Reynders McVeigh Capital Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Reynders McVeigh Capital Management, LLC reported 201 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 9.3% of the portfolio, followed by Apple (AAPL, 5.8%) and Microsoft (MSFT, 4.7%). Compared with Q2 2025, it opened 8 new positions, sold out of 2, added to 64 and reduced 100. The biggest buy was Broadcom (AVGO, shares +471%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −6%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001455969
Portfolio Value
$2.1B (Q3 2025)
SEC Filing
0001455969-25-000006 ↗ filed Nov 17, 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 Q4 2024 Q1 2025: $1.8B Q1 2025 Q2 2025: $2.0B Q2 2025 Q3 2025: $2.1B $2.1B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $2.0B Q1 2026 Q2 2026: $2.3B Q2 2026

Holdings 201 stocks · $2.1B
NVDA Nvidia Corp. 9.26% 1,058,355 $197.5M Reduce -4.1%
AAPL Apple Inc. 5.78% 484,141 $123.3M Reduce -1.4%
MSFT Microsoft Corp. 4.66% 192,040 $99.5M Add +0.8%
MA Mastercard Inc. Class A 3.69% 138,416 $78.7M Add +0.9%
ROK Rockwell Automation Inc. 3.30% 201,380 $70.4M Add +1.2%
APH Amphenol Corp. Class A 3.23% 557,282 $69.0M Reduce -2.2%
ADI Analog Devices Inc. 2.97% 258,077 $63.4M Add +1.5%
GOOGL Alphabet Inc. Class A 2.88% 252,538 $61.4M Reduce -2.3%
ABT Abbott Laboratories 2.63% 419,036 $56.1M Add +3.0%
CARR Carrier Global Corp. 2.49% 888,694 $53.1M Add +3.3%
XYL Xylem Inc. 2.42% 349,366 $51.5M Add +2.5%
TMUS T-Mobile US Inc. 2.35% 209,592 $50.2M Reduce -2.3%
SYK Stryker Corp. 2.17% 124,931 $46.2M Add +3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.12% 312,851 $45.2M Add +1.9%
DHR Danaher Corp. 2.01% 216,487 $42.9M Add +0.8%
GOOG Alphabet Inc. Class C 1.96% 171,572 $41.8M Add +2.1%
ATR Aptargroup Inc. 1.94% 310,056 $41.4M Add +4.1%
ULS Ul Solutions Inc. Class A 1.92% 578,311 $41.0M Add +4.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.83% 138,287 $39.0M Add +10.4%
HD Home Depot Inc. 1.76% 92,881 $37.6M Add +1.5%
AMZN Amazon.com Inc. 1.73% 167,855 $36.9M Reduce -4.9%
VLTO Veralto Corp. 1.58% 316,243 $33.7M Add +4.5%
NET Cloudflare Inc. Class A 1.50% 148,786 $31.9M Reduce -5.2%
RELX Relx PLC - Spon ADR 1.49% 665,672 $31.8M Add +7.1%
CCK Crown Holdings Inc. 1.46% 321,546 $31.1M Add +5.7%
CRM Salesforce Inc. 1.36% 122,815 $29.1M Reduce -0.4%
MKC McCormick & Co.-Non VTG SHRS 1.29% 410,462 $27.5M Add +3.0%
ADP Automatic Data Processing 1.22% 88,585 $26.0M Reduce -8.9%
WM Waste Management Inc. 1.19% 115,067 $25.4M Add +2.1%
TSLA Tesla Inc. 1.18% 56,434 $25.1M Reduce -5.3%
ALC Alcon Inc. filed as ALCON AG 1.16% 332,087 $24.7M Reduce -2.3%
UBER Uber Technologies Inc. 1.06% 230,472 $22.6M Add +3.7%
PG The Procter & Gamble Co. 1.03% 142,456 $21.9M Reduce -2.6%
VRTX Vertex Pharmaceuticals Inc. 1.02% 55,350 $21.7M Add +1.9%
