Reynders McVeigh Capital Management, LLC — 13F Holdings & Portfolio

CIK 1455969 · latest 13F-HR filed 2026-09-15

Reynders McVeigh Capital Management, LLC manages $2.3M in 13F-reported U.S. long-equity assets across 196 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (8.20%), AAPL (5.97%), ROK (4.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 13, added to 103, and trimmed 44.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10 POST OFFICE SQUARE
SUITE N1010
BOSTON, MA 02109
Phone
(617) 226-9999
Filing Manager
Reynders McVeigh Capital Management, LLC
BOSTON, MA
Signatory
Kevin Fairweather
Controller
Loading holdings…
AUM

$2.3M

Long-equity book

Holdings

196

Distinct positions

Period

2026-06-30

Filed 2026-09-15

Q/Q Activity

+14 / −13 / ↑103 / ↓44

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Applied Materials Inc.$43.2K +129.0%
  • Rockwell Automation, Inc.$27.0K +38.1%
  • Amphenol Corporation$24.8K +38.5%
  • Arm Holdings PLC$23.2K +134.2%
  • NVIDIA Corp.$18.0K +10.8%
Show all 103 →

Top Trims

  • Aptargroup Inc.-$16.2K -41.0%
  • Alcon AG-$16.2K -72.4%
  • Uber Technologies Inc-$12.7K -65.2%
  • T-Mobile US Inc-$8.8K -20.4%
  • Abbott Laboratories-$5.6K -13.0%
Show all 44 →

New Positions

  • Broadridge Financial Solutions Inc.$12.0K
  • Sensient Technologies Corp$10.7K
  • Honeywell Aerospace Inc.$885
  • iShares Trust ESG MSCI LEADR$578
  • Micron Technology Inc.$439
Show all 14 →

Exited Positions

  • McCormick & Company, Incorporated$15.6K
  • Relx PLC$8.2K
  • Intuit Inc$443
  • Public Service Enterprise Group Incorporated$389
  • MarketAxess Holdings Inc.$365
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp. NVDA 67066G104 $185.3K 8.20% 925,981 SH
2 Apple Inc. AAPL 037833100 $135.0K 5.97% 466,656 SH
3 Rockwell Automation, Inc. ROK 773903109 $97.7K 4.33% 197,440 SH
4 Analog Devices Inc. ADI 032654105 $95.7K 4.23% 240,828 SH
5 Amphenol Corporation APH 032095101 $89.2K 3.95% 505,694 SH
6 Alphabet Inc. GOOGL 02079K305 $86.5K 3.83% 241,937 SH
7 Microsoft Corp. MSFT 594918104 $82.0K 3.63% 219,809 SH
8 Applied Materials Inc. AMAT 038222105 $76.6K 3.39% 105,987 SH
9 MasterCard Incorporated MA 57636Q104 $72.8K 3.22% 141,828 SH
10 Carrier Global Corporation CARR 14448C104 $67.4K 2.98% 918,219 SH
11 UL Solutions Inc. ULS 903731107 $61.9K 2.74% 608,136 SH
12 Alphabet Inc. GOOG 02079K107 $56.3K 2.49% 159,384 SH
13 Xylem, Inc. XYL 98419M100 $47.8K 2.12% 404,420 SH
14 The TJX Companies Inc. TJX 872540109 $45.2K 2.00% 298,592 SH
15 International Business Machines Corp. IBM 459200101 $42.4K 1.88% 150,929 SH
16 Stryker Corporation SYK 863667101 $42.3K 1.87% 134,256 SH
17 Broadcom Inc AVGO 11135F101 $42.2K 1.87% 111,710 SH
18 Danaher Corporation DHR 235851102 $40.5K 1.79% 212,366 SH
19 Arm Holdings PLC ARM 042068205 $40.4K 1.79% 114,025 SH
20 Amazon.com, Inc. AMZN 023135106 $39.8K 1.76% 166,954 SH
21 Crown Holdings Inc CCK 228368106 $39.7K 1.76% 355,461 SH
22 Abbott Laboratories ABT 002824100 $37.7K 1.67% 415,235 SH
23 Cloudflare Inc NET 18915M107 $35.0K 1.55% 142,669 SH
24 T-Mobile US Inc TMUS 872590104 $34.3K 1.52% 204,751 SH
25 Home Depot Inc. HD 437076102 $34.3K 1.52% 97,211 SH
26 Veralto Corp. VLTO 92338C103 $30.4K 1.34% 342,376 SH
27 Vertex Pharmaceuticals Incorporated VRTX 92532F100 $27.1K 1.20% 54,499 SH
28 Sharkninja Inc. SN G8068L108 $26.3K 1.16% 172,607 SH
29 Unilever PLC UL 904767803 $24.9K 1.10% 413,512 SH
30 Waste Management, Inc. WM 94106L109 $24.5K 1.08% 109,866 SH
31 Aptargroup Inc. ATR 038336103 $23.4K 1.03% 186,679 SH
32 ASML Holding N.V. ASML N07059210 $22.1K 0.98% 11,096 SH
33 The New York Times Company NYT 650111107 $22.0K 0.98% 315,063 SH
34 Vertiv Holdings Co VRT 92537N108 $21.9K 0.97% 65,559 SH
35 Airbnb Inc ABNB 009066101 $21.4K 0.94% 149,240 SH
36 Tesla Inc TSLA 88160R101 $20.7K 0.92% 49,233 SH
37 Rocket Companies Inc RKT 77311W101 $20.1K 0.89% 1,274,670 SH
38 Johnson & Johnson JNJ 478160104 $19.4K 0.86% 76,513 SH
39 Advanced Micro Devices Inc. AMD 007903107 $19.3K 0.85% 33,203 SH
40 Nextpower Inc. NXT 65290E101 $18.8K 0.83% 157,897 SH
41 The Procter & Gamble Co. PG 742718109 $18.7K 0.83% 127,833 SH
42 Interface, Inc. TILE 458665304 $17.6K 0.78% 489,736 SH
43 Automatic Data Processing, Inc. ADP 053015103 $12.9K 0.57% 57,695 SH
44 Sofi Technologies Inc SOFI 83406F102 $12.5K 0.56% 699,538 SH
45 Broadridge Financial Solutions Inc. BR 11133T103 $12.0K 0.53% 87,447 SH
46 Novartis AG NVS 66987V109 $11.2K 0.50% 71,575 SH
47 Sensient Technologies Corp SXT 81725T100 $10.7K 0.47% 86,526 SH
48 Salesforce Inc. CRM 79466L302 $10.5K 0.47% 67,163 SH
49 Costco Wholesale Corporation COST 22160K105 $10.0K 0.44% 10,721 SH
50 AbbVie Inc. ABBV 00287Y109 $7.3K 0.32% 29,167 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-09-15 $2.3M 196 0001455969-26-000005
2026-03-31 2026-04-27 $2.0M 195 0001455969-26-000002
2025-12-31 2026-02-02 $2.1M 198 0001455969-26-000001