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

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 Q3 2025 Q4 2025: $2.1B $2.1B Q4 2025 Q1 2026: $2.0B Q1 2026 Q2 2026: $2.3B Q2 2026

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
BMY Bristol-Myers Squibb Co. 0.05% 17,792 $960K Add +5.3%
MCO Moody's Corp. 0.04% 1,866 $953K Add +0.1%
SPGI S&P Global Inc. 0.04% 1,782 $931K Reduce -42.7%
FISV Fiserv Inc. 0.04% 12,377 $831K Reduce -63.4%
IWF iShares Russell 1000 Growth 0.04% 1,701 $805K Reduce -2.9%
ECL Ecolab Inc. 0.04% 3,030 $796K Reduce -6.7%
META Meta Platforms Inc. Class A 0.04% 1,172 $773K Add +0.3%
TT Trane Technologies PLC 0.04% 1,973 $768K No change
CL Colgate-Palmolive Co. 0.03% 9,293 $734K Add +8.5%
ITW Illinois Tool Works 0.03% 2,978 $734K Add +0.0%
INTU Intuit Inc. 0.03% 1,043 $691K Reduce -6.2%
FIS Fidelity National Info Serv 0.03% 10,093 $671K No change
NSC Norfolk Southern Corp. 0.03% 2,240 $647K Reduce -1.6%
KO The Coca-Cola Co. 0.03% 9,190 $643K Reduce -0.4%
SBUX Starbucks Corp. 0.03% 7,380 $621K Add +0.0%
KMB Kimberly-Clark Corp. 0.03% 6,147 $620K Add +4.2%
ZTS Zoetis Inc. 0.03% 4,906 $617K Reduce -1.9%
APD Air Products & Chemicals Inc. 0.03% 2,482 $613K No change
SDY SS SPDR S&P Dividend ETF 0.03% 4,317 $601K Reduce -5.0%
LIN Linde PLC 0.03% 1,409 $601K Reduce -0.6%
PODD Insulet Corp. 0.03% 2,013 $572K Reduce -0.4%
DRI Darden Restaurants Inc. 0.03% 3,000 $552K Reduce -0.5%
LOW Lowe's Cos Inc. 0.03% 2,283 $551K Add +48.9%
RVTY Revvity Inc. 0.03% 5,622 $544K Add +0.0%
EPD Enterprise Products Partners 0.03% 16,921 $542K Add +5.0%
NTAP Netapp Inc. 0.02% 4,752 $509K No change
IVV iShares Core S&P 500 ETF 0.02% 737 $504K Reduce -10.9%
NFLX Netflix Inc. 0.02% 5,260 $493K No change
GE General Electric filed as GE AEROSPACE 0.02% 1,581 $487K Add +24.3%
IVE iShares S&P 500 Value ETF 0.02% 2,233 $474K No change
DUK Duke Energy Corp. 0.02% 3,875 $454K Add +0.2%
GIS General Mills Inc. 0.02% 9,758 $454K Reduce -1.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 1,500 $419K No change
TEL Te Connectivity PLC 0.02% 1,840 $419K Add +14.0%
MKTX Marketaxess Holdings Inc. 0.02% 2,290 $415K Reduce -17.9%
ORA Ormat Technologies Inc. 0.02% 3,755 $415K Reduce -6.2%
ILMN Illumina Inc. 0.02% 3,112 $408K Reduce -4.9%
TXN Texas Instruments Inc. 0.02% 2,333 $405K Add +13.0%
INTC Intel Corp. 0.02% 10,809 $399K Reduce -2.6%
EFSI Eagle Financial Services Inc. 0.02% 9,875 $393K Reduce -3.4%
CVX Chevron Corp. 0.02% 2,566 $391K Add +61.7%
CTVA Corteva Inc. 0.02% 5,686 $381K Add +2.9%
WEC WEC Energy Group Inc. 0.02% 3,458 $365K Add +0.1%
SNA Snap-on Inc. 0.02% 1,050 $362K No change
MDT Medtronic PLC 0.02% 3,708 $356K Add +3.7%
Q Qnity Electronics Inc. 0.02% 4,262 $348K Add +1.9%
