Reynders McVeigh Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Reynders McVeigh Capital Management, LLC reported 196 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 8.8% of the portfolio, followed by Apple (AAPL, 6.0%) and Alphabet Class A (GOOGL, 6.0%). Compared with Q3 2025, it opened 5 new positions, sold out of 11, added to 66 and reduced 97. The biggest buy was Alphabet Class A (GOOGL, shares +62%) and the biggest sale an exit from Alphabet Class C (GOOG).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001455969
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001455969-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 196 stocks · $2.1B
| NVDA Nvidia Corp. | 8.82% | 1,007,125 | $187.8M | Reduce -4.8% |
| AAPL Apple Inc. | 6.04% | 473,457 | $128.7M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 6.03% | 410,164 | $128.5M | Add +62.4% |
| MSFT Microsoft Corp. | 4.39% | 193,371 | $93.5M | Add +0.7% |
| MA Mastercard Inc. Class A | 3.69% | 137,746 | $78.6M | Reduce -0.5% |
| ROK Rockwell Automation Inc. | 3.61% | 197,865 | $77.0M | Reduce -1.8% |
| APH Amphenol Corp. Class A | 3.35% | 528,018 | $71.4M | Reduce -5.3% |
| ADI Analog Devices Inc. | 3.25% | 255,045 | $69.2M | Reduce -1.2% |
| ABT Abbott Laboratories | 2.47% | 419,859 | $52.6M | Add +0.2% |
| DHR Danaher Corp. | 2.28% | 211,926 | $48.5M | Reduce -2.1% |
| XYL Xylem Inc. | 2.22% | 346,657 | $47.2M | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.20% | 304,685 | $46.8M | Reduce -2.6% |
| CARR Carrier Global Corp. | 2.19% | 884,167 | $46.7M | Reduce -0.5% |
| ULS Ul Solutions Inc. Class A | 2.14% | 577,117 | $45.5M | Reduce -0.2% |
| SYK Stryker Corp. | 2.06% | 124,825 | $43.9M | Reduce -0.1% |
| TMUS T-Mobile US Inc. | 1.98% | 207,572 | $42.1M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.94% | 139,835 | $41.4M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.78% | 164,705 | $38.0M | Reduce -1.9% |
| ATR Aptargroup Inc. | 1.76% | 308,296 | $37.6M | Reduce -0.6% |
| CCK Crown Holdings Inc. | 1.56% | 323,613 | $33.3M | Add +0.6% |
| VLTO Veralto Corp. | 1.51% | 322,413 | $32.2M | Add +1.9% |
| HD Home Depot Inc. | 1.44% | 89,102 | $30.7M | Reduce -4.1% |
| AVGO Broadcom Inc. | 1.43% | 87,749 | $30.4M | Add +45.7% |
| NET Cloudflare Inc. Class A | 1.38% | 148,907 | $29.4M | Add +0.1% |
| CRM Salesforce Inc. | 1.23% | 98,991 | $26.2M | Reduce -19.4% |
| MKC McCormick & Co.-Non VTG SHRS | 1.19% | 372,071 | $25.3M | Reduce -9.3% |
| WM Waste Management Inc. | 1.15% | 111,478 | $24.5M | Reduce -3.1% |
| VRTX Vertex Pharmaceuticals Inc. | 1.15% | 53,905 | $24.4M | Reduce -2.6% |
| ALC Alcon Inc. filed as ALCON AG | 1.15% | 309,836 | $24.4M | Reduce -6.7% |
| TSLA Tesla Inc. | 1.10% | 51,983 | $23.4M | Reduce -7.9% |
| NYT New York Times Co. Class A | 1.07% | 328,752 | $22.8M | Reduce -9.3% |
| AMAT Applied Materials Inc. | 1.06% | 88,125 | $22.6M | Add +4.0% |
| ADP Automatic Data Processing | 1.00% | 82,492 | $21.2M | Reduce -6.9% |
| RELX Relx PLC - Spon ADR | 0.98% | 517,540 | $20.9M | Reduce -22.3% |
| UBER Uber Technologies Inc. | 0.95% | 247,099 | $20.2M | Add +7.2% |
| PG The Procter & Gamble Co. | 0.92% | 136,966 | $19.6M | Reduce -3.9% |
| RKT Rocket Cos Inc. Class A | 0.90% | 995,283 | $19.3M | Add +14.6% |
