Reynders McVeigh Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Reynders McVeigh Capital Management, LLC reported 199 stock positions worth $1.7 billion. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.4%). Compared with Q4 2023, it opened 11 new positions, sold out of 7, added to 57 and reduced 112. The biggest buy was McCormick & Co.-Non VTG SHRS (MKC, shares +523%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001455969
Portfolio Value
$1.7B (Q1 2024)
SEC Filing
0001455969-24-000002 ↗ filed May 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.7B $1.7B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $1.9B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.8B Q1 2025 Q2 2025: $2.0B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $2.0B Q1 2026 Q2 2026: $2.3B Q2 2026

Holdings 199 stocks · $1.7B

NVDA Nvidia Corp. 7.36% 141,557 $127.9M Reduce -8.2%
AAPL Apple Inc. 4.85% 490,967 $84.2M Reduce -0.7%
MSFT Microsoft Corp. 4.43% 182,996 $77.0M Reduce -0.8%
MA Mastercard Inc. Class A 3.95% 142,372 $68.6M Reduce -1.6%
NVO Novo-Nordisk A/S-Spons ADR 3.32% 448,673 $57.6M Reduce -0.1%
ROK Rockwell Automation Inc. 3.30% 196,471 $57.2M Add +2.4%
CARR Carrier Global Corp. 3.17% 947,097 $55.1M Add +1.1%
DHR Danaher Corp. 3.16% 219,535 $54.8M Add +1.1%
ADI Analog Devices Inc. 2.97% 260,693 $51.6M Reduce -3.9%
CNI Canadian Natl Railway Co. 2.70% 355,732 $46.9M Reduce -2.0%
ABT Abbott Laboratories 2.59% 396,178 $45.0M Add +2.6%
XYL Xylem Inc. 2.52% 339,254 $43.8M Add +1.5%
ATR Aptargroup Inc. 2.46% 296,391 $42.6M Add +2.2%
GOOGL Alphabet Inc. Class A 2.24% 258,303 $39.0M Reduce -4.2%
SYK Stryker Corp. 2.20% 106,832 $38.2M Reduce -0.6%
TMUS T-Mobile US Inc. 2.14% 227,233 $37.1M Reduce -0.5%
APH Amphenol Corp. Class A 1.94% 292,075 $33.7M Add +7.2%
ADP Automatic Data Processing 1.91% 132,949 $33.2M Reduce -2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.87% 319,485 $32.4M Add +2.8%
NKE Nike Inc. Class B 1.79% 330,462 $31.1M Reduce -3.0%
BDX Becton Dickinson and Co. 1.69% 118,470 $29.3M Add +4.6%
AMZN Amazon.com Inc. 1.66% 159,880 $28.8M Reduce -0.4%
GOOG Alphabet Inc. Class C 1.60% 183,036 $27.9M Reduce -1.5%
WM Waste Management Inc. 1.60% 130,258 $27.8M Add +1.6%
NYT New York Times Co. Class A 1.47% 590,096 $25.5M Reduce -0.4%
PG The Procter & Gamble Co. 1.44% 153,915 $25.0M Reduce -0.8%
VLTO Veralto Corp. 1.28% 250,872 $22.2M Add +29.6%
CCK Crown Holdings Inc. 1.26% 276,472 $21.9M Add +15.7%
VRT Vertiv Holdings Co. Class A 1.16% 245,912 $20.1M Add +49.9%
HD Home Depot Inc. 1.15% 52,227 $20.0M Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.13% 102,610 $19.6M Add +8.1%
MDT Medtronic PLC 1.13% 224,500 $19.6M Add +4.9%
TSLA Tesla Inc. 1.08% 107,025 $18.8M Add +5.0%
CVS CVS Health Corp. 1.01% 220,406 $17.6M Reduce -14.7%
ALC Alcon Inc. filed as ALCON AG 0.97% 201,812 $16.8M Add +69.9%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.94% 204,246 $16.3M Add +13.6%
