SEC 13F Intelligence

Managers / Q1 2020 · view latest →

Reynders McVeigh Capital Management, LLC

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

Reported Value
$878M
Q1 2020
Positions
193
Filings on Record
29
2019–present window
Filed
May 13, 2020
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $878M in U.S.-listed holdings across 193 positions for Q1 2020.

Its largest position, AAPL, represents 4.8% of the portfolio.

Compared with Q4 2019, the fund opened 8 new positions and exited 43.

Portfolio Metrics

Turnover
+3.3%
vs prior filed quarter
Top-10 Concentration
+34.6%
share of reported value
Largest Position
+4.8%
Apple
New / Exited
8 / 43
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: 64.7%Other: 33.3%ETP: 1.0%ADR: 0.9%MLP: 0.0%Other: 0.0%
  • Common Stock · 64.7% · $568M
  • Other · 33.3% · $293M
  • ETP · 1.0% · $9M
  • ADR · 0.9% · $8M
  • MLP · 0.0% · $229,000
  • Other · 0.0% · $353,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Beyond Meat IncNEW+15.4K15.4K+$1M$1M
ProLogis IncNEW+4.2K4.2K+$341,000$341,000
Salesforce.com IncNEW+1.8K1.8K+$260,000$260,000
Netflix IncNEW+582582+$219,000$219,000
ROLRollins IncNEW+6.0K6.0K+$217,000$217,000
Unilever NV NYNEW+4.2K4.2K+$206,000$206,000
VOOGVanguard Admiral Funds Inc 500NEW+1.4K1.4K+$202,000$202,000
IVViShares Tr S&P 500 IndexNEW+775775+$200,000$200,000

