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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
+7.41%
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
$2.13B
AUM Growth
+$129M
Cap. Flow
+$23.2M
Cap. Flow %
1.09%
Top 10 Hldgs %
40.9%
Holding
203
New
8
Increased
64
Reduced
100
Closed
2

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$15.2M
2
SN icon
SharkNinja
SN
+$4.21M
3
RKT icon
Rocket Companies
RKT
+$3.56M
4
IBM icon
IBM
IBM
+$3.41M
5
UL icon
Unilever
UL
+$2.97M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.89M
2
PRGO icon
Perrigo
PRGO
+$4.83M
3
NYT icon
New York Times
NYT
+$3.71M
4
ADP icon
Automatic Data Processing
ADP
+$2.62M
5
BDX icon
Becton Dickinson
BDX
+$2.25M

Sector Composition

Rank Sector Weight
1 Technology 38.06%
2 Industrials 16.07%
3 Healthcare 15.88%
4 Consumer Discretionary 10.12%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTV icon
176
Aptiv
APTV
$10.1B
$265K 0.01%
3,071
-2,929
-49% -$221K
PSA icon
177
Public Storage
PSA
$60.4B
$265K 0.01%
918
– –
RPM icon
178
RPM International
RPM
$14.7B
$265K 0.01%
2,250
– –
BLK icon
179
Blackrock
BLK
$180B
$261K 0.01%
224
-29
-11% -$32.4K
VST icon
180
Vistra
VST
$49.2B
$255K 0.01%
1,301
-50
-4% -$9.91K
CVX icon
181
Chevron
CVX
$386B
$246K 0.01%
1,587
-28
-2% -$4.34K
ACN icon
182
Accenture
ACN
$110B
$239K 0.01%
970
-88
-8% -$22.9K
PGR icon
183
Progressive
PGR
$121B
$239K 0.01%
969
+17
+2% +$4.19K
KR icon
184
Kroger
KR
$34.3B
$238K 0.01%
3,537
+144
+4% +$10K
MMM icon
185
3M
MMM
$94.8B
$237K 0.01%
1,530
+3
+0.2% +$463
T icon
186
AT&T
T
$166B
$237K 0.01%
8,397
-82
-1% -$2.33K
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$235K 0.01%
1,241
-100
-7% -$18.6K
ADBE icon
188
Adobe
ADBE
$103B
$232K 0.01%
658
-180
-21% -$64.6K
QQQ icon
189
Invesco QQQ Trust
QQQ
$481B
$231K 0.01%
385
-20
-5% -$11.5K
GEV icon
190
GE Vernova
GEV
$277B
$230K 0.01%
+374
New +$227K
VZ icon
191
Verizon
VZ
$195B
$229K 0.01%
5,205
-38
-0.7% -$1.65K
MPC icon
192
Marathon Petroleum
MPC
$97.8B
$226K 0.01%
+1,170
New +$206K
PH icon
193
Parker-Hannifin
PH
$135B
$225K 0.01%
297
– –
CSL icon
194
Carlisle Companies
CSL
$15.2B
$223K 0.01%
678
– –
SNPS icon
195
Synopsys
SNPS
$79B
$219K 0.01%
+443
New +$250K
VEA icon
196
Vanguard FTSE Developed Markets ETF
VEA
$238B
$215K 0.01%
3,595
-70
-2% -$4.08K
VOO icon
197
Vanguard S&P 500 ETF
VOO
$1.03T
$215K 0.01%
+351
New +$207K
PNC icon
198
PNC Financial Services
PNC
$102B
$214K 0.01%
+1,066
New +$211K
LRCX icon
199
Lam Research
LRCX
$408B
$208K 0.01%
+1,553
New +$164K
ETN icon
200
Eaton
ETN
$179B
$206K 0.01%
+550
New +$200K
5 6 7
8
9

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NIM
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C
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Reynders McVeigh Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Reynders McVeigh Capital Management held 203 positions worth $2.13B, up 6.5% from $2B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.9%. Reynders McVeigh Capital Management opened 8 new positions and exited 2, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 36% a quarter earlier, followed by Industrials and Healthcare.

  • Reynders McVeigh Capital Management's largest Q3 2025 buy was SharkNinja: 36,825 shares worth $3.8M.
  • Reynders McVeigh Capital Management added most to Broadcom in Q3 2025, an estimated $15.2M increase.
  • Reynders McVeigh Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $7.89M.
  • Reynders McVeigh Capital Management fully exited DTE Energy in Q3 2025, selling an estimated $269K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $2.13B portfolio in Q3 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 2 in Q3 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 6.5% quarter-over-quarter to $2.13B.

Based on Reynders McVeigh Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.