Reynders McVeigh Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 4, 2025), Reynders McVeigh Capital Management, LLC reported 195 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 8.7% of the portfolio, followed by Apple (AAPL, 5.0%) and Microsoft (MSFT, 4.7%). Compared with Q1 2025, it opened 8 new positions, sold out of 6, added to 67 and reduced 103. The biggest buy was a new position in Novo-Nordisk A/S-Spons ADR (NVO) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001455969
- Portfolio Value
- $2.0B (Q2 2025)
- SEC Filing
- 0001455969-25-000004 ↗ filed Sep 4, 2025
Holdings Value
Holdings 195 stocks · $2.0B
| NVDA Nvidia Corp. | 8.70% | 1,103,597 | $174.4M | Reduce -5.2% |
| AAPL Apple Inc. | 5.03% | 490,987 | $100.7M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.73% | 190,581 | $94.8M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 3.85% | 137,227 | $77.1M | Reduce -1.9% |
| ROK Rockwell Automation Inc. | 3.30% | 199,069 | $66.1M | Reduce -0.8% |
| CARR Carrier Global Corp. | 3.14% | 860,707 | $63.0M | Reduce -1.3% |
| ADI Analog Devices Inc. | 3.02% | 254,311 | $60.5M | Reduce -1.6% |
| APH Amphenol Corp. Class A | 2.81% | 569,812 | $56.3M | Reduce -5.5% |
| ABT Abbott Laboratories | 2.76% | 406,631 | $55.3M | Reduce -0.7% |
| TMUS T-Mobile US Inc. | 2.55% | 214,493 | $51.1M | Reduce -1.4% |
| SYK Stryker Corp. | 2.39% | 120,767 | $47.8M | Add +6.8% |
| ATR Aptargroup Inc. | 2.33% | 297,776 | $46.6M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.27% | 258,380 | $45.5M | Reduce -0.9% |
| XYL Xylem Inc. | 2.20% | 340,883 | $44.1M | Reduce -0.3% |
| DHR Danaher Corp. | 2.12% | 214,788 | $42.4M | Reduce -5.7% |
| ULS Ul Solutions Inc. Class A | 2.01% | 552,757 | $40.3M | Add +2.2% |
| AMZN Amazon.com Inc. | 1.93% | 176,450 | $38.7M | Add +7.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.89% | 307,169 | $37.9M | Reduce -4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.84% | 125,244 | $36.9M | Add +3.3% |
| RELX Relx PLC - Spon ADR | 1.69% | 621,443 | $33.8M | Add +1.6% |
| CRM Salesforce Inc. | 1.68% | 123,325 | $33.6M | Add +18.4% |
| HD Home Depot Inc. | 1.68% | 91,536 | $33.6M | Add +7.6% |
| CCK Crown Holdings Inc. | 1.56% | 304,362 | $31.3M | Reduce -0.4% |
| NET Cloudflare Inc. Class A | 1.53% | 156,878 | $30.7M | Reduce -0.6% |
| VLTO Veralto Corp. | 1.52% | 302,607 | $30.5M | Add +1.5% |
| MKC McCormick & Co.-Non VTG SHRS | 1.51% | 398,466 | $30.2M | Add +2.6% |
| ALC Alcon Inc. filed as ALCON AG | 1.50% | 339,940 | $30.0M | Add +1.8% |
| ADP Automatic Data Processing | 1.50% | 97,295 | $30.0M | Reduce -13.4% |
| GOOG Alphabet Inc. Class C | 1.49% | 167,967 | $29.8M | Reduce -1.8% |
| WM Waste Management Inc. | 1.29% | 112,692 | $25.8M | Reduce -5.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.25% | 363,889 | $25.1M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.21% | 54,310 | $24.2M | Add +1.8% |
| NYT New York Times Co. Class A | 1.20% | 427,649 | $23.9M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 1.16% | 146,280 | $23.3M | Reduce -2.0% |
| ARM Arm Holdings PLC-ADR | 1.11% | 137,598 | $22.3M | Add +16.3% |
| UBER Uber Technologies Inc. | 1.04% | 222,302 | $20.7M | Add +2.8% |
| TSLA Tesla Inc. | 0.94% | 59,563 | $18.9M | Reduce -17.4% |