TER Teradyne Inc. 0.91% 139,416 $15.7M Add +1.0%
JNJ Johnson & Johnson 0.86% 94,190 $14.9M Reduce -1.9%
MKC McCormick & Co.-Non VTG SHRS 0.84% 189,412 $14.5M Add +522.7%
AMD Advanced Micro Devices 0.78% 75,347 $13.6M Reduce -2.6%
VRTX Vertex Pharmaceuticals Inc. 0.74% 30,601 $12.8M Add +89.6%
NET Cloudflare Inc. Class A 0.72% 128,754 $12.5M Add +33.4%
NVS Novartis AG-Sponsored ADR 0.68% 121,220 $11.7M Reduce -3.1%
ASML ASML Holding NV-NY Reg SHS 0.63% 11,326 $11.0M Add +1.3%
COST Costco Wholesale Corp. 0.47% 11,048 $8.1M Reduce -1.5%
PRGO Perrigo Co. PLC 0.44% 239,390 $7.7M Add +8.9%
LLY Eli Lilly & Co. 0.41% 9,140 $7.1M Reduce -11.3%
ILMN Illumina Inc. 0.41% 51,239 $7.0M Reduce -0.2%
ABBV Abbvie Inc. 0.39% 37,451 $6.8M Reduce -8.4%
CRSP Crispr Therapeutics AG 0.38% 96,979 $6.6M Add +5.4%
UBER Uber Technologies Inc. 0.36% 81,292 $6.3M Add +12.1%
ENPH Enphase Energy Inc. 0.35% 49,679 $6.0M Add +5.5%
FISV Fiserv Inc. 0.34% 37,412 $6.0M Add +2.4%
TMO Thermo Fisher Scientific Inc. 0.34% 10,278 $6.0M Reduce -1.6%
UL Unilever PLC 0.34% 117,586 $5.9M Reduce -51.8%
V Visa Inc. Class A 0.28% 17,367 $4.8M Reduce -11.0%
PEP Pepsico Inc. 0.27% 27,097 $4.7M Reduce -1.0%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 11,106 $4.7M Add +0.6%
TILE Interface Inc. 0.26% 268,240 $4.5M Add +1.1%
DSGX The Descartes Systems Grp 0.23% 43,534 $4.0M Add +2.1%
MRK Merck & Co. Inc. 0.21% 27,990 $3.7M Reduce -35.9%
CHD Church & Dwight Co. Inc. 0.21% 35,359 $3.7M Add +0.3%
MCD McDonald's Corp. 0.20% 12,624 $3.6M Reduce -0.9%
UNP Union Pacific Corp. 0.20% 14,192 $3.5M Reduce -6.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 6,644 $3.5M Reduce -7.5%
VEEV Veeva Systems Inc. Class A 0.20% 14,694 $3.4M Reduce -42.9%
SBUX Starbucks Corp. 0.19% 35,940 $3.3M Reduce -46.4%
ORCL Oracle Corp. 0.19% 25,903 $3.3M Reduce -1.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 8,238 $2.8M Reduce -0.5%
AMGN Amgen Inc. 0.15% 8,964 $2.5M Reduce -1.2%
EFX Equifax Inc. 0.13% 8,612 $2.3M Reduce -4.4%
MKTX Marketaxess Holdings Inc. 0.13% 10,360 $2.3M Reduce -48.3%
VIG Vanguard Dividend Apprec ETF 0.13% 12,223 $2.2M Reduce -2.0%
NXPI NXP Semiconductors NV 0.12% 8,331 $2.1M Reduce -0.6%
TYL Tyler Technologies Inc. 0.12% 4,828 $2.1M Reduce -2.1%
HON Honeywell International Inc. 0.11% 9,246 $1.9M Reduce -4.7%
AMAT Applied Materials Inc. 0.10% 8,532 $1.8M Reduce -9.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 13,006 $1.6M Reduce -5.7%
IJH iShares Core S&P Midcap ETF 0.09% 25,400 $1.5M Add +0.4%
SPGI S&P Global Inc. 0.08% 3,430 $1.5M Reduce -0.1%
MRNA Moderna Inc. 0.08% 13,052 $1.4M Reduce -6.5%
NEE Nextera Energy Inc. 0.08% 21,384 $1.4M Reduce -5.2%
CSX CSX Corp. 0.08% 36,641 $1.4M Reduce -3.7%
AVGO Broadcom Inc. 0.08% 1,024 $1.4M Reduce -8.2%
SOFI Sofi Technologies Inc. 0.08% 183,743 $1.3M Add +24.3%
