Reynders McVeigh Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Reynders McVeigh Capital Management, LLC reported 195 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 8.4% of the portfolio, followed by Apple (AAPL, 6.0%) and Analog Devices (ADI, 3.9%). Compared with Q4 2025, it opened 13 new positions, sold out of 14, added to 60 and reduced 99. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Alphabet Class A (GOOGL, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001455969
- Portfolio Value
- $2.0B (Q1 2026)
- SEC Filing
- 0001455969-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 195 stocks · $2.0B
| NVDA Nvidia Corp. | 8.44% | 959,072 | $167.3M | Reduce -4.8% |
| AAPL Apple Inc. | 5.95% | 465,028 | $118.0M | Reduce -1.8% |
| ADI Analog Devices Inc. | 3.94% | 245,252 | $78.0M | Reduce -3.8% |
| MSFT Microsoft Corp. | 3.74% | 200,049 | $74.1M | Add +3.5% |
| ROK Rockwell Automation Inc. | 3.57% | 197,266 | $70.8M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 3.50% | 138,822 | $69.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 3.48% | 239,926 | $69.0M | Reduce -41.5% |
| APH Amphenol Corp. Class A | 3.25% | 509,648 | $64.4M | Reduce -3.5% |
| ULS Ul Solutions Inc. Class A | 2.53% | 586,108 | $50.2M | Add +1.6% |
| CARR Carrier Global Corp. | 2.53% | 891,158 | $50.2M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.40% | 297,415 | $47.5M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 2.28% | 157,276 | $45.1M | New |
| ABT Abbott Laboratories | 2.18% | 421,661 | $43.3M | Add +0.4% |
| TMUS T-Mobile US Inc. | 2.18% | 205,401 | $43.1M | Reduce -1.1% |
| XYL Xylem Inc. | 2.09% | 347,246 | $41.5M | Add +0.2% |
| SYK Stryker Corp. | 2.09% | 125,871 | $41.4M | Add +0.8% |
| DHR Danaher Corp. | 2.02% | 211,308 | $40.1M | Reduce -0.3% |
| ATR Aptargroup Inc. | 2.00% | 314,216 | $39.6M | Add +1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.76% | 143,526 | $34.8M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.74% | 165,951 | $34.6M | Add +0.8% |
| CCK Crown Holdings Inc. | 1.74% | 344,478 | $34.5M | Add +6.5% |
| AMAT Applied Materials Inc. | 1.69% | 97,914 | $33.5M | Add +11.1% |
| AVGO Broadcom Inc. | 1.58% | 101,271 | $31.3M | Add +15.4% |
| HD Home Depot Inc. | 1.52% | 91,876 | $30.2M | Add +3.1% |
| NET Cloudflare Inc. Class A | 1.51% | 145,410 | $30.0M | Reduce -2.4% |
| VLTO Veralto Corp. | 1.47% | 330,329 | $29.2M | Add +2.5% |
| NYT New York Times Co. Class A | 1.33% | 314,377 | $26.3M | Reduce -4.4% |
| WM Waste Management Inc. | 1.25% | 107,835 | $24.8M | Reduce -3.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.23% | 54,664 | $24.4M | Add +1.4% |
| ALC Alcon Inc. filed as ALCON AG | 1.13% | 296,422 | $22.3M | Reduce -4.3% |
| UBER Uber Technologies Inc. | 0.99% | 271,570 | $19.5M | Add +9.9% |
| PG The Procter & Gamble Co. | 0.95% | 130,891 | $18.9M | Reduce -4.4% |
| TSLA Tesla Inc. | 0.95% | 50,614 | $18.8M | Reduce -2.6% |
| ABNB Airbnb Inc. Class A | 0.94% | 147,748 | $18.7M | Add +6.4% |
| JNJ Johnson & Johnson | 0.94% | 76,014 | $18.6M | Reduce -0.2% |
| UL Unilever PLC-Sponsored ADR | 0.87% | 304,046 | $17.3M | Add +5.4% |
| VRT Vertiv Holdings Co. Class A | 0.87% | 68,974 | $17.3M | Reduce -2.2% |
