Institutional Manager · CIK 0001455969
Reynders McVeigh Capital Management, LLC
BOSTON, MA · File #028-13671
Latest AUM
$2.1M
Positions
198
Top-10 Concentration
45.7%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-09
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | Alphabet Inc. | 02079K107 | -167,967 | -$29,796 | $0 |
| REDUCE | Alphabet Inc. | GOOG | -93,884 | -$29,461 | +$35,546 |
| ADD | Broadcom Inc | AVGO | +77,198 | +$26,718 | +$744 |
| NEW | Unilever PLC | UNLYF | +288,396 | +$18,861 | $0 |
| REDUCE | NVIDIA Corp. | NVDA | -96,472 | -$17,992 | +$31,464 |
| EXITED | Unilever PLC | 904767704 | -249,835 | -$15,282 | $0 |
| NEW | Sharkninja Inc. | SN | +117,150 | +$13,109 | $0 |
| EXITED | Perrigo Company PLC | G97822103 | -375,793 | -$10,041 | $0 |
| REDUCE | Becton, Dickinson and Company | BDX | -47,538 | -$9,225 | +$1,845 |
| REDUCE | The New York Times Company | NYT | -98,897 | -$6,865 | +$5,747 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025198 pos · $2.1M
- 13F HOLDINGS REPORTQ/E Sep 2025201 pos · $2.1M
- 13F HOLDINGS REPORTQ/E Sep 2025195 pos · $2.0M
- 13F HOLDINGS REPORTQ/E Mar 2025193 pos · $1.8M
- 13F HOLDINGS REPORTQ/E Dec 2024202 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Sep 2024203 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Jun 2024198 pos · $1.8M
- 13F HOLDINGS REPORTQ/E Mar 2024199 pos · $1.7M
- 13F HOLDINGS REPORTQ/E Dec 2023195 pos · $1.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 1,007,125 | $187,829 | 9.68% |
| 2 | Apple Inc. | AAPL | 473,457 | $128,714 | 6.63% |
| 3 | Microsoft Corp. | MSFT | 193,371 | $93,518 | 4.82% |
| 4 | MasterCard Incorporated | MA | 137,746 | $78,636 | 4.05% |
| 5 | Rockwell Automation, Inc. | ROK | 197,865 | $76,984 | 3.97% |
| 6 | Alphabet Inc. | GOOG | 245,668 | $76,894 | 3.96% |
| 7 | Amphenol Corporation | 032095101 | 528,018 | $71,356 | 3.68% |
| 8 | Analog Devices Inc. | ADI | 255,045 | $69,168 | 3.56% |
| 9 | Abbott Laboratories | ABLZF | 419,859 | $52,604 | 2.71% |
| 10 | Alphabet Inc. | GOOG | 164,496 | $51,619 | 2.66% |
| 11 | Danaher Corporation | 235851102 | 211,926 | $48,514 | 2.50% |
| 12 | Xylem, Inc. | XYL | 346,657 | $47,208 | 2.43% |
| 13 | The TJX Companies Inc. | 872540109 | 304,685 | $46,803 | 2.41% |
| 14 | Carrier Global Corporation | CARR | 884,167 | $46,719 | 2.41% |
| 15 | UL Solutions Inc. | ULS | 577,117 | $45,511 | 2.35% |
| 16 | Stryker Corporation | SYK | 124,825 | $43,872 | 2.26% |
| 17 | T-Mobile US Inc | TMUSZ | 207,572 | $42,145 | 2.17% |
| 18 | International Business Machines Corp. | INTR | 139,835 | $41,421 | 2.13% |
| 19 | Amazon.com, Inc. | AMZN | 164,705 | $38,017 | 1.96% |
| 20 | Aptargroup Inc. | ATR | 308,296 | $37,600 | 1.94% |