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RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $1.98B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
-3.47%
1 Year Est. Return
+23.37%
3 Year Est. Return
+85.22%
5 Year Est. Return
+113.19%
10 Year Est. Return
+523.93%
AUM
$1.98B
AUM Growth
-$148M
Cap. Flow
-$31M
Cap. Flow %
-1.56%
Top 10 Hldgs %
40.93%
Holding
209
New
13
Increased
60
Reduced
99
Closed
14

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$49.4M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.79M
3
SN icon
SharkNinja
SN
+$4.51M
4
AVGO icon
Broadcom
AVGO
+$4.45M
5
AMAT icon
Applied Materials
AMAT
+$3.29M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$53.5M
2
NVO
Novo Nordisk
NVO
+$13.9M
3
RELX icon
RELX
RELX
+$9.54M
4
NVDA icon
NVIDIA
NVDA
+$8.82M
5
CRM icon
Salesforce
CRM
+$6.03M

Sector Composition

Rank Sector Weight
1 Technology 37.99%
2 Industrials 15.91%
3 Healthcare 14.6%
4 Consumer Discretionary 11.07%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.52T
$167M 8.44%
959,072
-48,053
-5% -$8.82M
AAPL icon
2
Apple
AAPL
$4.79T
$118M 5.95%
465,028
-8,429
-2% -$2.19M
ADI icon
3
Analog Devices
ADI
$173B
$78M 3.94%
245,252
-9,793
-4% -$3.12M
MSFT icon
4
Microsoft
MSFT
$3.79T
$74.1M 3.74%
200,049
+6,678
+3% +$2.79M
ROK icon
5
Rockwell Automation
ROK
$47.6B
$70.8M 3.57%
197,266
-599
-0.3% -$236K
MA icon
6
Mastercard
MA
$513B
$69.4M 3.5%
138,822
+1,076
+0.8% +$567K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.19T
$69M 3.48%
239,926
-170,238
-42% -$53.5M
APH icon
8
Amphenol
APH
$202B
$64.4M 3.25%
1,019,296
-36,740
-3% -$2.59M
ULS icon
9
UL Solutions
ULS
$15.1B
$50.2M 2.53%
586,108
+8,991
+2% +$709K
CARR icon
10
Carrier Global
CARR
$48.7B
$50.2M 2.53%
891,158
+6,991
+0.8% +$414K
TJX icon
11
TJX Companies
TJX
$145B
$47.5M 2.4%
297,415
-7,270
-2% -$1.13M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.15T
$45.1M 2.28%
+157,276
New +$49.4M
ABT icon
13
Abbott
ABT
$188B
$43.3M 2.18%
421,661
+1,802
+0.4% +$203K
TMUS icon
14
T-Mobile US
TMUS
$202B
$43.1M 2.18%
205,401
-2,171
-1% -$446K
XYL icon
15
Xylem
XYL
$25.2B
$41.5M 2.09%
347,246
+589
+0.2% +$77.2K
SYK icon
16
Stryker
SYK
$118B
$41.4M 2.09%
125,871
+1,046
+0.8% +$376K
DHR icon
17
Danaher
DHR
$148B
$40.1M 2.02%
211,308
-618
-0.3% -$132K
ATR icon
18
AptarGroup
ATR
$8.16B
$39.6M 2%
314,216
+5,920
+2% +$771K
IBM icon
19
IBM
IBM
$221B
$34.8M 1.76%
143,526
+3,691
+3% +$999K
AMZN icon
20
Amazon
AMZN
$2.79T
$34.6M 1.74%
165,951
+1,246
+0.8% +$274K
CCK icon
21
Crown Holdings
CCK
$12.6B
$34.5M 1.74%
344,478
+20,865
+6% +$2.23M
AMAT icon
22
Applied Materials
AMAT
$346B
$33.5M 1.69%
97,914
+9,789
+11% +$3.29M
AVGO icon
23
Broadcom
AVGO
$1.7T
$31.3M 1.58%
101,271
+13,522
+15% +$4.45M
HD icon
24
Home Depot
HD
$317B
$30.2M 1.52%
91,876
+2,774
+3% +$1.01M
NET icon
25
Cloudflare
NET
$101B
$30M 1.51%
145,410
-3,497
-2% -$667K
1
2 3 4 5

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Reynders McVeigh Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Reynders McVeigh Capital Management held 209 positions worth $1.98B, down 7% from $2.13B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Reynders McVeigh Capital Management's Q1 2026 filing shows 13 new, 60 increased, 99 reduced and 14 closed positions. Its largest new stake was Alphabet (Google) Class C: 157,276 shares worth $45.1M. The largest sale was Alphabet (Google) Class A, an estimated $53.5M.

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

  • Reynders McVeigh Capital Management's largest Q1 2026 buy was Alphabet (Google) Class C: 157,276 shares worth $45.1M.
  • Reynders McVeigh Capital Management added most to SharkNinja in Q1 2026, an estimated $4.51M increase.
  • Reynders McVeigh Capital Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $53.5M.
  • Reynders McVeigh Capital Management fully exited Novo Nordisk in Q1 2026, selling an estimated $13.9M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $1.98B portfolio in Q1 2026.
  • Reynders McVeigh Capital Management opened 13 new positions and closed 14 in Q1 2026.
  • Reynders McVeigh Capital Management's portfolio value fell 7% quarter-over-quarter to $1.98B.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.