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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
ISRG icon
76
Intuitive Surgical
ISRG
$142B
$1.57M 0.07%
2,779
-20
-0.7% -$10.6K
IJH icon
77
iShares Core S&P Mid-Cap ETF
IJH
$128B
$1.51M 0.07%
22,900
-350
-2% -$22.9K
WMT icon
78
Walmart Inc
WMT
$923B
$1.49M 0.07%
13,347
+1,077
+9% +$116K
NXPI icon
79
NXP Semiconductors
NXPI
$58.9B
$1.45M 0.07%
6,661
-25
-0.4% -$5.36K
MELI icon
80
Mercado Libre
MELI
$92.7B
$1.43M 0.07%
709
-50
-7% -$105K
CAT icon
81
Caterpillar
CAT
$393B
$1.41M 0.07%
2,465
-1
-0% -$556
JPM icon
82
JPMorgan Chase
JPM
$971B
$1.39M 0.07%
4,324
-114
-3% -$35.3K
GLD icon
83
SPDR Gold Trust
GLD
$144B
$1.35M 0.06%
3,418
– –
RTX icon
84
RTX Corp
RTX
$300B
$1.35M 0.06%
7,388
+4
+0.1% +$695
DIS icon
85
Walt Disney
DIS
$178B
$1.3M 0.06%
11,455
+757
+7% +$83.4K
AXP icon
86
American Express
AXP
$232B
$1.3M 0.06%
3,506
+502
+17% +$180K
VEEV icon
87
Veeva Systems
VEEV
$39.2B
$1.29M 0.06%
5,789
-265
-4% -$70.3K
IWP icon
88
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$1.27M 0.06%
9,250
– –
CSCO icon
89
Cisco
CSCO
$488B
$1.21M 0.06%
15,711
-2,553
-14% -$189K
TSM icon
90
TSMC
TSM
$2.23T
$1.19M 0.06%
3,914
+2
+0.1% +$587
BKNG icon
91
Booking.com
BKNG
$159B
$1.16M 0.05%
5,400
– –
IDXX icon
92
Idexx Laboratories
IDXX
$45B
$1.12M 0.05%
1,658
– –
IVW icon
93
iShares S&P 500 Growth ETF
IVW
$77.3B
$1.1M 0.05%
8,895
– –
EMR icon
94
Emerson Electric
EMR
$91.4B
$1.08M 0.05%
8,126
+750
+10% +$99.5K
CHD icon
95
Church & Dwight Co
CHD
$24B
$1.08M 0.05%
12,832
-1,874
-13% -$160K
MTD icon
96
Mettler-Toledo International
MTD
$28.8B
$1.06M 0.05%
760
– –
CSX icon
97
CSX Corp
CSX
$92.8B
$1.03M 0.05%
28,495
-491
-2% -$17.6K
XOM icon
98
ExxonMobil
XOM
$657B
$1.02M 0.05%
8,470
-960
-10% -$111K
VTI icon
99
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$977K 0.05%
2,914
-24
-0.8% -$7.98K
DE icon
100
Deere & Co
DE
$167B
$974K 0.05%
2,093
– –
2 3
4
5 6

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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.