Reynders McVeigh Capital Management
BOSTON, MAfiles as Reynders McVeigh Capital Management, LLC
$2.0bn in 195 US stocks at the end of 31 March 2026. The top 10 are 40.9% of the money. It changed about 8.8% of the portfolio this quarter.
Value
$2.0bn
Stocks
195
Top 10 share
40.9%
Turnover
8.8%
What changed this quarter
New
Bought for the first time this quarter.
- AlphabetGOOG2.3% of the fund
- Berkshire HathawayBRK-B0.3% of the fund
- Tompkins FinancialTMP<0.1% of the fund
- WatersWAT<0.1% of the fund
- Public Service Enterprise GroupPEG<0.1% of the fund
- Vanguard Whitehall FDSVYM<0.1% of the fund
- CarMaxKMX<0.1% of the fund
- Ishares TRESGD<0.1% of the fund
- TeradyneTER<0.1% of the fund
- Vanguard Index FDSVTV<0.1% of the fund
- Rivian AutomotiveRIVN<0.1% of the fund
- Global PaymentsGPN<0.1% of the fund
- HA Sustainable Infrastructure CapitalHASI<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT3.7% of the fund+3%
- International Business MachinesIBM1.8% of the fund+3%
- Crown HoldingsCCK1.7% of the fund+6%
- Applied MaterialsAMAT1.7% of the fund+11%
- BroadcomAVGO1.6% of the fund+15%
- Home DepotHD1.5% of the fund+3%
- VeraltoVLTO1.5% of the fund+2%
- Uber TechnologiesUBER1.0% of the fund+10%
- AirbnbABNB0.9% of the fund+6%
- UnileverUL0.9% of the fund+5%
- NextpowerNXT0.8% of the fund+6%
- SharkNinjaSN0.8% of the fund+33%
- Rocket CompaniesRKT0.8% of the fund+15%
- InterfaceTILE0.6% of the fund+8%
- SoFi TechnologiesSOFI0.5% of the fund+26%
- Becton DickinsonBDX0.3% of the fund+6%
- GrailGRAL0.3% of the fund+5%
- CRISPR Therapeutics AGCRSP0.3% of the fund+6%
- Descartes Systems GroupDSGX0.2% of the fund+12%
- OracleORCL0.2% of the fund+24%
- Vanguard Specialized FundsVIG0.1% of the fund+15%
- CaterpillarCAT0.1% of the fund+20%
- Spdr Gold TRGLD<0.1% of the fund+2%
- Cisco SystemsCSCO<0.1% of the fund+8%
- Church & DwightCHD<0.1% of the fund+2%
Cut
Sold some of their stake.
- NvidiaNVDA8.4% of the fund-5%
- Analog DevicesADI3.9% of the fund-4%
- AlphabetGOOGL3.5% of the fund-42%
- AmphenolAPH3.2% of the fund-3%
- TJX CompaniesTJX2.4% of the fund-2%
- CloudflareNET1.5% of the fund-2%
- New York TimesNYT1.3% of the fund-4%
- Waste ManagementWM1.3% of the fund-3%
- AlconALC1.1% of the fund-4%
- Procter & GamblePG1.0% of the fund-4%
- TeslaTSLA0.9% of the fund-3%
- Vertiv HoldingsVRT0.9% of the fund-2%
- McCormickMKC0.8% of the fund-17%
- Automatic Data ProcessingADP0.7% of the fund-14%
- SalesforceCRM0.7% of the fund-29%
- Novartis AGNVS0.6% of the fund-6%
- RelxRELX0.4% of the fund-52%
- Advanced Micro DevicesAMD0.4% of the fund-3%
- Canadian National RailwayCNI0.2% of the fund-10%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund-17%
- Berkshire Hathaway INC DELBRK-A0.1% of the fund-100%
- Vanguard Index FDSVUG0.1% of the fund-4%
- MerckMRK0.1% of the fund-3%
- PepsiCoPEP0.1% of the fund-6%
- Honeywell InternationalHON<0.1% of the fund-2%
Sold out
Sold their entire stake.
