SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Reynders McVeigh Capital Management, LLC

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

Reported Value
$1.8B
Q1 2025
Positions
193
Filings on Record
29
2019–present window
Filed
May 12, 2025
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $1.8B in U.S.-listed holdings across 193 positions for Q1 2025.

Its largest position, NVDA, represents 7.0% of the portfolio.

Compared with Q4 2024, the fund opened 2 new positions and exited 11.

Portfolio Metrics

Turnover
+5.2%
vs prior filed quarter
Top-10 Concentration
+40.4%
share of reported value
Largest Position
+7.0%
Nvidia
New / Exited
2 / 11
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: 95.6%ADR: 2.9%ETP: 1.1%Other: 0.3%REIT: 0.0%MLP: 0.0%
  • Common Stock · 95.6% · $1.7B
  • ADR · 2.9% · $53M
  • ETP · 1.1% · $20M
  • Other · 0.3% · $5M
  • REIT · 0.0% · $879,000
  • MLP · 0.0% · $592,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/ABerkshire Hathaway Inc.NEW+33+$2M$2M
TAT&T IncNEW+8.3K8.3K+$235,000$235,000
AMATApplied Materials Inc.ADDED+41.7K51.7K+$6M$8M
QQQPowershares Qqq Trust Unit Ser 1SOLD OUT−5090−$260,000$0
DELLDell Technologies IncSOLD OUT−2.1K0−$245,000$0
HASIHannon Armstrong Sustainable Infrastructure Capital, Inc.SOLD OUT−8.8K0−$237,000$0
PLDPrologis Inc.SOLD OUT−2.1K0−$223,000$0
PLXSPlexus CorpSOLD OUT−1.4K0−$216,000$0

