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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
BMY icon
101
Bristol-Myers Squibb
BMY
$130B
$960K 0.05%
17,792
+900
+5% +$43.3K
MCO icon
102
Moody's
MCO
$82.8B
$953K 0.04%
1,866
+1
+0.1% +$488
SPGI icon
103
S&P Global
SPGI
$121B
$931K 0.04%
1,782
-1,329
-43% -$658K
FISV
104
Fiserv Inc
FISV
$27.4B
$831K 0.04%
12,377
-21,421
-63% -$1.79M
IWF icon
105
iShares Russell 1000 Growth ETF
IWF
$128B
$805K 0.04%
6,804
-200
-3% -$23.7K
ECL icon
106
Ecolab
ECL
$78.1B
$796K 0.04%
3,030
-219
-7% -$58.3K
META icon
107
Meta Platforms (Facebook)
META
$1.47T
$773K 0.04%
1,172
+3
+0.3% +$2K
TT icon
108
Trane Technologies
TT
$105B
$768K 0.04%
1,973
– –
CL icon
109
Colgate-Palmolive
CL
$73.6B
$734K 0.03%
9,293
+729
+9% +$57.2K
ITW icon
110
Illinois Tool Works
ITW
$83.3B
$734K 0.03%
2,978
+1
+0% +$249
INTU icon
111
Intuit
INTU
$91.6B
$691K 0.03%
1,043
-69
-6% -$45.6K
FIS icon
112
Fidelity National Information Services
FIS
$21.6B
$671K 0.03%
10,093
– –
NSC icon
113
Norfolk Southern
NSC
$75.3B
$647K 0.03%
2,240
-37
-2% -$10.7K
KO icon
114
Coca-Cola
KO
$373B
$643K 0.03%
9,190
-41
-0.4% -$2.86K
SBUX icon
115
Starbucks
SBUX
$124B
$621K 0.03%
7,380
+3
+0% +$253
KMB icon
116
Kimberly-Clark
KMB
$36.2B
$620K 0.03%
6,147
+250
+4% +$27.3K
ZTS icon
117
Zoetis
ZTS
$30.4B
$617K 0.03%
4,906
-97
-2% -$12.7K
APD icon
118
Air Products & Chemicals
APD
$67.7B
$613K 0.03%
2,482
– –
LIN icon
119
Linde
LIN
$221B
$601K 0.03%
1,409
-8
-0.6% -$3.43K
SDY icon
120
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$601K 0.03%
4,317
-226
-5% -$31.4K
PODD icon
121
Insulet
PODD
$10.1B
$572K 0.03%
2,013
-8
-0.4% -$2.5K
DRI icon
122
Darden Restaurants
DRI
$25.9B
$552K 0.03%
3,000
-15
-0.5% -$2.73K
LOW icon
123
Lowe's Companies
LOW
$121B
$551K 0.03%
2,283
+750
+49% +$180K
RVTY icon
124
Revvity
RVTY
$13.2B
$544K 0.03%
5,622
+2
+0% +$192
EPD icon
125
Enterprise Products Partners
EPD
$81.9B
$542K 0.03%
16,921
+800
+5% +$25.3K
3 4
5
6 7

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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.