Reynders McVeigh Capital Management, LLC

CIK

1455969

Location

BOSTON, MA

Portfolio Value

Mid $2,170,888,818

Diversification

Diversified

Filing Date

Global Rank

#1,511 / 8,795 ▼ 106 · as of Jun 2026

Top Industry

Semiconductors 18.1%

Period ended 3 months ago

Filed Sep 15, 2026 · 21d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

181 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.5%

−0.2 pts

Top 5

30.2%

+1.4 pts

Top 10

46.9%

+2.9 pts

HHI

317

Diversified+14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$859,556,430	41
Industrials	17.4%	$376,945,094	27
Consumer Cyclical	11.6%	$252,502,655	18
Healthcare	11.4%	$247,976,893	28
Communication Services	9.3%	$201,533,346	7
Financial Services	5.8%	$126,923,126	16
Consumer Defensive	2.8%	$61,260,769	13
Unclassified	1.1%	$23,341,365	12
Basic Materials	0.7%	$14,959,174	9
Utilities	0.1%	$3,078,725	4
Energy	0.1%	$2,038,993	3
Real Estate	0.0%	$772,248	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	+133,587	1,274,670	$20,076,052
UL	Unilever PLC	+109,466	413,512	$24,860,341
XYL	Xylem Inc.	+57,174	404,420	$47,806,488
TILE	Interface Inc	+50,054	489,736	$17,552,138
VB	Vanguard Morningstar Small-Cap ETF	+33,594	45,976	$5,457,997
CARR	CARRIER GLOBAL Corp	+27,061	918,219	$67,351,363
ULS	UL Solutions Inc.	+22,028	608,136	$61,944,732
NXT	Nextpower Inc.	+20,547	157,897	$18,811,848
MSFT	Microsoft Corp	+19,760	219,809	$81,993,153
SOFI	SoFi Technologies, Inc.	+17,744	699,538	$12,542,716
SN	SharkNinja, Inc.	+16,925	172,607	$26,282,867
VLTO	Veralto Corp	+12,047	342,376	$30,361,903
CCK	Crown Holdings, Inc.	+10,983	355,461	$39,747,649
AVGO	Broadcom Inc.	+10,439	111,710	$42,198,452
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,422	54,410	$7,076,973
SYK	Stryker Corp	+8,385	134,256	$42,269,159
AMAT	Applied Materials Inc /De	+8,073	105,987	$76,628,601
IBM	International Business Machines Corp	+7,403	150,929	$42,442,744
HD	Home Depot, Inc.	+5,335	97,211	$34,284,375
BKNG	Booking Holdings Inc.	+5,186	5,402	$962,852
GOOGL	Alphabet Inc.	+4,119	401,321	$142,776,173
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+3,780	4,536	$374,764
MA	Mastercard Inc	+3,006	141,828	$72,842,860
WM	Waste Management Inc	+2,031	109,866	$24,486,934
AAPL	Apple Inc.	+1,628	466,656	$135,031,580
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALC	Alcon Inc	−204,657	91,765	$6,157,431
ENVX	Enovix Corp	−179,658	77,882	$472,743
UBER	Uber Technologies, Inc	−177,279	94,291	$6,804,038
ATR	Aptargroup, Inc.	−127,537	186,679	$23,372,210
CRSP	CRISPR Therapeutics AG	−92,373	31,065	$1,694,285
GRAL	GRAIL, Inc.	−47,761	71,304	$4,867,924
NVDA	Nvidia Corp	−33,091	925,981	$185,279,538
BDX	Becton Dickinson & Co	−30,453	8,891	$1,345,475
ADP	Automatic Data Processing Inc	−12,978	57,695	$12,920,795
ABT	Abbott Laboratories	−6,426	415,235	$37,678,423
DD	DuPont de Nemours, Inc.	−5,077	3,288	$445,984
DSGX	Descartes Systems Group Inc	−4,918	54,027	$3,740,829
ADI	Analog Devices Inc	−4,424	240,828	$95,649,656
HON	Honeywell International Inc	−4,140	4,005	$896,719