| ABNB Airbnb Inc. Class A | 0.83% | 125,044 | $16.5M | Add +24.7% |
| UL Unilever PLC | 0.76% | 249,835 | $15.3M | Add +223.7% |
| BDX Becton Dickinson and Co. | 0.73% | 84,609 | $14.6M | Reduce -12.4% |
| AMAT Applied Materials Inc. | 0.69% | 75,733 | $13.9M | Add +46.5% |
| JNJ Johnson & Johnson | 0.59% | 76,826 | $11.7M | Reduce -5.6% |
| COST Costco Wholesale Corp. | 0.54% | 10,986 | $10.9M | Reduce -0.3% |
| PRGO Perrigo Co. PLC | 0.50% | 375,793 | $10.0M | Add +34.7% |
| VRT Vertiv Holdings Co. Class A | 0.48% | 74,705 | $9.6M | Reduce -30.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.47% | 11,855 | $9.5M | Reduce -0.0% |
| RKT Rocket Cos Inc. Class A | 0.47% | 664,457 | $9.4M | New |
| NVS Novartis AG-Sponsored ADR | 0.44% | 73,657 | $8.9M | Reduce -3.5% |
| SOFI Sofi Technologies Inc. | 0.37% | 403,405 | $7.3M | Add +20.2% |
| TILE Interface Inc. | 0.34% | 322,637 | $6.8M | Add +8.5% |
| V Visa Inc. Class A | 0.30% | 17,034 | $6.0M | Reduce -0.3% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.30% | 110,736 | $6.0M | Add +18.6% |
| CNI Canadian Natl Railway Co. | 0.30% | 57,722 | $6.0M | Reduce -18.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 11,686 | $5.7M | Reduce -1.9% |
| DSGX The Descartes Systems Grp | 0.28% | 55,120 | $5.6M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.28% | 7,174 | $5.6M | Reduce -9.5% |
| GRAL Grail Inc. | 0.28% | 108,255 | $5.6M | Add +4.7% |
| AMD Advanced Micro Devices | 0.28% | 39,204 | $5.6M | Reduce -20.5% |
| ABBV Abbvie Inc. | 0.27% | 29,540 | $5.5M | Reduce -8.3% |
| CRSP Crispr Therapeutics AG | 0.27% | 111,431 | $5.4M | Add +9.5% |
| FISV Fiserv Inc. | 0.26% | 30,525 | $5.3M | Reduce -5.8% |
| ORCL Oracle Corp. | 0.23% | 21,467 | $4.7M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 6,420 | $4.0M | Reduce -5.3% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 9,710 | $3.9M | Add +0.5% |
| MCD McDonald's Corp. | 0.16% | 10,969 | $3.2M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.15% | 13,087 | $3.0M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.15% | 10,551 | $2.9M | Reduce -2.2% |
| TYL Tyler Technologies Inc. | 0.14% | 4,891 | $2.9M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 6,198 | $2.7M | Reduce -22.2% |
| ENVX Enovix Corp. | 0.13% | 260,330 | $2.7M | Add +11.1% |
| AMGN Amgen Inc. | 0.13% | 9,049 | $2.5M | Reduce -3.7% |
| PEP Pepsico Inc. | 0.12% | 18,572 | $2.5M | Reduce -14.9% |
| EFX Equifax Inc. | 0.11% | 8,612 | $2.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 3 | $2.2M | No change |
| HON Honeywell International Inc. | 0.11% | 9,080 | $2.1M | Add +2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 9,902 | $2.0M | Reduce -13.7% |
| MELI MercadoLibre Inc. | 0.10% | 759 | $2.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.10% | 24,734 | $2.0M | Reduce -6.0% |
| VEEV Veeva Systems Inc. Class A | 0.09% | 6,073 | $1.7M | Reduce -6.1% |
| SPGI S&P Global Inc. | 0.08% | 3,107 | $1.6M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 0.08% | 2,804 | $1.5M | Reduce -2.2% |
| NXPI NXP Semiconductors NV | 0.07% | 6,846 | $1.5M | Reduce -2.5% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 23,500 | $1.5M | Reduce -5.0% |
| NEE Nextera Energy Inc. | 0.07% | 20,831 | $1.4M | Add +4.6% |
