SEC 13F Intelligence

Managers / Q1 2026

Reynders McVeigh Capital Management, LLC

CIK 0001455969 · 10 POST OFFICE SQUARE, SUITE N1010, BOSTON, MA, 02109 · 617-226-9999

Reported Value
$2.0B
Q1 2026
Positions
195
Filings on Record
29
2019–present window
Filed
Apr 27, 2026
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $2.0B in U.S.-listed holdings across 195 positions for Q1 2026.

Its largest position, NVDA, represents 8.4% of the portfolio.

Compared with Q4 2025, the fund opened 13 new positions and exited 14.

Portfolio Metrics

Turnover
+6.1%
vs prior filed quarter
Top-10 Concentration
+43.2%
share of reported value
Largest Position
+8.4%
Nvidia
New / Exited
13 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $904MQ1 ’19Q2 ’19: $932MQ3 ’19: $937MQ4 ’19: $1.0BQ1 ’20: $878MQ1 ’20Q2 ’20: $1.1BQ3 ’20: $1.3BQ4 ’20: $1.5BQ1 ’21: $1.5BQ1 ’21Q2 ’21: $1.6BQ3 ’21: $1.6BQ4 ’21: $1.8BQ1 ’22: $1.6BQ1 ’22Q2 ’22: $1.3BQ3 ’22: $1.3BQ4 ’22: $1.4BQ1 ’23: $1.5BQ1 ’23Q2 ’23: $1.5BQ3 ’23: $1.5BQ4 ’23: $1.6BQ1 ’24: $1.7BQ1 ’24Q2 ’24: $1.8BQ3 ’24: $1.9BQ4 ’24: $1.9BQ1 ’25: $1.8BQ1 ’25Q3 ’25: $2.1BQ4 ’25: $2.1BQ1 ’26: $2.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 96.1%ADR: 2.8%ETP: 1.0%REIT: 0.0%MLP: 0.0%
  • Common Stock · 96.1% · $1.9B
  • ADR · 2.8% · $55M
  • ETP · 1.0% · $20M
  • REIT · 0.0% · $773,000
  • MLP · 0.0% · $612,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GOOGAlphabet Inc.NEW+157.3K157.3K+$45M$45M
BRK/BBerkshire Hathaway Inc.NEW+11.8K11.8K+$6M$6M
TMPTompkins Financial Corp.NEW+7.0K7.0K+$553,000$553,000
WATWaters CorporationNEW+1.6K1.6K+$483,000$483,000
PEGPublic Service Enterprise Group IncorporatedNEW+4.8K4.8K+$389,000$389,000
VYMVanguard Whitehall Funds HIGH DIV YLDNEW+2.3K2.3K+$343,000$343,000
KMXCarmax IncNEW+7.3K7.3K+$304,000$304,000
ESGDiShares Trust ESG AWARE MSCI EAFE ETFNEW+3.0K3.0K+$284,000$284,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

