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
VTI VG Morningstar TS MKT ETF-US 0.05% 3,057 $886K Add +11.7%
ZTS Zoetis Inc. 0.05% 5,376 $876K Reduce -3.7%
XOM Exxon Mobil Corp. 0.05% 8,128 $874K Add +0.1%
MCO Moody's Corp. 0.05% 1,831 $867K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 4,326 $854K Reduce -0.5%
GLD SPDR Gold Shares 0.04% 3,498 $847K No change
ILMN Illumina Inc. 0.04% 6,312 $843K Reduce -19.6%
CAT Caterpillar Inc. 0.04% 2,312 $839K Reduce -1.9%
ORA Ormat Technologies Inc. 0.04% 12,283 $832K Reduce -5.3%
FIS Fidelity National Info Serv 0.04% 10,093 $815K No change
SBUX Starbucks Corp. 0.04% 8,750 $798K Reduce -16.7%
CL Colgate-Palmolive Co. 0.04% 8,700 $791K Reduce -6.1%
GIS General Mills Inc. 0.04% 12,255 $781K Reduce -1.6%
KMB Kimberly-Clark Corp. 0.04% 5,772 $756K Reduce -3.4%
ITW Illinois Tool Works 0.04% 2,945 $747K Reduce -6.4%
NSC Norfolk Southern Corp. 0.04% 3,144 $738K Reduce -3.3%
IWF iShares Russell 1000 Growth 0.04% 1,808 $726K Add +4.3%
TT Trane Technologies PLC 0.04% 1,965 $726K Reduce -0.5%
META Meta Platforms Inc. Class A 0.04% 1,222 $715K Reduce -5.3%
APD Air Products & Chemicals Inc. 0.04% 2,453 $711K Reduce -0.6%
INTU Intuit Inc. 0.04% 1,114 $700K Reduce -1.2%
IDXX Idexx Laboratories Inc. 0.04% 1,650 $682K Reduce -0.6%
SDY SS SPDR S&P Dividend ETF 0.04% 5,145 $680K Add +7.7%
RVTY Revvity Inc. 0.03% 5,828 $650K No change
TGT Target Corp. 0.03% 4,786 $647K Reduce -1.4%
DD Dupont DE Nemours Inc. 0.03% 8,365 $638K Reduce -3.6%
DE Deere & Co. 0.03% 1,466 $621K Reduce -7.0%
LIN Linde PLC 0.03% 1,479 $619K Reduce -1.7%
KO The Coca-Cola Co. 0.03% 9,821 $611K Reduce -2.0%
STZ Constellation Brands Inc. Class A 0.03% 2,716 $600K Reduce -1.6%
ACN Accenture PLC Class A 0.03% 1,673 $589K Reduce -3.4%
ECL Ecolab Inc. 0.03% 2,489 $583K No change
EPD Enterprise Products Partners 0.03% 18,096 $567K No change
PFE Pfizer Inc. 0.03% 21,346 $566K Reduce -2.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.03% 2,214 $562K Reduce -1.2%
DRI Darden Restaurants Inc. 0.03% 3,000 $560K No change
NTAP Netapp Inc. 0.03% 4,750 $551K No change
PODD Insulet Corp. 0.03% 2,036 $532K Add +1.1%
ADBE Adobe Inc. 0.03% 1,100 $489K Reduce -2.6%
PAYX Paychex Inc. 0.03% 3,409 $478K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 3,600 $450K No change
DUK Duke Energy Corp. 0.02% 4,136 $446K Add +0.1%
IVE iShares S&P 500 Value ETF 0.02% 2,283 $436K No change
SYY Sysco Corp. 0.02% 5,650 $432K Reduce -5.8%
ROP Roper Technologies Inc. 0.02% 817 $425K No change
DXCM Dexcom Inc. 0.02% 5,452 $424K Reduce -2.9%
TXN Texas Instruments Inc. 0.02% 2,134 $400K Reduce -1.2%
NFLX Netflix Inc. 0.02% 446 $398K Add +2.8%
IVV iShares Core S&P 500 ETF 0.02% 665 $391K Add +11.4%
MRSH Marsh & McLennan Cos 0.02% 1,820 $387K Reduce -13.1%
VOOG Vanguard S&P 500 Growth ETF 0.02% 1,056 $387K Reduce -2.7%
