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

CIK 1455969 · latest 13F-HR filed 2026-04-27

Reynders McVeigh Capital Management, LLC manages $2.0M in 13F-reported U.S. long-equity assets across 195 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.44%), AAPL (5.95%), ADI (3.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 14, added to 54, and trimmed 82.

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.

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AUM

$2.0M

Long-equity book

Holdings

195

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+13 / −14 / ↑54 / ↓82

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Applied Materials Inc.$10.8K +47.8%
  • Analog Devices Inc.$8.9K +12.8%
  • Vertiv Holdings Co$5.9K +51.3%
  • Nextpower Inc.$5.2K +46.4%
  • Arm Holdings PLC$4.8K +38.0%
Show all 54

Top Trims

  • Alphabet Inc.-$59.5K -46.3%
  • NVIDIA Corp.-$20.6K -10.9%
  • Microsoft Corp.-$19.5K -20.8%
  • Salesforce Inc.-$13.2K -50.3%
  • Relx PLC-$12.8K -61.0%
Show all 82

New Positions

  • Alphabet Inc.$45.1K
  • Berkshire Hathaway Inc.$5.7K
  • Tompkins Financial Corp.$553
  • Waters Corporation$483
  • Public Service Enterprise Group Incorporated$389
Show all 13

Exited Positions

  • Novo Nordisk A/S$13.9K
  • Snap-On Incorporated$362
  • Boston Scientific Corporation$296
  • QUALCOMM Inc.$290
  • Nike, Inc.$269
Show all 14
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 $167.3K 8.44% 959,072 SH
2 Apple Inc. AAPL 037833100 $118.0K 5.95% 465,028 SH
3 Analog Devices Inc. ADI 032654105 $78.0K 3.94% 245,252 SH
4 Microsoft Corp. MSFT 594918104 $74.1K 3.74% 200,049 SH
5 Rockwell Automation, Inc. ROK 773903109 $70.8K 3.57% 197,266 SH
6 MasterCard Incorporated MA 57636Q104 $69.4K 3.50% 138,822 SH
7 Alphabet Inc. GOOGL 02079K305 $69.0K 3.48% 239,926 SH
8 Amphenol Corporation APH 032095101 $64.4K 3.25% 509,648 SH
9 UL Solutions Inc. ULS 903731107 $50.2K 2.53% 586,108 SH
10 Carrier Global Corporation CARR 14448C104 $50.2K 2.53% 891,158 SH
11 The TJX Companies Inc. TJX 872540109 $47.5K 2.40% 297,415 SH
12 Alphabet Inc. GOOG 02079K107 $45.1K 2.28% 157,276 SH
13 Abbott Laboratories ABT 002824100 $43.3K 2.18% 421,661 SH
14 T-Mobile US Inc TMUS 872590104 $43.1K 2.18% 205,401 SH
15 Xylem, Inc. XYL 98419M100 $41.5K 2.09% 347,246 SH
16 Stryker Corporation SYK 863667101 $41.4K 2.09% 125,871 SH
17 Danaher Corporation DHR 235851102 $40.1K 2.02% 211,308 SH
18 Aptargroup Inc. ATR 038336103 $39.6K 2.00% 314,216 SH
19 International Business Machines Corp. IBM 459200101 $34.8K 1.76% 143,526 SH
20 Amazon.com, Inc. AMZN 023135106 $34.6K 1.74% 165,951 SH
21 Crown Holdings Inc CCK 228368106 $34.5K 1.74% 344,478 SH
22 Applied Materials Inc. AMAT 038222105 $33.5K 1.69% 97,914 SH
23 Broadcom Inc AVGO 11135F101 $31.3K 1.58% 101,271 SH
24 Home Depot Inc. HD 437076102 $30.2K 1.52% 91,876 SH
25 Cloudflare Inc NET 18915M107 $30.0K 1.51% 145,410 SH
26 Veralto Corp. VLTO 92338C103 $29.2K 1.47% 330,329 SH
27 The New York Times Company NYT 650111107 $26.3K 1.33% 314,377 SH
28 Waste Management, Inc. WM 94106L109 $24.8K 1.25% 107,835 SH
29 Vertex Pharmaceuticals Incorporated VRTX 92532F100 $24.4K 1.23% 54,664 SH
30 Alcon AG ALC H01301128 $22.3K 1.13% 296,422 SH
31 Uber Technologies Inc UBER 90353T100 $19.5K 0.99% 271,570 SH
32 The Procter & Gamble Co. PG 742718109 $18.9K 0.95% 130,891 SH
33 Tesla Inc TSLA 88160R101 $18.8K 0.95% 50,614 SH
34 Airbnb Inc ABNB 009066101 $18.7K 0.94% 147,748 SH
35 Johnson & Johnson JNJ 478160104 $18.6K 0.94% 76,014 SH
36 Unilever PLC UL 904767803 $17.3K 0.87% 304,046 SH
37 Vertiv Holdings Co VRT 92537N108 $17.3K 0.87% 68,974 SH
38 Arm Holdings PLC ARM 042068205 $17.3K 0.87% 114,099 SH
39 Nextpower Inc. NXT 65290E101 $16.6K 0.84% 137,350 SH
40 Sharkninja Inc. SN G8068L108 $16.5K 0.83% 155,682 SH
41 Rocket Companies Inc RKT 77311W101 $16.3K 0.82% 1,141,083 SH
42 McCormick & Company, Incorporated MKC 579780206 $15.6K 0.79% 309,347 SH
43 ASML Holding N.V. ASML N07059210 $15.1K 0.76% 11,445 SH
44 Automatic Data Processing, Inc. ADP 053015103 $14.4K 0.72% 70,673 SH
45 Salesforce Inc. CRM 79466L302 $13.0K 0.66% 69,864 SH
46 Novartis AG NVS 66987V109 $11.2K 0.57% 73,392 SH
47 Interface, Inc. TILE 458665304 $11.0K 0.55% 439,682 SH
48 Sofi Technologies Inc SOFI 83406F102 $10.8K 0.55% 681,794 SH
49 Costco Wholesale Corporation COST 22160K105 $10.5K 0.53% 10,539 SH
50 Relx PLC RELX 759530108 $8.2K 0.41% 246,309 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $2.0M 195 0001455969-26-000002
2025-12-31 2026-02-02 $2.1M 198 0001455969-26-000001