193 positions (from 195 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA Corp.history →COM8.44%$167M959.1K
2AAPLApple Inc.history →COM5.95%$118M465.0K
3GOOGLAlphabet Inc.CAP STK CL C5.76%$114M397.2K
4ADIAnalog Devices Inc.history →COM3.94%$78M245.3K
5MSFTMicrosoft Corp.history →COM3.74%$74M200.0K
6ROKRockwell Automation, Inc.history →COM3.57%$71M197.3K
7MAMasterCard Incorporatedhistory →COM3.50%$69M138.8K
8APHAmphenol Corporationhistory →CL A3.25%$64M509.6K
9ULSUL Solutions Inc.history →CLASS A COM SHS2.53%$50M586.1K
10CARRCarrier Global Corporationhistory →COM2.53%$50M891.2K
11TJXThe TJX Companies Inc.history →COM2.40%$47M297.4K
12ABTAbbott Laboratorieshistory →COM2.18%$43M421.7K
13TMUST-Mobile US Inchistory →COM2.18%$43M205.4K
14XYLXylem, Inc.history →COM2.09%$41M347.2K
15SYKStryker Corporationhistory →COM2.09%$41M125.9K
16DHRDanaher Corporationhistory →COM2.02%$40M211.3K
17ATRAptargroup Inc.history →COM2.00%$40M314.2K
18IBMInternational Business Machines Corp.history →COM1.76%$35M143.5K
19AMZNAmazon.com, Inc.history →COM1.74%$35M166.0K
20CCKCrown Holdings Inchistory →COM1.74%$35M344.5K
21AMATApplied Materials Inc.history →COM1.69%$33M97.9K
22AVGOBroadcom Inchistory →COM1.58%$31M101.3K
23HDHome Depot Inc.history →COM1.52%$30M91.9K
24NETCloudflare Inchistory →CL A COM1.51%$30M145.4K
25VLTOVeralto Corp.history →COM SHS1.47%$29M330.3K
26NYTThe New York Times Companyhistory →CL A1.33%$26M314.4K
27WMWaste Management, Inc.history →COM1.25%$25M107.8K
28VRTXVertex Pharmaceuticals Incorporatedhistory →COM1.23%$24M54.7K
29ALCAlcon AGhistory →COM1.13%$22M296.4K
30UBERUber Technologies Inchistory →COM0.99%$20M271.6K
31PGThe Procter & Gamble Co.history →COM0.95%$19M130.9K
32TSLATesla Inchistory →COM0.95%$19M50.6K
33ABNBAirbnb Inchistory →COM CL A0.94%$19M147.7K
34JNJJohnson & Johnsonhistory →COM0.94%$19M76.0K
35ULUnilever PLChistory →SPONSORED ADR0.87%$17M304.0K
36VRTVertiv Holdings Cohistory →COM CL A0.87%$17M69.0K
37ARMArm Holdings PLChistory →SPONSORED ADR0.87%$17M114.1K
38NXTNextpower Inc.history →CLASS A COM0.84%$17M137.3K
39SNSharkninja Inc.history →COM SHS0.83%$16M155.7K
40RKTRocket Companies Inchistory →COM CL A0.82%$16M1.14M
41MKCMcCormick & Company, Incorporatedhistory →COM NON VTG0.79%$16M309.3K
42ASMLASML Holding N.V.history →N Y REGISTRY SHS0.76%$15M11.4K
43ADPAutomatic Data Processing, Inc.history →COM0.72%$14M70.7K
44CRMSalesforce Inc.history →COM0.66%$13M69.9K
45NVSNovartis AGhistory →SPONSORED ADR0.57%$11M73.4K
46TILEInterface, Inc.history →COM0.55%$11M439.7K
47SOFISofi Technologies Inchistory →COM0.55%$11M681.8K
48COSTCostco Wholesale Corporationhistory →COM0.53%$11M10.5K
49BRK/BBerkshire Hathaway Inc.CL B NEW0.43%$9M11.8K
50RELXRelx PLCSPONSORED ADR0.41%$8M246.3K
51AMDAdvanced Micro Devices Inc.COM0.36%$7M35.1K
52ABBVAbbVie Inc.COM0.32%$6M29.1K
53BDXBecton, Dickinson and CompanyCOM0.31%$6M39.3K
54GRALGRAIL IncCOM0.31%$6M119.1K
55CRSPCRISPR Therapeutics AGNAMEN AKT0.30%$6M123.4K
56LLYEli Lilly & Co.COM0.28%$6M6.0K
57VVisa IncCOM CL A0.25%$5M16.4K
58CNICanadian National Railway CompanyCOM0.24%$5M45.9K
59TMOThermo Fisher Scientific IncCOM0.22%$4M9.1K
60DSGXDescartes Systems Group Inc.COM0.21%$4M58.9K
61ORCLOracle Corp.COM0.18%$4M24.2K
62SPYSpdr S&P 500 Etf Trust TR UNITTR UNIT0.18%$4M5.4K
63AMGNAmgen Inc.COM0.16%$3M9.2K
64UNPUnion Pacific CorporationCOM0.16%$3M13.0K
65MCDMcDonald's Corp.COM0.15%$3M9.6K
66VUGVanguard Index Funds GROWTH ETFGROWTH ETF0.14%$3M6.2K
67MRKMerck & Co., IncCOM0.14%$3M22.4K
68PEPPepsico IncCOM0.12%$2M15.3K
69VIGVanguard Specialized Funds DIV APP ETFDIV APP ETF0.12%$2M10.9K
70CATCaterpillar IncCOM0.11%$2M3.0K
71NEENextEra Energy IncCOM0.10%$2M20.4K
72HONHoneywell International Inc.COM0.09%$2M8.1K
73IJHiShares Trust CORE S&P MCP ETFCORE S&P MCP ETF0.08%$2M23.1K
74EFXEquifax Inc.COM0.08%$2M8.6K
75WMTWalmart IncCOM0.08%$2M12.1K
76GLDSpdr Gold Trust GOLD SHSGOLD SHS0.08%$2M3.5K
77EXMOCExxon Mobil Corp.COM0.07%$1M8.4K
78TYLTyler Technologies Inc.COM0.07%$1M4.0K
79TSMTaiwan Semiconductor Manufacturing Co., Ltd.SPONSORED ADS0.07%$1M4.0K
80ENVXEnovix CorporationCOM0.07%$1M257.5K
81CSCOCisco Systems, Inc.COM0.07%$1M17.0K
82JPMJPMorgan Chase & Co.COM0.06%$1M4.4K
83ISRGIntuitive Surgical Inc.COM0.06%$1M2.8K
84NXPINXP Semiconductors NVCOM0.06%$1M6.4K
85RTXRTX Corp.COM0.06%$1M6.5K
86CHDChurch & Dwight Co Inc.COM0.06%$1M13.1K
87MELIMercadolibre IncCOM0.06%$1M708
88IWPiShares Trust RUS MD CP GR ETFRUS MD CP GR ETF0.06%$1M9.3K
89SPGIS&P Global IncCOM0.06%$1M2.8K
90CSXCSX CorporationCOM0.06%$1M28.5K
91DEDeere & CompanyCOM0.06%$1M2.1K
92AXPAmerican Express CompanyCOM0.06%$1M3.8K
93DISWalt Disney CompanyCOM0.05%$1M11.3K
94BMYBristol-Myers Squibb CompanyCOM0.05%$1M17.9K
95EMREmerson Electric Co.COM0.05%$1M7.8K
96IVWiShares Trust S&P 500 GRWT ETFS&P 500 GRWT ETF0.05%$1M8.9K
97MTDMettler-Toledo International IncCOM0.05%$955,000757
98IDXXIDEXX Laboratories Inc.COM0.05%$932,0001.7K
99VTIVanguard Index Funds TOTAL STK MKTTOTAL STK MKT0.05%$921,0002.9K
100BKNGBooking Holdings IncCOM0.05%$910,000216

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.0B195Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B198Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B201Nov 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.8B193May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.9B202Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B203Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.8B198Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.7B199May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.6B195Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.5B195Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.5B206Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.5B203May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.4B210Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B207Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B218Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.6B230May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.8B239Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B222Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B232Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.5B229May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B222Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B224Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B209Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$878M193May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.0B228Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$937M224Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$932M213Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$904M210May 10, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.