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

Holdings — Q1 2025

191 positions (from 193 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA Corp.history →COM7.05%$126M1.16M
2AAPLApple Inc.history →COM6.14%$110M495.2K
3MAMasterCard Incorporatedhistory →COM4.28%$77M139.8K
4MSFTMicrosoft Corp.history →COM4.06%$73M193.5K
5GOOGLAlphabet Inc.CAP STK CL C3.74%$67M431.8K
6TMUST-Mobile US Inchistory →COM3.24%$58M217.5K
7CARRCarrier Global Corporationhistory →COM3.09%$55M872.1K
8ABTAbbott Laboratorieshistory →COM3.03%$54M409.6K
9ADIAnalog Devices Inc.history →COM2.91%$52M258.3K
10ROKRockwell Automation, Inc.history →COM2.89%$52M200.6K
11DHRDanaher Corporationhistory →COM2.61%$47M227.8K
12ATRAptargroup Inc.history →COM2.45%$44M296.2K
13SYKStryker Corporationhistory →COM2.35%$42M113.0K
14XYLXylem, Inc.history →COM2.28%$41M341.9K
15APHAmphenol Corporationhistory →CL A2.21%$40M603.0K
16TJXThe TJX Companies Inc.history →COM2.18%$39M320.0K
17ADPAutomatic Data Processing, Inc.history →COM1.92%$34M112.4K
18MKCMcCormick & Company, Incorporatedhistory →COM NON VTG1.78%$32M388.4K
19ALCAlcon AGhistory →COM1.77%$32M334.1K
20AMZNAmazon.com, Inc.history →COM1.75%$31M164.8K
21HDHome Depot Inc.history →COM1.74%$31M85.1K
22RELXRelx PLChistory →SPONSORED ADR1.72%$31M611.6K
23ULSUL Solutions Inc.history →CLASS A COM SHS1.70%$31M541.1K
24IBMInternational Business Machines Corporationhistory →COM1.68%$30M121.2K
25VLTOVeralto Corp.history →COM SHS1.62%$29M298.1K
26CRMSalesforce Inc.history →COM1.56%$28M104.2K
27WMWaste Management, Inc.history →COM1.54%$28M119.1K
28CCKCrown Holdings Inchistory →COM1.52%$27M305.7K
29VRTXVertex Pharmaceuticals Incorporatedhistory →COM1.44%$26M53.3K
30PGThe Procter & Gamble Co.history →COM1.42%$25M149.3K
31NYTThe New York Times Companyhistory →CL A1.31%$24M474.1K
32BDXBecton, Dickinson and Companyhistory →COM1.24%$22M96.6K
33TSLATesla Inchistory →COM1.04%$19M72.1K
34MDTMedtronic PLChistory →COM1.03%$18M205.5K
35NETCloudflare Inchistory →CL A COM0.99%$18M157.9K
36UBERUber Technologies Inchistory →COM0.88%$16M216.2K
37JNJJohnson & Johnsonhistory →COM0.75%$14M81.4K
38ARMArm Holdings PLChistory →SPONSORED ADR0.71%$13M118.3K
39ABNBAirbnb Inchistory →COM CL A0.67%$12M100.3K
40COSTCostco Wholesale Corporationhistory →COM0.58%$10M11.0K
41BRK/BBerkshire Hathaway Inc.CL B NEW0.49%$9M11.9K
42NVSNovartis AGSPONSORED ADR0.48%$9M76.4K
43ASMLASML Holding N.V.N Y REGISTRY SHS0.44%$8M11.9K
44PRGOPerrigo Company PLCSHS0.44%$8M279.1K
45VRTVertiv Holdings CoCOM CL A0.43%$8M107.8K
46AMATApplied Materials Inc.COM0.42%$8M51.7K
47FISVFiserv Inc.COM0.40%$7M32.4K
48CNICanadian National Railway CompanyCOM0.39%$7M70.9K
49ABBVAbbVie Inc.COM0.38%$7M32.2K
50LLYEli Lilly & Co.COM0.37%$7M7.9K
51VVisa IncCOM CL A0.33%$6M17.1K
52TILEInterface, Inc.COM0.33%$6M297.4K
53DSGXDescartes Systems Group Inc.COM0.30%$5M53.6K
54AMDAdvanced Micro Devices Inc.COM0.28%$5M49.3K
55TMOThermo Fisher Scientific IncCOM0.27%$5M9.7K
56Unilever PLCSPONSORED ADR0.26%$5M77.2K
57APTVAptiv PLCSHS0.25%$4M74.1K
58NXTNextracker Inc.CLASS A COM0.22%$4M93.3K
59SOFISofi Technologies IncCOM0.22%$4M335.6K
60SPYSpdr S&P 500 Etf Trust TR UNITTR UNIT0.21%$4M6.8K
61CHDChurch & Dwight Co Inc.COM0.20%$4M32.0K
62CRSPCRISPR Therapeutics AGNAMEN AKT0.19%$3M101.8K
63MCDMcDonald's Corp.COM0.19%$3M11.0K
64PEPPepsico IncCOM0.18%$3M21.8K
65UNPUnion Pacific CorporationCOM0.17%$3M13.2K
66VUGVanguard Index Funds GROWTH ETFGROWTH ETF0.16%$3M8.0K
67ORCLOracle Corp.COM0.16%$3M21.0K
68AMGNAmgen Inc.COM0.16%$3M9.4K
69TYLTyler Technologies Inc.COM0.16%$3M4.8K
70GRALGRAIL IncCOM0.15%$3M103.4K
71MRKMerck & Co., IncCOM0.13%$2M26.3K
72VIGVanguard Specialized Funds DIV APP ETFDIV APP ETF0.12%$2M11.5K
73EFXEquifax Inc.COM0.12%$2M8.6K
74HONHoneywell International Inc.COM0.10%$2M8.8K
75AVGOBroadcom IncCOM0.10%$2M10.8K
76ENVXEnovix CorporationCOM0.10%$2M234.2K
77SPGIS&P Global IncCOM0.09%$2M3.1K
78JPMJPMorgan Chase & Co.COM0.09%$2M6.3K
79VEEVVeeva Systems IncCL A COM0.08%$1M6.5K
80MELIMercadolibre IncCOM0.08%$1M758
81IJHiShares Trust CORE S&P MCP ETFCORE S&P MCP ETF0.08%$1M24.7K
82ISRGIntuitive Surgical Inc.COM0.08%$1M2.9K
83NEENextEra Energy IncCOM0.08%$1M19.9K
84NXPINXP Semiconductors NVCOM0.07%$1M7.0K
85TERTeradyne Inc.COM0.07%$1M15.3K
86CSCOCisco Systems, Inc.COM0.07%$1M20.1K
87WMTWalmart IncCOM0.06%$1M12.9K
88IWPiShares Trust RUS MD CP GR ETFRUS MD CP GR ETF0.06%$1M9.3K
89DISWalt Disney CompanyCOM0.06%$1M10.9K
90BMYBristol-Myers Squibb CompanyCOM0.06%$1M17.5K
91RTXRTX Corp.COM0.06%$1M7.7K
92GLDSpdr Gold Trust GOLD SHSGOLD SHS0.06%$1M3.5K
93BKNGBooking Holdings IncCOM0.06%$995,000216
94EXMOCExxon Mobil Corp.COM0.05%$977,0008.2K
95ZTSZoetis Inc.CL A0.05%$883,0005.4K
96CSXCSX CorporationCOM0.05%$876,00029.8K
97AXPAmerican Express CompanyCOM0.05%$865,0003.2K
98MCOMoodys Corp.COM0.05%$857,0001.8K
99IVWiShares Trust S&P 500 GRWT ETFS&P 500 GRWT ETF0.05%$826,0008.9K
100MTDMettler-Toledo International IncCOM0.05%$825,000699

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 ↗.