- Novo Nordisk A SNVO-100%
- Snap-onSNA-100%
- Boston ScientificBSX-100%
- QualcommQCOM-100%
- NikeNKE-100%
- Palo Alto NetworksPANW-100%
- Invesco Exchange Traded FD TRSP-100%
- AccentureACN-100%
- CloroxCLX-100%
- AdobeADBE-100%
- CVS HealthCVS-100%
- ProgressivePGR-100%
- 3MMMM-100%
- VistraVST-100%
Holdings
- UnileverUL
- Share
- 0.9%
- Value
- $17m
- Shares
- 304,046
+5%
- ARM HoldingsARM
- Share
- 0.9%
- Value
- $17m
- Shares
- 114,099
Held
- RelxRELX
- Share
- 0.4%
- Value
- $8m
- Shares
- 246,309
-52%
- Canadian National RailwayCNI
- Share
- 0.2%
- Value
- $5m
- Shares
- 45,900
-10%
- Descartes Systems GroupDSGX
- Share
- 0.2%
- Value
- $4m
- Shares
- 58,945
+12%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $4m
- Shares
- 5,403
-17%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.1%
- Value
- $3m
- Shares
- 4
-100%
- Vanguard Index FDSVUG
- Share
- 0.1%
- Value
- $3m
- Shares
- 6,173
-4%
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $2m
- Shares
- 10,898
+15%
- Ishares TRIJH
- Share
- <0.1%
- Value
- $2m
- Shares
- 23,115
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $2m
- Shares
- 3,488
+2%
- Ishares TRIWP
- Share
- <0.1%
- Value
- $1m
- Shares
- 9,250
Held
- Ishares TRIVW
- Share
- <0.1%
- Value
- $1m
- Shares
- 8,895
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 8.4% | $167m | 959,072 | -5% |
| AppleAAPL | 6.0% | $118m | 465,028 | Held |
| Analog DevicesADI | 3.9% | $78m | 245,252 | -4% |
| MicrosoftMSFT | 3.7% | $74m | 200,049 | +3% |
| Rockwell AutomationROK | 3.6% | $71m | 197,266 | Held |
| MastercardMA | 3.5% | $69m | 138,822 | Held |
| AlphabetGOOGL | 3.5% | $69m | 239,926 | -42% |
| AmphenolAPH | 3.2% | $64m | 509,648 | -3% |
| UL SolutionsULS | 2.5% | $50m | 586,108 | Held |
| Carrier GlobalCARR | 2.5% | $50m | 891,158 | Held |
| TJX CompaniesTJX | 2.4% | $47m | 297,415 | -2% |
| AlphabetGOOG | 2.3% | $45m | 157,276 | New |
| Abbott LaboratoriesABT | 2.2% | $43m | 421,661 | Held |
| T-Mobile USTMUS | 2.2% | $43m | 205,401 | Held |
| XylemXYL | 2.1% | $41m | 347,246 | Held |
| StrykerSYK | 2.1% | $41m | 125,871 | Held |
| DanaherDHR | 2.0% | $40m | 211,308 | Held |
| AptargroupATR | 2.0% | $40m | 314,216 | Held |
| International Business MachinesIBM | 1.8% | $35m | 143,526 | +3% |
| Amazon.comAMZN | 1.7% | $35m | 165,951 | Held |
| Crown HoldingsCCK | 1.7% | $35m | 344,478 | +6% |
| Applied MaterialsAMAT | 1.7% | $33m | 97,914 | +11% |
| BroadcomAVGO | 1.6% | $31m | 101,271 | +15% |
| Home DepotHD | 1.5% | $30m | 91,876 | +3% |
| CloudflareNET | 1.5% | $30m | 145,410 | -2% |
| VeraltoVLTO | 1.5% | $29m | 330,329 | +2% |
| New York TimesNYT | 1.3% | $26m | 314,377 | -4% |
| Waste ManagementWM | 1.3% | $25m | 107,835 | -3% |
| Vertex PharmaceuticalsVRTX | 1.2% | $24m | 54,664 | Held |
| AlconALC | 1.1% | $22m | 296,422 | -4% |
| Uber TechnologiesUBER | 1.0% | $20m | 271,570 | +10% |
| Procter & GamblePG | 1.0% | $19m | 130,891 | -4% |
| TeslaTSLA | 0.9% | $19m | 50,614 | -3% |
| AirbnbABNB | 0.9% | $19m | 147,748 | +6% |
| Johnson & JohnsonJNJ | 0.9% | $19m | 76,014 | Held |
| UnileverUL | 0.9% | $17m | 304,046 | +5% |
| Vertiv HoldingsVRT | 0.9% | $17m | 68,974 | -2% |
| ARM HoldingsARM | 0.9% | $17m | 114,099 | Held |
| NextpowerNXT | 0.8% | $17m | 137,350 | +6% |
| SharkNinjaSN | 0.8% | $16m | 155,682 | +33% |
| Rocket CompaniesRKT | 0.8% | $16m | 1,141,083 | +15% |
| McCormickMKC | 0.8% | $16m | 309,347 | -17% |