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

Holdings — Q1 2020

190 positions (from 193 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLApple Inchistory →COM4.78%$42M165.1K
2MasterCard Inc Cl ACOM4.12%$36M149.8K
3Alphabet Inc Cap Stock Cl ACAP STK CL A · CAP STK CL C3.96%$35M29.9K
4DHRDanaher Corphistory →COM3.80%$33M241.1K
5Teladoc IncCOM3.12%$27M176.8K
6ABTAbbott Laboratorieshistory →COM3.04%$27M337.8K
7DISDisney Walt Co Disneyhistory →COM2.95%$26M267.9K
8MSFTMicrosoft Corphistory →COM2.94%$26M163.9K
9NKENike Inc Cl Bhistory →CL B2.93%$26M311.2K
10Paypal Holdings IncCOM2.91%$26M266.7K
11ROKRockwell Automation Inchistory →COM2.89%$25M168.0K
12CNICanadian National Railway Cohistory →COM2.86%$25M323.2K
13SYKStryker Corphistory →COM2.75%$24M144.9K
14ATRAptarGroup Inchistory →COM2.70%$24M237.9K
15ADIAnalog Devices Inchistory →COM2.62%$23M256.8K
16ILMNIllumina Inchistory →COM2.54%$22M81.7K
17NYTNew York Times Co Cl Ahistory →CL A2.33%$20M666.3K
18Novartis AG Sp ADRSPONSORED ADR2.28%$20M242.6K
19FISVFiserv Inchistory →COM2.17%$19M200.8K
20Xylem IncCOM2.08%$18M280.5K
21NVIDIA CorpCOM1.93%$17M64.3K
22JNJJohnson & Johnsonhistory →COM1.79%$16M119.6K
23AMZNAmazon.com Inchistory →COM1.73%$15M7.8K
24Xilinx IncCOM1.70%$15M192.1K
25Unilever PLC Sp ADRSPONSORED ADR1.65%$14M286.5K
26BDXBecton Dickinson & Cohistory →COM1.64%$14M62.8K
27MarketAxess Holdings IncCOM1.55%$14M41.1K
28ADPAutomatic Data Processing Inchistory →COM1.47%$13M94.4K
29PGProcter & Gamble Cohistory →COM1.47%$13M117.3K
30CVSCVS Health Corporationhistory →COM1.38%$12M203.6K
31Waste Management IncCOM1.19%$10M112.7K
32VEEVVeeva Systems Inc Cl Ahistory →CL A COM1.00%$9M56.3K
33SBUXStarbucks CorpCOM0.81%$7M107.7K
34NVONovo-Nordisk AS ADRADR0.80%$7M117.2K
35TJXTJX Cos IncCOM0.71%$6M129.8K
36HDHome Depot IncCOM0.62%$5M29.3K
37Merck & Co IncCOM0.61%$5M70.1K
38INTCIntel CorpCOM0.50%$4M80.8K
39IPG Photonics CorpCOM0.49%$4M39.0K
40FACEBOOK INC CL ACL A0.48%$4M25.0K
41APHAmphenol Corp Cl ACL A0.46%$4M55.3K
42Visa Inc Cl ACOM CL A0.44%$4M24.0K
43TMOThermo Fisher Scientific IncCOM0.43%$4M13.2K
443M CoCOM0.43%$4M27.4K
45Cisco Systems IncCOM0.41%$4M90.7K
46MCDMcDonalds CorpCOM0.40%$4M21.3K
47PEPPepsiCo IncCOM0.40%$4M29.3K
48Abbvie IncCOM0.40%$3M45.7K
49ORAOrmat Technologies IncCOM0.38%$3M49.7K
50NextEra Energy IncCOM0.38%$3M13.9K
51BRK/BBerkshire Hathaway Inc Cl BCL B NEW · CL A0.36%$3M15.8K
52Amalgamated Bank New York NY CCLASS A0.34%$3M278.7K
53Verizon Communications IncCOM0.34%$3M55.9K
54UNPUnion Pacific CorpCOM0.31%$3M19.1K
55DXCMDexCom IncCOM0.30%$3M9.9K
56Tesla Motors IncCOM0.30%$3M5.0K
57CLXClorox CoCOM0.29%$3M14.7K
58Costco Wholesale CorpCOM0.28%$2M8.7K
59UTXZUnited Technologies CorpCOM0.25%$2M23.0K
60Envista Holdings CorporationCOM0.24%$2M142.1K
61PFEPfizer IncCOM0.24%$2M64.3K
62SPDR S&P 500 Index ETFTR UNIT0.23%$2M7.8K
63CHDChurch & Dwight IncCOM0.23%$2M30.9K
64LLYEli Lilly & CoCOM0.21%$2M13.2K
65Oracle CorpCOM0.20%$2M36.7K
66Fidelity Natl Information ServCOM0.19%$2M13.7K
67BMYBristol-Myers Squibb CoCOM0.18%$2M29.1K
68AMGNAmgen IncCOM0.18%$2M7.9K
69AT&T IncCOM0.18%$2M53.4K
70Intuitive Surgical IncCOM0.18%$2M3.1K
71VFCVF CorpCOM0.17%$1M27.5K
72Alcon IncCOM0.16%$1M28.5K
73HONHoneywell Intl IncCOM0.16%$1M10.8K
74Zoetis Inc Cl ACL A0.16%$1M12.0K
75VIGVanguard Specialized PortfolioDIV APP ETF0.16%$1M13.3K
76VUGVanguard Index Funds Growth ETGROWTH ETF0.15%$1M8.5K
77Fortive CorpCOM0.15%$1M23.4K
78CHUBB LIMITED COMCOM0.15%$1M11.5K
79CSXCSX CorpCOM0.14%$1M21.6K
80EFXEquifax IncCOM0.14%$1M10.2K
81Exxon Mobil CorpCOM0.13%$1M30.8K
82TYLTyler Technologies IncCOM0.13%$1M3.9K
83NXP Semiconductors NVCOM0.13%$1M13.8K
84ECLEcolab IncCOM0.13%$1M7.1K
85NSCNorfolk Southern CorpCOM0.13%$1M7.5K
86Seattle Genetics IncCOM0.12%$1M9.0K
87Varian Med Systems IncCOM0.12%$1M10.1K
88Beyond Meat IncCOM0.12%$1M15.4K
89JPMorgan Chase & CoCOM0.11%$977,00010.9K
90KOCoca-Cola CoCOM0.11%$952,00021.5K
91SHWSherwin Williams CoCOM0.11%$945,0002.1K
92CVXChevron CorpCOM0.11%$936,00012.9K
93IJHiShares Tr S&P Mid Cap 400CORE S&P MCP ETF0.10%$920,0006.4K
94GISGeneral Mills IncCOM0.10%$906,00017.2K
95Regeneron PharmaceuticalsCOM0.10%$899,0001.8K
96IONSIonis Pharmaceuticals IncCOM0.10%$869,00018.4K
97IBMIntl Business MachinesCOM0.10%$868,0007.8K
98GILDGilead Sciences IncCOM0.10%$867,00011.6K
99EMREmerson Electric CoCOM0.09%$824,00017.3K
100VBKVanguard Index Funds Small CapSMALL CP ETF0.09%$800,0005.8K

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 ↗.