Reynders McVeigh Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Reynders McVeigh Capital Management, LLC reported 198 stock positions worth $1.8 billion. Its top holding was Nvidia (NVDA) at 9.5% of the portfolio, followed by Apple (AAPL, 6.0%) and Microsoft (MSFT, 4.7%). Compared with Q1 2024, it opened 5 new positions, sold out of 6, added to 66 and reduced 89. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001455969
- Portfolio Value
- $1.8B (Q2 2024)
- SEC Filing
- 0001455969-24-000004 ↗ filed Aug 13, 2024
Holdings Value
Holdings 198 stocks · $1.8B
| NVDA Nvidia Corp. | 9.46% | 1,347,940 | $166.5M | Reduce -4.8% |
| AAPL Apple Inc. | 5.99% | 500,271 | $105.4M | Add +1.9% |
| MSFT Microsoft Corp. | 4.71% | 185,516 | $82.9M | Add +1.4% |
| MA Mastercard Inc. Class A | 3.59% | 143,306 | $63.2M | Add +0.7% |
| CARR Carrier Global Corp. | 3.38% | 942,230 | $59.4M | Reduce -0.5% |
| ADI Analog Devices Inc. | 3.35% | 258,682 | $59.0M | Reduce -0.8% |
| DHR Danaher Corp. | 3.16% | 222,318 | $55.5M | Add +1.3% |
| ROK Rockwell Automation Inc. | 3.12% | 199,297 | $54.9M | Add +1.4% |
| XYL Xylem Inc. | 2.65% | 344,120 | $46.7M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 2.65% | 255,654 | $46.6M | Reduce -1.0% |
| ABT Abbott Laboratories | 2.37% | 401,705 | $41.7M | Add +1.4% |
| ATR Aptargroup Inc. | 2.36% | 294,901 | $41.5M | Reduce -0.5% |
| TMUS T-Mobile US Inc. | 2.28% | 228,264 | $40.2M | Add +0.5% |
| APH Amphenol Corp. Class A | 2.27% | 592,124 | $39.9M | Add +1.4% |
| SYK Stryker Corp. | 2.11% | 109,052 | $37.1M | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.01% | 321,209 | $35.4M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.86% | 178,524 | $32.7M | Reduce -2.5% |
| CNI Canadian Natl Railway Co. | 1.83% | 272,251 | $32.2M | Reduce -23.5% |
| AMZN Amazon.com Inc. | 1.80% | 163,982 | $31.7M | Add +2.6% |
| ADP Automatic Data Processing | 1.72% | 126,812 | $30.3M | Reduce -4.6% |
| NYT New York Times Co. Class A | 1.66% | 570,486 | $29.2M | Reduce -3.3% |
| BDX Becton Dickinson and Co. | 1.59% | 120,064 | $28.1M | Add +1.4% |
| WM Waste Management Inc. | 1.56% | 128,945 | $27.5M | Reduce -1.0% |
| VLTO Veralto Corp. | 1.51% | 278,491 | $26.6M | Add +11.0% |
| PG The Procter & Gamble Co. | 1.43% | 152,927 | $25.2M | Reduce -0.6% |
| ALC Alcon Inc. filed as ALCON AG | 1.32% | 261,143 | $23.3M | Add +29.4% |
| TSLA Tesla Inc. | 1.25% | 111,478 | $22.1M | Add +4.2% |
| CCK Crown Holdings Inc. | 1.24% | 294,395 | $21.9M | Add +6.5% |
| VRT Vertiv Holdings Co. Class A | 1.24% | 251,582 | $21.8M | Add +2.3% |
| TER Teradyne Inc. | 1.19% | 141,509 | $21.0M | Add +1.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.13% | 42,461 | $19.9M | Add +38.8% |
| MKC McCormick & Co.-Non VTG SHRS | 1.12% | 276,853 | $19.6M | Add +46.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 111,591 | $19.3M | Add +8.8% |
| HD Home Depot Inc. | 1.08% | 55,162 | $19.0M | Add +5.6% |
| MDT Medtronic PLC | 1.00% | 223,679 | $17.6M | Reduce -0.4% |
| RELX Relx PLC - Spon ADR | 0.98% | 375,599 | $17.2M | Add +1321.9% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.83% | 208,112 | $14.7M | Add +1.9% |
| JNJ Johnson & Johnson | 0.75% | 90,561 | $13.2M | Reduce -3.9% |
