# Reynders McVeigh Capital Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1455969. Source: https://holderbook.com/funds/1455969-reynders-mcveigh-capital-management-llc/

- Reported value: $2.3M
- Positions: 196
- Weight of the ten largest: 43.7%
- Filed: 2026-09-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $185.3K | 925,981 | 8.2% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $135.0K | 466,656 | 6.0% | 31 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $97.7K | 197,440 | 4.3% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $95.7K | 240,828 | 4.2% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $89.2K | 505,694 | 3.9% | 27 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $86.5K | 241,937 | 3.8% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $82.0K | 219,809 | 3.6% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $76.6K | 105,987 | 3.4% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $72.8K | 141,828 | 3.2% | 31 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $67.4K | 918,219 | 3.0% | 25 |
| UL SOLUTIONS INC | [ULS](https://holderbook.com/stocks/ULS/) | $61.9K | 608,136 | 2.7% | 9 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $56.3K | 159,384 | 2.5% | 2 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $47.8K | 404,420 | 2.1% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $45.2K | 298,592 | 2.0% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $42.4K | 150,929 | 1.9% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $42.3K | 134,256 | 1.9% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $42.2K | 111,710 | 1.9% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $40.5K | 212,366 | 1.8% | 31 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $40.4K | 114,025 | 1.8% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $39.8K | 166,954 | 1.8% | 31 |
| CROWN HLDGS INC | [CCK](https://holderbook.com/stocks/CCK/) | $39.7K | 355,461 | 1.8% | 13 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $37.7K | 415,235 | 1.7% | 31 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $35.0K | 142,669 | 1.5% | 13 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $34.3K | 204,751 | 1.5% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $34.3K | 97,211 | 1.5% | 31 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $30.4K | 342,376 | 1.3% | 11 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $27.1K | 54,499 | 1.2% | 15 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $26.3K | 172,607 | 1.2% | 4 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $24.9K | 413,512 | 1.1% | 3 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $24.5K | 109,866 | 1.1% | 31 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $23.4K | 186,679 | 1.0% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $22.1K | 11,096 | 1.0% | 14 |
| NEW YORK TIMES CO MTN BE | [NYT](https://holderbook.com/stocks/NYT/) | $22.0K | 315,063 | 1.0% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $21.9K | 65,559 | 1.0% | 11 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $21.4K | 149,240 | 0.9% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $20.7K | 49,233 | 0.9% | 31 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $20.1K | 1,274,670 | 0.9% | 5 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $19.4K | 76,513 | 0.9% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $19.3K | 33,203 | 0.9% | 18 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $18.8K | 157,897 | 0.8% | 9 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $18.7K | 127,833 | 0.8% | 31 |
| INTERFACE INC | [TILE](https://holderbook.com/stocks/TILE/) | $17.6K | 489,736 | 0.8% | 22 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $12.9K | 57,695 | 0.6% | 31 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $12.5K | 699,538 | 0.6% | 19 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $12.0K | 87,447 | 0.5% | 1 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $11.2K | 71,575 | 0.5% | 31 |
| SENSIENT TECHNOLOGIES CORP | [SXT](https://holderbook.com/stocks/SXT/) | $10.7K | 86,526 | 0.5% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $10.5K | 67,163 | 0.5% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $10.0K | 10,721 | 0.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $7.3K | 29,167 | 0.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.1K | 5,915 | 0.3% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $6.8K | 94,291 | 0.3% | 15 |
| ALCON AG | [ALC](https://holderbook.com/stocks/ALC/) | $6.2K | 91,765 | 0.3% | 29 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.0K | 11,890 | 0.3% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.7K | 16,677 | 0.3% | 31 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $5.4K | 45,658 | 0.2% | 31 |
| GRAIL INC | [GRAL](https://holderbook.com/stocks/GRAL/) | $4.9K | 71,304 | 0.2% | 8 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $4.6K | 9,082 | 0.2% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.9K | 5,157 | 0.2% | 31 |
| DESCARTES SYS GROUP INC | [DSGX](https://holderbook.com/stocks/DSGX/) | $3.7K | 54,027 | 0.2% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $3.6K | 13,190 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $3.5K | 40,913 | 0.2% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $3.3K | 22,362 | 0.1% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.2K | 8,882 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.1K | 2,930 | 0.1% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.0K | 4 | 0.1% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.9K | 22,379 | 0.1% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.4K | 8,875 | 0.1% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.1K | 8,966 | 0.1% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.9K | 3,884 | 0.1% | 28 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.8K | 13,622 | 0.1% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.8K | 20,677 | 0.1% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.8K | 15,361 | 0.1% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.8K | 23,015 | 0.1% | 31 |
| CRISPR THERAPEUTICS AG | [CRSP](https://holderbook.com/stocks/CRSP/) | $1.7K | 31,065 | 0.1% | 14 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $1.7K | 5,925 | 0.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.5K | 10,455 | 0.1% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.4K | 4,263 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.4K | 12,084 | 0.1% | 31 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $1.4K | 8,613 | 0.1% | 31 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $1.4K | 28,634 | 0.1% | 31 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $1.4K | 9,250 | 0.1% | 27 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $1.3K | 8,891 | 0.1% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.3K | 2,042 | 0.1% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.3K | 3,488 | 0.1% | 10 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $1.3K | 13,087 | 0.1% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.3K | 3,711 | 0.1% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.2K | 8,895 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.2K | 6,347 | 0.1% | 25 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $1.2K | 708 | 0.1% | 25 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.1K | 3,071 | 0.1% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $1.1K | 2,769 | 0.0% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.1K | 7,826 | 0.0% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.1K | 8,099 | 0.0% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $1.1K | 2,760 | 0.0% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.1K | 11,014 | 0.0% | 31 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $1.1K | 827 | 0.0% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.0K | 17,998 | 0.0% | 31 |
| TYLER TECHNOLOGIES INC | [TYL](https://holderbook.com/stocks/TYL/) | $981 | 3,354 | 0.0% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $977 | 2,265 | 0.0% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.0% | +14.8% | +0.2% | 100% |
| Q1 2026 | -5.7% | -4.6% | -1.1% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +5.2% | +7.8% | -2.6% | 100% |
| Q2 2025 | +11.7% | +10.5% | +1.2% | 100% |
| Q1 2025 | -4.4% | -4.6% | +0.1% | 100% |
| Q4 2024 | +0.0% | +2.1% | -2.1% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.3M | 196 |
| Q1 2026 | $2.0B | 195 |
| Q4 2025 | $2.1B | 196 |
| Q3 2025 | $2.1B | 201 |
| Q2 2025 | $2.0B | 195 |
| Q1 2025 | $1.8B | 193 |
| Q4 2024 | $1.9B | 202 |
| Q3 2024 | $1.9B | 203 |
| Q2 2024 | $1.8B | 198 |
| Q1 2024 | $1.7B | 199 |
| Q4 2023 | $1.6B | 195 |
| Q3 2023 | $1.5B | 195 |