Reynders McVeigh Capital Management, LLC
Sector Allocation
- Technology55.0%$1.2B
- Industrials12.7%$287.0M
- Healthcare9.9%$224.2M
- Consumer Discretionary7.3%$164.9M
- Financials5.8%$130.5M
- Consumer Staples2.7%$61.0M
- Communication Services2.6%$58.1M
- Materials1.7%$38.6M
- Utilities1.2%$27.6M
- Other1.0%$21.8M
AUM History
13fpro.ai/research/fund/reynders-mcveigh-capital-management-llc-1455969
Conviction and streaks
Concentrating · top 10 = 43.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$185.3MAAPL
$135.0MROK
$97.7MADI
$95.7MAPH
$89.2MGOOGL
$86.5MMSFT
$82.0MAMAT
$76.6MMA
$72.8MCARR
$67.4MULS
$61.9MGOOG
$56.3MXYL
$47.8MTJX
$45.2MIBM
$42.4MSYK
$42.3MAVGO
$42.2MDHR
$40.5MARM
$40.4MAMZN
$39.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/reynders-mcveigh-capital-management-llc-1455969
Reynders McVeigh Capital Management, LLC 13F holdings — Q2 2026
$2.3B portfolio (+14.0% QoQ) · 196 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
$185.3M
8.2% of stocks
-3%This quarter+1.8%Since filed22+ qtrsHeld$135.0M
6.0% of stocks
+0.4%This quarter+3.8%Since filed22+ qtrsHeld$97.7M
4.3% of stocks
+0.1%This quarter+3.1%Since filed22+ qtrsHeld$95.7M
4.2% of stocks
-2%This quarter+12.9%Since filed22+ qtrsHeld$89.2M
4.0% of stocks
-0.8%This quarter-3.1%Since filed10 qtrsHeld$86.5M
3.8% of stocks
+0.8%This quarter-8.0%Since filed10 qtrsHeld$82.0M
3.6% of stocks
+10%This quarter+7.1%Since filed22+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$76.6M
3.4% of stocks
+8%This quarter-8.0%Since filed22+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row$72.8M
3.2% of stocks
+2%This quarter+7.0%Since filed22+ qtrsHeld$67.4M
3.0% of stocks
+3%This quarter+1.6%Since filed22+ qtrsHeld
All holdings — Reynders McVeigh Capital Management, LLC (Q2 2026)
196 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | UL Solutions Inc. | Technology | $61.9M | 2.7% | 608K | +4% | 9 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $56.3M | 2.5% | 159K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Xylem Inc. | Industrials | $47.8M | 2.1% | 404K | +16% | 22+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $45.2M | 2.0% | 299K | +0.4% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $42.4M | 1.9% | 151K | +5% | 10 qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | STRYKER CORP | Healthcare | $42.3M | 1.9% | 134K | +7% | 22+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $42.2M | 1.9% | 112K | +10% | 22+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DANAHER CORP /DE/ | Healthcare | $40.5M | 1.8% | 212K | +0.5% | 22+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ARM HOLDINGS PLC /UKadr | Technology | $40.4M | 1.8% | 114K | -0.1% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $39.8M | 1.8% | 167K | +0.6% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CROWN HOLDINGS, INC. | Industrials | $39.7M | 1.8% | 355K | +3% | 13 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ABBOTT LABORATORIES | Healthcare | $37.7M | 1.7% | 415K | -2% | 22+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Cloudflare, Inc. | Technology | $35.0M | 1.6% | 143K | -2% | 13 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | T-Mobile US, Inc. | Communication Services | $34.3M | 1.5% | 205K | -0.3% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HOME DEPOT, INC. | Consumer Discretionary | $34.3M | 1.5% | 97K | +6% | 22+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $VLTO | Veralto Corp | Technology | $30.4M | 1.3% | 342K | +4% | |||