NYT New York Times Co. Class A 0.98% 362,584 $20.8M Reduce -15.2%
AVGO Broadcom Inc. 0.93% 60,228 $19.9M Add +470.8%
ARM Arm Holdings PLC-ADR 0.92% 138,943 $19.7M Add +1.0%
NVO Novo-Nordisk A/S-Spons ADR 0.89% 342,134 $19.0M Reduce -6.0%
UL Unilever PLC 0.83% 298,311 $17.7M Add +19.4%
AMAT Applied Materials Inc. 0.81% 84,727 $17.3M Add +11.9%
RKT Rocket Cos Inc. Class A 0.79% 868,376 $16.8M Add +30.7%
ABNB Airbnb Inc. Class A 0.78% 137,578 $16.7M Add +10.0%
JNJ Johnson & Johnson 0.68% 78,597 $14.6M Add +2.3%
BDX Becton Dickinson and Co. 0.64% 72,480 $13.6M Reduce -14.3%
SOFI Sofi Technologies Inc. 0.60% 480,458 $12.7M Add +19.1%
ASML ASML Holding NV-NY Reg SHS 0.53% 11,615 $11.2M Reduce -2.0%
VRT Vertiv Holdings Co. Class A 0.51% 72,634 $11.0M Reduce -2.8%
TILE Interface Inc. 0.50% 366,984 $10.6M Add +13.8%
NVS Novartis AG-Sponsored ADR 0.49% 81,871 $10.5M Add +11.2%
COST Costco Wholesale Corp. 0.46% 10,684 $9.9M Reduce -2.8%
NXT Nextpower Inc. filed as NEXTRACKER INC 0.41% 117,067 $8.7M Add +5.7%
CRSP Crispr Therapeutics AG 0.34% 113,000 $7.3M Add +1.4%
GRAL Grail Inc. 0.33% 120,601 $7.1M Add +11.4%
ABBV Abbvie Inc. 0.30% 28,070 $6.5M Reduce -5.0%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 11,839 $6.0M Add +1.3%
AMD Advanced Micro Devices 0.28% 36,702 $5.9M Reduce -6.4%
ORCL Oracle Corp. 0.27% 20,395 $5.7M Reduce -5.0%
V Visa Inc. Class A 0.27% 16,749 $5.7M Reduce -1.7%
DSGX The Descartes Systems Grp 0.24% 55,260 $5.2M Add +0.3%
CNI Canadian Natl Railway Co. 0.23% 52,295 $4.9M Reduce -9.4%
LLY Eli Lilly & Co. 0.22% 6,178 $4.7M Reduce -13.9%
TMO Thermo Fisher Scientific Inc. 0.21% 9,391 $4.6M Reduce -3.3%
FISV Fiserv Inc. 0.20% 33,798 $4.4M Add +10.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 6,254 $4.2M Reduce -2.6%
PRGO Perrigo Co. PLC 0.19% 178,305 $4.0M Reduce -52.5%
SN Sharkninja Inc. 0.18% 36,825 $3.8M New
ENVX Enovix Corp. 0.15% 330,361 $3.3M Add +26.9%
MCD McDonald's Corp. 0.15% 10,796 $3.3M Reduce -1.6%
UNP Union Pacific Corp. 0.14% 13,087 $3.1M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 6,198 $3.0M No change
AMGN Amgen Inc. 0.12% 8,891 $2.5M Reduce -1.8%
TYL Tyler Technologies Inc. 0.11% 4,630 $2.4M Reduce -5.3%
PEP Pepsico Inc. 0.11% 16,896 $2.4M Reduce -9.0%
BRK.A Berkshire Hathaway Inc. Class A 0.11% 3 $2.3M No change
EFX Equifax Inc. 0.10% 8,612 $2.2M No change
VIG Vanguard Dividend Apprec ETF 0.10% 9,903 $2.1M Add +0.0%
MRK Merck & Co. Inc. 0.09% 23,276 $2.0M Reduce -5.9%
HON Honeywell International Inc. 0.09% 9,079 $1.9M Reduce -0.0%
VEEV Veeva Systems Inc. Class A 0.08% 6,054 $1.8M Reduce -0.3%
MELI MercadoLibre Inc. 0.08% 759 $1.8M No change
NEE Nextera Energy Inc. 0.07% 20,980 $1.6M Add +0.7%
NXPI NXP Semiconductors NV 0.07% 6,686 $1.5M Reduce -2.3%
IJH iShares Core S&P Midcap ETF 0.07% 23,250 $1.5M Reduce -1.1%
