Reynders McVeigh Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 15, 2026), Reynders McVeigh Capital Management, LLC reported 196 stock positions worth $2.3 billion. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by Apple (AAPL, 6.0%) and Rockwell Automation (ROK, 4.3%). Compared with Q1 2026, it opened 13 new positions, sold out of 13, added to 58 and reduced 86. The biggest buy was Applied Materials (AMAT, shares +8%) and the biggest sale Aptargroup (ATR, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001455969
- Portfolio Value
- $2.3B (Q2 2026)
- SEC Filing
- 0001455969-26-000005 ↗ filed Sep 15, 2026
Holdings Value
Holdings 196 stocks · $2.3B
| NVDA Nvidia Corp. | 8.20% | 925,981 | $185.3M | Reduce -3.5% |
| AAPL Apple Inc. | 5.97% | 466,656 | $135.0M | Add +0.3% |
| ROK Rockwell Automation Inc. | 4.33% | 197,440 | $97.7M | Add +0.1% |
| ADI Analog Devices Inc. | 4.23% | 240,828 | $95.7M | Reduce -1.8% |
| APH Amphenol Corp. Class A | 3.95% | 505,694 | $89.2M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.83% | 241,937 | $86.5M | Add +0.8% |
| MSFT Microsoft Corp. | 3.63% | 219,809 | $82.0M | Add +9.9% |
| AMAT Applied Materials Inc. | 3.39% | 105,987 | $76.6M | Add +8.2% |
| MA Mastercard Inc. Class A | 3.22% | 141,828 | $72.8M | Add +2.2% |
| CARR Carrier Global Corp. | 2.98% | 918,219 | $67.4M | Add +3.0% |
| ULS Ul Solutions Inc. Class A | 2.74% | 608,136 | $61.9M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 2.49% | 159,384 | $56.3M | Add +1.3% |
| XYL Xylem Inc. | 2.12% | 404,420 | $47.8M | Add +16.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.00% | 298,592 | $45.2M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.88% | 150,929 | $42.4M | Add +5.2% |
| SYK Stryker Corp. | 1.87% | 134,256 | $42.3M | Add +6.7% |
| AVGO Broadcom Inc. | 1.87% | 111,710 | $42.2M | Add +10.3% |
| DHR Danaher Corp. | 1.79% | 212,366 | $40.5M | Add +0.5% |
| ARM Arm Holdings PLC-ADR | 1.79% | 114,025 | $40.4M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.76% | 166,954 | $39.8M | Add +0.6% |
| CCK Crown Holdings Inc. | 1.76% | 355,461 | $39.7M | Add +3.2% |
| ABT Abbott Laboratories | 1.67% | 415,235 | $37.7M | Reduce -1.5% |
| NET Cloudflare Inc. Class A | 1.55% | 142,669 | $35.0M | Reduce -1.9% |
| TMUS T-Mobile US Inc. | 1.52% | 204,751 | $34.3M | Reduce -0.3% |
| HD Home Depot Inc. | 1.52% | 97,211 | $34.3M | Add +5.8% |
| VLTO Veralto Corp. | 1.34% | 342,376 | $30.4M | Add +3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.20% | 54,499 | $27.1M | Reduce -0.3% |
| SN Sharkninja Inc. | 1.16% | 172,607 | $26.3M | Add +10.9% |
| UL Unilever PLC-Sponsored ADR | 1.10% | 413,512 | $24.9M | Add +36.0% |
| WM Waste Management Inc. | 1.08% | 109,866 | $24.5M | Add +1.9% |
| ATR Aptargroup Inc. | 1.03% | 186,679 | $23.4M | Reduce -40.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.98% | 11,096 | $22.1M | Reduce -3.0% |
| NYT New York Times Co. Class A | 0.98% | 315,063 | $22.0M | Add +0.2% |
| VRT Vertiv Holdings Co. Class A | 0.97% | 65,559 | $21.9M | Reduce -5.0% |
| ABNB Airbnb Inc. Class A | 0.94% | 149,240 | $21.4M | Add +1.0% |
| TSLA Tesla Inc. | 0.92% | 49,233 | $20.7M | Reduce -2.7% |
| RKT Rocket Cos Inc. Class A | 0.89% | 1,274,670 | $20.1M | Add +11.7% |
| JNJ Johnson & Johnson | 0.86% | 76,513 | $19.4M | Add +0.7% |
| AMD Advanced Micro Devices | 0.85% | 33,203 | $19.3M | Reduce -5.3% |
