SEC 13F Intelligence

Managers / Q1 2021 · 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
Q1 2021
Positions
229
Filings on Record
29
2019–present window
Filed
May 7, 2021
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $1.5B in U.S.-listed holdings across 229 positions for Q1 2021.

Its largest position, AAPL, represents 5.4% of the portfolio.

Compared with Q4 2020, the fund opened 20 new positions and exited 13.

Portfolio Metrics

Turnover
+4.8%
vs prior filed quarter
Top-10 Concentration
+36.4%
share of reported value
Largest Position
+5.4%
Apple
New / Exited
20 / 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: 62.6%Other: 34.8%ADR: 1.0%ETP: 0.9%REIT: 0.7%MLP: 0.0%
  • Common Stock · 62.6% · $939M
  • Other · 34.8% · $522M
  • ADR · 1.0% · $15M
  • ETP · 0.9% · $14M
  • REIT · 0.7% · $10M
  • MLP · 0.0% · $307,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TILEInterface IncNEW+319.2K319.2K+$4M$4M
AMALAmalgamated Financial CorpNEW+175.4K175.4K+$3M$3M
Sunopta IncNEW+191.5K191.5K+$3M$3M
Brookfield Renewable PartnersNEW+25.7K25.7K+$1M$1M
VFCVF CorpNEW+13.0K13.0K+$1M$1M
Kansas City SouthernNEW+2.9K2.9K+$766,000$766,000
MCOMoodys CorpNEW+1.8K1.8K+$544,000$544,000
VOOVanguard S&P 500 ETFNEW+1.1K1.1K+$388,000$388,000

