Reynders McVeigh Capital Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Reynders McVeigh Capital Management, LLC reported 202 stock positions worth $1.9 billion. Its top holding was Nvidia (NVDA) at 8.9% of the portfolio, followed by Apple (AAPL, 6.7%) and Microsoft (MSFT, 4.2%). Compared with Q3 2024, it opened 8 new positions, sold out of 9, added to 46 and reduced 110. The biggest buy was Salesforce (CRM, shares +82%) and the biggest sale Carrier Global (CARR, shares −2%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001455969
Portfolio Value
$1.9B (Q4 2024)
SEC Filing
0001455969-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.7B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $1.9B Q3 2024 Q4 2024: $1.9B $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 202 stocks · $1.9B

NVDA Nvidia Corp. 8.86% 1,253,188 $168.3M Reduce -2.8%
AAPL Apple Inc. 6.65% 504,734 $126.4M Reduce -0.7%
MSFT Microsoft Corp. 4.25% 191,337 $80.6M Add +1.9%
MA Mastercard Inc. Class A 3.95% 142,435 $75.0M Reduce -0.7%
CARR Carrier Global Corp. 3.27% 911,495 $62.2M Reduce -2.5%
ROK Rockwell Automation Inc. 3.03% 201,739 $57.7M Reduce -0.2%
ADI Analog Devices Inc. 2.91% 260,654 $55.4M Add +1.2%
DHR Danaher Corp. 2.76% 228,453 $52.4M Add +2.5%
GOOGL Alphabet Inc. Class A 2.63% 263,911 $50.0M Add +3.8%
TMUS T-Mobile US Inc. 2.61% 224,445 $49.5M Reduce -1.4%
ATR Aptargroup Inc. 2.47% 298,312 $46.9M Add +0.2%
ABT Abbott Laboratories 2.44% 409,686 $46.3M Add +0.7%
APH Amphenol Corp. Class A 2.24% 611,617 $42.5M Add +2.9%
XYL Xylem Inc. 2.12% 347,370 $40.3M Add +0.1%
SYK Stryker Corp. 2.08% 109,621 $39.5M Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.07% 325,657 $39.3M Add +0.9%
TSLA Tesla Inc. 2.06% 96,756 $39.1M Reduce -12.9%
AMZN Amazon.com Inc. 1.93% 167,242 $36.7M Add +0.4%
ADP Automatic Data Processing 1.84% 119,643 $35.0M Reduce -2.5%
GOOG Alphabet Inc. Class C 1.75% 175,067 $33.3M Reduce -0.6%
VLTO Veralto Corp. 1.58% 294,691 $30.0M Add +3.0%
MKC McCormick & Co.-Non VTG SHRS 1.49% 371,047 $28.3M Add +11.6%
NYT New York Times Co. Class A 1.49% 542,340 $28.2M Reduce -2.9%
HD Home Depot Inc. 1.48% 72,121 $28.1M Add +29.5%
ALC Alcon Inc. filed as ALCON AG 1.46% 327,104 $27.8M Add +11.8%
VRT Vertiv Holdings Co. Class A 1.46% 243,618 $27.7M Reduce -6.1%
CRM Salesforce Inc. 1.40% 79,486 $26.6M Add +82.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.38% 118,907 $26.1M Add +3.3%
RELX Relx PLC - Spon ADR 1.34% 560,733 $25.5M Add +13.3%
PG The Procter & Gamble Co. 1.34% 151,519 $25.4M Reduce -1.4%
CCK Crown Holdings Inc. 1.34% 306,949 $25.4M Add +2.1%
WM Waste Management Inc. 1.32% 123,935 $25.0M Reduce -2.4%
ULS Ul Solutions Inc. Class A 1.24% 473,212 $23.6M Add +28.3%
VRTX Vertex Pharmaceuticals Inc. 1.11% 52,254 $21.0M Add +7.2%
BDX Becton Dickinson and Co. 1.10% 92,057 $20.9M Reduce -23.8%
TER Teradyne Inc. 0.92% 138,312 $17.4M Reduce -2.7%
NET Cloudflare Inc. Class A 0.90% 158,627 $17.1M Add +4.6%
MDT Medtronic PLC 0.89% 211,085 $16.9M Reduce -4.1%
CNI Canadian Natl Railway Co. 0.70% 130,997 $13.3M Reduce -29.7%
JNJ Johnson & Johnson 0.65% 85,520 $12.4M Reduce -2.8%
ARM Arm Holdings PLC-ADR 0.59% 90,615 $11.2M Add +144.8%
COST Costco Wholesale Corp. 0.55% 11,355 $10.4M Reduce -1.5%
