SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Reynders McVeigh Capital Management, LLC

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

Reported Value
$1.0B
Q4 2019
Positions
228
Filings on Record
29
2019–present window
Filed
Feb 14, 2020
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $1.0B in U.S.-listed holdings across 228 positions for Q4 2019.

Its largest position, AAPL, represents 5.3% of the portfolio.

Compared with Q3 2019, the fund opened 17 new positions and exited 13.

Portfolio Metrics

Turnover
+1.6%
vs prior filed quarter
Top-10 Concentration
+35.6%
share of reported value
Largest Position
+5.3%
Apple
New / Exited
17 / 13
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: 64.3%Other: 33.7%ETP: 1.3%ADR: 0.6%MLP: 0.0%REIT: 0.0%
  • Common Stock · 64.3% · $667M
  • Other · 33.7% · $350M
  • ETP · 1.3% · $14M
  • ADR · 0.6% · $6M
  • MLP · 0.0% · $450,000
  • REIT · 0.0% · $441,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Envista Holdings CorporationNEW+105.2K105.2K+$3M$3M
Truist Finl CorpNEW+25.7K25.7K+$1M$1M
APHAmphenol Corp Cl ANEW+8.9K8.9K+$961,000$961,000
IWSiShares Tr Russell Mid Cap ValNEW+8.3K8.3K+$785,000$785,000
IWPiShares Tr Russell Mid Cap GroNEW+4.9K4.9K+$751,000$751,000
MRSHMarsh & McLennan Cos IncNEW+6.5K6.5K+$730,000$730,000
NOCNorthrop Grumman CorpNEW+1.8K1.8K+$607,000$607,000
MSMorgan StanleyNEW+7.7K7.7K+$396,000$396,000