| CHD Church & Dwight Co. Inc. | 0.07% | 14,928 | $1.4M | Reduce -53.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 10,773 | $1.3M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.07% | 18,913 | $1.3M | Reduce -5.8% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 9,250 | $1.3M | No change |
| BKNG Booking Holdings Inc. | 0.06% | 216 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 4,235 | $1.2M | Reduce -32.8% |
| WMT Walmart Inc. | 0.06% | 12,309 | $1.2M | Reduce -4.8% |
| RTX RTX Corp. | 0.06% | 7,539 | $1.1M | Reduce -2.4% |
| DE Deere & Co. | 0.05% | 2,133 | $1.1M | Add +44.5% |
| GLD SPDR Gold Shares | 0.05% | 3,418 | $1.0M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.05% | 7,647 | $1.0M | Add +14.3% |
| CAT Caterpillar Inc. | 0.05% | 2,536 | $984K | Add +10.4% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 8,895 | $979K | No change |
| CSX CSX Corp. | 0.05% | 29,686 | $969K | Reduce -0.2% |
| AXP American Express Co. | 0.05% | 3,005 | $958K | Reduce -6.5% |
| META Meta Platforms Inc. Class A | 0.05% | 1,285 | $949K | Add +6.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.9% | 5.03% | −1.11 |
| MDT Medtronic PLC | Reduce -95.4% | 0.04% | −0.99 |
| TMUS T-Mobile US Inc. | Reduce -1.4% | 2.55% | −0.69 |
| BDX Becton Dickinson and Co. | Reduce -12.4% | 0.73% | −0.51 |
| DHR Danaher Corp. | Reduce -5.7% | 2.12% | −0.49 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 3.85% | −0.43 |
| ADP Automatic Data Processing | Reduce -13.4% | 1.50% | −0.42 |
| TJX TJX Companies Inc. | Reduce -4.0% | 1.89% | −0.28 |
| ABT Abbott Laboratories | Reduce -0.7% | 2.76% | −0.27 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 1.16% | −0.26 |
| WM Waste Management Inc. | Reduce -5.3% | 1.29% | −0.25 |
| APTV Aptiv PLC | Reduce -91.9% | 0.02% | −0.23 |
| JNJ Johnson & Johnson | Reduce -5.6% | 0.59% | −0.17 |
| FISV Fiserv Inc. | Reduce -5.8% | 0.26% | −0.14 |
| CHD Church & Dwight Co. Inc. | Reduce -53.4% | 0.07% | −0.13 |
| NYT New York Times Co. Class A | Reduce -9.8% | 1.20% | −0.12 |
| ABBV Abbvie Inc. | Reduce -8.3% | 0.27% | −0.10 |
| TSLA Tesla Inc. | Reduce -17.4% | 0.94% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -9.5% | 0.28% | −0.09 |
| CNI Canadian Natl Railway Co. | Reduce -18.6% | 0.30% | −0.09 |
| XYL Xylem Inc. | Reduce -0.3% | 2.20% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 0.28% | −0.07 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.07 |
| PEP Pepsico Inc. | Reduce -14.9% | 0.12% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.54% | −0.04 |
| AMGN Amgen Inc. | Reduce -3.7% | 0.13% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.10% | −0.03 |
| V Visa Inc. Class A | Reduce -0.3% | 0.30% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.16% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -3.5% | 0.44% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -22.2% | 0.14% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -32.8% | 0.06% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.15% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.7% | 0.10% | −0.02 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -44.8% | 0.02% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.3% | 0.20% | −0.01 |
| ACN Accenture PLC Class A | Reduce -35.3% | 0.02% | −0.01 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.01 |