| ARM Arm Holdings PLC-ADR | 0.87% | 114,099 | $17.3M | Reduce -0.3% |
| NXT Nextpower Inc. | 0.84% | 137,350 | $16.6M | Add +5.8% |
| SN Sharkninja Inc. | 0.83% | 155,682 | $16.5M | Add +32.9% |
| RKT Rocket Cos Inc. Class A | 0.82% | 1,141,083 | $16.3M | Add +14.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.79% | 309,347 | $15.6M | Reduce -16.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.76% | 11,445 | $15.1M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.72% | 70,673 | $14.4M | Reduce -14.3% |
| CRM Salesforce Inc. | 0.66% | 69,864 | $13.0M | Reduce -29.4% |
| NVS Novartis AG-Sponsored ADR | 0.57% | 73,392 | $11.2M | Reduce -5.8% |
| TILE Interface Inc. | 0.55% | 439,682 | $11.0M | Add +8.3% |
| SOFI Sofi Technologies Inc. | 0.55% | 681,794 | $10.8M | Add +25.8% |
| COST Costco Wholesale Corp. | 0.53% | 10,539 | $10.5M | Reduce -0.5% |
| RELX Relx PLC - Spon ADR | 0.41% | 246,309 | $8.2M | Reduce -52.4% |
| AMD Advanced Micro Devices | 0.36% | 35,057 | $7.1M | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.32% | 29,052 | $6.3M | Add +1.1% |
| BDX Becton Dickinson and Co. | 0.31% | 39,344 | $6.2M | Add +6.1% |
| GRAL Grail Inc. | 0.31% | 119,065 | $6.2M | Add +5.5% |
| CRSP Crispr Therapeutics AG | 0.30% | 123,438 | $5.9M | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 11,794 | $5.7M | New |
| LLY Eli Lilly & Co. | 0.28% | 5,986 | $5.5M | Reduce -1.3% |
| V Visa Inc. Class A | 0.25% | 16,408 | $5.0M | Reduce -1.2% |
| CNI Canadian Natl Railway Co. | 0.24% | 45,900 | $4.7M | Reduce -9.9% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 9,072 | $4.5M | Reduce -1.3% |
| DSGX The Descartes Systems Grp | 0.21% | 58,945 | $4.2M | Add +12.1% |
| ORCL Oracle Corp. | 0.18% | 24,191 | $3.6M | Add +24.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 5,403 | $3.5M | Reduce -17.5% |
| AMGN Amgen Inc. | 0.16% | 9,182 | $3.2M | Add +0.3% |
| UNP Union Pacific Corp. | 0.16% | 12,992 | $3.2M | Add +0.0% |
| MCD McDonald's Corp. | 0.15% | 9,617 | $3.0M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 4 | $2.9M | Reduce -100.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 6,173 | $2.7M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.14% | 22,387 | $2.7M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.12% | 15,342 | $2.4M | Reduce -5.6% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 10,898 | $2.3M | Add +14.6% |
| CAT Caterpillar Inc. | 0.11% | 2,970 | $2.1M | Add +20.5% |
| NEE Nextera Energy Inc. | 0.10% | 20,434 | $1.9M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.09% | 8,145 | $1.8M | Reduce -2.2% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 23,115 | $1.6M | Add +0.9% |
| EFX Equifax Inc. | 0.08% | 8,613 | $1.6M | Add +0.0% |
| WMT Walmart Inc. | 0.08% | 12,084 | $1.5M | Reduce -9.5% |
| GLD SPDR Gold Shares | 0.08% | 3,488 | $1.5M | Add +2.0% |
| XOM Exxon Mobil Corp. | 0.07% | 8,391 | $1.4M | Reduce -0.9% |
| TYL Tyler Technologies Inc. | 0.07% | 4,009 | $1.4M | Reduce -15.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 3,964 | $1.3M | Add +1.3% |
| ENVX Enovix Corp. | 0.07% | 257,540 | $1.3M | Reduce -17.1% |
| CSCO Cisco Systems Inc. | 0.07% | 16,986 | $1.3M | Add +8.1% |
