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Reynders McVeigh Capital Management

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.26B Turnover 12.92%
1-Year Est. Return 30.17%
This Fund
S&P 500
This Quarter Est. Return
+21.29%
1 Year Est. Return
+30.17%
3 Year Est. Return
+107.79%
5 Year Est. Return
+135.48%
10 Year Est. Return
+653.09%
AUM
$2.26B
AUM Growth
+$278M
Cap. Flow
-$23.2M
Cap. Flow %
-1.03%
Top 10 Hldgs %
43.72%
Holding
209
New
14
Increased
59
Reduced
85
Closed
13
Avg Time Held
7.2 years
Top 10 Avg Time Held
4.7 years
Top 20 Avg Time Held
5.1 years

Top Buys

Rank Stock Value
1
BR icon
Broadridge
BR
+$13.2M
2
SXT icon
Sensient Technologies
SXT
+$9.6M
3
MSFT icon
Microsoft
MSFT
+$7.99M
4
XYL icon
Xylem
XYL
+$6.6M
5
UL icon
Unilever
UL
+$6.33M

Top Sells

Rank Stock Value
1
MKC icon
McCormick & Company Non-Voting
MKC
+$15.6M
2
ATR icon
AptarGroup
ATR
+$15.5M
3
ALC icon
Alcon
ALC
+$14.3M
4
UBER icon
Uber
UBER
+$13M
5
RELX icon
RELX
RELX
+$8.16M

Sector Composition

Rank Sector Weight
1 Technology 41.98%
2 Industrials 16.68%
3 Consumer Discretionary 11.17%
4 Healthcare 10.97%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.09T
$185M 8.2%
925,981
-33,091
-3% -$6.8M
2016 Q2
40 quarters
AAPL icon
2
Apple
AAPL
$5.07T
$135M 5.97%
466,656
+1,628
+0.4% +$466K
2013 Q2
52 quarters
ROK icon
3
Rockwell Automation
ROK
$47.3B
$97.7M 4.33%
197,440
+174
+0.1% +$75.7K
2013 Q2
52 quarters
ADI icon
4
Analog Devices
ADI
$189B
$95.6M 4.23%
240,828
-4,424
-2% -$1.75M
2014 Q4
46 quarters
APH icon
5
Amphenol
APH
$183B
$89.2M 3.95%
1,011,388
-7,908
-0.8% -$570K
2019 Q4
26 quarters
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.92T
$86.5M 3.83%
241,937
+2,011
+0.8% +$724K
2015 Q4
42 quarters
MSFT icon
7
Microsoft
MSFT
$3.89T
$82M 3.63%
219,809
+19,760
+10% +$7.99M
2013 Q2
52 quarters
AMAT icon
8
Applied Materials
AMAT
$299B
$76.6M 3.39%
105,987
+8,073
+8% +$3.72M
2016 Q4
38 quarters
MA icon
9
Mastercard
MA
$546B
$72.8M 3.22%
141,828
+3,006
+2% +$1.5M
2013 Q2
52 quarters
CARR icon
10
Carrier Global
CARR
$46.4B
$67.4M 2.98%
918,219
+27,061
+3% +$1.77M
2020 Q2
24 quarters
ULS icon
11
UL Solutions
ULS
$14.8B
$61.9M 2.74%
608,136
+22,028
+4% +$2.08M
2024 Q2
8 quarters
GOOG icon
12
Alphabet (Google) Class C
GOOG
$3.88T
$56.3M 2.49%
159,384
+2,108
+1% +$753K
2026 Q1
1 quarter
XYL icon
13
Xylem
XYL
$25.4B
$47.8M 2.12%
404,420
+57,174
+16% +$6.6M
2013 Q3
51 quarters
TJX icon
14
TJX Companies
TJX
$160B
$45.2M 2%
298,592
+1,177
+0.4% +$186K
2013 Q2
52 quarters
IBM icon
15
IBM
IBM
$240B
$42.4M 1.88%
150,929
+7,403
+5% +$1.87M
2013 Q2
52 quarters
SYK icon
16
Stryker
SYK
$118B
$42.3M 1.87%
134,256
+8,385
+7% +$2.64M
2013 Q2
52 quarters
AVGO icon
17
Broadcom
AVGO
$1.54T
$42.2M 1.87%
111,710
+10,439
+10% +$4.19M
2016 Q2
40 quarters
DHR icon
18
Danaher
DHR
$162B
$40.5M 1.79%
212,366
+1,058
+0.5% +$192K
2013 Q2
52 quarters
ARM icon
19
Arm
ARM
$225B
$40.4M 1.79%
114,025
-74
-0.1% -$19.7K
2024 Q3
7 quarters
AMZN icon
20
Amazon
AMZN
$2.68T
$39.8M 1.76%
166,954
+1,003
+0.6% +$252K
2013 Q4
50 quarters
CCK icon
21
Crown Holdings
CCK
$12.8B
$39.7M 1.76%
355,461
+10,983
+3% +$1.11M
2023 Q2
12 quarters
ABT icon
22
Abbott
ABT
$179B
$37.7M 1.67%
415,235
-6,426
-2% -$587K
2013 Q2
52 quarters
NET icon
23
Cloudflare
NET
$116B
$35M 1.55%
142,669
-2,741
-2% -$600K
2023 Q2
12 quarters
TMUS icon
24
T-Mobile US
TMUS
$157B
$34.3M 1.52%
204,751
-650
-0.3% -$123K
2018 Q4
30 quarters
HD icon
25
Home Depot
HD
$319B
$34.3M 1.52%
97,211
+5,335
+6% +$1.74M
2013 Q2
52 quarters
1
2 3 4 5

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Reynders McVeigh Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Reynders McVeigh Capital Management held 209 positions worth $2.26B, up 14% from $1.98B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Reynders McVeigh Capital Management's Q2 2026 filing shows 14 new, 59 increased, 85 reduced and 13 closed positions. Its largest new stake was Broadridge: 87,447 shares worth $12M. The largest sale was McCormick & Company Non-Voting, an estimated $15.6M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 38% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Reynders McVeigh Capital Management's largest Q2 2026 buy was Broadridge: 87,447 shares worth $12M.
  • Reynders McVeigh Capital Management added most to Microsoft in Q2 2026, an estimated $7.99M increase.
  • Reynders McVeigh Capital Management's biggest Q2 2026 reduction was AptarGroup, cutting an estimated $15.5M.
  • Reynders McVeigh Capital Management fully exited McCormick & Company Non-Voting in Q2 2026, selling an estimated $15.6M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 44% of its $2.26B portfolio in Q2 2026.
  • Reynders McVeigh Capital Management opened 14 new positions and closed 13 in Q2 2026.
  • Reynders McVeigh Capital Management's portfolio value rose 14% quarter-over-quarter to $2.26B.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2026, filed 15 Sep 2026.