Reynders McVeigh Capital Management, LLC
CIK: 1455969SEC EDGAR →
Portfolio Value
$2.3B
Holdings
196
As of
Q2 2026
New Positions
13
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 925,981 | $185.3M | 8.21% |
| 2 | Apple Inc. | 466,656 | $135.0M | 5.98% |
| 3 | Rockwell Automation, Inc. | 197,440 | $97.7M | 4.33% |
| 4 | Analog Devices Inc. | 240,828 | $95.7M | 4.24% |
| 5 | Amphenol Corporation | 505,694 | $89.2M | 3.95% |
| 6 | Alphabet Inc. | 241,937 | $86.5M | 3.83% |
| 7 | Microsoft Corp. | 219,809 | $82.0M | 3.63% |
| 8 | Applied Materials Inc. | 105,987 | $76.6M | 3.40% |
| 9 | MasterCard Incorporated | 141,828 | $72.8M | 3.23% |
| 10 | Carrier Global Corporation | 918,219 | $67.4M | 2.98% |
Quarterly Changes
Top Buys
New Positions (14)
$12.0M · 87K shares
$10.7M · 87K shares
Honeywell Aerospace Inc.
$885K · 4K shares
$578K · 4K shares
$439K · 381 shares
$382K · 1K shares
$297K · 1K shares
$295K · 1K shares
$230K · 1K shares
$228K · 513 shares
$223K · 742 shares
$222K · 1K shares
$208K · 952 shares
$202K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 41 | $926.8M | 41.1% |
| Industrials | 24 | $370.4M | 16.4% |
| Consumer Cyclical | 16 | $251.2M | 11.1% |
| Healthcare | 24 | $235.4M | 10.4% |
| Communication Services | 7 | $201.2M | 8.9% |
| Financial Services | 40 | $139.9M | 6.2% |
| Consumer Defensive | 12 | $60.9M | 2.7% |
| Unknown | 13 | $37.2M | 1.6% |
| Energy | 5 | $26.3M | 1.2% |
| Basic Materials | 8 | $4.3M | 0.2% |
| Utilities | 3 | $2.7M | 0.1% |
| Real Estate | 3 | $772K | 0.0% |