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Reynders Mcveigh Capital Management, LLC Top Holdings and 13F Report (2026)

About Reynders Mcveigh Capital Management, LLC

Investment Activity

  • Reynders Mcveigh Capital Management, LLC has $2.31 billion in total holdings as of September 30, 2026.
  • Reynders Mcveigh Capital Management, LLC owns shares of 196 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 8.01% of the portfolio was purchased this quarter.
  • About 2.86% of the portfolio was sold this quarter.
  • This quarter, Reynders Mcveigh Capital Management, LLC has purchased 196 new stocks and bought additional shares in 57 stocks.
  • Reynders Mcveigh Capital Management, LLC sold shares of 94 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA
$213,444,654
Apple
$158,759,800
Microsoft
$119,989,959
Analog Devices
$98,487,153

Largest New Holdings this Quarter

16679L109 - Chewy
$11,972,615 Holding
670100205 - Novo Nordisk A/S
$1,993,352 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORPORATION
$1,280,183 Holding
438516205 - Honeywell International Inc.
$821,611 Holding
26614N201 - Dupont De Nemours Inc
$427,078 Holding

Largest Purchases this Quarter

Amphenol
499,956 shares (about $42.15M)
Chewy
657,836 shares (about $11.97M)
Broadcom
30,600 shares (about $10.75M)
Nextpower
113,853 shares (about $8.87M)
Microsoft
14,135 shares (about $7.25M)