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

Holdings — Q4 2019

223 positions (from 228 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLApple Inchistory →COM5.26%$55M185.7K
2MasterCard Inc Cl ACOM4.62%$48M160.4K
3Alphabet Inc Cap Stock Cl ACAP STK CL A · CAP STK CL C4.02%$42M31.2K
4DISDisney Walt Co Disneyhistory →COM3.50%$36M250.8K
5DHRDanaher Corphistory →COM3.49%$36M235.6K
6ROKRockwell Automation Inchistory →COM3.11%$32M159.2K
7ADIAnalog Devices Inchistory →COM2.96%$31M258.3K
8NKENike Inc Cl Bhistory →CL B2.92%$30M299.0K
9Paypal Holdings IncCOM2.88%$30M276.7K
10SYKStryker Corphistory →COM2.83%$29M140.0K
11ABTAbbott Laboratorieshistory →COM2.77%$29M331.4K
12CNICanadian National Railway Cohistory →COM2.72%$28M312.1K
13ILMNIllumina Inchistory →COM2.52%$26M78.9K
14ATRAptarGroup Inchistory →COM2.47%$26M221.4K
15Novartis AG Sp ADRSPONSORED ADR2.31%$24M253.3K
16MSFTMicrosoft Corphistory →COM2.24%$23M147.1K
17FISVFiserv Inchistory →COM2.23%$23M200.0K
18Xylem IncCOM2.11%$22M277.9K
19NYTNew York Times Co Cl Ahistory →CL A2.00%$21M645.6K
20JNJJohnson & Johnsonhistory →COM1.88%$19M133.6K
21Xilinx IncCOM1.78%$18M189.0K
22ADPAutomatic Data Processing Inchistory →COM1.77%$18M107.9K
23Teladoc IncCOM1.75%$18M217.3K
24MarketAxess Holdings IncCOM1.54%$16M42.1K
25NVIDIA CorpCOM1.39%$14M61.4K
26PGProcter & Gamble Cohistory →COM1.39%$14M115.3K
27Unilever PLC Sp ADRSPONSORED ADR1.37%$14M248.7K
28AMZNAmazon.com Inchistory →COM1.27%$13M7.1K
29BDXBecton Dickinson & Cohistory →COM1.25%$13M47.5K
30Waste Management IncCOM1.20%$12M109.2K
31CVSCVS Health Corporationhistory →COM1.04%$11M145.2K
32IPG Photonics CorpCOM0.96%$10M68.9K
33SBUXStarbucks CorpCOM0.80%$8M94.7K
34TJXTJX Cos IncCOM0.66%$7M111.9K
35VEEVVeeva Systems Inc Cl ACL A COM0.63%$7M46.3K
36Merck & Co IncCOM0.61%$6M69.5K
37FACEBOOK INC CL ACL A0.55%$6M27.8K
38HDHome Depot IncCOM0.55%$6M26.0K
39NVONovo-Nordisk AS ADRADR0.53%$6M95.8K
40Amalgamated Bank New York NY CCLASS A0.51%$5M274.4K
413M CoCOM0.48%$5M28.2K
42Visa Inc Cl ACOM CL A0.48%$5M26.3K
43INTCIntel CorpCOM0.45%$5M78.6K
44Cisco Systems IncCOM0.44%$5M94.4K
45TMOThermo Fisher Scientific IncCOM0.42%$4M13.5K
46MCDMcDonalds CorpCOM0.42%$4M21.9K
47Abbvie IncCOM0.40%$4M47.3K
48PEPPepsiCo IncCOM0.40%$4M30.3K
49UTXZUnited Technologies CorpCOM0.38%$4M26.4K
50BRK/BBerkshire Hathaway Inc Cl BCL B NEW · CL A0.38%$4M15.8K
51UNPUnion Pacific CorpCOM0.33%$3M19.2K
52Verizon Communications IncCOM0.33%$3M55.7K
53ORAOrmat Technologies IncCOM0.32%$3M44.6K
54NextEra Energy IncCOM0.31%$3M13.5K
55VFCVF CorpCOM0.31%$3M31.9K
56Envista Holdings CorporationCOM0.30%$3M105.2K
57CLXClorox CoCOM0.27%$3M18.2K
58SPDR S&P 500 Index ETFTR UNIT0.27%$3M8.7K
59Exxon Mobil CorpCOM0.26%$3M38.6K
60JPMorgan Chase & CoCOM0.25%$3M18.3K
61Costco Wholesale CorpCOM0.24%$3M8.6K
62PFEPfizer IncCOM0.24%$2M63.6K
63DXCMDexCom IncCOM0.22%$2M10.5K
64NXP Semiconductors NVCOM0.22%$2M18.0K
65CHDChurch & Dwight IncCOM0.22%$2M31.9K
66American Eagle Outfitters NewCOM0.21%$2M150.2K
67Alcon IncCOM0.21%$2M37.8K
68AT&T IncCOM0.20%$2M52.6K
69Oracle CorpCOM0.20%$2M38.4K
70BMYBristol-Myers Squibb CoCOM0.19%$2M31.1K
71CHUBB LIMITED COMCOM0.19%$2M12.8K
72Fortive CorpCOM0.19%$2M26.1K
73VIGVanguard Specialized PortfolioDIV APP ETF0.19%$2M15.6K
74AMGNAmgen IncCOM0.19%$2M8.0K
75Intuitive Surgical IncCOM0.18%$2M3.2K
76Fidelity Natl Information ServCOM0.18%$2M13.7K
77CVXChevron CorpCOM0.18%$2M15.6K
78LLYEli Lilly & CoCOM0.17%$2M13.8K
79HONHoneywell Intl IncCOM0.17%$2M9.8K
80VBKVanguard Index Funds Small CapSMALL CP ETF0.16%$2M9.9K
81Zoetis Inc Cl ACL A0.16%$2M12.2K
82VUGVanguard Index Funds Growth ETGROWTH ETF0.15%$2M8.7K
83JBTMJohn Bean Technologies CorpCOM0.15%$2M14.1K
84EFXEquifax IncCOM0.15%$2M11.3K
85SJMSmucker J M CoCOM0.15%$2M15.1K
86NSCNorfolk Southern CorpCOM0.15%$2M8.1K
87Redfin CorpCOM0.14%$1M69.6K
88EMREmerson Electric CoCOM0.14%$1M19.1K
89Truist Finl CorpCOM0.14%$1M25.7K
90Varian Med Systems IncCOM0.14%$1M10.2K
91CSXCSX CorpCOM0.14%$1M19.9K
92IJHiShares Tr S&P Mid Cap 400CORE S&P MCP ETF0.13%$1M6.4K
93IONSIonis Pharmaceuticals IncCOM0.12%$1M20.6K
94KOCoca-Cola CoCOM0.12%$1M21.8K
95ECLEcolab IncCOM0.11%$1M6.2K
96TYLTyler Technologies IncCOM0.11%$1M3.7K
97PNCPNC Financial Services Group ICOM0.11%$1M6.9K
98Seattle Genetics IncCOM0.10%$1M9.5K
99SHWSherwin Williams CoCOM0.10%$1M1.9K
100IBMIntl Business MachinesCOM0.10%$1M8.1K

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 ↗.