Reynders McVeigh Capital Management, LLC

CIK: 0001455969Latest portfolio: $2.1B · Q4 2025

Holdings

196

Total Value

$2.1B

New Positions

6

Closed Positions

11

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA Corp.
1,007,125$187.8M8.82%-51,230
2
AAPLApple Inc.
473,457$128.7M6.04%-10,684
3
GOOGLAlphabet Inc.
410,164$128.5M6.03%+158K
4
MSFTMicrosoft Corp.
193,371$93.5M4.39%+1K
5
MAMasterCard Incorporated
137,746$78.6M3.69%-670
6
ROKRockwell Automation, Inc.
197,865$77.0M3.61%-3,515
7
APHAmphenol Corporation
528,018$71.4M3.35%-29,264
8
ADIAnalog Devices Inc.
255,045$69.2M3.25%-3,032
9
ABTAbbott Laboratories
419,859$52.6M2.47%+823
10
DHRDanaher Corporation
211,926$48.5M2.28%-4,561
11
XYLXylem, Inc.
346,657$47.2M2.22%-2,709
12
TJXThe TJX Companies Inc.
304,685$46.8M2.20%-8,166
13
CARRCarrier Global Corporation
884,167$46.7M2.19%-4,527
14
ULSUL Solutions Inc.
577,117$45.5M2.14%-1,194
15
SYKStryker Corporation
124,825$43.9M2.06%-106
16
TMUST-Mobile US Inc
207,572$42.1M1.98%-2,020
17
IBMInternational Business Machines Corp.
139,835$41.4M1.94%+2K
18
AMZNAmazon.com, Inc.
164,705$38.0M1.78%-3,150
19
ATRAptargroup Inc.
308,296$37.6M1.76%-1,760
20
CCKCrown Holdings Inc
323,613$33.3M1.56%+2K
21
VLTOVeralto Corp.
322,413$32.2M1.51%+6K
22
HDHome Depot Inc.
89,102$30.7M1.44%-3,779
23
AVGOBroadcom Inc
87,749$30.4M1.43%+28K
24
NETCloudflare Inc
148,907$29.4M1.38%+121
25
CRMSalesforce Inc.
98,991$26.2M1.23%-23,824

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GOOGL410K+158K
RKT995K+127K
SOFI542K+61K
TILE406K+39K
AVGO88K+28K
UBER247K+17K
NXT130K+13K
VLTO322K+6K
NFLX5K+5K
CRSP117K+4K

Decreased Positions

NameSharesChange
RELX518K-148132
NVO274K-68033
NVDA1.0M-51230
MCX372K-38391
BDX37K-35409
NYT329K-33832
APH528K-29264
ARM114K-24541
ALC310K-22251
FISV12K-21421

Sector Breakdown

Technology0.0% ($1.8782912871493518e+142T)
Financial Services0.0% ($7.863625342192692e+112T)
Healthcare0.0% ($5.260448514438724e+102T)
Industrials0.0% ($7.698447208467195e+95T)
Consumer Cyclical0.0% ($4.680338017333223e+53T)
Consumer Defensive0.0% ($1.9629188619134233e+40T)
Unknown0.0% ($1.0747901646111428e+26T)
Communication Services0.0% ($1.2851342145228223e+24T)
Basic Materials0.0% ($796613601381343.3T)
Utilities0.0% ($1661454.4T)
Energy0.0% ($50331.0T)
Real Estate0.0% ($306.2B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 2, 2026$2.1B198
Q3 2025Nov 17, 2025$2.1B201
Q2 2025Sep 4, 2025$2.0B195
Q1 2025May 12, 2025$1.8B193
Q4 2024Feb 13, 2025$1.9B202

Fund Information

CIK0001455969
Most Recent FilingFeb 2, 2026
Number of Filings5

Reynders McVeigh Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 196 holdings. The largest position is NVIDIA Corp. (NVDA), representing 8.8% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.