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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
VTI icon
101
Vanguard Total Stock Market ETF
VTI
$659B
$921K 0.05%
2,871
-43
-1% -$14.4K
BKNG icon
102
Booking.com
BKNG
$139B
$910K 0.05%
5,400
– –
ECL icon
103
Ecolab
ECL
$75.8B
$827K 0.04%
3,110
+80
+3% +$22.6K
TT icon
104
Trane Technologies
TT
$103B
$822K 0.04%
1,973
– –
MCO icon
105
Moody's
MCO
$88.7B
$814K 0.04%
1,866
– –
ITW icon
106
Illinois Tool Works
ITW
$78.2B
$745K 0.04%
2,863
-115
-4% -$31.3K
IWF icon
107
iShares Russell 1000 Growth ETF
IWF
$124B
$722K 0.04%
6,776
-28
-0.4% -$3.18K
APD icon
108
Air Products & Chemicals
APD
$65.9B
$697K 0.04%
2,400
-82
-3% -$22.6K
CL icon
109
Colgate-Palmolive
CL
$73.2B
$691K 0.03%
8,111
-1,182
-13% -$105K
LIN icon
110
Linde
LIN
$237B
$686K 0.03%
1,384
-25
-2% -$11.8K
SBUX icon
111
Starbucks
SBUX
$118B
$663K 0.03%
7,405
+25
+0.3% +$2.37K
META icon
112
Meta Platforms (Facebook)
META
$1.65T
$655K 0.03%
1,145
-27
-2% -$17.3K
VEEV icon
113
Veeva Systems
VEEV
$32.3B
$646K 0.03%
3,679
-2,110
-36% -$415K
NSC icon
114
Norfolk Southern
NSC
$76.2B
$639K 0.03%
2,225
-15
-0.7% -$4.46K
KO icon
115
Coca-Cola
KO
$351B
$635K 0.03%
8,353
-837
-9% -$63.3K
EPD icon
116
Enterprise Products Partners
EPD
$83.9B
$612K 0.03%
16,171
-750
-4% -$26.5K
KMB icon
117
Kimberly-Clark
KMB
$36B
$590K 0.03%
6,120
-27
-0.4% -$2.76K
DRI icon
118
Darden Restaurants
DRI
$22.2B
$588K 0.03%
3,000
– –
ZTS icon
119
Zoetis
ZTS
$32B
$580K 0.03%
4,904
-2
-0% -$247
TMP icon
120
Tompkins Financial
TMP
$1.34B
$553K 0.03%
+7,018
New +$546K
LOW icon
121
Lowe's Companies
LOW
$115B
$540K 0.03%
2,284
+1
+0% +$261
DUK icon
122
Duke Energy
DUK
$97.7B
$508K 0.03%
3,877
+2
+0.1% +$250
NFLX icon
123
Netflix
NFLX
$285B
$507K 0.03%
5,274
+14
+0.3% +$1.23K
NTAP icon
124
NetApp
NTAP
$32B
$486K 0.02%
4,750
-2
-0% -$203
WAT icon
125
Waters Corp
WAT
$35.3B
$483K 0.02%
+1,621
New +$555K
3 4
5
6 7

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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.