SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Reynders McVeigh Capital Management, LLC

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

Reported Value
$2.1B
Q4 2025
Positions
198
Filings on Record
29
2019–present window
Filed
Feb 2, 2026
original filing

Summary

Reynders Mcveigh Capital Management, LLC reported $2.1B in U.S.-listed holdings across 198 positions for Q4 2025.

Its largest position, NVDA, represents 8.8% of the portfolio.

Compared with Q3 2025, the fund opened 7 new positions and exited 12.

Portfolio Metrics

Turnover
+8.7%
vs prior filed quarter
Top-10 Concentration
+43.9%
share of reported value
Largest Position
+8.8%
Nvidia
New / Exited
7 / 12
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: 95.3%ADR: 3.7%ETP: 1.0%REIT: 0.0%MLP: 0.0%
  • Common Stock · 95.3% · $2.0B
  • ADR · 3.7% · $78M
  • ETP · 1.0% · $21M
  • REIT · 0.0% · $749,000
  • MLP · 0.0% · $542,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ULUnilever PLCNEW+288.4K288.4K+$19M$19M
QQnity Electronics Inc.NEW+4.3K4.3K+$348,000$348,000
CVSCVS Health CorpNEW+2.9K2.9K+$228,000$228,000
NUENucor CorporationNEW+1.4K1.4K+$228,000$228,000
JBLJabil IncNEW+900900+$205,000$205,000
EGPEastgroup Properties, Inc.NEW+1.1K1.1K+$205,000$205,000
PLXSPlexus CorpNEW+1.4K1.4K+$203,000$203,000
BRK/ABerkshire Hathaway Inc.ADDED+11.9K11.9K+$7M$9M