| UL Unilever PLC-Sponsored ADR | 0.89% | 288,396 | $18.9M | Add +8.8% |
| ABNB Airbnb Inc. Class A | 0.88% | 138,881 | $18.8M | Add +0.9% |
| JNJ Johnson & Johnson | 0.74% | 76,195 | $15.8M | Reduce -3.1% |
| SOFI Sofi Technologies Inc. | 0.67% | 541,880 | $14.2M | Add +12.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.65% | 274,101 | $13.9M | Reduce -19.9% |
| SN Sharkninja Inc. | 0.62% | 117,150 | $13.1M | Add +218.1% |
| ARM Arm Holdings PLC-ADR | 0.59% | 114,402 | $12.5M | Reduce -17.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.58% | 11,507 | $12.3M | Reduce -0.9% |
| VRT Vertiv Holdings Co. Class A | 0.54% | 70,499 | $11.4M | Reduce -2.9% |
| TILE Interface Inc. | 0.53% | 405,856 | $11.3M | Add +10.6% |
| NXT Nextpower Inc. | 0.53% | 129,867 | $11.3M | Add +10.9% |
| NVS Novartis AG-Sponsored ADR | 0.50% | 77,954 | $10.7M | Reduce -4.8% |
| GRAL Grail Inc. | 0.45% | 112,869 | $9.7M | Reduce -6.4% |
| COST Costco Wholesale Corp. | 0.43% | 10,592 | $9.1M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 11,935 | $9.0M | Add +397733.3% |
| AMD Advanced Micro Devices | 0.36% | 36,034 | $7.7M | Reduce -1.8% |
| BDX Becton Dickinson and Co. | 0.34% | 37,071 | $7.2M | Reduce -48.9% |
| ABBV Abbvie Inc. | 0.31% | 28,750 | $6.6M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.31% | 6,062 | $6.5M | Reduce -1.9% |
| CRSP Crispr Therapeutics AG | 0.29% | 116,514 | $6.1M | Add +3.1% |
| V Visa Inc. Class A | 0.27% | 16,604 | $5.8M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 9,190 | $5.3M | Reduce -2.1% |
| CNI Canadian Natl Railway Co. | 0.24% | 50,920 | $5.0M | Reduce -2.6% |
| DSGX The Descartes Systems Grp | 0.22% | 52,600 | $4.6M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 6,548 | $4.5M | Add +4.7% |
| ORCL Oracle Corp. | 0.18% | 19,448 | $3.8M | Reduce -4.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 6,408 | $3.1M | Add +3.4% |
| UNP Union Pacific Corp. | 0.14% | 12,989 | $3.0M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.14% | 9,157 | $3.0M | Add +3.0% |
| MCD McDonald's Corp. | 0.14% | 9,725 | $3.0M | Reduce -9.9% |
| MRK Merck & Co. Inc. | 0.11% | 23,092 | $2.4M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.11% | 16,250 | $2.3M | Reduce -3.8% |
| ENVX Enovix Corp. | 0.11% | 310,564 | $2.3M | Reduce -6.0% |
| TYL Tyler Technologies Inc. | 0.10% | 4,755 | $2.2M | Add +2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 9,514 | $2.1M | Reduce -3.9% |
| EFX Equifax Inc. | 0.09% | 8,612 | $1.9M | No change |
| NEE Nextera Energy Inc. | 0.08% | 20,687 | $1.7M | Reduce -1.4% |
| HON Honeywell International Inc. | 0.08% | 8,331 | $1.6M | Reduce -8.2% |
| ISRG Intuitive Surgical Inc. | 0.07% | 2,779 | $1.6M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 22,900 | $1.5M | Reduce -1.5% |
| WMT Walmart Inc. | 0.07% | 13,347 | $1.5M | Add +8.8% |
| NXPI NXP Semiconductors NV | 0.07% | 6,661 | $1.4M | Reduce -0.4% |
| MELI MercadoLibre Inc. | 0.07% | 709 | $1.4M | Reduce -6.6% |
| CAT Caterpillar Inc. | 0.07% | 2,465 | $1.4M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.07% | 4,324 | $1.4M | Reduce -2.6% |
| RTX RTX Corp. | 0.06% | 7,388 | $1.4M | Add +0.1% |
| GLD SPDR Gold Shares | 0.06% | 3,418 | $1.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 11,455 | $1.3M | Add +7.1% |