| ASML Holding NVASML | 0.8% | $15m | 11,445 | Held |
| Automatic Data ProcessingADP | 0.7% | $14m | 70,673 | -14% |
| SalesforceCRM | 0.7% | $13m | 69,864 | -29% |
| Novartis AGNVS | 0.6% | $11m | 73,392 | -6% |
| InterfaceTILE | 0.6% | $11m | 439,682 | +8% |
| SoFi TechnologiesSOFI | 0.5% | $11m | 681,794 | +26% |
| Costco WholesaleCOST | 0.5% | $11m | 10,539 | Held |
| RelxRELX | 0.4% | $8m | 246,309 | -52% |
| Advanced Micro DevicesAMD | 0.4% | $7m | 35,057 | -3% |
| AbbVieABBV | 0.3% | $6m | 29,052 | Held |
| Becton DickinsonBDX | 0.3% | $6m | 39,344 | +6% |
| GrailGRAL | 0.3% | $6m | 119,065 | +5% |
| CRISPR Therapeutics AGCRSP | 0.3% | $6m | 123,438 | +6% |
| Berkshire HathawayBRK-B | 0.3% | $6m | 11,794 | New |
| Eli LillyLLY | 0.3% | $6m | 5,986 | Held |
| VisaV | 0.3% | $5m | 16,408 | Held |
| Canadian National RailwayCNI | 0.2% | $5m | 45,900 | -10% |
| Thermo Fisher ScientificTMO | 0.2% | $4m | 9,072 | Held |
| Descartes Systems GroupDSGX | 0.2% | $4m | 58,945 | +12% |
| OracleORCL | 0.2% | $4m | 24,191 | +24% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $4m | 5,403 | -17% |
| AmgenAMGN | 0.2% | $3m | 9,182 | Held |
| Union PacificUNP | 0.2% | $3m | 12,992 | Held |
| McDonald'sMCD | 0.2% | $3m | 9,617 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.1% | $3m | 4 | -100% |
| Vanguard Index FDSVUG | 0.1% | $3m | 6,173 | -4% |
| MerckMRK | 0.1% | $3m | 22,387 | -3% |
| PepsiCoPEP | 0.1% | $2m | 15,342 | -6% |
| Vanguard Specialized FundsVIG | 0.1% | $2m | 10,898 | +15% |
| CaterpillarCAT | 0.1% | $2m | 2,970 | +20% |
| NextEra EnergyNEE | <0.1% | $2m | 20,434 | Held |
| Honeywell InternationalHON | <0.1% | $2m | 8,145 | -2% |
| Ishares TRIJH | <0.1% | $2m | 23,115 | Held |
| EquifaxEFX | <0.1% | $2m | 8,613 | Held |
| WalmartWMT | <0.1% | $2m | 12,084 | -9% |
| Spdr Gold TRGLD | <0.1% | $2m | 3,488 | +2% |
| ExxonMobil HoldingsXOM | <0.1% | $1m | 8,391 | Held |
| Tyler TechnologiesTYL | <0.1% | $1m | 4,009 | -16% |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $1m | 3,964 | Held |
| EnovixENVX | <0.1% | $1m | 257,540 | -17% |
| Cisco SystemsCSCO | <0.1% | $1m | 16,986 | +8% |
| JPMorgan ChaseJPM | <0.1% | $1m | 4,363 | Held |
| Intuitive SurgicalISRG | <0.1% | $1m | 2,780 | Held |
| NXP SemiconductorsNXPI | <0.1% | $1m | 6,446 | -3% |
| RTXRTX | <0.1% | $1m | 6,547 | -11% |
| Church & DwightCHD | <0.1% | $1m | 13,112 | +2% |
| MercadoLibreMELI | <0.1% | $1m | 708 | Held |
| Ishares TRIWP | <0.1% | $1m | 9,250 | Held |
| S&P GlobalSPGI | <0.1% | $1m | 2,770 | +55% |
| CSXCSX | <0.1% | $1m | 28,495 | Held |
| DeereDE | <0.1% | $1m | 2,062 | Held |
| American ExpressAXP | <0.1% | $1m | 3,781 | +8% |
| Walt DisneyDIS | <0.1% | $1m | 11,280 | Held |
| Bristol-Myers SquibbBMY | <0.1% | $1m | 17,904 | Held |
| Emerson ElectricEMR | <0.1% | $1m | 7,826 | -4% |
| Ishares TRIVW | <0.1% | $1m | 8,895 | Held |
| Mettler Toledo InternationalMTD | <0.1% | $955,000 | 757 | Held |
| Idexx LaboratoriesIDXX | <0.1% | $932,000 | 1,658 | Held |
Showing the largest 100 of 195.
Over time and by industry
Value over time
Sep '25
Mar '26
Value is down 1.1% since 30 June 2025.
Where the money is
Technology34.8%
Industrials18.8%
Health care12.6%
Media & telecom9.4%
Retail & consumer9.3%
Financial services5.8%
Materials3.9%
Everyday goods2.7%
Utilities0.2%
Energy0.1%
Real estate0.0%
Other2.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.