SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Reynders McVeigh Capital Management, LLC

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

Reported Value
$1.5B
Q4 2020
Positions
222
Filings on Record
29
2019–present window
Filed
Feb 10, 2021
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $1.5B in U.S.-listed holdings across 222 positions for Q4 2020.

Its largest position, AAPL, represents 6.2% of the portfolio.

Compared with Q3 2020, the fund opened 16 new positions and exited 18.

Portfolio Metrics

Turnover
+2.2%
vs prior filed quarter
Top-10 Concentration
+36.8%
share of reported value
Largest Position
+6.2%
Apple
New / Exited
16 / 18
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: 63.0%Other: 34.8%ADR: 0.9%ETP: 0.8%REIT: 0.4%MLP: 0.0%
  • Common Stock · 63.0% · $922M
  • Other · 34.8% · $509M
  • ADR · 0.9% · $14M
  • ETP · 0.8% · $12M
  • REIT · 0.4% · $6M
  • MLP · 0.0% · $298,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Pacific Biosciences CA IncNEW+68.1K68.1K+$2M$2M
Seagen IncNEW+6.8K6.8K+$1M$1M
Antares Pharma IncNEW+253.9K253.9K+$1M$1M
VEAVanguard Tax Mgd FTSE Dev MktNEW+8.1K8.1K+$382,000$382,000
FlexShares International QualiNEW+12.8K12.8K+$309,000$309,000
Charles River Laboratories IntNEW+1.1K1.1K+$275,000$275,000
iShares ESG MSCI EAFENEW+3.3K3.3K+$244,000$244,000
Where Food Comes FromNEW+16.1K16.1K+$226,000$226,000

