CIK: 0001455969
Total reported value
$2.0B
Reporting period: 2026-03-31 · Number of holdings: 195
Reynders McVeigh Capital Management, LLC disclosed 195 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.0B and a quarterly turnover rate of 19.4%.
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Reynders McVeigh Capital Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.028 — mathematically equivalent to about 36 equally-sized positions, well below its 195 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.09), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim GOOGL
-41.5% -$59.5M
Add ADI
-3.8% $8.9M
Trim MSFT
+3.5% -$19.5M
Add AMAT
+11.1% $10.8M
Trim CRM
-29.4% -$13.2M
Trim RELX
-52.4% -$12.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.44% | -0.38% | -4.77% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.95% | -0.09% | -1.78% | |
| 3 | ADI | Analog Devices INC | Stock-Tech | 3.94% | +0.69% | -3.84% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.65% | +3.45% | |
| 5 | ROK | Rockwell Automation INC | Stock-Industrials | 3.57% | -0.04% | -0.30% | |
| 6 | MA | Mastercard INC - A | Stock-Financials | 3.50% | -0.19% | +0.78% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.48% | -2.55% | -41.50% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 3.25% | -0.10% | -3.48% | |
| 9 | ULS | Ul Solutions INC - Class A | Stock-Industrials | 2.53% | +0.39% | +1.56% | |
| 10 | CARR | Carrier Global CORP | Stock-Industrials | 2.53% | +0.34% | +0.79% | |
| 11 | TJX | Tjx Companies INC | Stock-Consumer Disc | 2.40% | — | -2.39% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +2.28% | NEW | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 2.18% | -0.29% | +0.43% | |
| 14 | TMUS | T-mobile US INC | Stock-Comm Services | 2.18% | +0.20% | -1.05% | |
| 15 | XYL | Xylem INC | Stock-Industrials | 2.09% | -0.13% | +0.17% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 2.09% | +0.03% | +0.84% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.02% | -0.26% | -0.29% | |
| 18 | ATR | Aptargroup INC | Stock-Healthcare | 2.00% | +0.24% | +1.92% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.76% | -0.18% | +2.64% | |
| 20 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.74% | -0.04% | +0.76% | |
| 21 | CCK | Crown Holdings INC | Stock-Consumer Disc | 1.74% | +0.18% | +6.45% | |
| 22 | AMAT | Applied Materials INC | Stock-Tech | 1.69% | +0.63% | +11.11% | |
| 23 | AVGO | Broadcom INC | Stock-Tech | 1.58% | +0.15% | +15.41% | |
| 24 | HD | Home Depot INC | Stock-Consumer Disc | 1.52% | — | +3.11% | |
| 25 | NET | Cloudflare INC - Class A | Stock-Tech | 1.51% | — | -2.35% | |
| 26 | VLTO | Veralto CORP | Stock-Industrials | 1.47% | -0.04% | +2.46% | |
| 27 | NYT | New York Times Co-a | Stock-Comm Services | 1.33% | +0.26% | -4.37% | |
| 28 | WM | Waste Management INC | Stock-Industrials | 1.25% | — | -3.27% | |
| 29 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.23% | — | +1.41% | |
| 30 | ALC | Alcon Inc. | Stock-Healthcare | 1.13% | -0.02% | -4.33% | |
| 31 | UBER | Uber Technologies INC | Stock-Industrials | 0.99% | — | +9.90% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | — | -4.44% | |
| 33 | TSLA | Tesla INC | Stock-Consumer Disc | 0.95% | -0.15% | -2.63% | |
| 34 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.94% | — | +6.38% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | +0.20% | -0.24% | |
| 36 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.87% | -0.02% | +5.43% | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.87% | +0.33% | -2.16% | |