NVS Novartis AG-Sponsored ADR 0.52% 102,099 $9.9M Reduce -6.4%
AMD Advanced Micro Devices 0.45% 70,275 $8.5M Reduce -1.3%
ASML ASML Holding NV-NY Reg SHS 0.43% 11,717 $8.1M Add +1.4%
UBER Uber Technologies Inc. 0.42% 131,363 $7.9M Add +35.1%
ABNB Airbnb Inc. Class A 0.38% 55,441 $7.3M New
FISV Fiserv Inc. 0.37% 34,136 $7.0M Reduce -3.5%
LLY Eli Lilly & Co. 0.36% 8,748 $6.8M Reduce -1.0%
TILE Interface Inc. 0.35% 276,468 $6.7M Add +4.3%
ABBV Abbvie Inc. 0.32% 33,693 $6.0M Add +0.3%
PRGO Perrigo Co. PLC 0.30% 224,871 $5.8M Reduce -14.2%
V Visa Inc. Class A 0.30% 17,758 $5.6M Reduce -0.3%
DSGX The Descartes Systems Grp 0.29% 49,330 $5.6M Add +8.8%
TMO Thermo Fisher Scientific Inc. 0.29% 10,481 $5.5M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 11,466 $5.2M Reduce -1.9%
APTV Aptiv PLC 0.24% 76,045 $4.6M Reduce -61.0%
UL Unilever PLC 0.21% 71,145 $4.0M Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 6,778 $4.0M Reduce -1.1%
CRSP Crispr Therapeutics AG 0.20% 97,687 $3.8M Reduce -18.3%
PEP Pepsico Inc. 0.19% 24,155 $3.7M Reduce -6.0%
MCD McDonald's Corp. 0.19% 12,477 $3.6M Reduce -0.7%
ORCL Oracle Corp. 0.18% 21,031 $3.5M Reduce -6.3%
CHD Church & Dwight Co. Inc. 0.18% 32,104 $3.4M Reduce -6.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 7,956 $3.3M Reduce -1.8%
SOFI Sofi Technologies Inc. 0.17% 206,639 $3.2M Add +1.8%
NXT Nextpower Inc. filed as NEXTRACKER INC 0.17% 86,735 $3.2M Reduce -4.1%
UNP Union Pacific Corp. 0.16% 13,402 $3.1M Reduce -1.1%
TYL Tyler Technologies Inc. 0.15% 5,025 $2.9M Reduce -1.9%
MRK Merck & Co. Inc. 0.14% 27,514 $2.7M Reduce -7.6%
AVGO Broadcom Inc. 0.13% 10,870 $2.5M Reduce -2.3%
AMGN Amgen Inc. 0.13% 9,440 $2.5M Reduce -0.2%
ENVX Enovix Corp. 0.13% 220,493 $2.4M Add +12.9%
VIG Vanguard Dividend Apprec ETF 0.12% 11,561 $2.3M Reduce -0.1%
EFX Equifax Inc. 0.12% 8,612 $2.2M No change
HON Honeywell International Inc. 0.10% 8,833 $2.0M Reduce -2.5%
GRAL Grail Inc. 0.09% 99,959 $1.8M Add +37.5%
SPGI S&P Global Inc. 0.09% 3,415 $1.7M Reduce -0.4%
NXPI NXP Semiconductors NV 0.09% 7,996 $1.7M Reduce -2.0%
AMAT Applied Materials Inc. 0.09% 10,031 $1.6M Reduce -0.3%
IJH iShares Core S&P Midcap ETF 0.08% 24,800 $1.5M No change
JPM JPMorgan Chase & Co. 0.08% 6,324 $1.5M Add +0.9%
ISRG Intuitive Surgical Inc. 0.08% 2,868 $1.5M Reduce -3.5%
NEE Nextera Energy Inc. 0.08% 20,045 $1.4M Reduce -0.4%
VEEV Veeva Systems Inc. Class A 0.08% 6,808 $1.4M Reduce -3.0%
MKTX Marketaxess Holdings Inc. 0.07% 6,146 $1.4M Reduce -6.8%
CSCO Cisco Systems Inc. 0.07% 22,077 $1.3M Reduce -2.4%
MELI MercadoLibre Inc. 0.07% 758 $1.3M Add +4.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 10,984 $1.2M Reduce -5.5%
NKE Nike Inc. Class B 0.06% 15,900 $1.2M Reduce -35.3%
IWP iShares Russell Mid-Cap Grow 0.06% 9,250 $1.2M Reduce -13.2%
WMT Walmart Inc. 0.06% 12,754 $1.2M Reduce -8.9%
BKNG Booking Holdings Inc. 0.06% 216 $1.1M Reduce -2.7%
BMY Bristol-Myers Squibb Co. 0.05% 17,874 $1.0M Reduce -10.7%
CSX CSX Corp. 0.05% 29,850 $963K Reduce -0.5%
MTD Mettler-Toledo International 0.05% 756 $925K Reduce -10.1%
EMR Emerson Electric Co. 0.05% 7,434 $921K Reduce -2.0%
RTX RTX Corp. 0.05% 7,952 $920K Reduce -7.2%
IVW iShares S&P 500 Growth ETF 0.05% 8,895 $903K No change
AXP American Express Co. 0.05% 3,029 $899K No change