SPGI S&P Global Inc. 0.07% 3,111 $1.5M Add +0.1%
JPM JPMorgan Chase & Co. 0.07% 4,438 $1.4M Add +4.8%
IWP iShares Russell Mid-Cap Grow 0.06% 9,250 $1.3M No change
CHD Church & Dwight Co. Inc. 0.06% 14,706 $1.3M Reduce -1.5%
WMT Walmart Inc. 0.06% 12,270 $1.3M Reduce -0.3%
ISRG Intuitive Surgical Inc. 0.06% 2,799 $1.3M Reduce -0.2%
CSCO Cisco Systems Inc. 0.06% 18,264 $1.3M Reduce -3.4%
RTX RTX Corp. 0.06% 7,384 $1.2M Reduce -2.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 10,698 $1.2M Reduce -0.7%
GLD SPDR Gold Shares 0.06% 3,418 $1.2M No change
CAT Caterpillar Inc. 0.06% 2,466 $1.2M Reduce -2.8%
BKNG Booking Holdings Inc. 0.05% 216 $1.2M No change
TSM Taiwan Semiconductor-SP ADR 0.05% 3,912 $1.1M No change
IVW iShares S&P 500 Growth ETF 0.05% 8,895 $1.1M No change
XOM Exxon Mobil Corp. 0.05% 9,430 $1.1M Add +9.4%
IDXX Idexx Laboratories Inc. 0.05% 1,658 $1.1M Add +0.4%
CSX CSX Corp. 0.05% 28,986 $1.0M Reduce -2.4%
AXP American Express Co. 0.05% 3,004 $998K Reduce -0.0%
EMR Emerson Electric Co. 0.05% 7,376 $968K Reduce -3.5%
VTI VG Morningstar TS MKT ETF-US 0.05% 2,938 $964K Reduce -0.7%
DE Deere & Co. 0.04% 2,093 $957K Reduce -1.9%
MTD Mettler-Toledo International 0.04% 760 $933K Add +0.8%
ECL Ecolab Inc. 0.04% 3,249 $890K Add +0.8%
MCO Moody's Corp. 0.04% 1,865 $889K Add +1.2%
META Meta Platforms Inc. Class A 0.04% 1,169 $858K Reduce -9.0%
TT Trane Technologies PLC 0.04% 1,973 $833K No change
IWF iShares Russell 1000 Growth 0.04% 1,751 $820K No change
ITW Illinois Tool Works 0.04% 2,977 $776K Add +0.5%
BMY Bristol-Myers Squibb Co. 0.04% 16,892 $762K Reduce -3.9%
INTU Intuit Inc. 0.04% 1,112 $759K Reduce -0.9%
KMB Kimberly-Clark Corp. 0.03% 5,897 $733K Reduce -1.1%
ZTS Zoetis Inc. 0.03% 5,003 $732K Reduce -3.5%
CL Colgate-Palmolive Co. 0.03% 8,564 $685K Reduce -4.9%
NSC Norfolk Southern Corp. 0.03% 2,277 $684K Reduce -12.8%
APD Air Products & Chemicals Inc. 0.03% 2,482 $677K Add +1.2%
LIN Linde PLC 0.03% 1,417 $673K Reduce -1.7%
FIS Fidelity National Info Serv 0.03% 10,093 $666K No change
DD Dupont DE Nemours Inc. 0.03% 8,367 $652K No change
SDY SS SPDR S&P Dividend ETF 0.03% 4,543 $636K Add +0.5%
NFLX Netflix Inc. 0.03% 526 $631K Add +9.1%
PODD Insulet Corp. 0.03% 2,021 $624K Add +0.4%
SBUX Starbucks Corp. 0.03% 7,377 $624K Reduce -3.2%
KO The Coca-Cola Co. 0.03% 9,231 $612K Reduce -2.3%
DRI Darden Restaurants Inc. 0.03% 3,015 $574K Add +0.4%
NTAP Netapp Inc. 0.03% 4,752 $563K No change
IVV iShares Core S&P 500 ETF 0.03% 827 $553K Reduce -2.0%
EPD Enterprise Products Partners 0.02% 16,121 $504K Reduce -2.9%
GIS General Mills Inc. 0.02% 9,900 $499K Reduce -0.8%
RVTY Revvity Inc. 0.02% 5,620 $493K No change
MKTX Marketaxess Holdings Inc. 0.02% 2,790 $486K Reduce -15.6%
DUK Duke Energy Corp. 0.02% 3,867 $479K Reduce -4.5%