| 27 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $27.1M | 1.2% | 54K | -0.3% | |||
| 28 | $SN | SharkNinja, Inc. | Technology | $26.3M | 1.2% | 173K | +11% | |||
| 29 | $UL | UNILEVER PLC | Consumer Staples | $24.9M | 1.1% | 414K | +36% | |||
| 30 | $WM | WASTE MANAGEMENT INC | Utilities | $24.5M | 1.1% | 110K | +2% | |||
| 31 | $ATR | APTARGROUP, INC. | Materials | $23.4M | 1.0% | 187K | -41% | |||
| 32 | $ASML | ASML HOLDING NV | Technology | $22.1M | 1.0% | 11K | -3% | |||
| 33 | $NYT | NEW YORK TIMES CO | Communication Services | $22.0M | 1.0% | 315K | +0.2% | |||
| 34 | $VRT | Vertiv Holdings Co | Technology | $21.9M | 1.0% | 66K | -5% | |||
| 35 | $ABNB | Airbnb, Inc. | Technology | $21.4M | 0.9% | 149K | +1% | |||
| 36 | $TSLA | Tesla, Inc. | Consumer Discretionary | $20.7M | 0.9% | 49K | -3% | |||
| 37 | $RKT | Rocket Companies, Inc. | Financials | $20.1M | 0.9% | 1.27M | +12% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $19.4M | 0.9% | 77K | +0.7% | |||
| 39 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $19.3M | 0.8% | 33K | -5% | |||
| 40 | $NXT | Nextpower Inc. | Technology | $18.8M | 0.8% | 158K | +15% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $18.7M | 0.8% | 128K | -2% | |||
| 42 | $TILE | INTERFACE INC | Consumer Discretionary | $17.6M | 0.8% | 490K | +11% | |||
| 43 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $12.9M | 0.6% | 58K | -18% | |||
| 44 | $SOFI | SoFi Technologies, Inc. | Financials | $12.5M | 0.6% | 700K | +3% | |||
| 45 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $12.0M | 0.5% | 87K | New | |||
| 46 | $NVS | NOVARTIS AG | Healthcare | $11.2M | 0.5% | 72K | -2% | |||
| 47 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $10.7M | 0.5% | 87K | New | |||
| 48 | $CRM | Salesforce, Inc. | Technology | $10.5M | 0.5% | 67K | -4% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $10.0M | 0.4% | 11K | +2% | |||
| 50 | $ABBV | AbbVie Inc. | Healthcare | $7.3M | 0.3% | 29K | +0.4% | |||
| 51 | $LLY | ELI LILLY & Co | Healthcare | $7.1M | 0.3% | 5,915 | -1% | |||
| 52 | $UBER | Uber Technologies, Inc | Technology | $6.8M | 0.3% | 94K | -65% | |||
| 53 | $ALC | ALCON INC | Healthcare | $6.2M | 0.3% | 92K | -69% | |||
| 54 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.0M | 0.3% | 12K | +0.8% | |||
| 55 | $V | VISA INC. | Financials | $5.7M | 0.3% | 17K | +2% | |||
| 56 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $5.4M | 0.2% | 46K | -0.5% | |||
| 57 | $GRAL | GRAIL, Inc. | Healthcare | $4.9M | 0.2% | 71K | -40% | |||
| 58 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.6M | 0.2% | 9,082 | +0.1% | |||
| 59 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.9M | 0.2% | 5,157 | -5% | |||
| 60 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $3.7M | 0.2% | 54K | -8% | |||
| 61 | $UNP | UNION PACIFIC CORP | Industrials | $3.6M | 0.2% | 13K | +2% | |||
| 62 | — | Vanguard Index Funds GROWTH ETF - GROWTH ETF | — | $3.5M | 0.2% | 41K | +563% | |||
| 63 | $ORCL | ORACLE CORP | Technology | $3.3M | 0.1% | 22K | -8% | |||