IWP iShares Russell Mid-Cap Grow 0.07% 11,350 $1.3M Reduce -3.3%
ISRG Intuitive Surgical Inc. 0.07% 2,961 $1.2M Add +2.1%
DXCM Dexcom Inc. 0.07% 8,495 $1.2M Reduce -26.7%
CSCO Cisco Systems Inc. 0.07% 23,180 $1.2M Reduce -5.8%
RELX Relx PLC - Spon ADR 0.07% 26,415 $1.1M New
MELI MercadoLibre Inc. 0.06% 741 $1.1M Add +5.7%
BMY Bristol-Myers Squibb Co. 0.06% 19,845 $1.1M Reduce -14.1%
JPM JPMorgan Chase & Co. 0.06% 5,272 $1.1M Add +4.3%
ZTS Zoetis Inc. 0.06% 6,073 $1.0M Add +2.2%
MTD Mettler-Toledo International 0.06% 756 $1.0M Reduce -10.1%
NSC Norfolk Southern Corp. 0.06% 3,822 $974K Add +0.0%
ORA Ormat Technologies Inc. 0.06% 14,686 $973K Reduce -23.4%
DE Deere & Co. 0.05% 2,169 $891K Reduce -26.4%
GIS General Mills Inc. 0.05% 12,730 $891K Add +2.1%
IDXX Idexx Laboratories Inc. 0.05% 1,650 $891K Reduce -0.6%
EMR Emerson Electric Co. 0.05% 7,534 $855K Reduce -1.0%
CL Colgate-Palmolive Co. 0.05% 9,457 $852K Reduce -1.8%
TGT Target Corp. 0.05% 4,786 $849K Reduce -2.3%
RTX RTX Corp. 0.05% 8,445 $824K Reduce -16.2%
BKNG Booking Holdings Inc. 0.05% 222 $806K Reduce -9.8%
WMT Walmart Inc. 0.05% 13,260 $798K Reduce -9.4%
VTI VG Morningstar TS MKT ETF-US 0.05% 3,043 $791K Reduce -7.2%
CAT Caterpillar Inc. 0.04% 2,127 $780K Reduce -0.3%
FIS Fidelity National Info Serv 0.04% 10,424 $774K Reduce -17.2%
XOM Exxon Mobil Corp. 0.04% 6,570 $764K Reduce -2.4%
LIN Linde PLC 0.04% 1,639 $762K Add +9.8%
IVW iShares S&P 500 Growth ETF 0.04% 8,895 $752K No change
ACN Accenture PLC Class A 0.04% 2,168 $752K Add +2.2%
INTU Intuit Inc. 0.04% 1,149 $747K Reduce -0.3%
SYY Sysco Corp. 0.04% 9,116 $741K Reduce -41.7%
KMB Kimberly-Clark Corp. 0.04% 5,704 $738K Reduce -0.9%
GLD SPDR Gold Shares 0.04% 3,523 $725K New
MCO Moody's Corp. 0.04% 1,831 $720K Add +0.6%
RVTY Revvity Inc. 0.04% 6,669 $701K Reduce -0.7%
AXP American Express Co. 0.04% 3,019 $688K Add +0.1%
INTC Intel Corp. 0.04% 15,102 $668K Reduce -16.1%
DD Dupont DE Nemours Inc. 0.04% 8,681 $666K Reduce -0.3%
SDY SS SPDR S&P Dividend ETF 0.04% 4,969 $653K Reduce -6.1%
ITW Illinois Tool Works 0.04% 2,379 $639K Reduce -1.7%
META Meta Platforms Inc. Class A 0.04% 1,296 $630K Reduce -4.8%
APD Air Products & Chemicals Inc. 0.04% 2,518 $611K Add +0.7%
TSM Taiwan Semiconductor-SP ADR 0.04% 4,465 $608K Reduce -1.4%
IWF iShares Russell 1000 Growth 0.03% 1,781 $601K Reduce -8.8%
KO The Coca-Cola Co. 0.03% 9,702 $594K Reduce -1.0%
PFE Pfizer Inc. 0.03% 21,381 $594K Reduce -1.7%
ECL Ecolab Inc. 0.03% 2,559 $591K Add +4.8%
EPD Enterprise Products Partners 0.03% 19,596 $572K No change
TT Trane Technologies PLC 0.03% 1,825 $548K Reduce -1.6%
PAYX Paychex Inc. 0.03% 4,443 $546K Reduce -10.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.03% 2,241 $529K No change
IVV iShares Core S&P 500 ETF 0.03% 962 $506K Reduce -19.6%
DRI Darden Restaurants Inc. 0.03% 3,000 $502K No change
NTAP Netapp Inc. 0.03% 4,750 $499K No change
