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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
+3.51%
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
-$2.16M
Cap. Flow
+$8.86B
Cap. Flow %
415.86%
Top 10 Hldgs %
43.93%
Holding
207
New
6
Increased
64
Reduced
98
Closed
11

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.91B
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$45M
3
AVGO icon
Broadcom
AVGO
+$9.84M
4
SN icon
SharkNinja
SN
+$7.92M
5
RKT icon
Rocket Companies
RKT
+$2.27M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$41.8M
2
NVDA icon
NVIDIA
NVDA
+$9.54M
3
BDX icon
Becton Dickinson
BDX
+$6.74M
4
RELX icon
RELX
RELX
+$6.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.95M

Sector Composition

Rank Sector Weight
1 Technology 37.9%
2 Industrials 15.46%
3 Healthcare 15.41%
4 Consumer Discretionary 10.48%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
176
Palo Alto Networks
PANW
$315B
$243K 0.01%
1,321
-48
-4% -$9.68K
PH icon
177
Parker-Hannifin
PH
$135B
$239K 0.01%
272
-25
-8% -$20.5K
PSA icon
178
Public Storage
PSA
$60.4B
$238K 0.01%
918
– –
RSP icon
179
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$237K 0.01%
1,239
-2
-0.2% -$380
ACN icon
180
Accenture
ACN
$110B
$234K 0.01%
871
-99
-10% -$25.2K
RPM icon
181
RPM International
RPM
$14.7B
$234K 0.01%
2,250
– –
CLX icon
182
Clorox
CLX
$12.8B
$233K 0.01%
2,314
-60
-3% -$6.51K
ADBE icon
183
Adobe
ADBE
$103B
$230K 0.01%
659
+1
+0.2% +$340
CVS icon
184
CVS Health
CVS
$121B
$228K 0.01%
+2,869
New +$226K
NUE icon
185
Nucor
NUE
$61.7B
$228K 0.01%
+1,398
New +$210K
VEA icon
186
Vanguard FTSE Developed Markets ETF
VEA
$238B
$225K 0.01%
3,595
– –
PNC icon
187
PNC Financial Services
PNC
$102B
$222K 0.01%
1,066
– –
CSL icon
188
Carlisle Companies
CSL
$15.2B
$217K 0.01%
678
– –
PGR icon
189
Progressive
PGR
$121B
$217K 0.01%
952
-17
-2% -$3.84K
MMM icon
190
3M
MMM
$94.8B
$216K 0.01%
1,348
-182
-12% -$29.8K
T icon
191
AT&T
T
$166B
$214K 0.01%
8,619
+222
+3% +$5.62K
VST icon
192
Vistra
VST
$49.2B
$210K 0.01%
1,302
+1
+0.1% +$182
EGP icon
193
EastGroup Properties
EGP
$10.9B
$205K 0.01%
+1,150
New +$204K
JBL icon
194
Jabil
JBL
$38.4B
$205K 0.01%
+900
New +$192K
PLXS icon
195
Plexus
PLXS
$7.25B
$203K 0.01%
+1,380
New +$202K
AUR icon
196
Aurora
AUR
$13.5B
$85K ﹤0.01%
22,178
– –
APTV icon
197
Aptiv
APTV
$10.1B
– –
-3,071
Closed -$265K
BLK icon
198
Blackrock
BLK
$180B
– –
-224
Closed -$261K
BRK.B icon
199
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-11,839
Closed -$5.95M
CB icon
200
Chubb
CB
$132B
– –
-969
Closed -$274K
5 6 7
8
9

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NIM
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C
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Reynders McVeigh Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Reynders McVeigh Capital Management held 207 positions worth $2.13B, down 0.1% from $2.13B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Reynders McVeigh Capital Management deployed $8.86B of net new capital in Q4 2025, opening 6 new positions and adding to 64 existing holdings. Its largest new stake was Qnity Electronics Inc: 4,262 shares worth $348K.

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

On the sell side, the largest reduction was NVIDIA, an estimated $9.54M trimmed.

  • Reynders McVeigh Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 4,262 shares worth $348K.
  • Reynders McVeigh Capital Management added most to Berkshire Hathaway Class A in Q4 2025, an estimated $8.91B increase.
  • Reynders McVeigh Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $9.54M.
  • Reynders McVeigh Capital Management fully exited Alphabet (Google) Class C in Q4 2025, selling an estimated $41.8M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 44% of its $2.13B portfolio in Q4 2025.
  • Reynders McVeigh Capital Management opened 6 new positions and closed 11 in Q4 2025.
  • Reynders McVeigh Capital Management's portfolio value fell 0.1% quarter-over-quarter to $2.13B.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.