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

Holdings — Q4 2025

196 positions (from 198 filing rows — )
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA Corp.history →COM8.82%$188M1.01M
2AAPLApple Inc.history →COM6.04%$129M473.5K
3GOOGLAlphabet Inc.history →CAP STK CL C6.03%$129M410.2K
4MSFTMicrosoft Corp.history →COM4.39%$94M193.4K
5MAMasterCard Incorporatedhistory →COM3.69%$79M137.7K
6ROKRockwell Automation, Inc.history →COM3.61%$77M197.9K
7APHAmphenol Corporationhistory →CL A3.35%$71M528.0K
8ADIAnalog Devices Inc.history →COM3.25%$69M255.0K
9ABTAbbott Laboratorieshistory →COM2.47%$53M419.9K
10DHRDanaher Corporationhistory →COM2.28%$49M211.9K
11XYLXylem, Inc.history →COM2.22%$47M346.7K
12TJXThe TJX Companies Inc.history →COM2.20%$47M304.7K
13CARRCarrier Global Corporationhistory →COM2.19%$47M884.2K
14ULSUL Solutions Inc.history →CLASS A COM SHS2.14%$46M577.1K
15SYKStryker Corporationhistory →COM2.06%$44M124.8K
16TMUST-Mobile US Inchistory →COM1.98%$42M207.6K
17IBMInternational Business Machines Corp.history →COM1.94%$41M139.8K
18AMZNAmazon.com, Inc.history →COM1.78%$38M164.7K
19ATRAptargroup Inc.history →COM1.76%$38M308.3K
20CCKCrown Holdings Inchistory →COM1.56%$33M323.6K
21VLTOVeralto Corp.history →COM SHS1.51%$32M322.4K
22HDHome Depot Inc.history →COM1.44%$31M89.1K
23AVGOBroadcom Inchistory →COM1.43%$30M87.7K
24NETCloudflare Inchistory →CL A COM1.38%$29M148.9K
25CRMSalesforce Inc.history →COM1.23%$26M99.0K
26MKCMcCormick & Company, Incorporatedhistory →COM NON VTG1.19%$25M372.1K
27WMWaste Management, Inc.history →COM1.15%$24M111.5K
28VRTXVertex Pharmaceuticals Incorporatedhistory →COM1.15%$24M53.9K
29ALCAlcon AGhistory →COM1.15%$24M309.8K
30TSLATesla Inchistory →COM1.10%$23M52.0K
31NYTThe New York Times Companyhistory →CL A1.07%$23M328.8K
32AMATApplied Materials Inc.history →COM1.06%$23M88.1K
33ADPAutomatic Data Processing, Inc.history →COM1.00%$21M82.5K
34RELXRelx PLChistory →SPONSORED ADR0.98%$21M517.5K
35UBERUber Technologies Inchistory →COM0.95%$20M247.1K
36PGThe Procter & Gamble Co.history →COM0.92%$20M137.0K
37RKTRocket Companies Inchistory →COM CL A0.90%$19M995.3K
38ULUnilever PLChistory →SPONSORED ADR0.89%$19M288.4K
39ABNBAirbnb Inchistory →COM CL A0.88%$19M138.9K
40JNJJohnson & Johnsonhistory →COM0.74%$16M76.2K
41SOFISofi Technologies Inchistory →COM0.67%$14M541.9K
42NVONovo Nordisk A/Shistory →ADR0.65%$14M274.1K
43SNSharkninja Inc.history →COM SHS0.62%$13M117.2K
44ARMArm Holdings PLChistory →SPONSORED ADR0.59%$13M114.4K
45ASMLASML Holding N.V.history →N Y REGISTRY SHS0.58%$12M11.5K
46VRTVertiv Holdings Cohistory →COM CL A0.54%$11M70.5K
47TILEInterface, Inc.history →COM0.53%$11M405.9K
48NXTNextracker Inc.history →CLASS A COM0.53%$11M129.9K
49NVSNovartis AGhistory →SPONSORED ADR0.50%$11M78.0K
50GRALGRAIL IncCOM0.45%$10M112.9K
51COSTCostco Wholesale CorporationCOM0.43%$9M10.6K
52BRK/ABerkshire Hathaway Inc.CL B NEW0.42%$9M11.9K
53AMDAdvanced Micro Devices Inc.COM0.36%$8M36.0K
54BDXBecton, Dickinson and CompanyCOM0.34%$7M37.1K
55ABBVAbbVie Inc.COM0.31%$7M28.8K
56LLYEli Lilly & Co.COM0.31%$7M6.1K
57CRSPCRISPR Therapeutics AGNAMEN AKT0.29%$6M116.5K
58VVisa IncCOM CL A0.27%$6M16.6K
59TMOThermo Fisher Scientific IncCOM0.25%$5M9.2K
60CNICanadian National Railway CompanyCOM0.24%$5M50.9K
61DSGXDescartes Systems Group Inc.COM0.22%$5M52.6K
62SPYSpdr S&P 500 Etf Trust TR UNITTR UNIT0.21%$4M6.5K
63ORCLOracle Corp.COM0.18%$4M19.4K
64VUGVanguard Index Funds GROWTH ETFGROWTH ETF0.15%$3M6.4K
65UNPUnion Pacific CorporationCOM0.14%$3M13.0K
66AMGNAmgen Inc.COM0.14%$3M9.2K
67MCDMcDonald's Corp.COM0.14%$3M9.7K
68MRKMerck & Co., IncCOM0.11%$2M23.1K
69PEPPepsico IncCOM0.11%$2M16.3K
70ENVXEnovix CorporationCOM0.11%$2M310.6K
71TYLTyler Technologies Inc.COM0.10%$2M4.8K
72VIGVanguard Specialized Funds DIV APP ETFDIV APP ETF0.10%$2M9.5K
73EFXEquifax Inc.COM0.09%$2M8.6K
74NEENextEra Energy IncCOM0.08%$2M20.7K
75HONHoneywell International Inc.COM0.08%$2M8.3K
76ISRGIntuitive Surgical Inc.COM0.07%$2M2.8K
77IJHiShares Trust CORE S&P MCP ETFCORE S&P MCP ETF0.07%$2M22.9K
78WMTWalmart IncCOM0.07%$1M13.3K
79NXPINXP Semiconductors NVCOM0.07%$1M6.7K
80MELIMercadolibre IncCOM0.07%$1M709
81CATCaterpillar IncCOM0.07%$1M2.5K
82JPMJPMorgan Chase & Co.COM0.07%$1M4.3K
83GLDSpdr Gold Trust GOLD SHSGOLD SHS0.06%$1M3.4K
84RTXRTX Corp.COM0.06%$1M7.4K
85DISWalt Disney CompanyCOM0.06%$1M11.5K
86AXPAmerican Express CompanyCOM0.06%$1M3.5K
87VEEVVeeva Systems IncCL A COM0.06%$1M5.8K
88IWPiShares Trust RUS MD CP GR ETFRUS MD CP GR ETF0.06%$1M9.3K
89CSCOCisco Systems, Inc.COM0.06%$1M15.7K
90TSMTaiwan Semiconductor Manufacturing Co., Ltd.SPONSORED ADS0.06%$1M3.9K
91BKNGBooking Holdings IncCOM0.05%$1M216
92IDXXIDEXX Laboratories Inc.COM0.05%$1M1.7K
93IVWiShares Trust S&P 500 GRWT ETFS&P 500 GRWT ETF0.05%$1M8.9K
94EMREmerson Electric Co.COM0.05%$1M8.1K
95CHDChurch & Dwight Co Inc.COM0.05%$1M12.8K
96MTDMettler-Toledo International IncCOM0.05%$1M760
97CSXCSX CorporationCOM0.05%$1M28.5K
98EXMOCExxon Mobil Corp.COM0.05%$1M8.5K
99VTIVanguard Index Funds TOTAL STK MKTTOTAL STK MKT0.05%$977,0002.9K
100DEDeere & CompanyCOM0.05%$974,0002.1K

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 ↗.