IVE iShares S&P 500 Value ETF 0.02% 2,233 $461K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 1,500 $441K Reduce -6.8%
DLN Wisdomtree US Largecap Divid 0.02% 4,800 $418K No change
ROP Roper Technologies Inc. 0.02% 830 $414K Reduce -0.2%
PFE Pfizer Inc. 0.02% 15,873 $404K Reduce -10.9%
WEC WEC Energy Group Inc. 0.02% 3,454 $396K No change
EFSI Eagle Financial Services Inc. 0.02% 10,225 $387K Reduce -3.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 1,250 $387K Reduce -0.5%
LOW Lowe's Cos Inc. 0.02% 1,533 $385K Add +6.0%
ORA Ormat Technologies Inc. 0.02% 4,004 $385K No change
GE General Electric filed as GE AEROSPACE 0.02% 1,272 $383K Reduce -1.3%
TXN Texas Instruments Inc. 0.02% 2,064 $379K No change
CTVA Corteva Inc. 0.02% 5,526 $374K Reduce -0.8%
INTC Intel Corp. 0.02% 11,094 $372K Reduce -5.4%
SNA Snap-on Inc. 0.02% 1,050 $364K Reduce -8.7%
SHW The Sherwin-Williams Co. 0.02% 1,049 $363K Reduce -1.5%
TEL Te Connectivity PLC 0.02% 1,614 $354K Add +11.3%
TGT Target Corp. 0.02% 3,893 $349K Reduce -8.3%
IWB iShares Russell 1000 ETF 0.02% 952 $348K Reduce -13.6%
MRSH Marsh & McLennan Cos 0.02% 1,685 $340K Reduce -1.5%
MDT Medtronic PLC 0.02% 3,575 $340K Reduce -62.4%
MDLZ Mondelez International Inc. Class A 0.02% 5,417 $338K Reduce -0.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 2,600 $337K Reduce -27.8%
EXR Extra Space Storage Inc. 0.02% 2,347 $331K No change
VOOG Vanguard S&P 500 Growth ETF 0.02% 756 $329K Reduce -11.7%
PAYX Paychex Inc. 0.02% 2,585 $328K Reduce -24.3%
IWV iShares Russell 3000 ETF 0.02% 851 $323K Reduce -5.5%
STZ Constellation Brands Inc. Class A 0.01% 2,351 $317K Reduce -3.1%
DHI D.R. Horton Inc. 0.01% 1,850 $314K Add +15.6%
ILMN Illumina Inc. 0.01% 3,271 $311K Reduce -14.9%
NKE Nike Inc. Class B 0.01% 4,419 $308K Reduce -29.5%
DELL Dell Technologies -C 0.01% 2,158 $306K Add +1.3%
ANET Arista Networks Inc. 0.01% 2,085 $304K Reduce -4.6%
BSX Boston Scientific Corp. 0.01% 3,099 $303K Add +6.3%
CLX Clorox Company 0.01% 2,374 $293K No change
SYY Sysco Corp. 0.01% 3,492 $288K Reduce -0.9%
DXCM Dexcom Inc. 0.01% 4,240 $285K Add +1.4%
QCOM Qualcomm Inc. 0.01% 1,694 $282K No change
PANW Palo Alto Networks Inc. 0.01% 1,369 $279K Reduce -2.1%
CB Chubb Ltd. 0.01% 969 $274K Reduce -9.8%
CTSH Cognizant Tech Solutions-A 0.01% 4,070 $273K Add +2.4%
PSA Public Storage 0.01% 918 $265K No change
RPM RPM International Inc. 0.01% 2,250 $265K No change
APTV Aptiv PLC 0.01% 3,071 $265K Reduce -48.8%
BLK BlackRock Inc. 0.01% 224 $261K Reduce -11.5%
VST Vistra Corp. 0.01% 1,301 $255K Reduce -3.7%
CVX Chevron Corp. 0.01% 1,587 $246K Reduce -1.7%
PGR Progressive Corp. 0.01% 969 $239K Add +1.8%
ACN Accenture PLC Class A 0.01% 970 $239K Reduce -8.3%
KR Kroger Co. 0.01% 3,537 $238K Add +4.2%
T AT&T Inc. 0.01% 8,397 $237K Reduce -1.0%
MMM 3M Co. 0.01% 1,530 $237K Add +0.2%
