Reynders McVeigh Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Reynders McVeigh Capital Management, LLC reported 193 stock positions worth $1.8 billion. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Apple (AAPL, 6.1%) and Mastercard Class A (MA, 4.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 11, added to 52 and reduced 103. The biggest buy was Uber Technologies (UBER, shares +65%) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001455969
- Portfolio Value
- $1.8B (Q1 2025)
- SEC Filing
- 0001455969-25-000002 ↗ filed May 12, 2025
Holdings Value
Holdings 193 stocks · $1.8B
| NVDA Nvidia Corp. | 7.05% | 1,164,413 | $126.2M | Reduce -7.1% |
| AAPL Apple Inc. | 6.14% | 495,222 | $110.0M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 4.28% | 139,809 | $76.6M | Reduce -1.8% |
| MSFT Microsoft Corp. | 4.06% | 193,537 | $72.7M | Add +1.1% |
| TMUS T-Mobile US Inc. | 3.24% | 217,520 | $58.0M | Reduce -3.1% |
| CARR Carrier Global Corp. | 3.09% | 872,108 | $55.3M | Reduce -4.3% |
| ABT Abbott Laboratories | 3.03% | 409,560 | $54.3M | Reduce -0.0% |
| ADI Analog Devices Inc. | 2.91% | 258,331 | $52.1M | Reduce -0.9% |
| ROK Rockwell Automation Inc. | 2.89% | 200,624 | $51.8M | Reduce -0.6% |
| DHR Danaher Corp. | 2.61% | 227,827 | $46.7M | Reduce -0.3% |
| ATR Aptargroup Inc. | 2.45% | 296,240 | $44.0M | Reduce -0.7% |
| SYK Stryker Corp. | 2.35% | 113,024 | $42.1M | Add +3.1% |
| XYL Xylem Inc. | 2.28% | 341,947 | $40.8M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 2.25% | 260,747 | $40.3M | Reduce -1.2% |
| APH Amphenol Corp. Class A | 2.21% | 603,028 | $39.6M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.18% | 320,039 | $39.0M | Reduce -1.7% |
| ADP Automatic Data Processing | 1.92% | 112,400 | $34.3M | Reduce -6.0% |
| MKC McCormick & Co.-Non VTG SHRS | 1.78% | 388,387 | $32.0M | Add +4.7% |
| ALC Alcon Inc. filed as ALCON AG | 1.77% | 334,055 | $31.7M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.75% | 164,762 | $31.3M | Reduce -1.5% |
| HD Home Depot Inc. | 1.74% | 85,052 | $31.2M | Add +17.9% |
| RELX Relx PLC - Spon ADR | 1.72% | 611,620 | $30.8M | Add +9.1% |
| ULS Ul Solutions Inc. Class A | 1.70% | 541,085 | $30.5M | Add +14.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.68% | 121,197 | $30.1M | Add +1.9% |
| VLTO Veralto Corp. | 1.62% | 298,110 | $29.1M | Add +1.2% |
| CRM Salesforce Inc. | 1.56% | 104,153 | $28.0M | Add +31.0% |
| WM Waste Management Inc. | 1.54% | 119,055 | $27.6M | Reduce -3.9% |
| CCK Crown Holdings Inc. | 1.52% | 305,708 | $27.3M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.49% | 171,069 | $26.7M | Reduce -2.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.44% | 53,336 | $25.9M | Add +2.1% |
| PG The Procter & Gamble Co. | 1.42% | 149,251 | $25.4M | Reduce -1.5% |
| NYT New York Times Co. Class A | 1.31% | 474,052 | $23.5M | Reduce -12.6% |
| BDX Becton Dickinson and Co. | 1.24% | 96,578 | $22.1M | Add +4.9% |
| TSLA Tesla Inc. | 1.04% | 72,086 | $18.7M | Reduce -25.5% |
| MDT Medtronic PLC | 1.03% | 205,452 | $18.5M | Reduce -2.7% |
| NET Cloudflare Inc. Class A | 0.99% | 157,882 | $17.8M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.88% | 216,172 | $15.8M | Add +64.6% |