ADBE Adobe Inc. 0.03% 961 $485K Reduce -3.2%
DLN Wisdomtree US Largecap Divid 0.03% 6,500 $470K No change
MRSH Marsh & McLennan Cos 0.03% 2,270 $468K Add +8.1%
ROP Roper Technologies Inc. 0.03% 824 $463K Reduce -13.7%
TXN Texas Instruments Inc. 0.03% 2,561 $447K Add +6.3%
EW Edwards Lifesciences Corp. 0.03% 4,582 $438K Reduce -16.0%
IVE iShares S&P 500 Value ETF 0.02% 2,283 $427K Reduce -4.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 3,600 $426K No change
CSL Carlisle Cos Inc. 0.02% 1,064 $417K Reduce -11.1%
MDLZ Mondelez International Inc. Class A 0.02% 5,761 $404K Add +5.9%
UPS United Parcel Service Class B 0.02% 2,707 $403K Add +14.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 1,538 $385K Reduce -6.8%
CLX Clorox Company 0.02% 2,482 $381K Reduce -4.8%
SHW The Sherwin-Williams Co. 0.02% 1,090 $379K Reduce -10.2%
UNH Unitedhealth Group Inc. 0.02% 760 $376K Add +5.6%
IWV iShares Russell 3000 ETF 0.02% 1,221 $367K Reduce -6.2%
LOW Lowe's Cos Inc. 0.02% 1,417 $361K Add +6.8%
CTVA Corteva Inc. 0.02% 6,227 $360K No change
DUK Duke Energy Corp. 0.02% 3,718 $360K Add +4.5%
DTE DTE Energy Company 0.02% 3,191 $358K Reduce -9.9%
EXR Extra Space Storage Inc. 0.02% 2,347 $346K No change
PODD Insulet Corp. 0.02% 2,013 $346K No change
KR Kroger Co. 0.02% 5,801 $332K New
VOOG Vanguard S&P 500 Growth ETF 0.02% 1,086 $331K Reduce -15.9%
STZ Constellation Brands Inc. Class A 0.02% 1,193 $324K Reduce -1.7%
FBIN Fortune Brands Innovations I 0.02% 3,787 $321K Reduce -31.1%
NUE Nucor Corp. 0.02% 1,575 $312K No change
WEC WEC Energy Group Inc. 0.02% 3,744 $308K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,876 $306K Reduce -3.1%
PLD Prologis Inc. 0.02% 2,297 $300K Reduce -17.0%
RSP Invesco S&P 500 Equal Weight 0.02% 1,750 $297K Reduce -15.2%
CTSH Cognizant Tech Solutions-A 0.02% 3,973 $292K No change
VZ Verizon Communications Inc. 0.02% 6,800 $286K Add +0.9%
MPC Marathon Petroleum Corp. 0.02% 1,370 $277K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 7,255 $276K Reduce -38.3%
CRM Salesforce Inc. 0.02% 905 $273K Add +12.4%
CB Chubb Ltd. 0.02% 1,050 $273K Reduce -1.1%
RPM RPM International Inc. 0.02% 2,250 $268K No change
EGP Eastgroup Properties Inc. 0.01% 1,450 $261K Reduce -3.3%
BERKSHIRE HATHAWAY INC 0.01% 600 $253K No change
IWB iShares Russell 1000 ETF 0.01% 872 $252K Reduce -41.9%
FDX FedEx Corp. 0.01% 851 $247K Reduce -4.0%
NFLX Netflix Inc. 0.01% 405 $246K New
DELL Dell Technologies -C 0.01% 2,128 $243K New
VB Vanguard Most SM-Cap ETF-Usd 0.01% 1,036 $237K New
BA The Boeing Co. 0.01% 1,213 $235K Reduce -4.4%
PSA Public Storage 0.01% 793 $231K Add +9.4%
GE General Electric 0.01% 1,289 $227K New
VEA Vanguard Ftse Developed ETF 0.01% 4,519 $227K Reduce -3.3%
DOW Dow Inc. 0.01% 3,888 $226K No change
TEL Te Connectivity Ltd. 0.01% 1,472 $214K Reduce -1.4%
BSX Boston Scientific Corp. 0.01% 3,101 $213K New
ANET Arista Networks Inc. 0.01% 725 $211K New