Show all 202 holdings

Portfolio Sells Q3 2024 → Q4 2024

CARR Carrier Global Corp. Reduce -2.5% 3.27% −0.71
APTV Aptiv PLC Reduce -61.0% 0.24% −0.50
CNI Canadian Natl Railway Co. Reduce -29.7% 0.70% −0.46
BDX Becton Dickinson and Co. Reduce -23.8% 1.10% −0.44
ENPH Enphase Energy Inc. Sold out 0.00% −0.19
AMD Advanced Micro Devices Reduce -1.3% 0.45% −0.17
MDT Medtronic PLC Reduce -4.1% 0.89% −0.16
NYT New York Times Co. Class A Reduce -2.9% 1.49% −0.16
NVS Novartis AG-Sponsored ADR Reduce -6.4% 0.52% −0.14
JNJ Johnson & Johnson Reduce -2.8% 0.65% −0.10
CRSP Crispr Therapeutics AG Reduce -18.3% 0.20% −0.10
TER Teradyne Inc. Reduce -2.7% 0.92% −0.09
WM Waste Management Inc. Reduce -2.4% 1.32% −0.08
PG The Procter & Gamble Co. Reduce -1.4% 1.34% −0.07
PRGO Perrigo Co. PLC Reduce -14.2% 0.30% −0.06
LLY Eli Lilly & Co. Reduce -1.0% 0.36% −0.06
TMO Thermo Fisher Scientific Inc. Reduce -0.7% 0.29% −0.06
NKE Nike Inc. Class B Reduce -35.3% 0.06% −0.05
UL Unilever PLC Reduce -2.5% 0.21% −0.04
PEP Pepsico Inc. Reduce -6.0% 0.19% −0.04
MRK Merck & Co. Inc. Reduce -7.6% 0.14% −0.04
AMGN Amgen Inc. Reduce -0.2% 0.13% −0.03
MRNA Moderna Inc. Sold out 0.00% −0.03
SYK Stryker Corp. Reduce -0.3% 2.08% −0.03
AMAT Applied Materials Inc. Reduce -0.3% 0.09% −0.02
CVS CVS Health Corp. Sold out 0.00% −0.02
ORCL Oracle Corp. Reduce -6.3% 0.18% −0.02
MTD Mettler-Toledo International Reduce -10.1% 0.05% −0.02
MKTX Marketaxess Holdings Inc. Reduce -6.8% 0.07% −0.02
NXPI NXP Semiconductors NV Reduce -2.0% 0.09% −0.02
UNP Union Pacific Corp. Reduce -1.1% 0.16% −0.02
NEE Nextera Energy Inc. Reduce -0.4% 0.08% −0.01
NXT Nextpower Inc. Reduce -4.1% 0.17% −0.01
CHD Church & Dwight Co. Inc. Reduce -6.0% 0.18% −0.01
SBUX Starbucks Corp. Reduce -16.7% 0.04% −0.01
MCD McDonald's Corp. Reduce -0.7% 0.19% −0.01
MPC Marathon Petroleum Corp. Sold out 0.00% −0.01
NUE Nucor Corp. Sold out 0.00% −0.01
ZTS Zoetis Inc. Reduce -3.7% 0.05% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.9% 0.27% −0.01
DOW Dow Inc. Sold out 0.00% −0.01
DVY iShares Select Dividend ETF Sold out 0.00% −0.01
IFF Intl Flavors & Fragrances Sold out 0.00% −0.01
ILMN Illumina Inc. Reduce -19.6% 0.04% −0.01
ESRT Empire State Realty Trust-A Sold out 0.00% −0.01
CL Colgate-Palmolive Co. Reduce -6.1% 0.04% −0.01
ORA Ormat Technologies Inc. Reduce -5.3% 0.04% −0.01
IDXX Idexx Laboratories Inc. Reduce -0.6% 0.04% −0.01
GIS General Mills Inc. Reduce -1.6% 0.04% −0.01
DD Dupont DE Nemours Inc. Reduce -3.6% 0.03% −0.01