| 38 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.87% | +0.28% | -0.26% | |
| 39 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.84% | +0.31% | +5.76% | |
| 40 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.83% | +0.21% | +32.89% | |
| 41 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.82% | -0.08% | +14.65% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.79% | -0.40% | -16.86% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.76% | +0.18% | -0.54% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.72% | -0.28% | -14.33% | |
| 45 | CRM | Salesforce INC | Stock-Tech | 0.66% | -0.57% | -29.42% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | — | -5.85% | |
| 47 | TILE | Interface INC | Stock-Other | 0.55% | — | +8.33% | |
| 48 | SOFI | Sofi Technologies INC | Stock-Financials | 0.55% | -0.12% | +25.82% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | +0.10% | -0.50% | |
| 50 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.41% | -0.57% | -52.41% |
Performance for Q3 2026
+4.2%
Performance Last 4 Quarters
+15.2%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 195 | $2.0B | 19 | |
| 2025-12-31 | 198 | $2.1B | 18 | |
| 2025-09-30 | 201 | $2.1B | 13 | |
| 2025-06-30 | 195 | $2.0B | 20 | |
| 2025-03-31 | 193 | $1.8B | 100 | |
| 2024-12-31 | 202 | $1.9B | 0 | |
| 2024-09-30 | 203 | $1.9B | 0 | |
| 2024-06-30 | 198 | $1.8B | 0 | |
| 2024-03-31 | 199 | $1.7B | 0 | |
| 2023-12-31 | 195 | $1.6B | 0 | |
| 2023-09-30 | 195 | $1.5B | 0 | |
| 2023-06-30 | 206 | $1.5B | 0 | |
| 2023-03-31 | 203 | $1.5B | 0 | |
| 2022-12-31 | 210 | $1.4B | 0 | |
| 2022-09-30 | 207 | $1.3B | 0 | |
| 2022-06-30 | 218 | $1.3B | 0 | |
| 2022-03-31 | 230 | $1.6B | 0 | |
| 2021-12-31 | 239 | $1.8B | 0 | |
| 2021-09-30 | 222 | $1.6B | 0 | |
| 2021-06-30 | 232 | $1.6B | 96 | |
| 2021-03-31 | 229 | $1.5B | 12 | |
| 2020-12-31 | 222 | $1.5B | 17 | |
| 2020-09-30 | 224 | $1.3B | 16 | |
| 2020-06-30 | 209 | $1.1B | 28 | |
| 2020-03-31 | 193 | $878.1M | 23 | |
| 2019-12-31 | 228 | $1.0B | 13 | |
| 2019-09-30 | 224 | $936.6M | 9 | |
| 2019-06-30 | 213 | $932.4M | 10 | |
| 2019-03-31 | 210 | $904.3M | 21 | |
| 2018-12-31 | 206 | $753.9M | 18 | |
| 2018-09-30 | 201 | $851.4M | 15 | |
| 2018-06-30 | 203 | $784.0M | 16 | |
| 2018-03-31 | 197 | $790.8M | 14 | |
| 2017-12-31 | 202 | $763.0M | 10 | |
| 2017-09-30 | 212 | $766.9M | 13 | |
| 2017-06-30 | 222 | $747.1M | 13 | |
| 2017-03-31 | 223 | $728.0M | 18 | |
| 2016-12-31 | 225 | $704.1M | 12 | |
| 2016-09-30 | 211 | $686.5M | 45 | |
| 2016-06-30 | 218 | $688.9M | 38 | |
| 2016-03-31 | 220 | $675.7M | 23 | |
| 2015-12-31 | 201 | $610.1M | 28 | |
| 2015-09-30 | 201 | $574.1M | 81 | |
| 2015-06-30 | 204 | $612.3M | 17 | |
| 2015-03-31 | 173 | $582.0M | 22 | |
| 2014-12-31 | 170 | $569.9M | 17 | |
| 2014-09-30 | 163 | $526.1M | 25 | |
| 2014-06-30 | 163 | $439.3M | 15 | |
| 2014-03-31 | 161 | $422.3M | 12 | |
| 2013-12-31 | 157 | $404.2M | 17 | |
| 2013-09-30 | 149 | $360.3M | 13 | |
| 2013-06-30 | 146 | $337.2M | 0 |
Reynders McVeigh Capital Management, LLC's most significant position changes for 2026-03-31: New buy: Alphabet Inc-cl C (GOOG); Sold out: Novo-nordisk A/s-spons Adr (NVO); New buy: Berkshire Hathaway Inc-cl B (BRK-B); Trim: Alphabet Inc-cl A (GOOGL) — shares -41.50%; Trim: Analog Devices INC (ADI) — shares -3.84%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices INC | +0.7% | -3.84% | Trim |
| 2 | AMAT | Applied Materials INC | +0.6% | +11.11% | Add |