DD Dupont DE Nemours Inc. 0.02% 8,525 $343K Add +1.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 2,600 $342K No change
CTSH Cognizant Tech Solutions-A 0.02% 4,072 $338K Add +0.1%
VOOG Vanguard S&P 500 Growth ETF 0.02% 756 $336K No change
IWV iShares Russell 3000 ETF 0.02% 851 $329K No change
ROP Roper Technologies Inc. 0.02% 740 $329K Reduce -10.8%
IWB iShares Russell 1000 ETF 0.02% 877 $328K Reduce -7.9%
PFE Pfizer Inc. 0.02% 13,103 $326K Reduce -17.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 1,251 $324K Add +0.1%
SHW The Sherwin-Williams Co. 0.02% 990 $321K Reduce -5.6%
STZ Constellation Brands Inc. Class A 0.01% 2,266 $313K Reduce -3.6%
MRSH Marsh & McLennan Cos 0.01% 1,686 $313K Add +0.1%
TGT Target Corp. 0.01% 3,159 $309K Reduce -18.9%
EXR Extra Space Storage Inc. 0.01% 2,347 $306K No change
BSX Boston Scientific Corp. 0.01% 3,106 $296K Add +0.2%
MDLZ Mondelez International Inc. Class A 0.01% 5,417 $292K No change
DELL Dell Technologies -C 0.01% 2,308 $291K Add +7.0%
QCOM Qualcomm Inc. 0.01% 1,698 $290K Add +0.2%
GEV GE Vernova Inc. 0.01% 441 $288K Add +17.9%
VOO Vanguard S&P 500 ETF 0.01% 459 $288K Add +30.8%
QQQ Invesco QQQ Trust Series 1 0.01% 468 $287K Add +21.6%
ETN Eaton Corp. PLC 0.01% 896 $285K Add +62.9%
DXCM Dexcom Inc. 0.01% 4,240 $281K No change
VZ Verizon Communications Inc. 0.01% 6,849 $279K Add +31.6%
ANET Arista Networks Inc. 0.01% 2,089 $274K Add +0.2%
NKE Nike Inc. Class B 0.01% 4,224 $269K Reduce -4.4%
LRCX Lam Research Corp. 0.01% 1,555 $266K Add +0.1%
DHI D.R. Horton Inc. 0.01% 1,791 $258K Reduce -3.2%
SYY Sysco Corp. 0.01% 3,375 $249K Reduce -3.4%
PANW Palo Alto Networks Inc. 0.01% 1,321 $243K Reduce -3.5%
PH Parker Hannifin Corp. 0.01% 272 $239K Reduce -8.4%
PSA Public Storage 0.01% 918 $238K No change
RSP Invesco S&P 500 Equal Weight 0.01% 1,239 $237K Reduce -0.2%
RPM RPM International Inc. 0.01% 2,250 $234K No change
ACN Accenture PLC Class A 0.01% 871 $234K Reduce -10.2%
CLX Clorox Company 0.01% 2,314 $233K Reduce -2.5%
ADBE Adobe Inc. 0.01% 659 $230K Add +0.1%
CVS CVS Health Corp. 0.01% 2,869 $228K New
NUE Nucor Corp. 0.01% 1,398 $228K New
VEA Vanguard Ftse Developed ETF 0.01% 3,595 $225K No change
PNC PNC Financial Services Group 0.01% 1,066 $222K No change
CSL Carlisle Cos Inc. 0.01% 678 $217K No change
PGR Progressive Corp. 0.01% 952 $217K Reduce -1.8%
MMM 3M Co. 0.01% 1,348 $216K Reduce -11.9%
T AT&T Inc. 0.01% 8,619 $214K Add +2.6%
VST Vistra Corp. 0.01% 1,302 $210K Add +0.1%
EGP Eastgroup Properties Inc. 0.01% 1,150 $205K New
JBL Jabil Inc. 0.01% 900 $205K New
PLXS Plexus Corp. 0.01% 1,380 $203K New
AUR Aurora Innovation Inc. 0.00% 22,178 $85K 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

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