| 64 | $AMGN | AMGEN INC | Healthcare | $3.2M | 0.1% | 8,882 | -3% | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $3.1M | 0.1% | 2,930 | -1% | |||
| 66 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 0.1% | 4 | — | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $2.9M | 0.1% | 22K | -0.0% | |||
| 68 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.4M | 0.1% | 8,875 | -8% | |||
| 69 | — | Vanguard Specialized Funds DIV APP ETF - DIV APP ETF | — | $2.1M | 0.1% | 8,966 | -18% | |||
| 70 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.9M | 0.1% | 3,884 | -2% | |||
| 71 | $PEP | PEPSICO INC | Consumer Staples | $1.8M | 0.1% | 14K | -11% | |||
| 72 | $NEE | NEXTERA ENERGY INC | Utilities | $1.8M | 0.1% | 21K | +1% | |||
| 73 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.1% | 15K | -10% | |||
| 74 | — | iShares Trust CORE S&P MCP ETF - CORE S&P MCP ETF | — | $1.8M | 0.1% | 23K | -0.4% | |||
| 75 | $CRSP | CRISPR Therapeutics AG | Healthcare | $1.7M | 0.1% | 31K | -75% | |||
| 76 | $NXPI | NXP Semiconductors N.V. | Technology | $1.7M | 0.1% | 5,925 | -8% | |||
| 77 | $INTC | INTEL CORP | Technology | $1.5M | 0.1% | 10K | -4% | |||
| 78 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 0.1% | 4,263 | -2% | |||
| 79 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.1% | 12K | — | |||
| 80 | $EFX | EQUIFAX INC | Financials | $1.4M | 0.1% | 8,613 | — | |||
| 81 | $CSX | CSX CORP | Industrials | $1.4M | 0.1% | 29K | +0.5% | |||
| 82 | — | iShares Trust RUS MD CP GR ETF - RUS MD CP GR ETF | — | $1.4M | 0.1% | 9,250 | — | |||
| 83 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.3M | 0.1% | 8,891 | -77% | |||
| 84 | $DE | DEERE & CO | Industrials | $1.3M | 0.1% | 2,042 | -1.0% | |||
| 85 | $GLD | SPDR GOLD TRUST | Financials | $1.3M | 0.1% | 3,488 | — | |||
| 86 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $1.3M | 0.1% | 13K | -0.2% | |||
| 87 | $AXP | AMERICAN EXPRESS CO | Financials | $1.3M | 0.1% | 3,711 | -2% | |||
| 88 | — | iShares Trust S&P 500 GRWT ETF - S&P 500 GRWT ETF | — | $1.2M | 0.1% | 8,895 | — | |||
| 89 | $RTX | RTX Corp | Industrials | $1.2M | 0.1% | 6,347 | -3% | |||
| 90 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.2M | 0.1% | 708 | — | |||
| 91 | — | Vanguard Index Funds TOTAL STK MKT - TOTAL STK MKT | — | $1.1M | 0.1% | 3,071 | +7% | |||
| 92 | $SPGI | S&P Global Inc. | Financials | $1.1M | 0.1% | 2,769 | -0.0% | |||
| 93 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.1M | 0.1% | 7,826 | — | |||
| 94 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.1% | 8,099 | -3% | |||
| 95 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.1M | 0.1% | 2,760 | -0.7% | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $1.1M | 0.1% | 11K | -2% | |||
| 97 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $1.1M | 0.1% | 827 | +9% | |||
| 98 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.0M | 0.1% | 18K | +0.5% | |||
| 99 | $TYL | TYLER TECHNOLOGIES INC | Technology | $981K | 0.0% | 3,354 | -16% | |||
| 100 | $DELL | Dell Technologies Inc. | Technology | $977K | 0.0% | 2,265 | -0.7% | |||
| 101 | $TT | Trane Technologies plc | Technology | $969K | 0.0% | 1,973 | — | |||
| 102 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $963K | 0.0% | 5,402 | +2401% | |||
| 103 | $ECL | ECOLAB INC. | Materials | $913K | 0.0% | 3,277 | +5% | |||