| 3 | ULS | Ul Solutions INC - Class A | +0.4% | +1.56% | Add |
| 4 | CARR | Carrier Global CORP | +0.3% | +0.79% | Add |
| 5 | VRT | Vertiv Holdings Co-a | +0.3% | -2.16% | Trim |
| 6 | NXT | Nextpower Inc-cl A | +0.3% | +5.76% | Add |
| 7 | ARM | Arm Holdings Plc-adr | +0.3% | -0.26% | Trim |
| 8 | NYT | New York Times Co-a | +0.3% | -4.37% | Trim |
| 9 | ATR | Aptargroup INC | +0.2% | +1.92% | Add |
| 10 | SN | SharkNinja, Inc. | +0.2% | +32.89% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | -0.24% | Trim |
| 12 | TMUS | T-mobile US INC | +0.2% | -1.05% | Trim |
| 13 | ASML | ASML Holding N.V. | +0.2% | -0.54% | Trim |
| 14 | CCK | Crown Holdings INC | +0.2% | +6.45% | Add |
| 15 | AVGO | Broadcom INC | +0.2% | +15.41% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | -0.50% | Trim |
| 17 | SYK | Stryker CORP | 0% | +0.84% | Add |
| 18 | ALC | Alcon Inc. | 0% | -4.33% | Trim |
| 19 | UL | Unilever Plc-sponsored Adr | 0% | +5.43% | Add |
| 20 | V | Visa Inc-class A Shares | 0% | -1.18% | Trim |
| 21 | LLY | Eli Lilly & Co | 0% | -1.25% | Trim |
| 22 | BDX | Becton Dickinson And Co | 0% | +6.13% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -17.49% | Trim |
| 24 | TMO | Thermo Fisher Scientific INC | 0% | -1.28% | Trim |
| 25 | ROK | Rockwell Automation INC | 0% | -0.30% | Trim |
| 26 | AMZN | Amazon.com INC | 0% | +0.76% | Add |
| 27 | VLTO | Veralto CORP | 0% | +2.46% | Add |
| 28 | ENVX | Enovix CORP | 0% | -17.07% | Trim |
| 29 | RKT | Rocket Cos Inc-class A | -0.1% | +14.65% | Add |
| 30 | AAPL | Apple INC | -0.1% | -1.78% | Trim |
| 31 | APH | Amphenol Corp-cl A | -0.1% | -3.48% | Trim |
| 32 | SOFI | Sofi Technologies INC | -0.1% | +25.82% | Add |
| 33 | XYL | Xylem INC | -0.1% | +0.17% | Add |
| 34 | GRAL | Grail INC | -0.1% | +5.49% | Add |
| 35 | TSLA | Tesla INC | -0.2% | -2.63% | Trim |
| 36 | IBM | Intl Business Machines CORP | -0.2% | +2.64% | Add |
| 37 | MA | Mastercard INC - A | -0.2% | +0.78% | Add |
| 38 | DHR | Danaher CORP | -0.3% | -0.29% | Trim |
| 39 | ADP | Automatic Data Processing | -0.3% | -14.33% | Trim |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | -99.97% | Trim |
| 41 | ABT | Abbott Laboratories | -0.3% | +0.43% | Add |
| 42 | NVDA | Nvidia CORP | -0.4% | -4.77% | Trim |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -16.86% | Trim |
| 44 | CRM | Salesforce INC | -0.6% | -29.42% | Trim |
| 45 | RELX | Relx PLC - Spon Adr | -0.6% | -52.41% | Trim |
| 46 | MSFT | Microsoft CORP | -0.7% | +3.45% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -2.6% | -41.50% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-09-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-07 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-03 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-28 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-26 | Amendment | View on EDGAR |
| 2018-09-30 | 2018-11-20 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-07-26 | Amendment | View on EDGAR |
| 2018-03-31 | 2018-05-03 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-27 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-04 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-10 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-12 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-08 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-11 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | Amendment | View on EDGAR |
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