| JNJ Johnson & Johnson | 0.75% | 81,415 | $13.5M | Reduce -4.8% |
| ARM Arm Holdings PLC-ADR | 0.71% | 118,279 | $12.6M | Add +30.5% |
| ABNB Airbnb Inc. Class A | 0.67% | 100,270 | $12.0M | Add +80.9% |
| COST Costco Wholesale Corp. | 0.58% | 11,019 | $10.4M | Reduce -3.0% |
| NVS Novartis AG-Sponsored ADR | 0.48% | 76,358 | $8.5M | Reduce -25.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 11,859 | $7.9M | Add +1.2% |
| PRGO Perrigo Co. PLC | 0.44% | 279,066 | $7.8M | Add +24.1% |
| VRT Vertiv Holdings Co. Class A | 0.43% | 107,785 | $7.8M | Reduce -55.8% |
| AMAT Applied Materials Inc. | 0.42% | 51,683 | $7.5M | Add +415.2% |
| FISV Fiserv Inc. | 0.40% | 32,420 | $7.2M | Reduce -5.0% |
| CNI Canadian Natl Railway Co. | 0.39% | 70,893 | $6.9M | Reduce -45.9% |
| ABBV Abbvie Inc. | 0.38% | 32,223 | $6.8M | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.37% | 7,930 | $6.5M | Reduce -9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 11,908 | $6.3M | Add +3.9% |
| V Visa Inc. Class A | 0.33% | 17,082 | $6.0M | Reduce -3.8% |
| TILE Interface Inc. | 0.33% | 297,372 | $5.9M | Add +7.6% |
| DSGX The Descartes Systems Grp | 0.30% | 53,635 | $5.4M | Add +8.7% |
| AMD Advanced Micro Devices | 0.28% | 49,298 | $5.1M | Reduce -29.9% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 9,665 | $4.8M | Reduce -7.8% |
| UL Unilever PLC | 0.26% | 77,175 | $4.6M | Add +8.5% |
| APTV Aptiv PLC | 0.25% | 74,063 | $4.4M | Reduce -2.6% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.22% | 93,333 | $3.9M | Add +7.6% |
| SOFI Sofi Technologies Inc. | 0.22% | 335,606 | $3.9M | Add +62.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 6,778 | $3.8M | No change |
| CHD Church & Dwight Co. Inc. | 0.20% | 32,044 | $3.5M | Reduce -0.2% |
| CRSP Crispr Therapeutics AG | 0.19% | 101,773 | $3.5M | Add +4.2% |
| MCD McDonald's Corp. | 0.19% | 10,999 | $3.4M | Reduce -11.8% |
| PEP Pepsico Inc. | 0.18% | 21,832 | $3.3M | Reduce -9.6% |
| UNP Union Pacific Corp. | 0.17% | 13,217 | $3.1M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 7,968 | $3.0M | Add +0.1% |
| ORCL Oracle Corp. | 0.16% | 21,031 | $2.9M | No change |
| AMGN Amgen Inc. | 0.16% | 9,394 | $2.9M | Reduce -0.5% |
| TYL Tyler Technologies Inc. | 0.16% | 4,825 | $2.8M | Reduce -4.0% |
| GRAL Grail Inc. | 0.15% | 103,363 | $2.6M | Add +3.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 3 | $2.4M | New |
| MRK Merck & Co. Inc. | 0.13% | 26,303 | $2.4M | Reduce -4.4% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 11,475 | $2.2M | Reduce -0.7% |
| EFX Equifax Inc. | 0.12% | 8,612 | $2.1M | No change |
| HON Honeywell International Inc. | 0.10% | 8,843 | $1.9M | Add +0.1% |
| AVGO Broadcom Inc. | 0.10% | 10,785 | $1.8M | Reduce -0.8% |
| ENVX Enovix Corp. | 0.10% | 234,240 | $1.7M | Add +6.2% |
| SPGI S&P Global Inc. | 0.09% | 3,102 | $1.6M | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 0.09% | 6,298 | $1.5M | Reduce -0.4% |
| VEEV Veeva Systems Inc. Class A | 0.08% | 6,468 | $1.5M | Reduce -5.0% |
| MELI MercadoLibre Inc. | 0.08% | 758 | $1.5M | No change |
| IJH iShares Core S&P Midcap ETF | 0.08% | 24,729 | $1.4M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.08% | 2,868 | $1.4M | No change |
| NEE Nextera Energy Inc. | 0.08% | 19,920 | $1.4M | Reduce -0.6% |
