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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
VIG icon
76
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.14M 0.1%
9,903
+1
+0% +$210
MRK icon
77
Merck
MRK
$328B
$1.95M 0.09%
23,276
-1,458
-6% -$120K
HON icon
78
Honeywell
HON
$74.6B
$1.91M 0.09%
9,633
-1
-0% -$209
VEEV icon
79
Veeva Systems
VEEV
$39.2B
$1.8M 0.08%
6,054
-19
-0.3% -$5.35K
MELI icon
80
Mercado Libre
MELI
$92.7B
$1.77M 0.08%
759
– –
NEE icon
81
NextEra Energy
NEE
$179B
$1.58M 0.07%
20,980
+149
+0.7% +$10.9K
NXPI icon
82
NXP Semiconductors
NXPI
$58.9B
$1.52M 0.07%
6,686
-160
-2% -$36K
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$128B
$1.52M 0.07%
23,250
-250
-1% -$16.1K
SPGI icon
84
S&P Global
SPGI
$121B
$1.51M 0.07%
3,111
+4
+0.1% +$2.14K
JPM icon
85
JPMorgan Chase
JPM
$971B
$1.4M 0.07%
4,438
+203
+5% +$60.4K
IWP icon
86
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$1.32M 0.06%
9,250
– –
CHD icon
87
Church & Dwight Co
CHD
$24B
$1.29M 0.06%
14,706
-222
-1% -$20.8K
WMT icon
88
Walmart Inc
WMT
$923B
$1.26M 0.06%
12,270
-39
-0.3% -$3.88K
ISRG icon
89
Intuitive Surgical
ISRG
$142B
$1.25M 0.06%
2,799
-5
-0.2% -$2.4K
CSCO icon
90
Cisco
CSCO
$488B
$1.25M 0.06%
18,264
-649
-3% -$44.2K
RTX icon
91
RTX Corp
RTX
$300B
$1.24M 0.06%
7,384
-155
-2% -$24.1K
DIS icon
92
Walt Disney
DIS
$178B
$1.23M 0.06%
10,698
-75
-0.7% -$8.83K
GLD icon
93
SPDR Gold Trust
GLD
$144B
$1.22M 0.06%
3,418
– –
CAT icon
94
Caterpillar
CAT
$393B
$1.18M 0.06%
2,466
-70
-3% -$29.9K
BKNG icon
95
Booking.com
BKNG
$159B
$1.17M 0.05%
5,400
– –
TSM icon
96
TSMC
TSM
$2.23T
$1.09M 0.05%
3,912
– –
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$77.3B
$1.07M 0.05%
8,895
– –
XOM icon
98
ExxonMobil
XOM
$657B
$1.06M 0.05%
9,430
+811
+9% +$90.2K
IDXX icon
99
Idexx Laboratories
IDXX
$45B
$1.06M 0.05%
1,658
+7
+0.4% +$4.25K
CSX icon
100
CSX Corp
CSX
$92.8B
$1.03M 0.05%
28,986
-700
-2% -$23.9K
2 3
4
5 6

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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.