RSP Invesco S&P 500 Equal Weight 0.01% 1,241 $235K Reduce -7.5%
ADBE Adobe Inc. 0.01% 658 $232K Reduce -21.5%
QQQ Invesco QQQ Trust Series 1 0.01% 385 $231K Reduce -4.9%
GEV GE Vernova Inc. 0.01% 374 $230K New
VZ Verizon Communications Inc. 0.01% 5,205 $229K Reduce -0.7%
MPC Marathon Petroleum Corp. 0.01% 1,170 $226K New
PH Parker Hannifin Corp. 0.01% 297 $225K No change
CSL Carlisle Cos Inc. 0.01% 678 $223K No change
SNPS Synopsys Inc. 0.01% 443 $219K New
VEA Vanguard Ftse Developed ETF 0.01% 3,595 $215K Reduce -1.9%
VOO Vanguard S&P 500 ETF 0.01% 351 $215K New
PNC PNC Financial Services Group 0.01% 1,066 $214K New
LRCX Lam Research Corp. 0.01% 1,553 $208K New
ETN Eaton Corp. PLC 0.01% 550 $206K New
AUR Aurora Innovation Inc. 0.01% 22,178 $120K No change

Portfolio Sells Q2 2025 → Q3 2025
NVO Novo-Nordisk A/S-Spons ADR Reduce -6.0% 0.89% −0.36
ALC Alcon Inc. Reduce -2.3% 1.16% −0.34
PRGO Perrigo Co. PLC Reduce -52.5% 0.19% −0.32
CRM Salesforce Inc. Reduce -0.4% 1.36% −0.31
ADP Automatic Data Processing Reduce -8.9% 1.22% −0.28
NYT New York Times Co. Class A Reduce -15.2% 0.98% −0.22
AMZN Amazon.com Inc. Reduce -4.9% 1.73% −0.20
TMUS T-Mobile US Inc. Reduce -2.3% 2.35% −0.20
PG The Procter & Gamble Co. Reduce -2.6% 1.03% −0.14
BDX Becton Dickinson and Co. Reduce -14.3% 0.64% −0.09
COST Costco Wholesale Corp. Reduce -2.8% 0.46% −0.08
CNI Canadian Natl Railway Co. Reduce -9.4% 0.23% −0.07
LLY Eli Lilly & Co. Reduce -13.9% 0.22% −0.06
NET Cloudflare Inc. Class A Reduce -5.2% 1.50% −0.04
V Visa Inc. Class A Reduce -1.7% 0.27% −0.03
TYL Tyler Technologies Inc. Reduce -5.3% 0.11% −0.03
MDT Medtronic PLC Reduce -62.4% 0.02% −0.03
ISRG Intuitive Surgical Inc. Reduce -0.2% 0.06% −0.02
HON Honeywell International Inc. Reduce -0.0% 0.09% −0.02
MKTX Marketaxess Holdings Inc. Reduce -15.6% 0.02% −0.01
DTE DTE Energy Company Sold out 0.00% −0.01
CHD Church & Dwight Co. Inc. Reduce -1.5% 0.06% −0.01
PEP Pepsico Inc. Reduce -9.0% 0.11% −0.01
EGP Eastgroup Properties Inc. Sold out 0.00% −0.01
PAYX Paychex Inc. Reduce -24.3% 0.02% −0.01
DE Deere & Co. Reduce -1.9% 0.04% −0.01
DIS The Walt Disney Co. Reduce -0.7% 0.06% −0.01
CL Colgate-Palmolive Co. Reduce -4.9% 0.03% −0.01
AMGN Amgen Inc. Reduce -1.8% 0.12% −0.01
INTU Intuit Inc. Reduce -0.9% 0.04% −0.01
APTV Aptiv PLC Reduce -48.8% 0.01% −0.01
NKE Nike Inc. Class B Reduce -29.5% 0.01% −0.01
META Meta Platforms Inc. Class A Reduce -9.0% 0.04% −0.01
CSCO Cisco Systems Inc. Reduce -3.4% 0.06% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Reduce -27.8% 0.02% −0.01
MCD McDonald's Corp. Reduce -1.6% 0.15% −0.01
MRK Merck & Co. Inc. Reduce -5.9% 0.09% −0.01
ZTS Zoetis Inc. Reduce -3.5% 0.03% −0.01
SBUX Starbucks Corp. Reduce -3.2% 0.03% −0.01
EMR Emerson Electric Co. Reduce -3.5% 0.05% −0.01
ADBE Adobe Inc. Reduce -21.5% 0.01% −0.01