| NXT Nextpower Inc. | 0.83% | 157,897 | $18.8M | Add +15.0% |
| PG The Procter & Gamble Co. | 0.83% | 127,833 | $18.7M | Reduce -2.3% |
| TILE Interface Inc. | 0.78% | 489,736 | $17.6M | Add +11.4% |
| ADP Automatic Data Processing | 0.57% | 57,695 | $12.9M | Reduce -18.4% |
| SOFI Sofi Technologies Inc. | 0.56% | 699,538 | $12.5M | Add +2.6% |
| BR Broadridge Financial Solutio | 0.53% | 87,447 | $12.0M | New |
| NVS Novartis AG-Sponsored ADR | 0.50% | 71,575 | $11.2M | Reduce -2.5% |
| SXT Sensient Technologies Corp. | 0.47% | 86,526 | $10.7M | New |
| CRM Salesforce Inc. | 0.47% | 67,163 | $10.5M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.44% | 10,721 | $10.0M | Add +1.7% |
| ABBV Abbvie Inc. | 0.32% | 29,167 | $7.3M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.31% | 5,915 | $7.1M | Reduce -1.2% |
| UBER Uber Technologies Inc. | 0.30% | 94,291 | $6.8M | Reduce -65.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.27% | 91,765 | $6.2M | Reduce -69.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 11,890 | $6.0M | Add +0.8% |
| V Visa Inc. Class A | 0.25% | 16,677 | $5.7M | Add +1.6% |
| CNI Canadian Natl Railway Co. | 0.24% | 45,658 | $5.4M | Reduce -0.5% |
| GRAL Grail Inc. | 0.22% | 71,304 | $4.9M | Reduce -40.1% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 9,082 | $4.6M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 5,157 | $3.9M | Reduce -4.5% |
| DSGX The Descartes Systems Grp | 0.17% | 54,027 | $3.7M | Reduce -8.3% |
| UNP Union Pacific Corp. | 0.16% | 13,190 | $3.6M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 40,913 | $3.5M | Add +10.5% |
| ORCL Oracle Corp. | 0.14% | 22,362 | $3.3M | Reduce -7.6% |
| AMGN Amgen Inc. | 0.14% | 8,882 | $3.2M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.14% | 2,930 | $3.1M | Reduce -1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 4 | $3.0M | No change |
| MRK Merck & Co. Inc. | 0.13% | 22,379 | $2.9M | Reduce -0.0% |
| MCD McDonald's Corp. | 0.11% | 8,875 | $2.4M | Reduce -7.7% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 8,966 | $2.1M | Reduce -17.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 3,884 | $1.9M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.08% | 13,622 | $1.8M | Reduce -11.2% |
| NEE Nextera Energy Inc. | 0.08% | 20,677 | $1.8M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.08% | 15,361 | $1.8M | Reduce -9.6% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 23,015 | $1.8M | Reduce -0.4% |
| CRSP Crispr Therapeutics AG | 0.07% | 31,065 | $1.7M | Reduce -74.8% |
| NXPI NXP Semiconductors NV | 0.07% | 5,925 | $1.7M | Reduce -8.1% |
| INTC Intel Corp. | 0.06% | 10,455 | $1.5M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.06% | 4,263 | $1.4M | Reduce -2.3% |
| WMT Walmart Inc. | 0.06% | 12,084 | $1.4M | No change |
| EFX Equifax Inc. | 0.06% | 8,613 | $1.4M | No change |
| CSX CSX Corp. | 0.06% | 28,634 | $1.4M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 9,250 | $1.4M | No change |
| BDX Becton Dickinson and Co. | 0.06% | 8,891 | $1.3M | Reduce -77.4% |
| DE Deere & Co. | 0.06% | 2,042 | $1.3M | Reduce -1.0% |
| GLD SPDR Gold Shares | 0.06% | 3,488 | $1.3M | No change |
| CHD Church & Dwight Co. Inc. | 0.06% | 13,087 | $1.3M | Reduce -0.2% |
| AXP American Express Co. | 0.06% | 3,711 | $1.3M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 8,895 | $1.2M | No change |