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

Holdings — Q4 2020

219 positions (from 222 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLApple Inchistory →COM6.17%$90M680.3K
2Paypal Holdings IncCOM3.89%$57M243.4K
3Alphabet Inc Cap Stock Cl ACAP STK CL A · CAP STK CL C3.80%$56M31.7K
4MasterCard Inc Cl ACOM3.75%$55M153.9K
5DHRDanaher Corphistory →COM3.61%$53M237.6K
6DISDisney Walt Co Disneyhistory →COM3.56%$52M287.6K
7ROKRockwell Automation Inchistory →COM3.18%$47M185.5K
8NKENike Inc Cl Bhistory →CL B3.15%$46M325.7K
9ADIAnalog Devices Inchistory →COM2.90%$42M287.2K
10ABTAbbott Laboratorieshistory →COM2.84%$42M379.2K
11MSFTMicrosoft Corphistory →COM2.79%$41M183.6K
12CNICanadian National Railway Cohistory →COM2.66%$39M353.9K
13Tesla Motors IncCOM2.48%$36M51.4K
14ATRAptarGroup Inchistory →COM2.45%$36M261.5K
15NYTNew York Times Co Cl Ahistory →CL A2.43%$36M685.9K
16ILMNIllumina Inchistory →COM2.24%$33M88.7K
17Teladoc IncCOM2.22%$32M162.2K
18NVIDIA CorpCOM2.21%$32M62.0K
19SYKStryker Corphistory →COM2.00%$29M119.4K
20Xylem IncCOM2.00%$29M287.4K
21Carrier Global Corporation ComCOM1.94%$28M752.3K
22Xilinx IncCOM1.86%$27M191.5K
23AMZNAmazon.com Inchistory →COM1.83%$27M8.2K
24Unilever PLC Sp ADRSPONSORED ADR1.48%$22M359.1K
25MarketAxess Holdings IncCOM1.40%$21M36.0K
26BDXBecton Dickinson & Cohistory →COM1.38%$20M80.5K
27ADPAutomatic Data Processing Inchistory →COM1.34%$20M111.5K
28JNJJohnson & Johnsonhistory →COM1.32%$19M122.8K
29Novartis AG Sp ADRSPONSORED ADR1.26%$18M194.9K
30CVSCVS Health Corporationhistory →COM1.21%$18M259.1K
31PGProcter & Gamble Cohistory →COM1.11%$16M116.6K
32VEEVVeeva Systems Inc Cl Ahistory →CL A COM1.04%$15M56.1K
33Waste Management IncCOM1.02%$15M126.5K
34TMUST Mobile US Inchistory →COM0.99%$14M107.2K
35FISVFiserv Inchistory →COM0.93%$14M119.6K
36SBUXStarbucks Corphistory →COM0.91%$13M123.9K
37NVONovo-Nordisk AS ADRhistory →ADR0.85%$13M179.1K
38APHAmphenol Corp Cl Ahistory →CL A0.77%$11M86.1K
39SYYSysco Corphistory →COM0.76%$11M149.6K
40TJXTJX Cos Inchistory →COM0.75%$11M160.9K
41HDHome Depot Inchistory →COM0.75%$11M41.2K
42ORAOrmat Technologies IncCOM0.44%$6M70.8K
43TMOThermo Fisher Scientific IncCOM0.42%$6M13.1K
44Beam Therapeutics IncCOM0.38%$6M68.7K
45Merck & Co IncCOM0.38%$6M68.2K
46Visa Inc Cl ACOM CL A0.37%$5M25.1K
47Abbvie IncCOM0.37%$5M50.8K
48FACEBOOK INC CL ACL A0.36%$5M19.1K
49BXPBoston Properties IncCOM0.36%$5M55.0K
50PEPPepsiCo IncCOM0.32%$5M31.9K
51NextEra Energy IncCOM0.32%$5M60.6K
52IPG Photonics CorpCOM0.30%$4M19.7K
533M CoCOM0.30%$4M25.0K
54MCDMcDonalds CorpCOM0.28%$4M19.4K
55BRK/BBerkshire Hathaway Inc Cl BCL B NEW · CL A0.26%$4M15.2K
56Costco Wholesale CorpCOM0.26%$4M10.2K
57Enphase Energy IncCOM0.25%$4M21.0K
58Cisco Systems IncCOM0.25%$4M80.8K
59Verizon Communications IncCOM0.23%$3M57.5K
60UNPUnion Pacific CorpCOM0.23%$3M16.2K
61DXCMDexCom IncCOM0.20%$3M8.1K
62CHDChurch & Dwight IncCOM0.18%$3M29.6K
63HONHoneywell Intl IncCOM0.17%$3M11.9K
64SPDR S&P 500 Index ETFTR UNIT0.17%$3M6.7K
65Medtronic PLCCOM0.17%$2M21.1K
66INTCIntel CorpCOM0.17%$2M48.6K
67CLXClorox CoCOM0.16%$2M11.9K
68Oracle CorpCOM0.15%$2M34.4K
69Beyond Meat IncCOM0.14%$2M16.1K
70PFEPfizer IncCOM0.13%$2M52.3K
71VUGVanguard Index Funds Growth ETGROWTH ETF0.13%$2M7.6K
72NSCNorfolk Southern CorpCOM0.13%$2M8.0K
73BMYBristol-Myers Squibb CoCOM0.13%$2M30.4K
74NXP Semiconductors NVCOM0.13%$2M11.8K
75Amalgamated Bank New York NY CCLASS A0.13%$2M134.9K
76AMGNAmgen IncCOM0.12%$2M7.9K
77TYLTyler Technologies IncCOM0.12%$2M4.1K
78Pacific Biosciences CA IncCOM0.12%$2M68.1K
79LLYEli Lilly & CoCOM0.12%$2M10.3K
80CSXCSX CorpCOM0.12%$2M19.2K
81VIGVanguard Specialized PortfolioDIV APP ETF0.12%$2M12.2K
82Intuitive Surgical IncCOM0.11%$2M2.0K
83Varian Med Systems IncCOM0.11%$2M9.4K
84SHWSherwin Williams CoCOM0.10%$2M2.1K
85Fidelity Natl Information ServCOM0.10%$1M10.5K
86Zoetis Inc Cl ACL A0.10%$1M8.9K
87ECLEcolab IncCOM0.09%$1M6.4K
88IJHiShares Tr S&P Mid Cap 400CORE S&P MCP ETF0.09%$1M5.9K
89AMATApplied Materials IncCOM0.09%$1M15.4K
90TSMTaiwan Semiconductor Mfg Ltd SSPONSORED ADS0.09%$1M12.1K
91EFXEquifax IncCOM0.09%$1M6.6K
92KOCoca-Cola CoCOM0.09%$1M23.2K
93VTIVanguard Index Funds Stock MktTOTAL STK MKT0.09%$1M6.5K
94VBKVanguard Index Funds Small CapSMALL CP ETF0.08%$1M5.2K
95TXNTexas Instruments IncCOM0.08%$1M7.5K
96DEDeere & CoCOM0.08%$1M4.6K
97MercadoLibre IncCOM0.08%$1M714
98Seagen IncCOM0.08%$1M6.8K
99Target CorpCOM0.08%$1M6.4K
100Antares Pharma IncCOM0.07%$1M253.9K

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 ↗.