| NVS Novartis AG-Sponsored ADR | 0.69% | 114,342 | $12.2M | Reduce -5.7% |
| NET Cloudflare Inc. Class A | 0.69% | 146,678 | $12.1M | Add +13.9% |
| AMD Advanced Micro Devices | 0.67% | 72,514 | $11.8M | Reduce -3.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.66% | 11,332 | $11.6M | Add +0.1% |
| ULS Ul Solutions Inc. Class A | 0.57% | 236,062 | $10.0M | New |
| COST Costco Wholesale Corp. | 0.54% | 11,273 | $9.6M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.47% | 9,052 | $8.2M | Reduce -1.0% |
| UBER Uber Technologies Inc. | 0.38% | 91,977 | $6.7M | Add +13.1% |
| PRGO Perrigo Co. PLC | 0.36% | 244,707 | $6.3M | Add +2.2% |
| ABBV Abbvie Inc. | 0.35% | 36,267 | $6.2M | Reduce -3.2% |
| CRSP Crispr Therapeutics AG | 0.35% | 114,673 | $6.2M | Add +18.3% |
| NKE Nike Inc. Class B | 0.33% | 77,560 | $5.8M | Reduce -76.5% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 10,443 | $5.8M | Add +1.6% |
| FISV Fiserv Inc. | 0.31% | 36,898 | $5.5M | Reduce -1.4% |
| ENPH Enphase Energy Inc. | 0.28% | 49,334 | $4.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 11,696 | $4.8M | Add +5.3% |
| V Visa Inc. Class A | 0.26% | 17,728 | $4.7M | Add +2.1% |
| PEP Pepsico Inc. | 0.25% | 26,418 | $4.4M | Reduce -2.5% |
| UL Unilever PLC | 0.24% | 78,243 | $4.3M | Reduce -33.5% |
| DSGX The Descartes Systems Grp | 0.24% | 44,125 | $4.3M | Add +1.4% |
| TILE Interface Inc. | 0.22% | 268,000 | $3.9M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 6,786 | $3.7M | Add +2.1% |
| CHD Church & Dwight Co. Inc. | 0.21% | 35,269 | $3.7M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.21% | 29,387 | $3.6M | Add +5.0% |
| MCD McDonald's Corp. | 0.18% | 12,708 | $3.2M | Add +0.7% |
| ORCL Oracle Corp. | 0.18% | 22,452 | $3.2M | Reduce -13.3% |
| UNP Union Pacific Corp. | 0.18% | 13,692 | $3.1M | Reduce -3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 8,117 | $3.0M | Reduce -1.5% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.17% | 62,587 | $2.9M | New |
| AMGN Amgen Inc. | 0.16% | 9,053 | $2.8M | Add +1.0% |
| TYL Tyler Technologies Inc. | 0.14% | 4,928 | $2.5M | Add +2.1% |
| ENVX Enovix Corp. | 0.13% | 147,527 | $2.3M | New |
| NXPI NXP Semiconductors NV | 0.13% | 8,298 | $2.2M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 11,995 | $2.2M | Reduce -1.9% |
| AMAT Applied Materials Inc. | 0.12% | 9,056 | $2.1M | Add +6.1% |
| VEEV Veeva Systems Inc. Class A | 0.12% | 11,503 | $2.1M | Reduce -21.7% |
| EFX Equifax Inc. | 0.12% | 8,612 | $2.1M | No change |
| ILMN Illumina Inc. | 0.11% | 19,379 | $2.0M | Reduce -62.2% |
| HON Honeywell International Inc. | 0.11% | 9,166 | $2.0M | Reduce -0.9% |
| MKTX Marketaxess Holdings Inc. | 0.10% | 8,963 | $1.8M | Reduce -13.5% |
| AVGO Broadcom Inc. | 0.09% | 1,028 | $1.6M | Add +0.4% |
| MRNA Moderna Inc. | 0.09% | 13,670 | $1.6M | Add +4.7% |
| SPGI S&P Global Inc. | 0.09% | 3,430 | $1.5M | No change |
| IJH iShares Core S&P Midcap ETF | 0.08% | 24,800 | $1.5M | Reduce -2.4% |
| SBUX Starbucks Corp. | 0.08% | 18,477 | $1.4M | Reduce -48.6% |
| NEE Nextera Energy Inc. | 0.08% | 20,175 | $1.4M | Reduce -5.7% |
| SOFI Sofi Technologies Inc. | 0.08% | 208,433 | $1.4M | Add +13.4% |
| CVS CVS Health Corp. | 0.08% | 22,461 | $1.3M | Reduce -89.8% |
