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

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

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
VTI VG Morningstar TS MKT ETF-US 0.05% 2,871 $921K Reduce -1.5%
BKNG Booking Holdings Inc. 0.05% 216 $910K No change
ECL Ecolab Inc. 0.04% 3,110 $827K Add +2.6%
TT Trane Technologies PLC 0.04% 1,973 $822K No change
MCO Moody's Corp. 0.04% 1,866 $814K No change
ITW Illinois Tool Works 0.04% 2,863 $745K Reduce -3.9%
IWF iShares Russell 1000 Growth 0.04% 1,694 $722K Reduce -0.4%
APD Air Products & Chemicals Inc. 0.04% 2,400 $697K Reduce -3.3%
CL Colgate-Palmolive Co. 0.03% 8,111 $691K Reduce -12.7%
LIN Linde PLC 0.03% 1,384 $686K Reduce -1.8%
SBUX Starbucks Corp. 0.03% 7,405 $663K Add +0.3%
META Meta Platforms Inc. Class A 0.03% 1,145 $655K Reduce -2.3%
VEEV Veeva Systems Inc. Class A 0.03% 3,679 $646K Reduce -36.5%
NSC Norfolk Southern Corp. 0.03% 2,225 $639K Reduce -0.7%
KO The Coca-Cola Co. 0.03% 8,353 $635K Reduce -9.1%
EPD Enterprise Products Partners 0.03% 16,171 $612K Reduce -4.4%
KMB Kimberly-Clark Corp. 0.03% 6,120 $590K Reduce -0.4%
DRI Darden Restaurants Inc. 0.03% 3,000 $588K No change
ZTS Zoetis Inc. 0.03% 4,904 $580K Reduce -0.0%
TMP Tompkins Financial Corp. 0.03% 7,018 $553K New
LOW Lowe's Cos Inc. 0.03% 2,284 $540K Add +0.0%
DUK Duke Energy Corp. 0.03% 3,877 $508K Add +0.1%
NFLX Netflix Inc. 0.03% 5,274 $507K Add +0.3%
NTAP Netapp Inc. 0.02% 4,750 $486K Reduce -0.0%
WAT Waters Corp. 0.02% 1,621 $483K New
Q Qnity Electronics Inc. 0.02% 4,181 $482K Reduce -1.9%
INTC Intel Corp. 0.02% 10,870 $480K Add +0.6%
CTVA Corteva Inc. 0.02% 5,686 $476K No change
IVV iShares Core S&P 500 ETF 0.02% 726 $474K Reduce -1.5%
FIS Fidelity National Info Serv 0.02% 10,093 $473K No change
IVE iShares S&P 500 Value ETF 0.02% 2,233 $471K No change
CVX Chevron Corp. 0.02% 2,274 $470K Reduce -11.4%
QQQ Invesco QQQ Trust Series 1 0.02% 793 $458K Add +69.4%
INTU Intuit Inc. 0.02% 1,026 $443K Reduce -1.6%
RVTY Revvity Inc. 0.02% 5,030 $441K Reduce -10.5%
GE General Electric filed as GE AEROSPACE 0.02% 1,488 $422K Reduce -5.9%
PODD Insulet Corp. 0.02% 2,013 $422K No change
TXN Texas Instruments Inc. 0.02% 2,130 $414K Reduce -8.7%
VOO Vanguard S&P 500 ETF 0.02% 679 $405K Add +47.9%
GEV GE Vernova Inc. 0.02% 462 $404K Add +4.8%
WEC WEC Energy Group Inc. 0.02% 3,455 $400K Reduce -0.1%
PEG Public Service Enterprise GP 0.02% 4,810 $389K New
TGT Target Corp. 0.02% 3,210 $389K Add +1.6%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 1,500 $386K No change
TEL Te Connectivity PLC 0.02% 1,840 $385K No change
DD Dupont DE Nemours Inc. 0.02% 8,365 $383K Reduce -1.9%
DELL Dell Technologies -C 0.02% 2,280 $374K Reduce -1.2%