Portfolio Buys Q3 2024 → Q4 2024

CRM Salesforce Inc. Add +82.3% 1.40% +0.77
GOOGL Alphabet Inc. Class A Add +3.8% 2.63% +0.39
ABNB Airbnb Inc. Class A New 0.38% +0.38
ARM Arm Holdings PLC-ADR Add +144.8% 0.59% +0.31
AMZN Amazon.com Inc. Add +0.4% 1.93% +0.29
HD Home Depot Inc. Add +29.5% 1.48% +0.28
ULS Ul Solutions Inc. Class A Add +28.3% 1.24% +0.28
NET Cloudflare Inc. Class A Add +4.6% 0.90% +0.25
APH Amphenol Corp. Class A Add +2.9% 2.24% +0.18
RELX Relx PLC - Spon ADR Add +13.3% 1.34% +0.10
TILE Interface Inc. Add +4.3% 0.35% +0.09
SOFI Sofi Technologies Inc. Add +1.8% 0.17% +0.08
TJX TJX Companies Inc. Add +0.9% 2.07% +0.06
DSGX The Descartes Systems Grp Add +8.8% 0.29% +0.05
GRAL Grail Inc. Add +37.5% 0.09% +0.04
MKC McCormick & Co.-Non VTG SHRS Add +11.6% 1.49% +0.04
UBER Uber Technologies Inc. Add +35.1% 0.42% +0.03
ENVX Enovix Corp. Add +12.9% 0.13% +0.03
IBM Intl Business Machines Corp. Add +3.3% 1.38% +0.03
QQQ Invesco QQQ Trust Series 1 New 0.01% +0.01
SNA Snap-on Inc. New 0.01% +0.01
PLXS Plexus Corp. New 0.01% +0.01
BA The Boeing Co. New 0.01% +0.01
PNC PNC Financial Services Group New 0.01% +0.01
CMG Chipotle Mexican Grill Inc. New 0.01% +0.01
WAT Waters Corp. New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +0.9% 0.08% +0.01
VTI VG Morningstar TS MKT ETF-US Add +11.7% 0.05% +0.01
NFLX Netflix Inc. Add +2.8% 0.02% +0.00
AUR Aurora Innovation Inc. Add +108.2% 0.01% +0.00
IWF iShares Russell 1000 Growth Add +4.3% 0.04% +0.00
PODD Insulet Corp. Add +1.1% 0.03% +0.00
IVV iShares Core S&P 500 ETF Add +11.4% 0.02% +0.00
PANW Palo Alto Networks Inc. Add +8.1% 0.01% +0.00
FDX FedEx Corp. Add +3.5% 0.01% +0.00
SDY SS SPDR S&P Dividend ETF Add +7.7% 0.04% −0.00
CB Chubb Ltd. Add +2.8% 0.02% −0.00
OTIS Otis Worldwide Corp. Add +6.9% 0.01% −0.00
DUK Duke Energy Corp. Add +0.1% 0.02% −0.00
HASI Ha Sustainable Infrastructur Add +0.0% 0.01% −0.00
XOM Exxon Mobil Corp. Add +0.1% 0.05% −0.00
MELI MercadoLibre Inc. Add +4.3% 0.07% −0.01
ABT Abbott Laboratories Add +0.7% 2.44% −0.02
MSFT Microsoft Corp. Add +1.9% 4.25% −0.03
ABBV Abbvie Inc. Add +0.3% 0.32% −0.04
ATR Aptargroup Inc. Add +0.2% 2.47% −0.06
ASML ASML Holding NV-NY Reg SHS Add +1.4% 0.43% −0.08
ALC Alcon Inc. Add +11.8% 1.46% −0.09
VRTX Vertex Pharmaceuticals Inc. Add +7.2% 1.11% −0.09
VLTO Veralto Corp. Add +3.0% 1.58% −0.12

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