13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001455969
Total reported value
$2.3B
$2.3B
195 檔
22.5%
As reported in its official Q1 2026 Form 13F filing, Reynders McVeigh Capital Management, LLC's tracked investment portfolio stood at $2.3B with 195 total positions.
In Q1 2026, Reynders McVeigh Capital Management, LLC adopted a defensive or profit-taking posture, trimming 95 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.44% | -0.24% | -4.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.95% | +0.02% | -1.78% | |
| 3 | ADI | Analog Devices Inc | Stock-Tech | 3.94% | +0.29% | -3.84% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.11% | +3.45% | |
| 5 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.57% | +0.76% | -0.30% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.50% | -0.28% | +0.78% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.48% | +0.35% | -41.50% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 3.25% | +0.70% | -3.48% | |
| 9 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.53% | +0.21% | +1.56% | |
| 10 | CARR | Carrier Global CORP | Stock-Industrials | 2.53% | +0.45% | +0.79% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.40% | -0.40% | -2.39% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.21% | — | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 2.18% | -0.51% | +0.43% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.18% | -0.66% | -1.05% | |
| 15 | XYL | Xylem Inc | Stock-Industrials | 2.09% | +0.03% | +0.17% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 2.09% | -0.22% | +0.84% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.02% | -0.23% | -0.29% | |
| 18 | ATR | Aptargroup Inc | Stock-Healthcare | 2.00% | -0.97% | +1.92% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.76% | +0.12% | +2.64% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.02% | +0.76% | |
| 21 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.74% | +0.02% | +6.45% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.69% | +1.70% | +11.11% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | +0.29% | +15.41% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.52% | — | +3.11% | |
| 25 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.51% | +0.04% | -2.35% | |
| 26 | VLTO | Veralto CORP | Stock-Industrials | 1.47% | -0.13% | +2.46% | |
| 27 | NYT | New York Times Co-a | Stock-Comm Services | 1.33% | -0.35% | -4.37% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 1.25% | -0.17% | -3.27% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.23% | -0.03% | +1.41% | |
| 30 | ALC | Alcon Inc. | Stock-Healthcare | 1.13% | -0.86% | -4.33% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.99% | -0.69% | +9.90% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.12% | -4.44% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.03% | -2.63% | |
| 34 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.94% | — | +6.38% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.08% | -0.24% | |
| 36 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.87% | +0.23% | +5.43% | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.87% | +0.10% | -2.16% | |
| 38 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.87% | +0.92% | -0.26% | |
| 39 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.84% | -0.01% | +5.76% | |
| 40 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.83% | +0.33% | +32.89% | |
| 41 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.82% | +0.07% | +14.65% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.79% | -0.79% | EXIT | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.76% | +0.22% | -0.54% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.72% | -0.15% | -14.33% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.19% | -29.42% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | -0.07% | -5.85% | |
| 47 | TILE | Interface Inc | Stock-Other | 0.55% | +0.23% | +8.33% | |
| 48 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.55% | +0.01% | +25.82% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | -0.50% | |
| 50 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.41% | -0.41% | EXIT |
| # | 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 | TJX | Tjx Companies Inc | +0.2% | -2.39% | Trim |
| 14 | ASML | ASML Holding N.V. | +0.2% | -0.54% | Trim |
| 15 | CCK | Crown Holdings Inc | +0.2% | +6.45% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +15.41% | Add |
| 17 | NET | Cloudflare Inc - Class A | +0.1% | -2.35% | Trim |
| 18 | COST | Costco Wholesale CORP | +0.1% | -0.50% | Trim |
| 19 | WM | Waste Management Inc | +0.1% | -3.27% | Trim |
| 20 | HD | Home Depot Inc | +0.1% | +3.11% | Add |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1.41% | Add |
| 22 | NVS | Novartis Ag-sponsored Adr | +0.1% | -5.85% | Trim |
| 23 | ABNB | Airbnb Inc-class A | +0.1% | +6.38% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +20.49% | Add |
| 25 | UBER | Uber Technologies Inc | 0% | +9.90% | Add |
| 26 | SYK | Stryker CORP | 0% | +0.84% | Add |
| 27 | PG | Procter & Gamble Co/the | 0% | -4.44% | Trim |
| 28 | MRK | Merck & Co. Inc. | 0% | -3.05% | Trim |
| 29 | XOM | Exxon Mobil CORP | 0% | -0.93% | Trim |
| 30 | TILE | Interface Inc | 0% | +8.33% | Add |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | +14.55% | Add |
| 32 | SPGI | S&p Global Inc | 0% | +55.44% | Add |
| 33 | NEE | Nextera Energy Inc | 0% | -1.22% | Trim |
| 34 | AMGN | Amgen Inc | 0% | +0.27% | Add |
| 35 | UNP | Union Pacific CORP | 0% | +0.02% | Add |
| 36 | GLD | Spdr Gold Shares | 0% | +2.05% | Add |
| 37 | ABBV | Abbvie Inc | 0% | +1.05% | Add |
| 38 | CRSP | CRISPR Therapeutics AG | 0% | +5.94% | Add |
| 39 | HON | Honeywell International Inc | 0% | -2.23% | Trim |
| 40 | DE | Deere & Co | 0% | -1.48% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +69.44% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.28% | Add |
| 43 | CHD | Church & Dwight Co Inc | 0% | +2.18% | Add |
| 44 | CSX | Csx CORP | 0% | — | Unchanged |
| 45 | VOO | Vanguard S&p 500 ETF | 0% | +47.93% | Add |
| 46 | GEV | GE Vernova Inc | 0% | +4.76% | Add |
| 47 | CSCO | Cisco Systems Inc | 0% | +8.12% | Add |
| 48 | APD | Air Products & Chemicals Inc | 0% | -3.30% | Trim |
| 49 | DELL | Dell Technologies -c | 0% | -1.21% | Trim |
| 50 | TGT | Target CORP | 0% | +1.61% | Add |
According to official SEC Form 13F filings, Reynders McVeigh Capital Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 195 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, ADI) accounted for 22.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
GOOG
市值: $45.1M
Top Position Liquidated / Trimmed
NVO
前期市值: $13.9M
During Q1 2026, Reynders McVeigh Capital Management, LLC's top holdings by market value included NVDA (8.4%)、AAPL (6.0%)、ADI (3.9%). The largest single position, NVDA, represented 8.4% of total portfolio value.
In Q1 2026, Reynders McVeigh Capital Management, LLC made 180 total portfolio adjustments, initiating 13 new buys, adding to 58 positions, trimming 95 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.