OTIS Otis Worldwide Corp. 0.01% 2,112 $210K Reduce -11.0%
PANW Palo Alto Networks Inc. 0.01% 730 $208K Reduce -69.6%
QCOM Qualcomm Inc. 0.01% 1,218 $207K New
BEAM Beam Therapeutics Inc. 0.01% 6,055 $201K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.01% 2,335 $201K Reduce -22.6%
ESRT Empire State Realty Trust-A 0.01% 16,397 $167K No change
STKL Sunopta Inc. 0.00% 10,600 $73K Reduce -64.1%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 0.00% 11,504 $64K No change

Portfolio Sells Q4 2023 → Q1 2024

AAPL Apple Inc. Reduce -0.7% 4.85% −1.18
NKE Nike Inc. Class B Reduce -3.0% 1.79% −0.55
ADI Analog Devices Inc. Reduce -3.9% 2.97% −0.44
UL Unilever PLC Reduce -51.8% 0.34% −0.41
NYT New York Times Co. Class A Reduce -0.4% 1.47% −0.37
CVS CVS Health Corp. Reduce -14.7% 1.01% −0.28
MKTX Marketaxess Holdings Inc. Reduce -48.3% 0.13% −0.24
SBUX Starbucks Corp. Reduce -46.4% 0.19% −0.22
CNI Canadian Natl Railway Co. Reduce -2.0% 2.70% −0.19
TMUS T-Mobile US Inc. Reduce -0.5% 2.14% −0.18
GOOGL Alphabet Inc. Class A Reduce -4.2% 2.24% −0.14
NVS Novartis AG-Sponsored ADR Reduce -3.1% 0.68% −0.12
VEEV Veeva Systems Inc. Class A Reduce -42.9% 0.20% −0.12
JNJ Johnson & Johnson Reduce -1.9% 0.86% −0.10
ADP Automatic Data Processing Reduce -2.0% 1.91% −0.09
MRK Merck & Co. Inc. Reduce -35.9% 0.21% −0.09
GOOG Alphabet Inc. Class C Reduce -1.5% 1.60% −0.05
ILMN Illumina Inc. Reduce -0.2% 0.41% −0.05
V Visa Inc. Class A Reduce -11.0% 0.28% −0.04
ORA Ormat Technologies Inc. Reduce -23.4% 0.06% −0.04
UNP Union Pacific Corp. Reduce -6.5% 0.20% −0.04
MCD McDonald's Corp. Reduce -0.9% 0.20% −0.03
PANW Palo Alto Networks Inc. Reduce -69.6% 0.01% −0.03
SYY Sysco Corp. Reduce -41.7% 0.04% −0.03
DE Deere & Co. Reduce -26.4% 0.05% −0.02
DXCM Dexcom Inc. Reduce -26.7% 0.07% −0.02
NVST Envista Holdings Corp. Sold out 0.00% −0.02
MMM 3M Co. Sold out 0.00% −0.02
PEP Pepsico Inc. Reduce -1.0% 0.27% −0.02
HON Honeywell International Inc. Reduce -4.7% 0.11% −0.02
INTC Intel Corp. Reduce -16.1% 0.04% −0.02
AMGN Amgen Inc. Reduce -1.2% 0.15% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.5% 0.20% −0.02
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.02
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.02
PLXS Plexus Corp. Sold out 0.00% −0.01
BMY Bristol-Myers Squibb Co. Reduce -14.1% 0.06% −0.01
TYL Tyler Technologies Inc. Reduce -2.1% 0.12% −0.01
CSCO Cisco Systems Inc. Reduce -5.8% 0.07% −0.01
SPGI S&P Global Inc. Reduce -0.1% 0.08% −0.01
IWB iShares Russell 1000 ETF Reduce -41.9% 0.01% −0.01
ADBE Adobe Inc. Reduce -3.2% 0.03% −0.01
BAC Bank of America Corp. Reduce -38.3% 0.02% −0.01
BKNG Booking Holdings Inc. Reduce -9.8% 0.05% −0.01
ABBV Abbvie Inc. Reduce -8.4% 0.39% −0.01
EFX Equifax Inc. Reduce -4.4% 0.13% −0.01
DH Definitive Healthcare Corp. Sold out 0.00% −0.01
FBIN Fortune Brands Innovations I Reduce -31.1% 0.02% −0.01
