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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
NXT icon
51
Nextpower Inc
NXT
$15.7B
$8.66M 0.41%
117,067
+6,331
+6% +$408K
CRSP icon
52
CRISPR Therapeutics
CRSP
$5.22B
$7.32M 0.34%
113,000
+1,569
+1% +$90.1K
GRAL
53
GRAIL Inc
GRAL
$3.08B
$7.13M 0.33%
120,601
+12,346
+11% +$472K
ABBV icon
54
AbbVie
ABBV
$440B
$6.5M 0.3%
28,070
-1,470
-5% -$299K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.95M 0.28%
11,839
+153
+1% +$74.1K
AMD icon
56
Advanced Micro Devices
AMD
$788B
$5.94M 0.28%
36,702
-2,502
-6% -$404K
ORCL icon
57
Oracle
ORCL
$442B
$5.74M 0.27%
20,395
-1,072
-5% -$273K
V icon
58
Visa
V
$671B
$5.72M 0.27%
16,749
-285
-2% -$98.6K
DSGX icon
59
Descartes Systems
DSGX
$6.65B
$5.21M 0.24%
55,260
+140
+0.3% +$14.3K
CNI icon
60
Canadian National Railway
CNI
$76.4B
$4.93M 0.23%
52,295
-5,427
-9% -$524K
LLY icon
61
Eli Lilly
LLY
$1.09T
$4.71M 0.22%
6,178
-996
-14% -$741K
TMO icon
62
Thermo Fisher Scientific
TMO
$223B
$4.55M 0.21%
9,391
-319
-3% -$148K
FISV
63
Fiserv Inc
FISV
$27.4B
$4.36M 0.2%
33,798
+3,273
+11% +$469K
SPY icon
64
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$4.17M 0.2%
6,254
-166
-3% -$106K
PRGO icon
65
Perrigo
PRGO
$1.76B
$3.97M 0.19%
178,305
-197,488
-53% -$4.83M
SN icon
66
SharkNinja
SN
$26.2B
$3.8M 0.18%
+36,825
New +$4.21M
ENVX icon
67
Enovix
ENVX
$1.03B
$3.29M 0.15%
330,361
+32,841
+11% +$363K
MCD icon
68
McDonald's
MCD
$195B
$3.28M 0.15%
10,796
-173
-2% -$52.7K
UNP icon
69
Union Pacific
UNP
$174B
$3.09M 0.15%
13,087
– –
VUG icon
70
Vanguard Morningstar Growth ETF
VUG
$229B
$2.97M 0.14%
37,188
– –
AMGN icon
71
Amgen
AMGN
$225B
$2.51M 0.12%
8,891
-158
-2% -$45.8K
TYL icon
72
Tyler Technologies
TYL
$13B
$2.42M 0.11%
4,630
-261
-5% -$147K
PEP icon
73
PepsiCo
PEP
$189B
$2.37M 0.11%
16,896
-1,676
-9% -$239K
BRK.A icon
74
Berkshire Hathaway Class A
BRK.A
$1.09T
$2.26M 0.11%
3
– –
EFX icon
75
Equifax
EFX
$21.2B
$2.21M 0.1%
8,612
– –
1 2
3
4 5

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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.