| ISRG Intuitive Surgical Inc. | 0.07% | 2,946 | $1.3M | Reduce -0.5% |
| MELI MercadoLibre Inc. | 0.07% | 737 | $1.2M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 12,166 | $1.2M | Reduce -6.5% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 10,650 | $1.2M | Reduce -6.2% |
| CSCO Cisco Systems Inc. | 0.06% | 23,378 | $1.1M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.06% | 5,345 | $1.1M | Add +1.4% |
| CSX CSX Corp. | 0.06% | 31,800 | $1.1M | Reduce -13.2% |
| MTD Mettler-Toledo International | 0.06% | 756 | $1.1M | No change |
| ZTS Zoetis Inc. | 0.06% | 5,986 | $1.0M | Reduce -1.4% |
| ORA Ormat Technologies Inc. | 0.05% | 13,195 | $946K | Reduce -10.2% |
| WMT Walmart Inc. | 0.05% | 13,798 | $934K | Add +4.1% |
| DXCM Dexcom Inc. | 0.05% | 8,115 | $920K | Reduce -4.5% |
| CL Colgate-Palmolive Co. | 0.05% | 9,457 | $918K | No change |
| BKNG Booking Holdings Inc. | 0.05% | 222 | $879K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −3.32 |
| NKE Nike Inc. Class B | Reduce -76.5% | 0.33% | −1.46 |
| CVS CVS Health Corp. | Reduce -89.8% | 0.08% | −0.94 |
| CNI Canadian Natl Railway Co. | Reduce -23.5% | 1.83% | −0.87 |
| ILMN Illumina Inc. | Reduce -62.2% | 0.11% | −0.29 |
| ADP Automatic Data Processing | Reduce -4.6% | 1.72% | −0.19 |
| MDT Medtronic PLC | Reduce -0.4% | 1.00% | −0.13 |
| AMD Advanced Micro Devices | Reduce -3.8% | 0.67% | −0.11 |
| SBUX Starbucks Corp. | Reduce -48.6% | 0.08% | −0.11 |
| JNJ Johnson & Johnson | Reduce -3.9% | 0.75% | −0.11 |
| ATR Aptargroup Inc. | Reduce -0.5% | 2.36% | −0.10 |
| UL Unilever PLC | Reduce -33.5% | 0.24% | −0.10 |
| VEEV Veeva Systems Inc. Class A | Reduce -21.7% | 0.12% | −0.08 |
| ENPH Enphase Energy Inc. | Reduce -0.7% | 0.28% | −0.07 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.35% | −0.04 |
| TILE Interface Inc. | Reduce -0.1% | 0.22% | −0.04 |
| WM Waste Management Inc. | Reduce -1.0% | 1.56% | −0.04 |
| FISV Fiserv Inc. | Reduce -1.4% | 0.31% | −0.03 |
| MKTX Marketaxess Holdings Inc. | Reduce -13.5% | 0.10% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.25% | −0.03 |
| UNP Union Pacific Corp. | Reduce -3.5% | 0.18% | −0.03 |
| DIS The Walt Disney Co. | Reduce -6.5% | 0.07% | −0.02 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.02 |
| CSX CSX Corp. | Reduce -13.2% | 0.06% | −0.02 |
| DE Deere & Co. | Reduce -27.3% | 0.03% | −0.02 |
| DXCM Dexcom Inc. | Reduce -4.5% | 0.05% | −0.02 |
| BERKSHIRE HATHAWAY INC | Sold out | 0.00% | −0.01 |
| BEAM Beam Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -2.9% | 0.05% | −0.01 |
| ACN Accenture PLC Class A | Reduce -8.9% | 0.03% | −0.01 |
| CSL Carlisle Cos Inc. | Reduce -37.6% | 0.02% | −0.01 |
| SYY Sysco Corp. | Reduce -8.1% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -31.2% | 0.02% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.2% | 0.07% | −0.01 |
| ORCL Oracle Corp. | Reduce -13.3% | 0.18% | −0.01 |
| KR Kroger Co. | Reduce -24.9% | 0.01% | −0.01 |
| GIS General Mills Inc. | Reduce -2.2% | 0.04% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.4% | 0.08% | −0.01 |
| RVTY Revvity Inc. | Reduce -12.6% | 0.03% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -10.6% | 0.04% | −0.01 |
| LIN Linde PLC | Reduce -5.5% | 0.04% | −0.01 |
