Q1 2026 13F · SEC CIK 1455969

Reynders McVeigh Capital Management, LLC

Wealth managerFiled 2026-04-27 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 195
Top holdings a year, 3 yrs: +18.5%
Assets under management: $4.2B

Reynders McVeigh Capital Management, LLC is a wealth manager that reported 195 positions worth $2.0B in its Q1 2026 13F, filed 2026-04-27. Its largest holdings were Nvidia Corporation Com (NVDA, 8.4%), Apple Inc (AAPL, 6.0%), Analog Devices Inc (ADI, 3.9%). A portfolio copying its top holdings returned 18.5% a year over the last 3 years, against 20.4% for the S&P 500.

Reynders McVeigh Capital Management, LLC holdings largest 50 of 195 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Reynders McVeigh Capital Management, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
NVDANvidia Corporation Com	8.4%	8.8%	959,072	-4.8%	$167.3M
AAPLApple Inc	6.0%	6.0%	465,028	-1.8%	$118.0M
ADIAnalog Devices Inc	3.9%	3.2%	245,252	-3.8%	$78.0M
MSFTMicrosoft Corp	3.7%	4.4%	200,049	+3.5%	$74.1M
ROKRockwell Automation Inc	3.6%	3.6%	197,266	-0.3%	$70.8M
MAMastercard Inc.	3.5%	3.7%	138,822	+0.8%	$69.4M
GOOGLAlphabet Inc	3.5%	6.0%	239,926	-41.5%	$69.0M
APHAmphenol Corp	3.2%	3.3%	509,648	-3.5%	$64.4M
ULSUl Solutions Inc	2.5%	2.1%	586,108	+1.6%	$50.2M
CARRCarrier Global Corporation	2.5%	2.2%	891,158	+0.8%	$50.2M
TJXTjx Cos Inc New Com	2.4%	2.2%	297,415	-2.4%	$47.5M
GOOGAlphabet Inc	2.3%	—	157,276	—	$45.1M
ABTAbbott Laboratories	2.2%	2.5%	421,661	+0.4%	$43.3M
TMUST-Mobile US Inc	2.2%	2.0%	205,401	-1.0%	$43.1M
XYLXylem Inc Ny	2.1%	2.2%	347,246	+0.2%	$41.5M
SYKStryker Corporation	2.1%	2.1%	125,871	+0.8%	$41.4M
DHRDanaher Corporation	2.0%	2.3%	211,308	-0.3%	$40.1M
ATRAptargroup Inc	2.0%	1.8%	314,216	+1.9%	$39.6M
IBMInternational Business Machs	1.8%	1.9%	143,526	+2.6%	$34.8M
AMZNAmazon Com Inc Com	1.7%	1.8%	165,951	+0.8%	$34.6M
CCKCrown Hldgs Inc	1.7%	1.6%	344,478	+6.4%	$34.5M
AMATApplied Matls Inc	1.7%	1.1%	97,914	+11.1%	$33.5M
AVGOBroadcom Inc	1.6%	1.4%	101,271	+15.4%	$31.3M
HDHome Depot Inc Com	1.5%	1.4%	91,876	+3.1%	$30.2M
NETCloudflare Inc	1.5%	1.4%	145,410	-2.3%	$30.0M
VLTOVeralto Corp	1.5%	1.5%	330,329	+2.5%	$29.2M
NYTNew York Times Co Mtn Be	1.3%	1.1%	314,377	-4.4%	$26.3M
WMWaste Mgmt Inc Del	1.3%	1.1%	107,835	-3.3%	$24.8M
VRTXVertex Pharmaceuticals Inc	1.2%	1.1%	54,664	+1.4%	$24.4M
ALCAlcon AG	1.1%	1.1%	296,422	-4.3%	$22.3M
UBERUber Technologies Inc	1.0%	0.9%	271,570	+9.9%	$19.5M
PGProcter & Gamble Co Com	1.0%	0.9%	130,891	-4.4%	$18.9M
TSLATesla Inc Com	0.9%	1.1%	50,614	-2.6%	$18.8M
ABNBAirbnb Inc	0.9%	0.9%	147,748	+6.4%	$18.7M
JNJJohnson & Johnson	0.9%	0.7%	76,014	-0.2%	$18.6M
ULUnilever PLC	0.9%	0.9%	304,046	+5.4%	$17.3M
VRTVertiv Holdings Co	0.9%	0.5%	68,974	-2.2%	$17.3M
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.9%	0.6%	114,099	-0.3%	$17.3M
NXTNextpower Inc	0.8%	0.5%	137,350	+5.8%	$16.6M
SNSharkninja Inc Com Shs	0.8%	0.6%	155,682	+32.9%	$16.5M
RKTRocket Cos Inc	0.8%	0.9%	1,141,083	+14.6%	$16.3M
MKCMccormick & Co Inc	0.8%	1.2%	309,347	-16.9%	$15.6M
ASMLAsml Hldg NV	0.8%	0.6%	11,445	-0.5%	$15.1M
ADPAutomatic Data Processing Inc Com	0.7%	1.0%	70,673	-14.3%	$14.4M
CRMSalesforce Inc Com	0.7%	1.2%	69,864	-29.4%	$13.0M
NVSNovartis AG	0.6%	0.5%	73,392	-5.9%	$11.2M
TILEInterface Inc	0.6%	0.5%	439,682	+8.3%	$11.0M
SOFISofi Technologies Inc	0.5%	0.7%	681,794	+25.8%	$10.8M
COSTCostco Whsl Corp New	0.5%	—	10,539	—	$10.5M
RELXRelx PLC	0.4%	1.0%	246,309	-52.4%	$8.2M