Largest Sales this Quarter

T-Mobile US
153,793 shares (about $25.08M)
AptarGroup
67,691 shares (about $8.20M)
Uber Technologies
87,641 shares (about $6.00M)
Alcon
82,766 shares (about $5.36M)
New York Times
40,885 shares (about $2.60M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofReynders Mcveigh Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$213,444,654$1,969,093 ▲0.9%934,6039.3%Technology
Apple Inc. stock logo
AAPL
Apple
$158,759,800$3,354,174 ▲2.2%476,7286.9%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$119,989,959$7,249,846 ▲6.4%233,9445.2%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$98,487,153$2,948,347 ▲3.1%248,2604.3%Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$89,775,644$3,823,945 ▲4.4%206,2243.9%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$89,638,082$6,392,324 ▲7.7%260,5153.9%Communication Services
Amphenol Corporation stock logo
APH
Amphenol
$84,776,266$42,146,276 ▲98.9%1,005,6503.7%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$80,396,966$2,183,265 ▲2.8%145,7873.5%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$60,752,121$6,552,331 ▲12.1%118,8002.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$53,612,525$696,134 ▼-1.3%157,3412.3%Communication Services
Carrier Global Corporation stock logo
CARR
Carrier Global
$53,452,631$3,079,128 ▲6.1%974,3462.3%Industrials
Cloudflare, Inc. stock logo
NET
Cloudflare
$52,077,132$2,530,980 ▲5.1%149,9572.3%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$49,977,809$10,746,405 ▲27.4%142,3102.2%Technology
Danaher Corporation stock logo
DHR
Danaher
$46,208,687$841,004 ▼-1.8%208,5702.0%Healthcare
Xylem Inc. stock logo
XYL
Xylem
$44,811,661$3,856,057 ▲9.4%442,4971.9%Industrials
UL Solutions Inc.
$44,802,720$4,896,828 ▲12.3%682,7601.9%CLASS A COM SHS
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$41,909,421$871,779 ▲2.1%424,0561.8%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$41,770,909$174,405 ▲0.4%167,6541.8%Consumer Discretionary
Crown Holdings, Inc. stock logo
CCK
Crown
$39,897,935$2,428,754 ▲6.5%378,5021.7%Materials
Stryker Corporation stock logo
SYK
Stryker
$38,612,365$1,639,669 ▲4.4%140,2101.7%Healthcare
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$38,336,647$1,170,016 ▼-3.0%289,7491.7%Consumer Discretionary
Arm Holdings PLC
$37,538,488$4,510,006 ▲13.7%129,5951.6%SPONSORED ADS
SharkNinja, Inc. stock logo
SN
SharkNinja
$36,467,066$5,377,118 ▲17.3%202,4601.6%Consumer Discretionary
Veralto Corp.
$33,796,414$1,503,553 ▲4.7%358,3171.5%COM SHS
International Business Machines Corporation stock logo
IBM
International Business Machines
$33,518,044$324,177 ▲1.0%152,4031.5%Technology
Unilever PLC
$31,997,734$6,885,144 ▲27.4%526,8851.4%SPON ADR NEW
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$30,008,235$1,515,626 ▲5.3%57,3981.3%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$29,510,222$1,854,595 ▲6.7%103,7301.3%Consumer Discretionary
Airbnb, Inc. stock logo
ABNB
Airbnb
$26,960,343$2,984,884 ▲12.4%167,8201.2%Consumer Discretionary
Waste Management, Inc. stock logo
WM
Waste Management
$21,314,947$1,088,933 ▼-4.9%104,5260.9%Industrials
Nextpower Inc. stock logo
NXT
Nextpower
$21,177,478$8,872,564 ▲72.1%271,7500.9%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$20,528,426$425,751 ▲2.1%11,3310.9%Technology
Interface, Inc. stock logo
TILE
Interface
$20,503,198$3,656,274 ▲21.7%596,0230.9%Industrials
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$19,847,978$5,760,284 ▲40.9%123,2030.9%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$19,300,495$955,441 ▼-4.7%72,9040.8%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$19,163,257$1,148,878 ▼-5.7%31,3250.8%Technology
Salesforce Inc. stock logo
CRM
Salesforce
$18,630,224$3,211,672 ▲20.8%81,1530.8%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$18,391,468$180,148 ▼-1.0%126,5930.8%Consumer Staples
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$18,254,621$3,583,167 ▲24.4%1,585,9790.8%Finance
Sensient Technologies Corporation stock logo
SXT
Sensient Technologies
$17,608,524$6,297,834 ▲55.7%134,7040.8%Materials
The New York Times Company stock logo
NYT
New York Times
$17,465,125$2,604,372 ▼-13.0%274,1780.8%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$17,461,597$6,741 ▼0.0%49,2140.8%Consumer Discretionary
Vertiv Holdings Co. stock logo
VRT
Vertiv
$16,806,426$986,470 ▲6.2%69,6470.7%Industrials
AptarGroup, Inc. stock logo
ATR
AptarGroup
$14,416,567$8,201,431 ▼-36.3%118,9880.6%Materials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$13,974,820$914,055 ▼-6.1%54,1530.6%Industrials
Chewy stock logo
CHWY
Chewy
$11,972,615$11,972,615 ▲New Holding657,8360.5%Consumer Discretionary
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$11,941,714$944,976 ▲8.6%759,6510.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,807,683$48,246 ▲0.5%10,7740.4%Consumer Staples
GRAIL Inc
$8,925,084$1,066,033 ▼-10.7%63,6960.4%COM
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$8,310,237$25,080,582 ▼-75.1%50,9580.4%Communication Services
Novartis AG stock logo
NVS
Novartis
$7,987,347$2,217,108 ▼-21.7%56,0240.3%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$7,014,799$614,998 ▼-8.1%26,8160.3%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,793,575$50,914 ▼-0.7%5,8710.3%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,104,457$26,327 ▼-0.4%9,0430.3%Healthcare
Visa Inc. stock logo
V
Visa
$5,831,625$160,981 ▼-2.7%16,2290.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,814,502$106,062 ▼-1.8%11,6770.3%Finance
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$4,758,021$670,715 ▼-12.4%40,0170.2%Industrials
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$4,509,239$140,616 ▲3.2%55,7660.2%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,687,127$451 ▲0.0%40,9180.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$3,645,774$98,215 ▼-2.6%8,6490.2%Healthcare
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,571,608$17,688 ▼-0.5%13,1250.2%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,472,767$459,833 ▼-11.7%4,5540.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,285,199$33,276 ▲1.0%22,6080.1%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,988,0200.0%40.1%Finance
Oracle Corporation stock logo
ORCL
Oracle
$2,352,990$717,238 ▼-23.4%17,1380.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,112,830$262,685 ▼-11.1%2,6060.1%Industrials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,092,733$933 ▲0.0%8,9700.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$2,016,427$33,257 ▼-1.6%8,7310.1%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,993,352$1,993,352 ▲New Holding52,5810.1%Healthcare
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,748,188$23,723 ▼-1.3%3,8320.1%Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,646,363$79,834 ▼-4.6%12,9920.1%Consumer Staples
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,627,372$28,564 ▼-1.7%22,6180.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,622,684$30,566 ▼-1.8%15,0770.1%Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,565,081$985 ▼-0.1%20,6640.1%Utilities
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,472,174$61,864 ▲4.4%4,4500.1%Finance
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$1,381,712$25,653 ▼-1.8%5,8170.1%Technology
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$1,345,108$95,216 ▲7.6%8900.1%Healthcare
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,324,562$3,808 ▼-0.3%3,4780.1%ETF
CSX Corporation stock logo
CSX
CSX
$1,302,483$29,302 ▼-2.2%28,0040.1%Industrials
EXXONMOBIL HOLDINGS CORPORATION
$1,280,183$1,280,183 ▲New Holding7,8660.1%COM SHS
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,273,5400.0%9,2500.1%ETF
Intel Corporation stock logo
INTC
Intel
$1,249,283$7,695 ▼-0.6%10,3910.1%Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,223,7990.0%7080.1%Consumer Discretionary
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$1,221,242$11,777 ▼-1.0%12,9620.1%Consumer Staples
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,218,3380.0%2,2650.1%Technology
Walmart Inc
$1,217,517$38,242 ▼-3.0%11,7160.1%COM
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,216,608$48,795 ▼-3.9%8,5520.1%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,213,8130.0%7,8260.1%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,182,515$33,305 ▲2.9%3,1600.1%ETF
Equifax, Inc. stock logo
EFX
Equifax
$1,182,0360.0%8,6130.1%Industrials
RTX Corporation stock logo
RTX
RTX
$1,171,859$6,498 ▼-0.6%6,3120.1%Industrials
American Express Company stock logo
AXP
American Express
$1,128,297$304 ▼0.0%3,7100.0%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,122,3190.0%2,7600.0%Healthcare
Deere & Company stock logo
DE
Deere & Company
$1,103,048$267,873 ▼-19.5%1,6430.0%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$1,053,235$39,053 ▼-3.6%2,6700.0%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$1,019,201$49,383 ▼-4.6%3,1990.0%Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$995,237$127,860 ▼-11.4%15,9490.0%Healthcare
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$965,963$5,709 ▼-0.6%3,3840.0%Healthcare
The Walt Disney Company stock logo
DIS
Walt Disney
$951,465$203,930 ▼-17.7%9,0700.0%Communication Services
NetApp, Inc. stock logo
NTAP
NetApp
$945,570$52,310 ▼-5.2%4,5010.0%Technology

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