| NXPI NXP Semiconductors NV | 0.07% | 7,022 | $1.3M | Reduce -12.2% |
| TER Teradyne Inc. | 0.07% | 15,276 | $1.3M | Reduce -89.0% |
| CSCO Cisco Systems Inc. | 0.07% | 20,066 | $1.2M | Reduce -9.1% |
| WMT Walmart Inc. | 0.06% | 12,935 | $1.1M | Add +1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 9,250 | $1.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 10,880 | $1.1M | Reduce -0.9% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 17,500 | $1.1M | Reduce -2.1% |
| RTX RTX Corp. | 0.06% | 7,725 | $1.0M | Reduce -2.9% |
| GLD SPDR Gold Shares | 0.06% | 3,508 | $1.0M | Add +0.3% |
| BKNG Booking Holdings Inc. | 0.06% | 216 | $995K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 8,213 | $977K | Add +1.1% |
| ZTS Zoetis Inc. | 0.05% | 5,361 | $883K | Reduce -0.3% |
| CSX CSX Corp. | 0.05% | 29,750 | $876K | Reduce -0.3% |
| AXP American Express Co. | 0.05% | 3,214 | $865K | Add +6.1% |
| MCO Moody's Corp. | 0.05% | 1,841 | $857K | Add +0.6% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -7.1% | 7.05% | −1.81 |
| VRT Vertiv Holdings Co. Class A | Reduce -55.8% | 0.43% | −1.02 |
| TSLA Tesla Inc. | Reduce -25.5% | 1.04% | −1.01 |
| TER Teradyne Inc. | Reduce -89.0% | 0.07% | −0.85 |
| AAPL Apple Inc. | Reduce -1.9% | 6.14% | −0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 2.25% | −0.38 |
| CNI Canadian Natl Railway Co. | Reduce -45.9% | 0.39% | −0.31 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 1.49% | −0.26 |
| CARR Carrier Global Corp. | Reduce -4.3% | 3.09% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 1.75% | −0.18 |
| NYT New York Times Co. Class A | Reduce -12.6% | 1.31% | −0.17 |
| AMD Advanced Micro Devices | Reduce -29.9% | 0.28% | −0.16 |
| DHR Danaher Corp. | Reduce -0.3% | 2.61% | −0.15 |
| ROK Rockwell Automation Inc. | Reduce -0.6% | 2.89% | −0.14 |
| NVS Novartis AG-Sponsored ADR | Reduce -25.2% | 0.48% | −0.05 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.10% | −0.03 |
| MKTX Marketaxess Holdings Inc. | Reduce -38.7% | 0.05% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -1.4% | 2.21% | −0.03 |
| ILMN Illumina Inc. | Reduce -27.7% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -28.6% | 0.04% | −0.02 |
| ORA Ormat Technologies Inc. | Reduce -53.2% | 0.02% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.8% | 0.27% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.01 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -12.2% | 0.07% | −0.01 |
| ATR Aptargroup Inc. | Reduce -0.7% | 2.45% | −0.01 |
| HASI Ha Sustainable Infrastructur | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -4.4% | 0.13% | −0.01 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.01 |
| PLXS Plexus Corp. | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.01 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.6% | 0.18% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.8% | 0.04% | −0.01 |
| SYY Sysco Corp. | Reduce -37.1% | 0.01% | −0.01 |
| EMR Emerson Electric Co. | Reduce -10.0% | 0.04% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -10.7% | 0.02% | −0.01 |
| DXCM Dexcom Inc. | Reduce -23.3% | 0.02% | −0.01 |