IWB iShares Russell 1000 ETF 0.02% 1,194 $385K No change
UNH Unitedhealth Group Inc. 0.02% 752 $380K Reduce -7.4%
DLN Wisdomtree US Largecap Divid 0.02% 4,800 $373K Reduce -17.2%
SHW The Sherwin-Williams Co. 0.02% 1,090 $371K No change
IWV iShares Russell 3000 ETF 0.02% 1,101 $368K Reduce -1.7%
CLX Clorox Company 0.02% 2,224 $361K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 1,250 $355K No change
WEC WEC Energy Group Inc. 0.02% 3,744 $352K No change
EXR Extra Space Storage Inc. 0.02% 2,347 $351K No change
MDLZ Mondelez International Inc. Class A 0.02% 5,640 $337K No change
LOW Lowe's Cos Inc. 0.02% 1,355 $334K Reduce -0.7%
QCOM Qualcomm Inc. 0.02% 2,106 $324K No change
CTSH Cognizant Tech Solutions-A 0.02% 3,960 $305K No change
CTVA Corteva Inc. 0.02% 5,324 $303K No change
CB Chubb Ltd. 0.02% 1,094 $302K Add +2.8%
ANET Arista Networks Inc. 0.02% 2,608 $288K Reduce -7.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,687 $286K No change
BLK BlackRock Inc. 0.01% 278 $285K No change
INTC Intel Corp. 0.01% 14,127 $283K Reduce -4.9%
BSX Boston Scientific Corp. 0.01% 3,101 $277K No change
PANW Palo Alto Networks Inc. 0.01% 1,524 $277K Add +8.1%
RPM RPM International Inc. 0.01% 2,250 $277K No change
PSA Public Storage 0.01% 918 $275K No change
DTE DTE Energy Company 0.01% 2,205 $266K Reduce -9.7%
PGR Progressive Corp. 0.01% 1,100 $264K No change
QQQ Invesco QQQ Trust Series 1 0.01% 509 $260K New
RSP Invesco S&P 500 Equal Weight 0.01% 1,440 $252K Reduce -0.7%
FDX FedEx Corp. 0.01% 889 $250K Add +3.5%
CSL Carlisle Cos Inc. 0.01% 664 $245K No change
DELL Dell Technologies -C 0.01% 2,128 $245K No change
HASI Ha Sustainable Infrastructur 0.01% 8,836 $237K Add +0.0%
VZ Verizon Communications Inc. 0.01% 5,872 $235K No change
EGP Eastgroup Properties Inc. 0.01% 1,450 $233K No change
PLD Prologis Inc. 0.01% 2,109 $223K Reduce -4.0%
MMM 3M Co. 0.01% 1,722 $222K Reduce -16.8%
SNA Snap-on Inc. 0.01% 650 $221K New
GE General Electric filed as GE AEROSPACE 0.01% 1,321 $220K Reduce -21.4%
PLXS Plexus Corp. 0.01% 1,380 $216K New
UPS United Parcel Service Class B 0.01% 1,706 $215K Reduce -31.2%
KR Kroger Co. 0.01% 3,439 $210K Reduce -18.1%
TEL Te Connectivity PLC 0.01% 1,472 $210K No change
VEA Vanguard Ftse Developed ETF 0.01% 4,365 $209K Reduce -3.2%
OTIS Otis Worldwide Corp. 0.01% 2,247 $208K Add +6.9%
IWM iShares Russell 2000 ETF 0.01% 939 $207K Reduce -9.6%
CVX Chevron Corp. 0.01% 1,412 $205K Reduce -17.5%
BA The Boeing Co. 0.01% 1,150 $204K New
PNC PNC Financial Services Group 0.01% 1,055 $203K New
CMG Chipotle Mexican Grill Inc. 0.01% 3,350 $202K New
WAT Waters Corp. 0.01% 545 $202K New
AUR Aurora Innovation Inc. 0.01% 22,178 $140K Add +108.2%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 0.00% 11,504 $93K No change

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