BMY Bristol-Myers Squibb Co. Reduce -3.9% 0.04% −0.00
STZ Constellation Brands Inc. Class A Reduce -3.1% 0.01% −0.00
KO The Coca-Cola Co. Reduce -2.3% 0.03% −0.00
TGT Target Corp. Reduce -8.3% 0.02% −0.00
ACN Accenture PLC Class A Reduce -8.3% 0.01% −0.00
ROP Roper Technologies Inc. Reduce -0.2% 0.02% −0.00
KMB Kimberly-Clark Corp. Reduce -1.1% 0.03% −0.00
ILMN Illumina Inc. Reduce -14.9% 0.01% −0.00
NXPI NXP Semiconductors NV Reduce -2.3% 0.07% −0.00

Portfolio Buys Q2 2025 → Q3 2025
AVGO Broadcom Inc. Add +470.8% 0.93% +0.79
GOOG Alphabet Inc. Class C Add +2.1% 1.96% +0.47
RKT Rocket Cos Inc. Class A Add +30.7% 0.79% +0.32
SOFI Sofi Technologies Inc. Add +19.1% 0.60% +0.23
TJX TJX Companies Inc. Add +1.9% 2.12% +0.23
XYL Xylem Inc. Add +2.5% 2.42% +0.21
SN Sharkninja Inc. New 0.18% +0.18
TILE Interface Inc. Add +13.8% 0.50% +0.16
AMAT Applied Materials Inc. Add +11.9% 0.81% +0.12
NXT Nextpower Inc. Add +5.7% 0.41% +0.11
JNJ Johnson & Johnson Add +2.3% 0.68% +0.10
HD Home Depot Inc. Add +1.5% 1.76% +0.09
CRSP Crispr Therapeutics AG Add +1.4% 0.34% +0.07
UL Unilever PLC Add +19.4% 0.83% +0.07
GRAL Grail Inc. Add +11.4% 0.33% +0.06
VLTO Veralto Corp. Add +4.5% 1.58% +0.06
NVS Novartis AG-Sponsored ADR Add +11.2% 0.49% +0.05
UBER Uber Technologies Inc. Add +3.7% 1.06% +0.02
ENVX Enovix Corp. Add +26.9% 0.15% +0.02
GEV GE Vernova Inc. New 0.01% +0.01
MPC Marathon Petroleum Corp. New 0.01% +0.01
SNPS Synopsys Inc. New 0.01% +0.01
VOO Vanguard S&P 500 ETF New 0.01% +0.01
PNC PNC Financial Services Group New 0.01% +0.01
LRCX Lam Research Corp. New 0.01% +0.01
ETN Eaton Corp. PLC New 0.01% +0.01
IDXX Idexx Laboratories Inc. Add +0.4% 0.05% +0.01
DHI D.R. Horton Inc. Add +15.6% 0.01% +0.00
TEL Te Connectivity PLC Add +11.3% 0.02% +0.00
JPM JPMorgan Chase & Co. Add +4.8% 0.07% +0.00
XOM Exxon Mobil Corp. Add +9.4% 0.05% +0.00
NEE Nextera Energy Inc. Add +0.7% 0.07% +0.00
LOW Lowe's Cos Inc. Add +6.0% 0.02% +0.00
DELL Dell Technologies -C Add +1.3% 0.01% +0.00
ITW Illinois Tool Works Add +0.5% 0.04% −0.00
MTD Mettler-Toledo International Add +0.8% 0.04% −0.00
ROK Rockwell Automation Inc. Add +1.2% 3.30% −0.00
MMM 3M Co. Add +0.2% 0.01% −0.00
SDY SS SPDR S&P Dividend ETF Add +0.5% 0.03% −0.00
KR Kroger Co. Add +4.2% 0.01% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.0% 0.10% −0.00
BSX Boston Scientific Corp. Add +6.3% 0.01% −0.00
PGR Progressive Corp. Add +1.8% 0.01% −0.00
ECL Ecolab Inc. Add +0.8% 0.04% −0.00
PODD Insulet Corp. Add +0.4% 0.03% −0.00
CTSH Cognizant Tech Solutions-A Add +2.4% 0.01% −0.00
NFLX Netflix Inc. Add +9.1% 0.03% −0.00
APD Air Products & Chemicals Inc. Add +1.2% 0.03% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.3% 0.28% −0.00
MCO Moody's Corp. Add +1.2% 0.04% −0.00

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