| 104 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $897K | 0.0% | 4,005 | -51% | |||
| 105 | $HONA | Honeywell Aerospace Inc. | Industrials | $885K | 0.0% | 4,005 | New | |||
| 106 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $873K | 0.0% | 1,658 | — | |||
| 107 | — | iShares Trust RUS 1000 GRW ETF - RUS 1000 GRW ETF | — | $846K | 0.0% | 6,812 | +302% | |||
| 108 | $MCO | MOODYS CORP /DE/ | Financials | $845K | 0.0% | 1,866 | — | |||
| 109 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $747K | 0.0% | 2,764 | -3% | |||
| 110 | $NTAP | NetApp, Inc. | Technology | $735K | 0.0% | 4,750 | — | |||
| 111 | $Q | Qnity Electronics, Inc. | Technology | $729K | 0.0% | 4,467 | +7% | |||
| 112 | $APD | Air Products & Chemicals, Inc. | Materials | $727K | 0.0% | 2,478 | +3% | |||
| 113 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $726K | 0.0% | 7,105 | -4% | |||
| 114 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $706K | 0.0% | 7,703 | -5% | |||
| 115 | $LIN | LINDE PLC | Materials | $705K | 0.0% | 1,359 | -2% | |||
| 116 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $702K | 0.0% | 953 | +20% | |||
| 117 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $700K | 0.0% | 2,224 | -0.0% | |||
| 118 | $KO | COCA COLA CO | Consumer Staples | $679K | 0.0% | 8,353 | — | |||
| 119 | $TXN | TEXAS INSTRUMENTS INC | Technology | $639K | 0.0% | 2,145 | +0.7% | |||
| 120 | $KMB | KIMBERLY CLARK CORP | Materials | $622K | 0.0% | 5,670 | -7% | |||
| 121 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $618K | 0.0% | 3,000 | — | |||
| 122 | $TMP | TOMPKINS FINANCIAL CORP | Financials | $611K | 0.0% | 6,468 | -8% | |||
| 123 | $CTVA | Corteva, Inc. | Consumer Staples | $609K | 0.0% | 7,190 | +26% | |||
| 124 | $META | Meta Platforms, Inc. | Technology | $608K | 0.0% | 1,080 | -6% | |||
| 125 | $VEEV | VEEVA SYSTEMS INC | Technology | $604K | 0.0% | 3,404 | -7% | |||
| 126 | — | iShares Trust ESG MSCI LEADR - ESG MSCI LEADR | — | $578K | 0.0% | 4,356 | New | |||
| 127 | $LRCX | LAM RESEARCH CORP | Technology | $574K | 0.0% | 1,324 | -10% | |||
| 128 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $565K | 0.0% | 15K | -5% | |||
| 129 | $RVTY | REVVITY, INC. | Healthcare | $560K | 0.0% | 5,030 | — | |||
| 130 | $GEV | GE Vernova Inc. | Industrials | $555K | 0.0% | 472 | +2% | |||
| 131 | $GE | GENERAL ELECTRIC CO | Industrials | $545K | 0.0% | 1,459 | -2% | |||
| 132 | — | iShares Trust S&P 500 VAL ETF - S&P 500 VAL ETF | — | $507K | 0.0% | 2,233 | — | |||
| 133 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $504K | 0.0% | 2,284 | — | |||
| 134 | $ILMN | ILLUMINA, INC. | Healthcare | $499K | 0.0% | 2,839 | -5% | |||
| 135 | $DUK | Duke Energy CORP | Utilities | $491K | 0.0% | 3,877 | — | |||
| 136 | — | iShares Trust CORE S&P500 ETF - CORE S&P500 ETF | — | $484K | 0.0% | 647 | -11% | |||
| 137 | $ENVX | Enovix Corp | Technology | $473K | 0.0% | 78K | -70% | |||
| 138 | — | Vanguard Index Funds MCAP GR IDXVIP - MCAP GR IDXVIP | — | $459K | 0.0% | 1,500 | — | |||
| 139 | $DD | DuPont de Nemours, Inc. | Materials | $446K | 0.0% | 3,288 | -61% | |||
| 140 | $MU | MICRON TECHNOLOGY INC | Technology | $439K | 0.0% | 381 | New | |||
| 141 | $WAT | WATERS CORP /DE/ | Healthcare | $433K | 0.0% | 1,155 | -29% | |||
