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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
AMD icon
51
Advanced Micro Devices
AMD
$808B
$7.13M 0.36%
35,057
-977
-3% -$209K
ABBV icon
52
AbbVie
ABBV
$450B
$6.32M 0.32%
29,052
+302
+1% +$67K
BDX icon
53
Becton Dickinson
BDX
$43.6B
$6.19M 0.31%
39,344
+2,273
+6% +$417K
GRAL
54
GRAIL Inc
GRAL
$3.12B
$6.15M 0.31%
119,065
+6,196
+5% +$480K
CRSP icon
55
CRISPR Therapeutics
CRSP
$4.71B
$5.87M 0.3%
123,438
+6,924
+6% +$365K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.65M 0.29%
+11,794
New +$5.79M
LLY icon
57
Eli Lilly
LLY
$1.05T
$5.51M 0.28%
5,986
-76
-1% -$77K
V icon
58
Visa
V
$682B
$4.96M 0.25%
16,408
-196
-1% -$63K
CNI icon
59
Canadian National Railway
CNI
$78.3B
$4.72M 0.24%
45,900
-5,020
-10% -$518K
TMO icon
60
Thermo Fisher Scientific
TMO
$198B
$4.46M 0.23%
9,072
-118
-1% -$64K
DSGX icon
61
Descartes Systems
DSGX
$6.35B
$4.22M 0.21%
58,945
+6,345
+12% +$468K
ORCL icon
62
Oracle
ORCL
$364B
$3.56M 0.18%
24,191
+4,743
+24% +$771K
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$3.51M 0.18%
5,403
-1,145
-17% -$778K
AMGN icon
64
Amgen
AMGN
$198B
$3.23M 0.16%
9,182
+25
+0.3% +$8.91K
UNP icon
65
Union Pacific
UNP
$179B
$3.15M 0.16%
12,992
+3
+0% +$735
MCD icon
66
McDonald's
MCD
$190B
$2.99M 0.15%
9,617
-108
-1% -$34.4K
BRK.A icon
67
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.87M 0.14%
4
-11,931
-100% -$8.79B
VUG icon
68
Vanguard Growth ETF
VUG
$221B
$2.7M 0.14%
37,038
-1,410
-4% -$110K
MRK icon
69
Merck
MRK
$315B
$2.69M 0.14%
22,387
-705
-3% -$81.4K
PEP icon
70
PepsiCo
PEP
$187B
$2.38M 0.12%
15,342
-908
-6% -$141K
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.34M 0.12%
10,898
+1,384
+15% +$309K
CAT icon
72
Caterpillar
CAT
$405B
$2.1M 0.11%
2,970
+505
+20% +$350K
NEE icon
73
NextEra Energy
NEE
$185B
$1.9M 0.1%
20,434
-253
-1% -$22.5K
HON icon
74
Honeywell
HON
$71.3B
$1.84M 0.09%
8,145
-186
-2% -$42.5K
IJH icon
75
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.56M 0.08%
23,115
+215
+0.9% +$14.9K
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.