TYL | $981.000 | 0,04% | 3.354 | $979.627 | Turun ×2 | ||
| DELL | $977.000 | 0,04% | 2.265 | $976.626 | Turun ×2 | ||
| 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 | $81.993.000 | 3,63% | naik ×4 |
| AMAT | $76.629.000 | 3,39% | naik ×6 |
| IBM | $42.443.000 | 1,88% | naik ×6 |
| AVGO | $42.198.000 | 1,87% | naik ×4 |
| CCK | $39.748.000 | 1,76% | naik ×4 |
| VLTO | $30.362.000 | 1,34% | naik ×6 |
| SN | $26.283.000 | 1,16% | naik ×3 |
| ABNB | $21.356.000 | 0,94% | naik ×6 |
| RKT | $20.076.000 | 0,89% | naik ×4 |
| NXT | $18.812.000 | 0,83% | naik ×6 |
| TILE | $17.552.000 | 0,78% | naik ×6 |
| SOFI | $12.543.000 | 0,56% | naik ×6 |
| ABBV | $7.340.000 | 0,32% | naik ×3 |
| BMY | $1.037.000 | 0,05% | naik ×3 |
| QQQ | $702.000 | 0,03% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| BR | $11.976.000 | 87.447 | 0,53% |
| SXT | $10.668.000 | 86.526 | 0,47% |
| Penerbit tidak dikenal (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% |
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 |
|---|---|---|---|---|
| NVO | 31 Maret 2026 | 274.101 | $13.946.000 | 6,3% |
| SNA | 31 Maret 2026 | 1.050 | $362.000 | -1,7% |
| BSX | 31 Maret 2026 | 3.106 | $296.000 | -27,2% |
| QCOM | 31 Maret 2026 | 1.698 | $290.000 | 36,6% |
| NKE | 31 Maret 2026 | 4.224 | $269.000 | -29,4% |
| PANW | 31 Maret 2026 | 1.321 | $243.000 | 137,4% |
| RSP | 31 Maret 2026 | 1.239 | $237.000 | 10,0% |
| ACN | 31 Maret 2026 | 871 | $234.000 | 25,8% |
| CLX | 31 Maret 2026 | 2.314 | $233.000 | -16,6% |
| ADBE | 31 Maret 2026 | 659 | $230.000 | 8,5% |
| CVS | 31 Maret 2026 | 2.869 | $228.000 | 30,1% |
| PGR | 31 Maret 2026 | 952 | $217.000 | 15,0% |
| MMM | 31 Maret 2026 | 1.348 | $216.000 | 19,4% |
| VST | 31 Maret 2026 | 1.302 | $210.000 | -6,8% |
| GOOG | 31 Des. 2025 | 171.572 | $41.786 | 1,1% |
| UL | 31 Des. 2025 | 298.311 | $17.684 | 1,3% |
| MKC | 30 Juni 2026 | 309.347 | $15.603 | -4,6% |
| RELX | 30 Juni 2026 | 246.309 | $8.165 | 28,0% |
| BRK-B | 31 Des. 2025 | 11.839 | $5.952 | Tidak lagi dilacak |
| PRGO | 31 Des. 2025 | 178.305 | $3.971 | 14,7% |
| TER | 30 Juni 2025 | 15.276 | $1.262 | 243,5% |
| INTU | 30 Juni 2026 | 1.026 | $443 | 31,6% |
| DLN | 31 Des. 2025 | 4.800 | $418 | |
| UNH | 30 Juni 2025 | 750 | $393 | 34,0% |
| PEG | 30 Juni 2026 | 4.810 | $389 | -11,3% |
| MKTX | 30 Juni 2026 | 2.215 | $365 | 45,1% |
| VYM | 30 Juni 2026 | 2.314 | $343 | |
| PAYX | 31 Des. 2025 | 2.585 | $328 | 5,2% |
| MDLZ | 30 Juni 2026 | 5.421 | $312 | 10,3% |
| VTV | 30 Juni 2025 | 1.687 | $291 | |
| CB | 31 Des. 2025 | 969 | $274 | 13,8% |
| MDT | 30 Juni 2026 | 3.159 | $274 | 22,0% |
| DTE | 30 Sep. 2025 | 2.030 | $269 | -6,7% |
| APTV | 31 Des. 2025 | 3.071 | $265 | -43,9% |
| BLK | 31 Des. 2025 | 224 | $261 | 4,5% |
| CTSH | 30 Juni 2026 | 3.962 | $243 | 82,1% |
| KR | 31 Des. 2025 | 3.537 | $238 | 6,9% |
| T | 30 Juni 2026 | 7.965 | $231 | 1,1% |
| VTV | 30 Juni 2026 | 1.159 | $227 | |
| MPC | 31 Des. 2025 | 1.170 | $226 | 181,1% |
| CSL | 30 Juni 2026 | 664 | $222 | -4,9% |
| SNPS | 31 Des. 2025 | 443 | $219 | -8,4% |
| EGP | 30 Sep. 2025 | 1.250 | $209 | 17,6% |
| FDX | 30 Juni 2025 | 855 | $208 | |
| FISV | 30 Juni 2026 | 3.717 | $207 | 1,7% |
| WAT | 30 Juni 2025 | 553 | $204 | 30,0% |
| ERIC | 30 Juni 2025 | 11.504 | $89 | 25,7% |