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Reynders McVeigh Capital Management, LLC Portfolio
$2.3B across 196 positions as of 2026-06-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.6%
-4.8% a year vs the S&P 500
3 years
+18.5%
-2.8% a year vs the S&P 500
5 years
+9.8%
-2.4% a year vs the S&P 500
Quarters ahead
7 of 22
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $185.3M | 8.2% | 925,981 |
| AAPLApple Inc | $135M | 6.0% | 466,656 |
| ROKRockwell Automation Inc | $97.7M | 4.3% | 197,440 |
| ADIAnalog Devices Inc | $95.7M | 4.2% | 240,828 |
| APHAmphenol Corp | $89.2M | 3.9% | 505,694 |
| GOOGLAlphabet Inc | $86.5M | 3.8% | 241,937 |
| MSFTMicrosoft Corp | $82M | 3.6% | 219,809 |
| AMATApplied Materials Inc | $76.6M | 3.4% | 105,987 |
| MAMastercard Inc | $72.8M | 3.2% | 141,828 |
| CARRCarrier Global Corp | $67.4M | 3.0% | 918,219 |
| UL Solutions Inc. | $61.9M | 2.7% | 608,136 |
| GOOGAlphabet Inc | $56.3M | 2.5% | 159,384 |
| XYLXylem Inc | $47.8M | 2.1% | 404,420 |
| TJXTJX Companies Inc | $45.2M | 2.0% | 298,592 |
| IBMInternational Business Machines Corp | $42.4M | 1.9% | 150,929 |
| SYKStryker Corp | $42.3M | 1.9% | 134,256 |
| AVGOBroadcom Inc | $42.2M | 1.9% | 111,710 |
| DHRDanaher Corp | $40.5M | 1.8% | 212,366 |
| ARMArm Holdings PLC | $40.4M | 1.8% | 114,025 |
| AMZNAmazon.com Inc | $39.8M | 1.8% | 166,954 |
| CCKCrown Holdings Inc | $39.7M | 1.8% | 355,461 |
| ABTAbbott Laboratories | $37.7M | 1.7% | 415,235 |
| NETCloudflare Inc | $35M | 1.5% | 142,669 |
| TMUST-Mobile US Inc | $34.3M | 1.5% | 204,751 |
| HDHome Depot Inc | $34.3M | 1.5% | 97,211 |
| VLTOVeralto Corp | $30.4M | 1.3% | 342,376 |
| VRTXVertex Pharmaceuticals Inc | $27.1M | 1.2% | 54,499 |
| Sharkninja Inc. | $26.3M | 1.2% | 172,607 |
| ULUnilever PLC | $24.9M | 1.1% | 413,512 |
| WMWaste Management Inc | $24.5M | 1.1% | 109,866 |
| ATRAptargroup Inc | $23.4M | 1.0% | 186,679 |
| ASML Holding N.V. | $22.1M | 1.0% | 11,096 |
| NYTNew York Times Co | $22M | 1.0% | 315,063 |
| VRTVertiv Holdings Co | $22M | 1.0% | 65,559 |
| ABNBAirbnb Inc | $21.4M | 0.9% | 149,240 |
| TSLATesla Inc | $20.7M | 0.9% | 49,233 |
| Rocket Companies Inc | $20.1M | 0.9% | 1,274,670 |
| JNJJohnson & Johnson | $19.4M | 0.9% | 76,513 |
| AMDAdvanced Micro Devices Inc | $19.3M | 0.9% | 33,203 |
| Nextpower Inc. | $18.8M | 0.8% | 157,897 |
| PGProcter & Gamble Co | $18.7M | 0.8% | 127,833 |
| Interface, Inc. | $17.6M | 0.8% | 489,736 |
| ADPAutomatic Data Processing Inc | $12.9M | 0.6% | 57,695 |
| SOFISoFi Technologies Inc | $12.5M | 0.6% | 699,538 |