APH	Amphenol Corp /De/	−3,954	505,694	$89,164
VRT	Vertiv Holdings Co	−3,415	65,559	$21,950,464
PG	PROCTER & GAMBLE Co	−3,058	127,833	$18,745,431
NET	Cloudflare, Inc.	−2,741	142,669	$34,993,852
CRM	Salesforce, Inc.	−2,701	67,163	$10,521,755
VIG	Vanguard Dividend Appreciation ETF	−1,932	8,966	$2,121,534
AMD	Advanced Micro Devices Inc	−1,854	33,203	$19,287,954
ORCL	Oracle Corp	−1,829	22,362	$3,277,151
NVS	Novartis AG	−1,817	71,575	$11,217,234
PEP	Pepsico Inc	−1,720	13,622	$1,844,418
CSCO	Cisco Systems, Inc.	−1,625	15,361	$1,804,303
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	87,447	$11,975,866
SXT	Sensient Technologies Corp	86,526	$10,667,790
HONA	Honeywell Aerospace Inc.	4,005	$885,425
MU	Micron Technology Inc	381	$439,784
PANW	Palo Alto Networks Inc	1,120	$381,942
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,395	$296,814
GLW	Corning Inc /Ny	1,154	$294,766
MMM	3M Co	1,420	$229,912
MKSI	Mks Inc	513	$228,182
QCOM	Qualcomm Inc/De	1,200	$221,748
PGR	Progressive Corp/Oh/	952	$207,964
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,058	$201,570
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
MKC	Mccormick & Co Inc	309,347	$15,603,462
RELX	Relx PLC	246,309	$8,165,143
INTU	Intuit Inc.	1,026	$443,621
PEG	Public Service Enterprise Group Inc	4,810	$389,369
MKTX	Marketaxess Holdings Inc	2,215	$365,430
VIGI	Vanguard International Dividend Appreciation ETF	2,314	$342,703
MDLZ	Mondelez International, Inc.	5,421	$312,466
MDT	Medtronic plc	3,159	$273,727
CTSH	Cognizant Technology Solutions Corp	3,962	$243,068
T	At&T Inc.	7,965	$230,905
CSL	Carlisle Companies Inc	664	$221,523
FISV	Fiserv Inc	3,717	$207,408
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 tracked positions · $2,170,888,818 total · filing declares 196 positions · $2,259,964 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	925,981	-33,091	$185,279,538	+10.8%	8.53%
GOOGL	Alphabet Inc. Communication Services	Added	401,321	+4,119	$142,776,173	+25.1%	6.58%
AAPL	Apple Inc. Technology	Added	466,656	+1,628	$135,031,580	+14.4%	6.22%
ROK	Rockwell Automation, Inc Industrials	Added	197,440	+174	$97,748,595	+38.1%	4.50%
ADI	Analog Devices Inc Technology	Reduced	240,828	-4,424	$95,649,656	+22.6%	4.41%
MSFT	Microsoft Corp Technology	Added	219,809	+19,760	$81,993,153	+10.7%	3.78%
AMAT	Applied Materials Inc /De Technology	Added	105,987	+8,073	$76,628,601	+129.0%	3.53%
MA	Mastercard Inc Financial Services	Added	141,828	+3,006	$72,842,860	+5.0%	3.36%
CARR	CARRIER GLOBAL Corp Industrials	Added	918,219	+27,061	$67,351,363	+34.2%	3.10%
ULS	UL Solutions Inc. Industrials	Added	608,136	+22,028	$61,944,732	+23.3%	2.85%
XYL	Xylem Inc. Industrials	Added	404,420	+57,174	$47,806,488	+15.2%	2.20%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	298,592	+1,177	$45,236,688	−4.8%	2.08%
IBM	International Business Machines Corp Technology	Added	150,929	+7,403	$42,442,744	+22.0%	1.96%
SYK	Stryker Corp Healthcare	Added	134,256	+8,385	$42,269,159	+2.2%	1.95%