| JPM JPMorgan Chase & Co. | 0.06% | 4,363 | $1.3M | Add +0.9% |
| ISRG Intuitive Surgical Inc. | 0.06% | 2,780 | $1.3M | Add +0.0% |
| NXPI NXP Semiconductors NV | 0.06% | 6,446 | $1.3M | Reduce -3.2% |
| RTX RTX Corp. | 0.06% | 6,547 | $1.3M | Reduce -11.4% |
| CHD Church & Dwight Co. Inc. | 0.06% | 13,112 | $1.2M | Add +2.2% |
| MELI MercadoLibre Inc. | 0.06% | 708 | $1.2M | Reduce -0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 9,250 | $1.2M | No change |
| SPGI S&P Global Inc. | 0.06% | 2,770 | $1.2M | Add +55.4% |
| CSX CSX Corp. | 0.06% | 28,495 | $1.2M | No change |
| DE Deere & Co. | 0.06% | 2,062 | $1.2M | Reduce -1.5% |
| AXP American Express Co. | 0.06% | 3,781 | $1.1M | Add +7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 11,280 | $1.1M | Reduce -1.5% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 17,904 | $1.1M | Add +0.6% |
| EMR Emerson Electric Co. | 0.05% | 7,826 | $1.0M | Reduce -3.7% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 8,895 | $1.0M | No change |
| MTD Mettler-Toledo International | 0.05% | 757 | $955K | Reduce -0.4% |
| IDXX Idexx Laboratories Inc. | 0.05% | 1,658 | $932K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -41.5% | 3.48% | −2.55 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.65 |
| CRM Salesforce Inc. | Reduce -29.4% | 0.66% | −0.57 |
| RELX Relx PLC - Spon ADR | Reduce -52.4% | 0.41% | −0.57 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -16.9% | 0.79% | −0.40 |
| NVDA Nvidia Corp. | Reduce -4.8% | 8.44% | −0.38 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -100.0% | 0.14% | −0.28 |
| ADP Automatic Data Processing | Reduce -14.3% | 0.72% | −0.27 |
| DHR Danaher Corp. | Reduce -0.3% | 2.02% | −0.26 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.95% | −0.15 |
| APH Amphenol Corp. Class A | Reduce -3.5% | 3.25% | −0.10 |
| AAPL Apple Inc. | Reduce -1.8% | 5.95% | −0.09 |
| ROK Rockwell Automation Inc. | Reduce -0.3% | 3.57% | −0.04 |
| ENVX Enovix Corp. | Reduce -17.1% | 0.07% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.5% | 0.18% | −0.03 |
| TYL Tyler Technologies Inc. | Reduce -15.7% | 0.07% | −0.03 |
| FISV Fiserv Inc. | Reduce -70.0% | 0.01% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -36.5% | 0.03% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.28% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.3% | 0.23% | −0.03 |
| V Visa Inc. Class A | Reduce -1.2% | 0.25% | −0.02 |
| ALC Alcon Inc. | Reduce -4.3% | 1.13% | −0.02 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.02 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -53.1% | 0.01% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| CLX Clorox Company | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.01 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.7% | 0.14% | −0.01 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.01 |
| INTU Intuit Inc. | Reduce -1.6% | 0.02% | −0.01 |
| MMM 3M Co. | Sold out | 0.00% | −0.01 |
| VST Vistra Corp. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.5% | 0.05% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -0.1% | 0.06% | −0.01 |
| GIS General Mills Inc. | Reduce -11.8% | 0.02% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -3.2% | 0.06% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -2.7% | 0.01% | −0.00 |
