Reynders McVeigh Capital Management, LLC
CIK: 0001455969SEC EDGAR →
Portfolio Value
$2.1B
Holdings
196
As of
Q4 2025
New Positions
8
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 1,007,125 | $187.8M | 8.82% |
| 2 | Apple Inc. | 473,457 | $128.7M | 6.04% |
| 3 | Alphabet Inc. | 410,164 | $128.5M | 6.03% |
| 4 | Microsoft Corp. | 193,371 | $93.5M | 4.39% |
| 5 | Rockwell Automation, Inc. | 197,865 | $77.0M | 3.61% |
| 6 | Amphenol Corporation | 528,018 | $71.4M | 3.35% |
| 7 | Analog Devices Inc. | 255,045 | $69.2M | 3.25% |
| 8 | Abbott Laboratories | 419,859 | $52.6M | 2.47% |
| 9 | Danaher Corporation | 211,926 | $48.5M | 2.28% |
| 10 | Xylem, Inc. | 346,657 | $47.2M | 2.22% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 39 | $769.1M | 38.5% |
| Industrials | 27 | $323.2M | 16.2% |
| Healthcare | 28 | $301.2M | 15.1% |
| Consumer Cyclical | 15 | $220.7M | 11.0% |
| Communication Services | 8 | $217.2M | 10.9% |
| Financial Services | 35 | $86.4M | 4.3% |
| Consumer Defensive | 14 | $46.9M | 2.3% |
| Unknown | 10 | $18.6M | 0.9% |
| Energy | 4 | $7.0M | 0.3% |
| Basic Materials | 8 | $3.5M | 0.2% |
| Utilities | 5 | $3.0M | 0.1% |
| Real Estate | 3 | $749K | 0.0% |