| WAT Waters Corp. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -9.7% | 0.03% | −0.01 |
| ZTS Zoetis Inc. | Reduce -3.3% | 0.04% | −0.01 |
| MKTX Marketaxess Holdings Inc. | Reduce -12.3% | 0.04% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -11.3% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.0% | 0.07% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -16.0% | 0.03% | −0.01 |
| EPD Enterprise Products Partners | Reduce -4.3% | 0.03% | −0.01 |
| SBUX Starbucks Corp. | Reduce -0.8% | 0.03% | −0.01 |
| TGT Target Corp. | Reduce -11.5% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.25% | +1.25 |
| UL Unilever PLC | Add +223.7% | 0.76% | +0.51 |
| RKT Rocket Cos Inc. Class A | New | 0.47% | +0.47 |
| ARM Arm Holdings PLC-ADR | Add +16.3% | 1.11% | +0.41 |
| ULS Ul Solutions Inc. Class A | Add +2.2% | 2.01% | +0.31 |
| AMAT Applied Materials Inc. | Add +46.5% | 0.69% | +0.27 |
| AMZN Amazon.com Inc. | Add +7.1% | 1.93% | +0.18 |
| IBM Intl Business Machines Corp. | Add +3.3% | 1.84% | +0.16 |
| ABNB Airbnb Inc. Class A | Add +24.7% | 0.83% | +0.16 |
| UBER Uber Technologies Inc. | Add +2.8% | 1.04% | +0.16 |
| SOFI Sofi Technologies Inc. | Add +20.2% | 0.37% | +0.15 |
| GRAL Grail Inc. | Add +4.7% | 0.28% | +0.13 |
| CRM Salesforce Inc. | Add +18.4% | 1.68% | +0.12 |
| NXT Nextpower Inc. | Add +18.6% | 0.30% | +0.08 |
| CRSP Crispr Therapeutics AG | Add +9.5% | 0.27% | +0.08 |
| ORCL Oracle Corp. | Add +2.1% | 0.23% | +0.07 |
| PRGO Perrigo Co. PLC | Add +34.7% | 0.50% | +0.06 |
| ENVX Enovix Corp. | Add +11.1% | 0.13% | +0.04 |
| SYK Stryker Corp. | Add +6.8% | 2.39% | +0.04 |
| MELI MercadoLibre Inc. | Add +0.1% | 0.10% | +0.02 |
| EFSI Eagle Financial Services Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +44.5% | 0.05% | +0.02 |
| VST Vistra Corp. | New | 0.01% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| DHI D.R. Horton Inc. | New | 0.01% | +0.01 |
| EMR Emerson Electric Co. | Add +14.3% | 0.05% | +0.01 |
| ECL Ecolab Inc. | Add +31.9% | 0.04% | +0.01 |
| META Meta Platforms Inc. Class A | Add +6.9% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 0.04% | +0.01 |
| TILE Interface Inc. | Add +8.5% | 0.34% | +0.01 |
| CAT Caterpillar Inc. | Add +10.4% | 0.05% | +0.01 |
| TT Trane Technologies PLC | Add +0.4% | 0.04% | +0.01 |
| INTU Intuit Inc. | Add +0.1% | 0.04% | +0.01 |
| SNA Snap-on Inc. | Add +76.9% | 0.02% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +0.1% | 0.04% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +23.4% | 0.03% | +0.00 |
| PODD Insulet Corp. | Add +4.6% | 0.03% | +0.00 |
| NTAP Netapp Inc. | Add +0.0% | 0.03% | +0.00 |
| CTVA Corteva Inc. | Add +3.8% | 0.02% | +0.00 |
| QCOM Qualcomm Inc. | Add +20.2% | 0.01% | +0.00 |
| HON Honeywell International Inc. | Add +2.7% | 0.11% | +0.00 |
| ROP Roper Technologies Inc. | Add +17.7% | 0.02% | +0.00 |
| CVX Chevron Corp. | Add +33.3% | 0.01% | +0.00 |
| CSL Carlisle Cos Inc. | Add +0.1% | 0.01% | −0.00 |
| T AT&T Inc. | Add +2.1% | 0.01% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Add +0.3% | 0.02% | −0.00 |
| VZ Verizon Communications Inc. | Add +3.4% | 0.01% | −0.00 |
| MCO Moody's Corp. | Add +0.1% | 0.05% | −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 |