ORA Ormat Technologies Inc. 0.02% 3,345 $374K Reduce -10.9%
ILMN Illumina Inc. 0.02% 2,989 $368K Reduce -4.0%
MKTX Marketaxess Holdings Inc. 0.02% 2,215 $365K Reduce -3.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 2,600 $345K No change
VYM Vanguard High DVD Yield ETF 0.02% 2,314 $343K New
PFE Pfizer Inc. 0.02% 11,972 $336K Reduce -8.6%
EFSI Eagle Financial Services Inc. 0.02% 9,375 $328K Reduce -5.1%
VZ Verizon Communications Inc. 0.02% 6,506 $327K Reduce -5.0%
STZ Constellation Brands Inc. Class A 0.02% 2,167 $325K Reduce -4.4%
IWB iShares Russell 1000 ETF 0.02% 901 $321K Add +2.7%
GIS General Mills Inc. 0.02% 8,608 $320K Reduce -11.8%
IWV iShares Russell 3000 ETF 0.02% 851 $316K No change
SHW The Sherwin-Williams Co. 0.02% 985 $316K Reduce -0.5%
LRCX Lam Research Corp. 0.02% 1,474 $315K Reduce -5.2%
MDLZ Mondelez International Inc. Class A 0.02% 5,421 $312K Add +0.1%
EXR Extra Space Storage Inc. 0.02% 2,348 $308K Add +0.0%
VOOG Vanguard S&P 500 Growth ETF 0.02% 756 $308K No change
KMX Carmax Inc. 0.02% 7,320 $304K New
SDY SS SPDR S&P Dividend ETF 0.01% 2,026 $296K Reduce -53.1%
ESGD iShares Trust iShares ESG Aw 0.01% 2,973 $284K New
ETN Eaton Corp. PLC 0.01% 790 $282K Reduce -11.8%
PLXS Plexus Corp. 0.01% 1,380 $280K No change
MDT Medtronic PLC 0.01% 3,159 $274K Reduce -14.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.01% 1,251 $271K No change
MRSH Marsh & McLennan Cos 0.01% 1,501 $260K Reduce -11.0%
ROP Roper Technologies Inc. 0.01% 722 $255K Reduce -2.4%
PSA Public Storage 0.01% 929 $252K Add +1.2%
DHI D.R. Horton Inc. 0.01% 1,792 $246K Add +0.1%
CTSH Cognizant Tech Solutions-A 0.01% 3,962 $243K Reduce -2.7%
JBL Jabil Inc. 0.01% 900 $239K No change
SYY Sysco Corp. 0.01% 3,353 $239K Reduce -0.7%
ANET Arista Networks Inc. 0.01% 1,940 $238K Reduce -7.1%
TER Teradyne Inc. 0.01% 800 $237K New
DXCM Dexcom Inc. 0.01% 3,710 $233K Reduce -12.5%
T AT&T Inc. 0.01% 7,965 $231K Reduce -7.6%
PH Parker Hannifin Corp. 0.01% 258 $231K Reduce -5.2%
NUE Nucor Corp. 0.01% 1,358 $230K Reduce -2.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 1,159 $227K New
RPM RPM International Inc. 0.01% 2,250 $224K No change
CSL Carlisle Cos Inc. 0.01% 664 $222K Reduce -2.1%
RIVN Rivian Automotive Inc. Class A 0.01% 14,767 $222K New
GPN Global Payments Inc. 0.01% 3,200 $215K New
HASI Ha Sustainable Infrastructur 0.01% 5,838 $215K New
EGP Eastgroup Properties Inc. 0.01% 1,150 $213K No change
VEA Vanguard Ftse Developed ETF 0.01% 3,295 $211K Reduce -8.3%
PNC PNC Financial Services Group 0.01% 998 $208K Reduce -6.4%
FISV Fiserv Inc. 0.01% 3,717 $207K Reduce -70.0%
AUR Aurora Innovation Inc. 0.00% 22,178 $91K 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

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