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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
EFX icon
76
Equifax
EFX
$21.1B
$1.55M 0.08%
8,613
+1
+0% +$199
WMT icon
77
Walmart Inc
WMT
$909B
$1.5M 0.08%
12,084
-1,263
-9% -$155K
GLD icon
78
SPDR Gold Trust
GLD
$130B
$1.5M 0.08%
3,488
+70
+2% +$31.3K
XOM icon
79
ExxonMobil
XOM
$611B
$1.42M 0.07%
8,391
-79
-0.9% -$11.5K
TYL icon
80
Tyler Technologies
TYL
$13.1B
$1.37M 0.07%
4,009
-746
-16% -$278K
TSM icon
81
TSMC
TSM
$2.07T
$1.34M 0.07%
3,964
+50
+1% +$17.2K
ENVX icon
82
Enovix
ENVX
$1.03B
$1.33M 0.07%
257,540
-53,024
-17% -$332K
CSCO icon
83
Cisco
CSCO
$441B
$1.32M 0.07%
16,986
+1,275
+8% +$99.8K
JPM icon
84
JPMorgan Chase
JPM
$907B
$1.28M 0.06%
4,363
+39
+0.9% +$11.8K
ISRG icon
85
Intuitive Surgical
ISRG
$122B
$1.28M 0.06%
2,780
+1
+0% +$506
NXPI icon
86
NXP Semiconductors
NXPI
$67.3B
$1.27M 0.06%
6,446
-215
-3% -$47.6K
RTX icon
87
RTX Corp
RTX
$261B
$1.26M 0.06%
6,547
-841
-11% -$167K
CHD icon
88
Church & Dwight Co
CHD
$23.2B
$1.22M 0.06%
13,112
+280
+2% +$26.9K
MELI icon
89
Mercado Libre
MELI
$92B
$1.22M 0.06%
708
-1
-0.1% -$1.93K
IWP icon
90
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.19M 0.06%
9,250
– –
SPGI icon
91
S&P Global
SPGI
$133B
$1.18M 0.06%
2,770
+988
+55% +$459K
CSX icon
92
CSX Corp
CSX
$94.3B
$1.17M 0.06%
28,495
– –
DE icon
93
Deere & Co
DE
$161B
$1.16M 0.06%
2,062
-31
-1% -$17.5K
AXP icon
94
American Express
AXP
$242B
$1.14M 0.06%
3,781
+275
+8% +$92.2K
DIS icon
95
Walt Disney
DIS
$170B
$1.09M 0.05%
11,280
-175
-2% -$18.5K
BMY icon
96
Bristol-Myers Squibb
BMY
$124B
$1.09M 0.05%
17,904
+112
+0.6% +$6.53K
EMR icon
97
Emerson Electric
EMR
$78.2B
$1.02M 0.05%
7,826
-300
-4% -$43.1K
IVW icon
98
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.01M 0.05%
8,895
– –
MTD icon
99
Mettler-Toledo International
MTD
$26.5B
$955K 0.05%
757
-3
-0.4% -$4.05K
IDXX icon
100
Idexx Laboratories
IDXX
$44.8B
$932K 0.05%
1,658
– –
2 3
4
5 6

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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.