What Reynders McVeigh Capital Management, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

Reduced

RELX Relx PLC-52.4% shares
GOOGL Alphabet Inc-41.5% shares
CRM Salesforce Inc Com-29.4% shares
MKC Mccormick & Co Inc-16.9% shares
ADP Automatic Data Processing Inc Com-14.3% shares
NVS Novartis AG-5.9% shares

Left the top 50

NVO Novo-Nordisk A Swas 0.7%
GRAL Grail Incwas 0.5%

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.3% /yr; S&P 500 +20.1%
3 years: +18.5% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$2.0B	195
Q4 2025	$2.1B	196
Q3 2025	$2.1B	201
Q2 2025	$2.0B	195
Q1 2025	$1.8B	193
Q4 2024	$1.9B	202
Q3 2024	$1.9B	203
Q2 2024	$1.8B	198
Q1 2024	$1.7B	199
Q4 2023	$1.6B	195
Q3 2023	$1.5B	195
Q2 2023	$1.5B	206

Questions about Reynders McVeigh Capital Management, LLC's portfolio

What stocks does Reynders McVeigh Capital Management, LLC own?

Reynders McVeigh Capital Management, LLC's latest 13F, for Q1 2026 and filed Apr 27, 2026, lists 195 positions worth $2.0B. The largest are Nvidia Corporation Com (NVDA) at 8.4%, Apple Inc (AAPL) at 6.0%, Analog Devices Inc (ADI) at 3.9%, Microsoft Corp (MSFT) at 3.7% and Rockwell Automation Inc (ROK) at 3.6%.

What did Reynders McVeigh Capital Management, LLC buy last quarter?

In Q1 2026, Reynders McVeigh Capital Management, LLC added Sharkninja Inc Com Shs (SN) (+32.9% shares), Sofi Technologies Inc (SOFI) (+25.8% shares) and Broadcom Inc (AVGO) (+15.4% shares), compared with its Q4 2025 filing.

What did Reynders McVeigh Capital Management, LLC sell last quarter?

In Q1 2026, Reynders McVeigh Capital Management, LLC cut from its top 50 Novo-Nordisk A S (NVO), cut from its top 50 Grail Inc (GRAL), Relx PLC (RELX) (-52.4% shares), Alphabet Inc (GOOGL) (-41.5% shares) and Salesforce Inc Com (CRM) (-29.4% shares), compared with its Q4 2025 filing.

How has Reynders McVeigh Capital Management, LLC's portfolio performed?

A portfolio copying Reynders McVeigh Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.3% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is Reynders McVeigh Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Reynders McVeigh Capital Management, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Reynders McVeigh Capital Management, LLC manage?

Reynders McVeigh Capital Management, LLC reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.