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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
COST icon
51
Costco
COST
$421B
$9.13M 0.43%
10,592
-92
-0.9% -$83.4K
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.09T
$9.02M 0.42%
11,935
+11,932
+397,733% +$8.91B
AMD icon
53
Advanced Micro Devices
AMD
$788B
$7.72M 0.36%
36,034
-668
-2% -$150K
BDX icon
54
Becton Dickinson
BDX
$50B
$7.19M 0.34%
37,071
-35,409
-49% -$6.74M
ABBV icon
55
AbbVie
ABBV
$440B
$6.57M 0.31%
28,750
+680
+2% +$155K
LLY icon
56
Eli Lilly
LLY
$1.09T
$6.51M 0.31%
6,062
-116
-2% -$111K
CRSP icon
57
CRISPR Therapeutics
CRSP
$5.22B
$6.11M 0.29%
116,514
+3,514
+3% +$210K
V icon
58
Visa
V
$671B
$5.82M 0.27%
16,604
-145
-0.9% -$49.4K
TMO icon
59
Thermo Fisher Scientific
TMO
$223B
$5.33M 0.25%
9,190
-201
-2% -$114K
CNI icon
60
Canadian National Railway
CNI
$76.4B
$5.03M 0.24%
50,920
-1,375
-3% -$132K
DSGX icon
61
Descartes Systems
DSGX
$6.65B
$4.61M 0.22%
52,600
-2,660
-5% -$238K
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$4.46M 0.21%
6,548
+294
+5% +$199K
ORCL icon
63
Oracle
ORCL
$442B
$3.79M 0.18%
19,448
-947
-5% -$225K
VUG icon
64
Vanguard Morningstar Growth ETF
VUG
$229B
$3.13M 0.15%
38,448
+1,260
+3% +$102K
UNP icon
65
Union Pacific
UNP
$174B
$3M 0.14%
12,989
-98
-0.7% -$22.4K
AMGN icon
66
Amgen
AMGN
$225B
$3M 0.14%
9,157
+266
+3% +$84.4K
MCD icon
67
McDonald's
MCD
$195B
$2.97M 0.14%
9,725
-1,071
-10% -$328K
MRK icon
68
Merck
MRK
$328B
$2.43M 0.11%
23,092
-184
-0.8% -$17.3K
PEP icon
69
PepsiCo
PEP
$189B
$2.33M 0.11%
16,250
-646
-4% -$94.9K
ENVX icon
70
Enovix
ENVX
$1.03B
$2.27M 0.11%
310,564
-19,797
-6% -$192K
TYL icon
71
Tyler Technologies
TYL
$13B
$2.16M 0.1%
4,755
+125
+3% +$59.5K
VIG icon
72
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.09M 0.1%
9,514
-389
-4% -$85K
EFX icon
73
Equifax
EFX
$21.2B
$1.87M 0.09%
8,612
– –
NEE icon
74
NextEra Energy
NEE
$179B
$1.66M 0.08%
20,687
-293
-1% -$24.3K
HON icon
75
Honeywell
HON
$74.6B
$1.63M 0.08%
8,331
-1,302
-14% -$255K
1 2
3
4 5

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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.