Reynders McVeigh Capital Management, LLC
CIK: 1455969SEC EDGAR →
Portfolio Value
$2.0B
Holdings
195
As of
Q1 2026
New Positions
195
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 959,072 | $167.3M | 8.45% |
| 2 | Apple Inc. | 465,028 | $118.0M | 5.96% |
| 3 | Analog Devices Inc. | 245,252 | $78.0M | 3.94% |
| 4 | Microsoft Corp. | 200,049 | $74.1M | 3.74% |
| 5 | Rockwell Automation, Inc. | 197,266 | $70.8M | 3.58% |
| 6 | MasterCard Incorporated | 138,822 | $69.4M | 3.50% |
| 7 | Alphabet Inc. | 239,926 | $69.0M | 3.49% |
| 8 | Amphenol Corporation | 509,648 | $64.4M | 3.25% |
| 9 | UL Solutions Inc. | 586,108 | $50.2M | 2.54% |
| 10 | Carrier Global Corporation | 891,158 | $50.2M | 2.54% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 38 | $748.9M | 37.8% |
| Industrials | 24 | $302.3M | 15.3% |
| Healthcare | 26 | $277.4M | 14.0% |
| Consumer Cyclical | 15 | $207.2M | 10.5% |
| Communication Services | 9 | $194.2M | 9.8% |
| Financial Services | 39 | $142.5M | 7.2% |
| Consumer Defensive | 13 | $54.9M | 2.8% |
| Unknown | 11 | $25.7M | 1.3% |
| Basic Materials | 9 | $14.8M | 0.7% |
| Energy | 4 | $7.2M | 0.4% |
| Utilities | 4 | $3.2M | 0.2% |
| Real Estate | 3 | $773K | 0.0% |