Latest Reynders McVeigh Capital Management, LLC Stock Portfolio

Reynders McVeigh Capital Management, LLC Performance:

2026 Q1: 189.02%YTD: 189.02%2025: -62.9%

Performance for 2026 Q1 is 189.02%, and YTD is 189.02%, and 2025 is -62.9%.

About Reynders McVeigh Capital Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Reynders McVeigh Capital Management, LLC reported an equity portfolio of $2 Billions as of 31 Mar, 2026.

The top stock holdings of Reynders McVeigh Capital Management, LLC are NVDA, AAPL, ADI. The fund has invested 8.4% of it's portfolio in NVIDIA CORP. and 6% of portfolio in APPLE INC.

The fund managers got completely rid off NOVO NORDISK A/S (NVO), SNAP-ON INCORPORATED (SNA) and BOSTON SCIENTIFIC CORPORATION (BSX) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC., SPDR SERIES TRUST S&P DIVID ETF (BIL) and RELX PLC (RELX). Reynders McVeigh Capital Management, LLC opened new stock positions in ALPHABET INC. (GOOG), BERKSHIRE HATHAWAY INC. and TOMPKINS FINANCIAL CORP. (TMP). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TRUST, SERIES 1 UNIT SER 1 (QQQ), S&P GLOBAL INC (SPGI) and VANGUARD INDEX FUNDS S&P 500 ETF SHS (VB).

Reynders McVeigh Capital Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Reynders McVeigh Capital Management, LLC made a return of 189.02% in the last quarter. In trailing 12 months, it's portfolio return was 11.61%.

Performance
S&P 500

New Buys

Ticker	$ Bought
alphabet inc.	45,116,000
berkshire hathaway inc.	5,652,000
tompkins financial corp.	553,000
waters corporation	483,000
public service enterprise group incorporated	389,000
vanguard whitehall funds high div yld	343,000
carmax inc	304,000
ishares trust esg aware msci eafe etf	284,000

New stocks bought by Reynders McVeigh Capital Management, LLC

Additions

Ticker	% Inc.
invesco qqq trust, series 1 unit ser 1	69.44
s&p global inc	55.44
vanguard index funds s&p 500 etf shs	47.93
sharkninja inc.	32.89
sofi technologies inc	25.82
oracle corp.	24.39
caterpillar inc	20.49
broadcom inc	15.41

Additions to existing portfolio by Reynders McVeigh Capital Management, LLC

Reductions

Ticker	% Reduced
berkshire hathaway inc.	-99.97
fiserv inc.	-69.97
spdr series trust s&p divid etf	-53.07
relx plc	-52.41
alphabet inc.	-41.5
veeva systems inc	-36.45
salesforce inc.	-29.42
spdr s&p 500 etf trust tr unit	-17.49

Reynders McVeigh Capital Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
novo nordisk a/s	-13,946,000
nike, inc.	-269,000
boston scientific corporation	-296,000
cvs health corp	-228,000
the clorox company	-233,000
qualcomm inc.	-290,000
3m company	-216,000
palo alto networks inc	-243,000

Reynders McVeigh Capital Management, LLC got rid off the above stocks

Sector Distribution

Reynders McVeigh Capital Management, LLC has about 34.5% of it's holdings in Technology sector.

Sector	%
Technology	34.5
Others	12.7
Healthcare	12.6
Industrials	12.5
Consumer Cyclical	9.7
Communication Services	9.4
Financial Services	5.4
Consumer Defensive	2.7

Market Cap. Distribution

Reynders McVeigh Capital Management, LLC has about 84.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.8
LARGE-CAP	40.5
UNALLOCATED	12.7
MID-CAP	2.4

Stocks belong to which Index?

About 76.3% of the stocks held by Reynders McVeigh Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	76.3
Others	23

Top 5 Winners (%)		%
	berkshire hathaway inc.	47505.4 %
VRT	vertiv holdings co	54.1 %
XOM	exxon mobil corp.	40.9 %
	qnity electronics inc.	40.8 %
	arm holdings plc	38.4 %

Top 5 Winners ($)		$
	berkshire hathaway inc.	4283.1 M
ADI	analog devices inc.	11.7 M
AMAT	applied materials inc.	7.9 M
VRT	vertiv holdings co	6.2 M
	arm holdings plc	4.8 M

Top 5 Losers (%)		%
	grail inc	-39.0 %
SOFI	sofi technologies inc	-36.8 %
INTU	intuit inc	-34.5 %
FIS	fidelity national information services inc	-29.5 %
ENVX	enovix corporation	-26.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp.	-22.3 M
NVDA	nvidia corp.	-11.9 M
MA	mastercard incorporated	-9.8 M
ABT	abbott laboratories	-9.5 M
AAPL	apple inc.	-8.5 M

Reynders McVeigh Capital Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Reynders McVeigh Capital Management, LLC

Reynders McVeigh Capital Management, LLC has 195 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for Reynders McVeigh Capital Management, LLC last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc.	5.95	465,028	118,019,000	reduced	-1.78

ABBV	abbvie inc.	0.32	29,052	6,319,000	added	1.05

ABNB	airbnb inc	0.94	147,748	18,658,000	added	6.38

ABT	abbott laboratories	2.18	421,661	43,292,000	added	0.43

ACN	accenture plc	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc.	3.94	245,252	78,024,000	reduced	-3.84

ADP	automatic data processing, inc.	0.72	70,673	14,359,000	reduced	-14.33

AGT	ishares trust esg aware msci eafe etf	0.01	2,973	284,000	new

AJG	gallagher aj &co	0.01	1,251	271,000	unchanged	0.00

ALC	alcon ag	1.13	296,422	22,335,000	reduced	-4.33

AMAT	applied materials inc.	1.69	97,914	33,466,000	added	11.11

AMD	advanced micro devices inc.	0.36	35,057	7,132,000	reduced	-2.71

AMGN	amgen inc.	0.16	9,182	3,231,000	added	0.27

AMZN	amazon.com, inc.	1.74	165,951	34,563,000	added	0.76

ANET	arista networks inc	0.01	1,940	238,000	reduced	-7.13

APD	air products & chemicals, inc.	0.04	2,400	697,000	reduced	-3.3

APH	amphenol corporation	3.25	509,648	64,394,000	reduced	-3.48

ASML	asml holding n.v.	0.76	11,445	15,116,000	reduced	-0.54

ATR	aptargroup inc.	2.00	314,216	39,597,000	added	1.92