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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
-$8.81B
Cap. Flow %
-444.51%
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
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.79B
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$53.5M
3
NVO
Novo Nordisk
NVO
+$13.9M
4
RELX icon
RELX
RELX
+$9.54M
5
NVDA icon
NVIDIA
NVDA
+$8.82M

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
VLTO icon
26
Veralto
VLTO
$23B
$29.2M 1.47%
330,329
+7,916
+2% +$752K
NYT icon
27
New York Times
NYT
$12.3B
$26.3M 1.33%
314,377
-14,375
-4% -$1.09M
WM icon
28
Waste Management
WM
$96.1B
$24.8M 1.25%
107,835
-3,643
-3% -$837K
VRTX icon
29
Vertex Pharmaceuticals
VRTX
$123B
$24.4M 1.23%
54,664
+759
+1% +$354K
ALC icon
30
Alcon
ALC
$34.3B
$22.3M 1.13%
296,422
-13,414
-4% -$1.07M
UBER icon
31
Uber
UBER
$147B
$19.5M 0.99%
271,570
+24,471
+10% +$1.88M
PG icon
32
Procter & Gamble
PG
$349B
$18.9M 0.95%
130,891
-6,075
-4% -$921K
TSLA icon
33
Tesla
TSLA
$1.43T
$18.8M 0.95%
50,614
-1,369
-3% -$564K
ABNB icon
34
Airbnb
ABNB
$86.6B
$18.7M 0.94%
147,748
+8,867
+6% +$1.15M
JNJ icon
35
Johnson & Johnson
JNJ
$609B
$18.6M 0.94%
76,014
-181
-0.2% -$42.2K
UL icon
36
Unilever
UL
$134B
$17.3M 0.87%
304,046
+15,650
+5% +$1.05M
VRT icon
37
Vertiv
VRT
$111B
$17.3M 0.87%
68,974
-1,525
-2% -$339K
ARM icon
38
Arm
ARM
$285B
$17.3M 0.87%
114,099
-303
-0.3% -$36.8K
NXT icon
39
Nextpower Inc
NXT
$15.6B
$16.6M 0.84%
137,350
+7,483
+6% +$829K
SN icon
40
SharkNinja
SN
$21.9B
$16.5M 0.83%
155,682
+38,532
+33% +$4.51M
RKT icon
41
Rocket Companies
RKT
$41.1B
$16.3M 0.82%
1,141,083
+145,800
+15% +$2.65M
MKC icon
42
McCormick & Company Non-Voting
MKC
$13.9B
$15.6M 0.79%
309,347
-62,724
-17% -$4M
ASML icon
43
ASML
ASML
$671B
$15.1M 0.76%
11,445
-62
-0.5% -$85K
ADP icon
44
Automatic Data Processing
ADP
$102B
$14.4M 0.72%
70,673
-11,819
-14% -$2.71M
CRM icon
45
Salesforce
CRM
$140B
$13M 0.66%
69,864
-29,127
-29% -$6.03M
NVS icon
46
Novartis
NVS
$293B
$11.2M 0.57%
73,392
-4,562
-6% -$699K
TILE icon
47
Interface
TILE
$1.92B
$11M 0.55%
439,682
+33,826
+8% +$1.01M
SOFI icon
48
SoFi Technologies
SOFI
$22.2B
$10.8M 0.55%
681,794
+139,914
+26% +$2.95M
COST icon
49
Costco
COST
$417B
$10.5M 0.53%
10,539
-53
-0.5% -$51.6K
RELX icon
50
RELX
RELX
$58.9B
$8.16M 0.41%
246,309
-271,231
-52% -$9.54M
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 withdrew a net $8.81B in Q1 2026, closing 14 positions and reducing 99 holdings. Its most notable exit was Novo Nordisk, an estimated $13.9M position sold in full.

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

Against the trend, Reynders McVeigh Capital Management opened a new position in Alphabet (Google) Class C worth $45.1M.

  • 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 Berkshire Hathaway Class A, cutting an estimated $8.79B.
  • 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.