AVGO	Broadcom Inc. Technology	Added	111,710	+10,439	$42,198,452	+34.6%	1.94%
DHR	Danaher Corp /De/ Healthcare	Added	212,366	+1,058	$40,451,475	+1.0%	1.86%
ARM	Arm Holdings PLC /Uk Technology	Reduced	114,025	-74	$40,429,844	+134.2%	1.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	166,954	+1,003	$39,791,816	+15.1%	1.83%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	355,461	+10,983	$39,747,649	+15.1%	1.83%
ABT	Abbott Laboratories Healthcare	Reduced	415,235	-6,426	$37,678,423	−13.0%	1.74%
NET	Cloudflare, Inc. Technology	Reduced	142,669	-2,741	$34,993,852	+16.6%	1.61%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	204,751	-650	$34,342,885	−20.4%	1.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	97,211	+5,335	$34,284,375	+13.5%	1.58%
VLTO	Veralto Corp Industrials	Added	342,376	+12,047	$30,361,903	+4.0%	1.40%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	54,499	-165	$27,071,288	+10.9%	1.25%
SN	SharkNinja, Inc. Consumer Cyclical	Added	172,607	+16,925	$26,282,867	+59.4%	1.21%
UL	Unilever PLC Consumer Defensive	Added	413,512	+109,466	$24,860,341	+43.5%	1.15%
WM	Waste Management Inc Industrials	Added	109,866	+2,031	$24,486,934	−1.2%	1.13%
ATR	Aptargroup, Inc. Healthcare	Reduced	186,679	-127,537	$23,372,210	−41.0%	1.08%
ASML	Asml Holding NV Technology	Reduced	11,096	-349	$22,074,825	+46.0%	1.02%
NYT	New York Times Co Communication Services	Added	315,063	+686	$22,048,108	−16.2%	1.02%
VRT	Vertiv Holdings Co Industrials	Reduced	65,559	-3,415	$21,950,464	+27.0%	1.01%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	149,240	+1,492	$21,356,244	+14.5%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	49,233	-1,381	$20,707,399	+10.1%	0.95%
RKT	Rocket Companies, Inc. Financial Services	Added	1,274,670	+133,587	$20,076,052	+23.5%	0.92%
JNJ	Johnson & Johnson Healthcare	Added	76,513	+499	$19,432,006	+4.6%	0.90%
AMD	Advanced Micro Devices Inc Technology	Reduced	33,203	-1,854	$19,287,954	+170.5%	0.89%
NXT	Nextpower Inc. Technology	Added	157,897	+20,547	$18,811,848	+13.6%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	127,833	-3,058	$18,745,431	−0.8%	0.86%
TILE	Interface Inc Consumer Cyclical	Added	489,736	+50,054	$17,552,138	+60.2%	0.81%
ADP	Automatic Data Processing Inc Technology	Reduced	57,695	-12,978	$12,920,795	−10.0%	0.60%
SOFI	SoFi Technologies, Inc. Financial Services	Added	699,538	+17,744	$12,542,716	+15.8%	0.58%
BR	Broadridge Financial Solutions, Inc. Technology	NEW	87,447	NEW	$11,975,866	NEW	0.55%
NVS	Novartis AG Healthcare	Reduced	71,575	-1,817	$11,217,234	+0.1%	0.52%
SXT	Sensient Technologies Corp Basic Materials	NEW	86,526	NEW	$10,667,790	NEW	0.49%
CRM	Salesforce, Inc. Technology	Reduced	67,163	-2,701	$10,521,755	−19.3%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,721	+182	$10,029,173	−4.5%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,894	+96	$8,945,037	+4.9%	0.41%
ABBV	AbbVie Inc. Healthcare	Added	29,167	+115	$7,339,583	+16.2%	0.34%
LLY	ELI LILLY & Co Healthcare	Reduced	5,915	-71	$7,094,629	+28.9%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.