| RVTY Revvity Inc. | Reduce -10.5% | 0.02% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.03% | −0.00 |
| MDT Medtronic PLC | Reduce -14.8% | 0.01% | −0.00 |
| ROP Roper Technologies Inc. | Reduce -2.4% | 0.01% | −0.00 |
| AMD Advanced Micro Devices | Reduce -2.7% | 0.36% | −0.00 |
| EFSI Eagle Financial Services Inc. | Reduce -5.1% | 0.02% | −0.00 |
| GE General Electric | Reduce -5.9% | 0.02% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | New | 2.28% | +2.28 |
| AMAT Applied Materials Inc. | Add +11.1% | 1.69% | +0.63 |
| ULS Ul Solutions Inc. Class A | Add +1.6% | 2.53% | +0.40 |
| CARR Carrier Global Corp. | Add +0.8% | 2.53% | +0.34 |
| NXT Nextpower Inc. | Add +5.8% | 0.84% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.29% | +0.29 |
| ATR Aptargroup Inc. | Add +1.9% | 2.00% | +0.23 |
| SN Sharkninja Inc. | Add +32.9% | 0.83% | +0.22 |
| CCK Crown Holdings Inc. | Add +6.5% | 1.74% | +0.18 |
| AVGO Broadcom Inc. | Add +15.4% | 1.58% | +0.16 |
| HD Home Depot Inc. | Add +3.1% | 1.52% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.4% | 1.23% | +0.08 |
| ABNB Airbnb Inc. Class A | Add +6.4% | 0.94% | +0.06 |
| CAT Caterpillar Inc. | Add +20.5% | 0.11% | +0.04 |
| UBER Uber Technologies Inc. | Add +9.9% | 0.99% | +0.04 |
| TMP Tompkins Financial Corp. | New | 0.03% | +0.03 |
| SYK Stryker Corp. | Add +0.8% | 2.09% | +0.03 |
| WAT Waters Corp. | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | Add +0.3% | 0.16% | +0.02 |
| TILE Interface Inc. | Add +8.3% | 0.55% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +14.6% | 0.12% | +0.02 |
| PEG Public Service Enterprise GP | New | 0.02% | +0.02 |
| UNP Union Pacific Corp. | Add +0.0% | 0.16% | +0.02 |
| VYM Vanguard High DVD Yield ETF | New | 0.02% | +0.02 |
| SPGI S&P Global Inc. | Add +55.4% | 0.06% | +0.02 |
| KMX Carmax Inc. | New | 0.02% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +2.0% | 0.08% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.3% | 0.07% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.01% | +0.01 |
| CHD Church & Dwight Co. Inc. | Add +2.2% | 0.06% | +0.01 |
| RIVN Rivian Automotive Inc. Class A | New | 0.01% | +0.01 |
| GPN Global Payments Inc. | New | 0.01% | +0.01 |
| HASI Ha Sustainable Infrastructur | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +1.1% | 0.32% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.6% | 0.05% | +0.01 |
| CSCO Cisco Systems Inc. | Add +8.1% | 0.07% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +69.4% | 0.02% | +0.01 |
| CRSP Crispr Therapeutics AG | Add +5.9% | 0.30% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 0.08% | +0.01 |
| GEV GE Vernova Inc. | Add +4.8% | 0.02% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +47.9% | 0.02% | +0.01 |
| INTC Intel Corp. | Add +0.6% | 0.02% | +0.01 |
| TGT Target Corp. | Add +1.6% | 0.02% | +0.01 |
| ECL Ecolab Inc. | Add +2.6% | 0.04% | +0.00 |
| DUK Duke Energy Corp. | Add +0.1% | 0.03% | +0.00 |
| SBUX Starbucks Corp. | Add +0.3% | 0.03% | +0.00 |
| NFLX Netflix Inc. | Add +0.3% | 0.03% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +0.1% | 0.02% | +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 |