| BRBroadridge Financial Solutions Inc | $12M | 0.5% | 87,447 |
| NVSNovartis AG | $11.2M | 0.5% | 71,575 |
| Sensient Technologies Corp | $10.7M | 0.5% | 86,526 |
| CRMSalesforce Inc | $10.5M | 0.5% | 67,163 |
| COSTCostco Wholesale Corp | $10M | 0.4% | 10,721 |
| ABBVAbbVie Inc | $7.3M | 0.3% | 29,167 |
| LLYEli Lilly and Co | $7.1M | 0.3% | 5,915 |
| UBERUber Technologies Inc | $6.8M | 0.3% | 94,291 |
| Alcon AG | $6.2M | 0.3% | 91,765 |
| BRK.BBerkshire Hathaway Inc | $6M | 0.3% | 11,890 |
| VVisa Inc | $5.7M | 0.3% | 16,677 |
| CNICanadian National Railway Co | $5.4M | 0.2% | 45,658 |
| GRAIL Inc | $4.9M | 0.2% | 71,304 |
| TMOThermo Fisher Scientific Inc | $4.6M | 0.2% | 9,082 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.9M | 0.2% | 5,157 |
| DSGXDescartes Systems Group Inc | $3.7M | 0.2% | 54,027 |
| UNPUnion Pacific Corp | $3.6M | 0.2% | 13,190 |
| VUGVanguard Growth ETF | $3.5M | 0.2% | 40,913 |
| ORCLOracle Corp | $3.3M | 0.1% | 22,362 |
| AMGNAmgen Inc | $3.2M | 0.1% | 8,882 |
| CATCaterpillar Inc | $3.1M | 0.1% | 2,930 |
| BRK.ABerkshire Hathaway Inc | $3M | 0.1% | 4 |
| MRKMerck & Co Inc | $2.9M | 0.1% | 22,379 |
| MCDMcDonald's Corp | $2.4M | 0.1% | 8,875 |
| VIGVanguard Div Appreciation ETF | $2.1M | 0.1% | 8,966 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.9M | 0.1% | 3,884 |
| PEPPepsiCo Inc | $1.8M | 0.1% | 13,622 |
| NEENextera Energy Inc | $1.8M | 0.1% | 20,677 |
| CSCOCisco Systems Inc | $1.8M | 0.1% | 15,361 |
| IJHiShares Core S&P Mid-Cap ETF | $1.8M | 0.1% | 23,015 |
| CRISPR Therapeutics AG | $1.7M | 0.1% | 31,065 |
| NXP Semiconductors NV | $1.7M | 0.1% | 5,925 |
| INTCIntel Corp | $1.5M | 0.1% | 10,455 |
| JPMJPMorgan Chase & Co | $1.4M | 0.1% | 4,263 |
| WMTWalmart Inc | $1.4M | 0.1% | 12,084 |
| EFXEquifax Inc | $1.4M | 0.1% | 8,613 |
| CSXCSX Corp | $1.4M | 0.1% | 28,634 |
| IWPiShares Russell Midcap Growth ETF | $1.4M | 0.1% | 9,250 |
| BDXBecton Dickinson and Co | $1.3M | 0.1% | 8,891 |
| DEDeere & Co | $1.3M | 0.1% | 2,042 |
| GLDSPDR Gold Shares | $1.3M | 0.1% | 3,488 |
| CHDChurch & Dwight Co Inc | $1.3M | 0.1% | 13,087 |
| AXPAmerican Express Co | $1.3M | 0.1% | 3,711 |
| IVWiShares S&P 500 Growth ETF | $1.2M | 0.1% | 8,895 |
| RTXRTX Corp | $1.2M | 0.1% | 6,347 |
| MELIMercadoLibre Inc | $1.2M | 0.1% | 708 |
| VTIVanguard Total Stock Market ETF | $1.1M | 0.1% | 3,071 |
| SPGIS&P Global Inc | $1.1M | 0.0% | 2,769 |
| EMREmerson Electric Co | $1.1M | 0.0% | 7,826 |
| Exxon Mobil Corp. | $1.1M | 0.0% | 8,099 |
| ISRGIntuitive Surgical Inc | $1.1M | 0.0% | 2,760 |
| DISWalt Disney Co | $1.1M | 0.0% | 11,014 |