NEE Nextera Energy Inc. Reduce -5.2% 0.08% −0.01
MRNA Moderna Inc. Reduce -6.5% 0.08% −0.01

Portfolio Buys Q4 2023 → Q1 2024

MKC McCormick & Co.-Non VTG SHRS Add +522.7% 0.84% +0.71
VRT Vertiv Holdings Co. Class A Add +49.9% 1.16% +0.66
ALC Alcon Inc. Add +69.9% 0.97% +0.38
VRTX Vertex Pharmaceuticals Inc. Add +89.6% 0.74% +0.32
VLTO Veralto Corp. Add +29.6% 1.28% +0.27
APH Amphenol Corp. Class A Add +7.2% 1.94% +0.23
NET Cloudflare Inc. Class A Add +33.4% 0.72% +0.21
ATR Aptargroup Inc. Add +2.2% 2.46% +0.18
IBM Intl Business Machines Corp. Add +8.1% 1.13% +0.14
WM Waste Management Inc. Add +1.6% 1.60% +0.14
XYL Xylem Inc. Add +1.5% 2.52% +0.10
ASML ASML Holding NV-NY Reg SHS Add +1.3% 0.63% +0.10
UBER Uber Technologies Inc. Add +12.1% 0.36% +0.08
RELX Relx PLC - Spon ADR New 0.07% +0.07
TILE Interface Inc. Add +1.1% 0.26% +0.05
GLD SPDR Gold Shares New 0.04% +0.04
FISV Fiserv Inc. Add +2.4% 0.34% +0.04
HD Home Depot Inc. Add +1.1% 1.15% +0.02
TJX TJX Companies Inc. Add +2.8% 1.87% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.27% +0.02
KR Kroger Co. New 0.02% +0.02
CRSP Crispr Therapeutics AG Add +5.4% 0.38% +0.02
NFLX Netflix Inc. New 0.01% +0.01
DELL Dell Technologies -C New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd New 0.01% +0.01
GE General Electric New 0.01% +0.01
BSX Boston Scientific Corp. New 0.01% +0.01
ANET Arista Networks Inc. New 0.01% +0.01
QCOM Qualcomm Inc. New 0.01% +0.01
BEAM Beam Therapeutics Inc. New 0.01% +0.01
MDT Medtronic PLC Add +4.9% 1.13% +0.01
JPM JPMorgan Chase & Co. Add +4.3% 0.06% +0.01
ISRG Intuitive Surgical Inc. Add +2.1% 0.07% +0.01
LIN Linde PLC Add +9.8% 0.04% +0.01
AXP American Express Co. Add +0.1% 0.04% +0.00
ECL Ecolab Inc. Add +4.8% 0.03% +0.00
DSGX The Descartes Systems Grp Add +2.1% 0.23% +0.00
CRM Salesforce Inc. Add +12.4% 0.02% +0.00
LOW Lowe's Cos Inc. Add +6.8% 0.02% +0.00
MRSH Marsh & McLennan Cos Add +8.1% 0.03% +0.00
CHD Church & Dwight Co. Inc. Add +0.3% 0.21% +0.00
VZ Verizon Communications Inc. Add +0.9% 0.02% +0.00
IJH iShares Core S&P Midcap ETF Add +0.4% 0.09% 0.00
GIS General Mills Inc. Add +2.1% 0.05% −0.00
TXN Texas Instruments Inc. Add +6.3% 0.03% −0.00
UPS United Parcel Service Class B Add +14.2% 0.02% −0.00
PSA Public Storage Add +9.4% 0.01% −0.00
DUK Duke Energy Corp. Add +4.5% 0.02% −0.00
NSC Norfolk Southern Corp. Add +0.0% 0.06% −0.00
MDLZ Mondelez International Inc. Class A Add +5.9% 0.02% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 196$2.3BNVDA, AAPL, ROK, ADI, APH
Q1 2026 195$2.0BNVDA, AAPL, ADI, MSFT, ROK
Q4 2025 196$2.1BNVDA, AAPL, GOOGL, MSFT, MA
Q3 2025 201$2.1BNVDA, AAPL, MSFT, MA, ROK
Q2 2025 195$2.0BNVDA, AAPL, MSFT, MA, ROK
Q1 2025 193$1.8BNVDA, AAPL, MA, MSFT, TMUS
Q4 2024 202$1.9BNVDA, AAPL, MSFT, MA, CARR
Q3 2024 203$1.9BNVDA, AAPL, MSFT, CARR, MA
Q2 2024 198$1.8BNVDA, AAPL, MSFT, MA, CARR
Q1 2024 199$1.7BNVDA, AAPL, MSFT, MA, NVO