| 142 | $PLXS | PLEXUS CORP | Technology | $415K | 0.0% | 1,380 | — | |||
| 143 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $403K | 0.0% | 3,455 | — | |||
| 144 | $FIS | Fidelity National Information Services, Inc. | Financials | $392K | 0.0% | 10K | — | |||
| 145 | $EFSI | EAGLE FINANCIAL SERVICES INC | Financials | $389K | 0.0% | 9,375 | — | |||
| 146 | $TER | TERADYNE, INC | Technology | $387K | 0.0% | 800 | — | |||
| 147 | $KMX | CARMAX INC | Consumer Discretionary | $387K | 0.0% | 7,320 | — | |||
| 148 | — | SPDR Series Trust S&P DIVID ETF - S&P DIVID ETF | — | $385K | 0.0% | 2,529 | +25% | |||
| 149 | $PANW | Palo Alto Networks Inc | Technology | $382K | 0.0% | 1,120 | New | |||
| 150 | — | iShares Trust ESG AWARE MSCI EAFE ETF - ESG AW MSCI EAFE | — | $379K | 0.0% | 3,682 | +24% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 59 added to, 86 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$12.0M
first bought this quarter
$SXTSENSIENT TECHNOLOGIES CORP$10.7M
first bought this quarter
$HONAHoneywell Aerospace Inc.$885K
first bought this quarter
- iShares Trust ESG MSCI LEADR - ESG MSCI LEADR$578K
first bought this quarter
$MUMICRON TECHNOLOGY INC$439K
first bought this quarter
$PANWPalo Alto Networks Inc$382K
first bought this quarter
+8 more in the Excel export
Added to (59)
now $82.0M · held 22+ qtrs, 2 adds in a row
now $47.8M · held 22+ qtrs
$ULUNILEVER PLC+36%
now $24.9M · held 22+ qtrs, 6 adds in a row
now $76.6M · held 22+ qtrs, 6 adds in a row
now $42.2M · held 22+ qtrs, 4 adds in a row
- Vanguard Index Funds GROWTH ETF - GROWTH ETF+563%
now $3.5M
+53 more in the Excel export
Trimmed (86)
$ATRAPTARGROUP, INC.-41%
now $23.4M · held 22+ qtrs
$ALCALCON INC-69%
now $6.2M · held 22+ qtrs, 4 trims in a row
$UBERUber Technologies, Inc-65%
now $6.8M · held 15 qtrs
now $185.3M · held 22+ qtrs, 15 trims in a row
$CRSPCRISPR Therapeutics AG-75%
now $1.7M · held 14 qtrs
$BDXBECTON DICKINSON & CO-77%
now $1.3M · held 22+ qtrs
+80 more in the Excel export
Sold out (13)
$MKCMCCORMICK & CO INCwas $15.6M
held 9 qtrs
$RELXRELX PLCwas $8.2M
held 9 qtrs
$INTUINTUIT INC.was $443K
held 9 qtrs
$PEGPUBLIC SERVICE ENTERPRISE GROUP INCwas $389K
held 1 qtr
$MKTXMARKETAXESS HOLDINGS INCwas $365K
held 9 qtrs
- Vanguard Whitehall Funds HIGH DIV YLDwas $343K
+7 more in the Excel export
Holdings by quarter
Every 13F Reynders McVeigh Capital Management, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Reynders McVeigh Capital Management?
Q2 2026 13F filed with the SEC on Sep 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Reynders McVeigh Capital Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 15% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2021 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Reynders McVeigh Capital Management, LLC disclosed 196 positions worth $2.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 8.2% of the equity portfolio, followed by $AAPL and $ROK. During the quarter the fund opened 14 new positions and exited 13 — including a new stake in $BR and a full exit from $MKC. The portfolio is most concentrated in Technology (55.0% of disclosed assets). All figures are sourced directly from Reynders McVeigh Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1455969.
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