| MTDMettler-toledo International Inc | $1.1M | 0.0% | 827 |
| BMYBristol-Myers Squibb Co | $1M | 0.0% | 17,998 |
| TYLTyler Technologies Inc | $981K | 0.0% | 3,354 |
| DELLDell Technologies Inc | $977K | 0.0% | 2,265 |
| Trane Technologies PLC | $969K | 0.0% | 1,973 |
| BKNGBooking Holdings Inc | $963K | 0.0% | 5,402 |
| ECLEcolab Inc | $913K | 0.0% | 3,277 |
| Honeywell International Inc. | $897K | 0.0% | 4,005 |
| HONAHoneywell Aerospace Inc | $885K | 0.0% | 4,005 |
| IDXXIDEXX Laboratories Inc | $873K | 0.0% | 1,658 |
| IWFiShares Russell 1000 Growth ETF | $846K | 0.0% | 6,812 |
| MCOMoody's Corp | $845K | 0.0% | 1,866 |
| ITWIllinois Tool Works Inc | $747K | 0.0% | 2,764 |
| NTAPNetApp Inc | $735K | 0.0% | 4,750 |
| QQnity Electronics Inc | $729K | 0.0% | 4,467 |
| APDAir Products and Chemicals Inc | $727K | 0.0% | 2,478 |
| SBUXStarbucks Corp | $726K | 0.0% | 7,105 |
| CLColgate-Palmolive Co | $706K | 0.0% | 7,703 |
| Linde PLC | $705K | 0.0% | 1,359 |
| QQQInvesco QQQ Trust, Series 1 | $702K | 0.0% | 953 |
| NSCNorfolk Southern Corp | $700K | 0.0% | 2,224 |
| KOCoca-Cola Co | $679K | 0.0% | 8,353 |
| TXNTexas Instruments Inc | $639K | 0.0% | 2,145 |
| KMBKimberly-Clark Corp | $622K | 0.0% | 5,670 |
| DRIDarden Restaurants Inc | $618K | 0.0% | 3,000 |
| Tompkins Financial Corp. | $611K | 0.0% | 6,468 |
| CTVACorteva Inc | $609K | 0.0% | 7,190 |
| METAMeta Platforms Inc | $608K | 0.0% | 1,080 |
| VEEVVeeva Systems Inc | $604K | 0.0% | 3,404 |
| iShares Trust ESG MSCI LEADR | $578K | 0.0% | 4,356 |
| LRCXLam Research Corp | $574K | 0.0% | 1,324 |
| EPDEnterprise Products Partners L.P | $565K | 0.0% | 15,371 |
| RVTYRevvity Inc | $560K | 0.0% | 5,030 |
| GEVGE Vernova Inc | $555K | 0.0% | 472 |
| GEGeneral Electric Co | $545K | 0.0% | 1,459 |
| IVEiShares S&P 500 Value ETF | $507K | 0.0% | 2,233 |
| LOWLowe's Companies Inc | $504K | 0.0% | 2,284 |
| ILMNIllumina Inc | $499K | 0.0% | 2,839 |
| DUKDuke Energy Corp | $491K | 0.0% | 3,877 |
| IVViShares Core S&P 500 ETF | $484K | 0.0% | 647 |
| ENVXEnovix Corp | $473K | 0.0% | 77,882 |
| VOTVanguard Mid-Cap Growth ETF | $459K | 0.0% | 1,500 |
| Dupont De Nemours Inc | $446K | 0.0% | 3,288 |
| MUMicron Technology Inc | $439K | 0.0% | 381 |
| WATWaters Corp | $433K | 0.0% | 1,155 |
| Plexus Corp | $415K | 0.0% | 1,380 |
| WECWEC Energy Group Inc | $403K | 0.0% | 3,455 |
| FISFidelity National Information Services Inc | $392K | 0.0% | 10,093 |
| Eagle Financial Services Inc | $389K | 0.0% | 9,375 |
| KMXCarmax Inc | $387K | 0.0% | 7,320 |
| TERTeradyne Inc | $387K | 0.0% | 800 |
