Top Institutional Investors

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

CIK 1455969 · latest 13F-HR filed 2026-10-30

Backtest portfolio

Reynders McVeigh Capital Management, LLC manages $2.31B in 13F-reported U.S. long-equity assets across 196 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (9.25%), AAPL (6.88%), MSFT (5.20%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 11 new positions and exited 11; 42 existing positions rose in reported value and 85 fell.

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.

Loading holdings…
AUM
$2.31B

Long-equity book

Holdings
196

Distinct positions

Period
2026-09-30

Filed 2026-10-30

Q/Q Activity
+11 / −11 / ↑42 / ↓85

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA9.3% · +1%AAPL6.9% · +2%MSFT5.2% · +6%ADI4.3% · +3%ROK3.9% · +4%GOOGL3.9% · +8%APH3.7% · +99%MA3.5% · +3%AMAT2.6% · +12%GOOG2.3% · -1%CARR2.3% · +6%NET2.3% · +5%AVGO2.2% · +27%DHR2.0% · -2%XYL1.9% · +9%ULS1.9% · +12%ABT1.8% · +2%AMZN1.8% · +0%CCK1.7% · +6%SYK1.7% · +4%TJX1.7% · -3%ARM1.6% · +14%SN1.6% · +17%VLTO1.5% · +5%IBM1.5% · +1%UL1.4% · +27%VRTX1.3% · +5%HD1.3% · +7%ABNB1.2% · +12%WM0.9% · -5%NXT0.9% · +72%ASML0.9% · +2%TILE0.9% · +22%BR0.9% · +41%JNJ0.8% · -5%AMD0.8% · -6%CRM0.8% · +21%PG0.8% · -1%RKT0.8% · +24%SXT0.8% · +56%NYT0.8% · -13%TSLA0.8% · -0%VRT0.7% · +6%ATR0.6% · -36%ADP0.6% · -6%CHWY0.5% · newSOFI0.5% · +9%COST0.4% · +0%GRAL0.4% · -11%TMUS0.4% · -75%NVS0.3% · -22%ABBV0.3% · -8%LLY0.3% · -1%TMO0.3% · -0%V0.3% · -3%BRK.B0.3% · -2%CNI0.2% · -12%DSGX0.2% · +3%VUG0.2% · 0%AMGN0.2% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Reynders McVeigh Capital Management, LLC Holdings (2026-09-30)

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 $213.4M 9.25% 934,603 SH
2 Apple Inc. AAPL 037833100 $158.8M 6.88% 476,728 SH
3 Microsoft Corp. MSFT 594918104 $120.0M 5.20% 233,944 SH
4 Analog Devices Inc. ADI 032654105 $98.5M 4.27% 248,260 SH
5 Rockwell Automation, Inc. ROK 773903109 $89.8M 3.89% 206,224 SH
6 Alphabet Inc. GOOGL 02079K305 $89.6M 3.89% 260,515 SH
7 Amphenol Corporation APH 032095101 $84.8M 3.68% 1,005,650 SH
8 MasterCard Incorporated MA 57636Q104 $80.4M 3.49% 145,787 SH
9 Applied Materials Inc. AMAT 038222105 $60.8M 2.63% 118,800 SH
10 Alphabet Inc. GOOG 02079K107 $53.6M 2.32% 157,341 SH
11 Carrier Global Corporation CARR 14448C104 $53.5M 2.32% 974,346 SH
12 Cloudflare Inc NET 18915M107 $52.1M 2.26% 149,957 SH
13 Broadcom Inc AVGO 11135F101 $50.0M 2.17% 142,310 SH
14 Danaher Corporation DHR 235851102 $46.2M 2.00% 208,570 SH
15 Xylem, Inc. XYL 98419M100 $44.8M 1.94% 442,497 SH
16 UL Solutions Inc. ULS 903731107 $44.8M 1.94% 682,760 SH
17 Abbott Laboratories ABT 002824100 $41.9M 1.82% 424,056 SH
18 Amazon.com, Inc. AMZN 023135106 $41.8M 1.81% 167,654 SH
19 Crown Holdings Inc CCK 228368106 $39.9M 1.73% 378,502 SH
20 Stryker Corporation SYK 863667101 $38.6M 1.67% 140,210 SH
21 The TJX Companies Inc. TJX 872540109 $38.3M 1.66% 289,749 SH
22 Arm Holdings PLC ARM 042068205 $37.5M 1.63% 129,595 SH
23 Sharkninja Inc. SN G8068L108 $36.5M 1.58% 202,460 SH
24 Veralto Corp. VLTO 92338C103 $33.8M 1.47% 358,317 SH
25 International Business Machines Corp. IBM 459200101 $33.5M 1.45% 152,403 SH
26 Unilever PLC UL 904767803 $32.0M 1.39% 526,885 SH
27 Vertex Pharmaceuticals Incorporated VRTX 92532F100 $30.0M 1.30% 57,398 SH
28 Home Depot Inc. HD 437076102 $29.5M 1.28% 103,730 SH
29 Airbnb Inc ABNB 009066101 $27.0M 1.17% 167,820 SH
30 Waste Management, Inc. WM 94106L109 $21.3M 0.92% 104,526 SH
31 Nextpower Inc. NXT 65290E101 $21.2M 0.92% 271,750 SH
32 ASML Holding N.V. ASML N07059210 $20.5M 0.89% 11,331 SH
33 Interface, Inc. TILE 458665304 $20.5M 0.89% 596,023 SH
34 Broadridge Financial Solutions Inc. BR 11133T103 $19.8M 0.86% 123,203 SH
35 Johnson & Johnson JNJ 478160104 $19.3M 0.84% 72,904 SH
36 Advanced Micro Devices Inc. AMD 007903107 $19.2M 0.83% 31,325 SH
37 Salesforce Inc. CRM 79466L302 $18.6M 0.81% 81,153 SH
38 The Procter & Gamble Co. PG 742718109 $18.4M 0.80% 126,593 SH
39 Rocket Companies Inc RKT 77311W101 $18.3M 0.79% 1,585,979 SH
40 Sensient Technologies Corp SXT 81725T100 $17.6M 0.76% 134,704 SH
41 The New York Times Company NYT 650111107 $17.5M 0.76% 274,178 SH
42 Tesla Inc TSLA 88160R101 $17.5M 0.76% 49,214 SH
43 Vertiv Holdings Co VRT 92537N108 $16.8M 0.73% 69,647 SH
44 Aptargroup Inc. ATR 038336103 $14.4M 0.63% 118,988 SH
45 Automatic Data Processing, Inc. ADP 053015103 $14.0M 0.61% 54,153 SH
46 Chewy Inc CHWY 16679L109 $12.0M 0.52% 657,836 SH
47 Sofi Technologies Inc SOFI 83406F102 $11.9M 0.52% 759,651 SH
48 Costco Wholesale Corporation COST 22160K105 $9.8M 0.43% 10,774 SH
49 GRAIL Inc GRAL 384747101 $8.9M 0.39% 63,696 SH
50 T-Mobile US Inc TMUS 872590104 $8.3M 0.36% 50,958 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-30 $2.31B 196 0001455969-26-000006
2026-06-30 2026-09-15 $2.26B 196 0001455969-26-000005
2026-03-31 2026-04-27 $1.98B 195 0001455969-26-000002
2025-12-31 2026-02-02 $2.13B 198 0001455969-26-000001
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
Oliver Fraser
Compliance Associate