| EMR Emerson Electric Co. | Reduce -6.6% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.43% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -0.3% | 0.21% | −0.00 |
| NUE Nucor Corp. | Reduce -6.3% | 0.01% | −0.00 |
| CTVA Corteva Inc. | Reduce -14.5% | 0.02% | −0.00 |
| CLX Clorox Company | Reduce -8.2% | 0.02% | −0.00 |
| STKL Sunopta Inc. | Sold out | 0.00% | −0.00 |
| DTE DTE Energy Company | Reduce -17.9% | 0.02% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +1.9% | 5.99% | +1.14 |
| RELX Relx PLC - Spon ADR | Add +1321.9% | 0.98% | +0.91 |
| ULS Ul Solutions Inc. Class A | New | 0.57% | +0.57 |
| VRTX Vertex Pharmaceuticals Inc. | Add +38.8% | 1.13% | +0.39 |
| ALC Alcon Inc. | Add +29.4% | 1.32% | +0.35 |
| APH Amphenol Corp. Class A | Add +1.4% | 2.27% | +0.33 |
| TER Teradyne Inc. | Add +1.5% | 1.19% | +0.29 |
| MKC McCormick & Co.-Non VTG SHRS | Add +46.2% | 1.12% | +0.28 |
| MSFT Microsoft Corp. | Add +1.4% | 4.71% | +0.28 |
| VLTO Veralto Corp. | Add +11.0% | 1.51% | +0.23 |
| TSLA Tesla Inc. | Add +4.2% | 1.25% | +0.17 |
| NXT Nextpower Inc. | New | 0.17% | +0.17 |
| TMUS T-Mobile US Inc. | Add +0.5% | 2.28% | +0.15 |
| TJX TJX Companies Inc. | Add +0.5% | 2.01% | +0.14 |
| AMZN Amazon.com Inc. | Add +2.6% | 1.80% | +0.14 |
| ENVX Enovix Corp. | New | 0.13% | +0.13 |
| XYL Xylem Inc. | Add +1.4% | 2.65% | +0.13 |
| VRT Vertiv Holdings Co. Class A | Add +2.3% | 1.24% | +0.08 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.54% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 0.66% | +0.03 |
| TYL Tyler Technologies Inc. | Add +2.1% | 0.14% | +0.02 |
| AMAT Applied Materials Inc. | Add +6.1% | 0.12% | +0.02 |
| UBER Uber Technologies Inc. | Add +13.1% | 0.38% | +0.02 |
| AVGO Broadcom Inc. | Add +0.4% | 0.09% | +0.02 |
| AMGN Amgen Inc. | Add +1.0% | 0.16% | +0.01 |
| CVX Chevron Corp. | New | 0.01% | +0.01 |
| DSGX The Descartes Systems Grp | Add +1.4% | 0.24% | +0.01 |
| MRNA Moderna Inc. | Add +4.7% | 0.09% | +0.01 |
| PLXS Plexus Corp. | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 0.21% | +0.01 |
| STZ Constellation Brands Inc. Class A | Add +55.8% | 0.03% | +0.01 |
| WMT Walmart Inc. | Add +4.1% | 0.05% | +0.01 |
| QCOM Qualcomm Inc. | Add +31.9% | 0.02% | +0.01 |
| ADBE Adobe Inc. | Add +7.1% | 0.03% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +3.7% | 0.01% | +0.00 |
| ANET Arista Networks Inc. | Add +1.0% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +2.2% | 0.02% | +0.00 |
| RTX RTX Corp. | Add +1.9% | 0.05% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 0.27% | +0.00 |
| SOFI Sofi Technologies Inc. | Add +13.4% | 0.08% | +0.00 |
| AXP American Express Co. | Add +2.0% | 0.04% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.06% | +0.00 |
| CB Chubb Ltd. | Add +1.3% | 0.02% | −0.00 |
| OTIS Otis Worldwide Corp. | Add +0.1% | 0.01% | −0.00 |
| GE General Electric | Add +5.8% | 0.01% | −0.00 |
| BA The Boeing Co. | Add +1.5% | 0.01% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Add +2.6% | 0.02% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +3.5% | 0.02% | −0.00 |
| ITW Illinois Tool Works | Add +11.2% | 0.04% | −0.00 |
| DHR Danaher Corp. | Add +1.3% | 3.16% | −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 |