| SDYState Street SPDR S&P Dividend ETF | $385K | 0.0% | 2,529 |
| PANWPalo Alto Networks Inc | $382K | 0.0% | 1,120 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $379K | 0.0% | 3,682 |
| VOOGVanguard S&P 500 Growth ETF | $375K | 0.0% | 4,536 |
| TE Connectivity PLC | $370K | 0.0% | 1,837 |
| ORAOrmat Technologies Inc | $370K | 0.0% | 3,395 |
| CVXChevron Corp | $367K | 0.0% | 2,212 |
| iShares Trust RUSSELL 3000 ETF | $363K | 0.0% | 851 |
| NFLXNetflix Inc | $361K | 0.0% | 5,059 |
| IWBiShares Russell 1000 ETF | $359K | 0.0% | 877 |
| ZTSZoetis Inc | $352K | 0.0% | 4,904 |
| TGTTarget Corp | $348K | 0.0% | 2,661 |
| JBLJabil Inc | $347K | 0.0% | 900 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $340K | 0.0% | 2,300 |
| SHWSherwin-Williams Co | $339K | 0.0% | 985 |
| VOOVanguard S&P 500 ETF | $338K | 0.0% | 492 |
| Eaton Corporation PLC | $337K | 0.0% | 790 |
| VZVerizon Communications Inc | $337K | 0.0% | 7,948 |
| DHID.R. Horton Inc | $320K | 0.0% | 1,966 |
| PODDInsulet Corp | $306K | 0.0% | 2,013 |
| NUENucor Corp | $303K | 0.0% | 1,358 |
| RSPInvesco S&P 500 Equal Weight ETF | $297K | 0.0% | 1,395 |
| GLWCorning Inc | $295K | 0.0% | 1,154 |
| PFEPfizer Inc | $293K | 0.0% | 12,172 |
| STZConstellation Brands Inc | $291K | 0.0% | 2,092 |
| AJGArthur J. Gallagher & Co. | $287K | 0.0% | 1,250 |
| GISGeneral Mills Inc | $284K | 0.0% | 8,150 |
| ANETArista Networks Inc | $279K | 0.0% | 1,640 |
| EXRExtra Space Storage Inc | $276K | 0.0% | 1,898 |
| RIVNRivian Automotive Inc | $274K | 0.0% | 15,767 |
| PSAPublic Storage | $263K | 0.0% | 828 |
| RPMRPM International Inc | $250K | 0.0% | 2,250 |
| MRSHMarsh & McLennan Companies Inc | $238K | 0.0% | 1,425 |
| VEAVanguard FTSE Developed Markets ETF | $235K | 0.0% | 3,295 |
| EGPEastgroup Properties Inc | $233K | 0.0% | 1,150 |
| GPNGlobal Payments Inc | $232K | 0.0% | 3,200 |
| MMM3M Co | $230K | 0.0% | 1,420 |
| DXCMDexcom Inc | $228K | 0.0% | 3,390 |
| ROPRoper Technologies Inc | $228K | 0.0% | 674 |
| HASIHA Sustainable Infrastructure Capital Inc | $228K | 0.0% | 5,839 |
| MKSIMKS Incorporated | $228K | 0.0% | 513 |
| PHParker-Hannifin Corp | $225K | 0.0% | 230 |
| IWMiShares Russell 2000 Index Fund | $223K | 0.0% | 742 |
| QCOMQualcomm Inc | $222K | 0.0% | 1,200 |
| SYYSysco Corp | $215K | 0.0% | 2,576 |
| PNCPNC Financial Services Group Inc | $211K | 0.0% | 856 |
| PGRProgressive Corp | $208K | 0.0% | 952 |
| XLKState Street Technology Select Sector SPDR ETF | $202K | 0.0% | 1,058 |
| Aurora Innovation Inc | $151K | 0.0% | 22,178 |
Quarter ending 2026-06-30.
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