| RTX RTX Corp. | 0.05% | 6,347 | $1.2M | Reduce -3.0% |
| MELI MercadoLibre Inc. | 0.05% | 708 | $1.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 3,071 | $1.1M | Add +7.0% |
| SPGI S&P Global Inc. | 0.05% | 2,769 | $1.1M | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.05% | 7,826 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.05% | 8,099 | $1.1M | Reduce -3.5% |
| ISRG Intuitive Surgical Inc. | 0.05% | 2,760 | $1.1M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 11,014 | $1.1M | Reduce -2.4% |
| MTD Mettler-Toledo International | 0.05% | 827 | $1.1M | Add +9.3% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 17,998 | $1.0M | Add +0.5% |
| TYL Tyler Technologies Inc. | 0.04% | 3,354 | $981K | Reduce -16.3% |
| DELL Dell Technologies -C | 0.04% | 2,265 | $977K | Reduce -0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| ATR Aptargroup Inc. | Reduce -40.6% | 1.03% | −0.96 |
| ALC Alcon Inc. | Reduce -69.0% | 0.27% | −0.85 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.79 |
| UBER Uber Technologies Inc. | Reduce -65.3% | 0.30% | −0.68 |
| TMUS T-Mobile US Inc. | Reduce -0.3% | 1.52% | −0.66 |
| ABT Abbott Laboratories | Reduce -1.5% | 1.67% | −0.52 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.41 |
| BDX Becton Dickinson and Co. | Reduce -77.4% | 0.06% | −0.25 |
| NVDA Nvidia Corp. | Reduce -3.5% | 8.20% | −0.24 |
| CRSP Crispr Therapeutics AG | Reduce -74.8% | 0.07% | −0.22 |
| CRM Salesforce Inc. | Reduce -3.9% | 0.47% | −0.19 |
| ADP Automatic Data Processing | Reduce -18.4% | 0.57% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.83% | −0.12 |
| GRAL Grail Inc. | Reduce -40.1% | 0.22% | −0.10 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.5% | 0.50% | −0.07 |
| HON Honeywell International Inc. | Reduce -50.8% | 0.04% | −0.05 |
| DSGX The Descartes Systems Grp | Reduce -8.3% | 0.17% | −0.05 |
| ENVX Enovix Corp. | Reduce -69.8% | 0.02% | −0.05 |
| MCD McDonald's Corp. | Reduce -7.7% | 0.11% | −0.04 |
| PEP Pepsico Inc. | Reduce -11.2% | 0.08% | −0.04 |
| ORCL Oracle Corp. | Reduce -7.6% | 0.14% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.3% | 1.20% | −0.03 |
| TSLA Tesla Inc. | Reduce -2.7% | 0.92% | −0.03 |
| TYL Tyler Technologies Inc. | Reduce -16.3% | 0.04% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -17.7% | 0.09% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.5% | 0.05% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Reduce -3.3% | 0.14% | −0.02 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.02 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.7% | 0.05% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.02 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Sold out | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.01 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -3.0% | 0.05% | −0.01 |
| NFLX Netflix Inc. | Reduce -4.1% | 0.02% | −0.01 |
| SPGI S&P Global Inc. | Reduce -0.0% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.0% | 0.13% | −0.01 |
| DIS The Walt Disney Co. | Reduce -2.4% | 0.05% | −0.01 |
| CVX Chevron Corp. | Reduce -2.7% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.17% | −0.01 |
| HONA Honeywell Aerospace Inc. | Reduce -1.7% | 0.04% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -5.7% | 0.03% | −0.01 |