| AXP American Express Co. | 0.06% | 3,506 | $1.3M | Add +16.7% |
| VEEV Veeva Systems Inc. Class A | 0.06% | 5,789 | $1.3M | Reduce -4.4% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 9,250 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.06% | 15,711 | $1.2M | Reduce -14.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 3,914 | $1.2M | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.05% | 216 | $1.2M | No change |
| IDXX Idexx Laboratories Inc. | 0.05% | 1,658 | $1.1M | No change |
| IVW iShares S&P 500 Growth ETF | 0.05% | 8,895 | $1.1M | No change |
| EMR Emerson Electric Co. | 0.05% | 8,126 | $1.1M | Add +10.2% |
| CHD Church & Dwight Co. Inc. | 0.05% | 12,832 | $1.1M | Reduce -12.7% |
| MTD Mettler-Toledo International | 0.05% | 760 | $1.1M | No change |
| CSX CSX Corp. | 0.05% | 28,495 | $1.0M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.05% | 8,470 | $1.0M | Reduce -10.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 2,914 | $977K | Reduce -0.8% |
| DE Deere & Co. | 0.05% | 2,093 | $974K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −1.96 |
| RELX Relx PLC - Spon ADR | Reduce -22.3% | 0.98% | −0.51 |
| NVDA Nvidia Corp. | Reduce -4.8% | 8.82% | −0.44 |
| TMUS T-Mobile US Inc. | Reduce -1.0% | 1.98% | −0.37 |
| ARM Arm Holdings PLC-ADR | Reduce -17.7% | 0.59% | −0.33 |
| HD Home Depot Inc. | Reduce -4.1% | 1.44% | −0.33 |
| BDX Becton Dickinson and Co. | Reduce -48.9% | 0.34% | −0.30 |
| CARR Carrier Global Corp. | Reduce -0.5% | 2.19% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.28 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -19.9% | 0.65% | −0.24 |
| ADP Automatic Data Processing | Reduce -6.9% | 1.00% | −0.22 |
| XYL Xylem Inc. | Reduce -0.8% | 2.22% | −0.20 |
| PRGO Perrigo Co. PLC | Sold out | 0.00% | −0.19 |
| ATR Aptargroup Inc. | Reduce -0.6% | 1.76% | −0.18 |
| FISV Fiserv Inc. | Reduce -63.4% | 0.04% | −0.17 |
| CRM Salesforce Inc. | Reduce -19.4% | 1.23% | −0.13 |
| SYK Stryker Corp. | Reduce -0.1% | 2.06% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -3.9% | 0.92% | −0.10 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -9.3% | 1.19% | −0.10 |
| ORCL Oracle Corp. | Reduce -4.6% | 0.18% | −0.09 |
| TSLA Tesla Inc. | Reduce -7.9% | 1.10% | −0.08 |
| ENVX Enovix Corp. | Reduce -6.0% | 0.11% | −0.05 |
| WM Waste Management Inc. | Reduce -3.1% | 1.15% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.43% | −0.04 |
| DSGX The Descartes Systems Grp | Reduce -4.8% | 0.22% | −0.03 |
| SPGI S&P Global Inc. | Reduce -42.7% | 0.04% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -4.4% | 0.06% | −0.02 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -6.6% | 0.07% | −0.02 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -9.9% | 0.14% | −0.01 |
| ALC Alcon Inc. | Reduce -6.7% | 1.15% | −0.01 |
| HON Honeywell International Inc. | Reduce -8.2% | 0.08% | −0.01 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.01 |
| APTV Aptiv PLC | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| KR Kroger Co. | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.01 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -12.7% | 0.05% | −0.01 |
| ZTS Zoetis Inc. | Reduce -1.9% | 0.03% | −0.01 |
| ECL Ecolab Inc. | Reduce -6.7% | 0.04% | −0.00 |