| ADI Analog Devices Inc. | Reduce -0.9% | 2.91% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -33.1% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.06% | −0.00 |
| GIS General Mills Inc. | Reduce -9.8% | 0.04% | −0.00 |
| ADBE Adobe Inc. | Reduce -7.5% | 0.02% | −0.00 |
| ANET Arista Networks Inc. | Reduce -1.0% | 0.01% | −0.00 |
| MTD Mettler-Toledo International | Reduce -7.5% | 0.05% | −0.00 |
| ACN Accenture PLC Class A | Reduce -2.2% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Add +64.6% | 0.88% | +0.46 |
| ULS Ul Solutions Inc. Class A | Add +14.3% | 1.70% | +0.46 |
| RELX Relx PLC - Spon ADR | Add +9.1% | 1.72% | +0.38 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.1% | 1.44% | +0.34 |
| AMAT Applied Materials Inc. | Add +415.2% | 0.42% | +0.33 |
| ALC Alcon Inc. | Add +2.1% | 1.77% | +0.31 |
| IBM Intl Business Machines Corp. | Add +1.9% | 1.68% | +0.31 |
| MKC McCormick & Co.-Non VTG SHRS | Add +4.7% | 1.78% | +0.30 |
| ABNB Airbnb Inc. Class A | Add +80.9% | 0.67% | +0.29 |
| SYK Stryker Corp. | Add +3.1% | 2.35% | +0.27 |
| HD Home Depot Inc. | Add +17.9% | 1.74% | +0.26 |
| CRM Salesforce Inc. | Add +31.0% | 1.56% | +0.16 |
| BDX Becton Dickinson and Co. | Add +4.9% | 1.24% | +0.14 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.13% | +0.13 |
| PRGO Perrigo Co. PLC | Add +24.1% | 0.44% | +0.13 |
| ARM Arm Holdings PLC-ADR | Add +30.5% | 0.71% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 0.35% | +0.08 |
| GRAL Grail Inc. | Add +3.4% | 0.15% | +0.05 |
| NXT Nextpower Inc. | Add +7.6% | 0.22% | +0.05 |
| SOFI Sofi Technologies Inc. | Add +62.4% | 0.22% | +0.05 |
| UL Unilever PLC | Add +8.5% | 0.26% | +0.04 |
| VLTO Veralto Corp. | Add +1.2% | 1.62% | +0.04 |
| T AT&T Inc. | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +0.3% | 0.06% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.2% | 0.44% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.05% | +0.01 |
| DSGX The Descartes Systems Grp | Add +8.7% | 0.30% | +0.01 |
| LIN Linde PLC | Add +1.8% | 0.04% | +0.01 |
| DE Deere & Co. | Add +0.7% | 0.04% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +34.8% | 0.02% | +0.01 |
| NFLX Netflix Inc. | Add +11.7% | 0.03% | +0.01 |
| DUK Duke Energy Corp. | Add +0.4% | 0.03% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +0.3% | 0.02% | +0.00 |
| GE General Electric | Add +1.7% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +0.8% | 0.02% | +0.00 |
| WMT Walmart Inc. | Add +1.4% | 0.06% | +0.00 |
| MCO Moody's Corp. | Add +0.6% | 0.05% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +0.9% | 0.02% | +0.00 |
| ITW Illinois Tool Works | Add +0.5% | 0.04% | +0.00 |
| INTU Intuit Inc. | Add +0.6% | 0.04% | +0.00 |
| BLK BlackRock Inc. | Add +11.9% | 0.02% | +0.00 |
| AXP American Express Co. | Add +6.1% | 0.05% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 0.02% | +0.00 |
| WAT Waters Corp. | Add +1.5% | 0.01% | +0.00 |
| LOW Lowe's Cos Inc. | Add +2.6% | 0.02% | +0.00 |
| CSL Carlisle Cos Inc. | Add +2.0% | 0.01% | 0.00 |
| PANW Palo Alto Networks Inc. | Add +0.5% | 0.01% | 0.00 |
| HON Honeywell International Inc. | Add +0.1% | 0.10% | −0.00 |
| TGT Target Corp. | Add +0.2% | 0.03% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.17% | −0.01 |
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 |