| EPD Enterprise Products Partners | Reduce -5.0% | 0.03% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -7.5% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AMAT Applied Materials Inc. | Add +8.2% | 3.39% | +1.70 |
| ROK Rockwell Automation Inc. | Add +0.1% | 4.33% | +0.75 |
| BR Broadridge Financial Solutio | New | 0.53% | +0.53 |
| SXT Sensient Technologies Corp. | New | 0.47% | +0.47 |
| CARR Carrier Global Corp. | Add +3.0% | 2.98% | +0.45 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 3.83% | +0.34 |
| SN Sharkninja Inc. | Add +10.9% | 1.16% | +0.33 |
| AVGO Broadcom Inc. | Add +10.3% | 1.87% | +0.29 |
| UL Unilever PLC-Sponsored ADR | Add +36.0% | 1.10% | +0.23 |
| TILE Interface Inc. | Add +11.4% | 0.78% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 2.49% | +0.22 |
| ULS Ul Solutions Inc. Class A | Add +3.8% | 2.74% | +0.21 |
| IBM Intl Business Machines Corp. | Add +5.2% | 1.88% | +0.12 |
| RKT Rocket Cos Inc. Class A | Add +11.7% | 0.89% | +0.07 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.03% | +0.03 |
| XYL Xylem Inc. | Add +16.5% | 2.12% | +0.02 |
| AAPL Apple Inc. | Add +0.3% | 5.97% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.5% | 0.16% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.6% | 1.76% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| CCK Crown Holdings Inc. | Add +3.2% | 1.76% | +0.02 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | New | 0.01% | +0.01 |
| MMM 3M Co. | New | 0.01% | +0.01 |
| MKSI MKS Inc. | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | New | 0.01% | +0.01 |
| QCOM Qualcomm Inc. | New | 0.01% | +0.01 |
| PGR Progressive Corp. | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | New | 0.01% | +0.01 |
| SOFI Sofi Technologies Inc. | Add +2.6% | 0.56% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.2% | 0.03% | +0.01 |
| Q Qnity Electronics Inc. | Add +6.8% | 0.03% | +0.01 |
| TXN Texas Instruments Inc. | Add +0.7% | 0.03% | +0.01 |
| ABBV Abbvie Inc. | Add +0.4% | 0.32% | +0.01 |
| GEV GE Vernova Inc. | Add +2.2% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.0% | 0.05% | +0.00 |
| ABNB Airbnb Inc. Class A | Add +1.0% | 0.94% | +0.00 |
| V Visa Inc. Class A | Add +1.6% | 0.25% | +0.00 |
| CTVA Corteva Inc. | Add +26.4% | 0.03% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +23.9% | 0.02% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +24.8% | 0.02% | +0.00 |
| DHI D.R. Horton Inc. | Add +9.7% | 0.01% | +0.00 |
| CSX CSX Corp. | Add +0.5% | 0.06% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 0.04% | +0.00 |
| RIVN Rivian Automotive Inc. Class A | Add +6.8% | 0.01% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +17.9% | 0.02% | +0.00 |
| UNP Union Pacific Corp. | Add +1.5% | 0.16% | −0.00 |
| HASI Ha Sustainable Infrastructur | Add +0.0% | 0.01% | −0.00 |
| ECL Ecolab Inc. | Add +5.4% | 0.04% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 196 | $2.3B | NVDA, AAPL, ROK, ADI, APH |
| Q1 2026 | 195 | $2.0B | NVDA, AAPL, ADI, MSFT, ROK |
| Q4 2025 | 196 | $2.1B | NVDA, AAPL, GOOGL, MSFT, MA |
| Q3 2025 | 201 | $2.1B | NVDA, AAPL, MSFT, MA, ROK |
| Q2 2025 | 195 | $2.0B | NVDA, AAPL, MSFT, MA, ROK |
| Q1 2025 | 193 | $1.8B | NVDA, AAPL, MA, MSFT, TMUS |
| Q4 2024 | 202 | $1.9B | NVDA, AAPL, MSFT, MA, CARR |
| Q3 2024 | 203 | $1.9B | NVDA, AAPL, MSFT, CARR, MA |
| Q2 2024 | 198 | $1.8B | NVDA, AAPL, MSFT, MA, CARR |
| Q1 2024 | 199 | $1.7B | NVDA, AAPL, MSFT, MA, NVO |