| ROP Roper Technologies Inc. | Reduce -10.8% | 0.02% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.14% | −0.00 |
| PFE Pfizer Inc. | Reduce -17.4% | 0.02% | −0.00 |
| NXPI NXP Semiconductors NV | Reduce -0.4% | 0.07% | −0.00 |
| MKTX Marketaxess Holdings Inc. | Reduce -17.9% | 0.02% | −0.00 |
| LIN Linde PLC | Reduce -0.6% | 0.03% | −0.00 |
| INTU Intuit Inc. | Reduce -6.2% | 0.03% | −0.00 |
| CLX Clorox Company | Reduce -2.5% | 0.01% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +62.4% | 6.03% | +3.15 |
| AVGO Broadcom Inc. | Add +45.7% | 1.43% | +0.49 |
| SN Sharkninja Inc. | Add +218.1% | 0.62% | +0.44 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +397733.3% | 0.42% | +0.32 |
| AMAT Applied Materials Inc. | Add +4.0% | 1.06% | +0.25 |
| NXT Nextpower Inc. | Add +10.9% | 0.53% | +0.12 |
| RKT Rocket Cos Inc. Class A | Add +14.6% | 0.90% | +0.12 |
| IBM Intl Business Machines Corp. | Add +1.1% | 1.94% | +0.11 |
| CCK Crown Holdings Inc. | Add +0.6% | 1.56% | +0.11 |
| ABNB Airbnb Inc. Class A | Add +0.9% | 0.88% | +0.10 |
| SOFI Sofi Technologies Inc. | Add +12.8% | 0.67% | +0.07 |
| UL Unilever PLC-Sponsored ADR | Add +8.8% | 0.89% | +0.06 |
| TILE Interface Inc. | Add +10.6% | 0.53% | +0.03 |
| AMGN Amgen Inc. | Add +3.0% | 0.14% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.7% | 0.21% | +0.01 |
| AXP American Express Co. | Add +16.7% | 0.06% | +0.01 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| NUE Nucor Corp. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +8.8% | 0.07% | +0.01 |
| EGP Eastgroup Properties Inc. | New | 0.01% | +0.01 |
| JBL Jabil Inc. | New | 0.01% | +0.01 |
| PLXS Plexus Corp. | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +5.3% | 0.05% | +0.01 |
| LOW Lowe's Cos Inc. | Add +48.9% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.4% | 0.15% | +0.01 |
| CVX Chevron Corp. | Add +61.7% | 0.02% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.06% | +0.01 |
| EMR Emerson Electric Co. | Add +10.2% | 0.05% | +0.01 |
| GE General Electric | Add +24.3% | 0.02% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 0.06% | +0.00 |
| DIS The Walt Disney Co. | Add +7.1% | 0.06% | +0.00 |
| ETN Eaton Corp. PLC | Add +62.9% | 0.01% | +0.00 |
| ABBV Abbvie Inc. | Add +2.4% | 0.31% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +30.8% | 0.01% | +0.00 |
| CTSH Cognizant Tech Solutions-A | Add +0.1% | 0.02% | +0.00 |
| TEL Te Connectivity PLC | Add +14.0% | 0.02% | +0.00 |
| MCO Moody's Corp. | Add +0.1% | 0.04% | +0.00 |
| GEV GE Vernova Inc. | Add +17.9% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Add +0.1% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.6% | 0.01% | +0.00 |
| RVTY Revvity Inc. | Add +0.0% | 0.03% | +0.00 |
| VZ Verizon Communications Inc. | Add +31.6% | 0.01% | +0.00 |
| CL Colgate-Palmolive Co. | Add +8.5% | 0.03% | +0.00 |
| EPD Enterprise Products Partners | Add +5.0% | 0.03% | +0.00 |
| TXN Texas Instruments Inc. | Add +13.0% | 0.02% | +0.00 |
| MDT Medtronic PLC | Add +3.7% | 0.02% | +0.00 |
| QCOM Qualcomm Inc. | Add +0.2% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +2.9% | 0.02% | +0.00 |
| Q Qnity Electronics Inc. | Add +1.9% | 0.02% | +0.00 |
| ADBE Adobe Inc. | Add +0.1% | 0.01% | −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 |