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

Holdings — Q1 2021

226 positions (from 229 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLApple Inchistory →COM5.42%$81M665.6K
2Alphabet Inc Cap Stock Cl ACAP STK CL A · CAP STK CL C4.16%$62M30.3K
3Paypal Holdings IncCOM3.75%$56M231.8K
4MasterCard Inc Cl ACOM3.71%$56M156.4K
5DHRDanaher Corphistory →COM3.55%$53M236.8K
6DISWalt Disney Cohistory →COM3.45%$52M280.1K
7ROKRockwell Automation Inchistory →COM3.38%$51M191.0K
8ABTAbbott Laboratorieshistory →COM3.03%$46M379.8K
9ADIAnalog Devices Inchistory →COM2.99%$45M289.1K
10NKENike Inc Cl Bhistory →CL B2.91%$44M328.4K
11MSFTMicrosoft Corphistory →COM2.90%$43M184.5K
12CNICanadian National Railway Cohistory →COM2.81%$42M364.1K
13ATRAptarGroup Inchistory →COM2.55%$38M270.3K
14Carrier Global Corporation ComCOM2.35%$35M835.5K
15NYTNew York Times Co Cl Ahistory →CL A2.30%$35M682.2K
16ILMNIllumina Inchistory →COM2.30%$35M89.8K
17NVIDIA CorpCOM2.22%$33M62.4K
18Xylem IncCOM1.99%$30M284.4K
19Tesla Motors IncCOM1.98%$30M44.5K
20SYKStryker Corphistory →COM1.94%$29M119.6K
21Teladoc IncCOM1.86%$28M153.4K
22AMZNAmazon.com Inchistory →COM1.75%$26M8.5K
23ADPAutomatic Data Processing Inchistory →COM1.59%$24M126.8K
24Unilever PLC Sp ADRSPONSORED ADR1.55%$23M416.3K
25TMUST Mobile US Inchistory →COM1.37%$21M164.6K
26BDXBecton Dickinson & Cohistory →COM1.36%$20M84.1K
27JNJJohnson & Johnsonhistory →COM1.33%$20M121.0K
28CVSCVS Health Corporationhistory →COM1.19%$18M237.1K
29MarketAxess Holdings IncCOM1.15%$17M34.7K
30Waste Management IncCOM1.14%$17M132.3K
31PGProcter & Gamble Cohistory →COM1.09%$16M120.9K
32Medtronic PLCCOM1.02%$15M129.1K
33SYYSysco Corphistory →COM1.02%$15M193.6K
34SBUXStarbucks Corphistory →COM0.96%$14M131.5K
35Xilinx IncCOM0.96%$14M115.9K
36Novartis AG Sp ADRSPONSORED ADR0.92%$14M162.3K
37NVONovo-Nordisk AS ADRhistory →ADR0.91%$14M201.7K
38VEEVVeeva Systems Inc Cl Ahistory →CL A COM0.89%$13M51.1K
39HDHome Depot Inchistory →COM0.83%$12M40.7K
40APHAmphenol Corp Cl Ahistory →CL A0.83%$12M187.7K
41TJXTJX Cos Inchistory →COM0.71%$11M162.0K
42FISVFiserv IncCOM0.62%$9M77.5K
43BXPBoston Properties IncCOM0.60%$9M88.2K
44TMOThermo Fisher Scientific IncCOM0.39%$6M12.8K
45Beam Therapeutics IncCOM0.36%$5M67.5K
46Abbvie IncCOM0.35%$5M49.2K
47ORAOrmat Technologies IncCOM0.35%$5M66.2K
48Merck & Co IncCOM0.34%$5M65.3K
49Visa Inc Cl ACOM CL A0.32%$5M22.9K
50NextEra Energy IncCOM0.31%$5M62.4K
513M CoCOM0.30%$5M23.4K
52PEPPepsiCo IncCOM0.28%$4M29.6K
53UNPUnion Pacific CorpCOM0.28%$4M18.8K
54BRK/BBerkshire Hathaway Inc Cl BCL B NEW · CL A0.27%$4M14.5K
55MCDMcDonalds CorpCOM0.27%$4M17.8K
56TILEInterface IncCOM0.27%$4M319.2K
57Enphase Energy IncCOM0.27%$4M24.6K
58Costco Wholesale CorpCOM0.25%$4M10.5K
59FACEBOOK INC CL ACL A0.24%$4M12.4K
60IPG Photonics CorpCOM0.23%$3M16.6K
61Pacific Biosciences CA IncCOM0.23%$3M104.2K
62Verizon Communications IncCOM0.23%$3M58.9K
63Cisco Systems IncCOM0.22%$3M62.6K
64AMALAmalgamated Financial CorpCOM0.19%$3M175.4K
65Sunopta IncCOM0.19%$3M191.5K
66DXCMDexCom IncCOM0.18%$3M7.6K
67CLXClorox CoCOM0.18%$3M13.8K
68SPDR S&P 500 Index ETFTR UNIT0.17%$3M6.5K
69CHDChurch & Dwight IncCOM0.17%$3M29.4K
70HONHoneywell Intl IncCOM0.17%$3M11.6K
71Oracle CorpCOM0.16%$2M33.2K
72DEDeere & CoCOM0.15%$2M6.1K
73INTCIntel CorpCOM0.15%$2M35.7K
74LLYEli Lilly & CoCOM0.15%$2M12.0K
75NXP Semiconductors NVCOM0.15%$2M11.0K
76Intuitive Surgical IncCOM0.14%$2M2.9K
77PFEPfizer IncCOM0.14%$2M59.6K
78NSCNorfolk Southern CorpCOM0.14%$2M7.9K
79AMATApplied Materials IncCOM0.14%$2M15.5K
80AMGNAmgen IncCOM0.13%$2M8.0K
81Fidelity Natl Information ServCOM0.13%$2M14.0K
82VUGVanguard Index Funds Growth ETGROWTH ETF0.13%$2M7.4K
83Zoetis Inc Cl ACL A0.13%$2M12.0K
84CSXCSX CorpCOM0.12%$2M19.2K
85BMYBristol-Myers Squibb CoCOM0.12%$2M28.6K
86EFXEquifax IncCOM0.12%$2M9.6K
87TYLTyler Technologies IncCOM0.12%$2M4.1K
88VIGVanguard Specialized PortfolioDIV APP ETF0.11%$2M11.5K
89Varian Med Systems IncCOM0.11%$2M9.4K
90IJHiShares Tr S&P Mid Cap 400CORE S&P MCP ETF0.10%$2M5.8K
91Antares Pharma IncCOM0.10%$1M360.0K
92SHWSherwin Williams CoCOM0.10%$1M1.9K
93VTIVanguard Index Funds Stock MktTOTAL STK MKT0.09%$1M6.8K
94ECLEcolab IncCOM0.09%$1M6.3K
95TXNTexas Instruments IncCOM0.09%$1M7.1K
96TSMTaiwan Semiconductor Mfg Ltd SSPONSORED ADS0.09%$1M11.1K
97EMREmerson Electric CoCOM0.09%$1M14.4K
98Target CorpCOM0.08%$1M6.4K
99VBKVanguard Index Funds Small CapSMALL CP ETF0.08%$1M5.0K
100KOCoca-Cola CoCOM0.08%$1M21.8K

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 ↗.