Reynders McVeigh Capital Management, LLC reported 170 positions worth $2.26B for the quarter ended Sep 30, 2026, up 2.1% on the prior quarter. It opened 7 new positions, added to 48, trimmed 87 and exited 6. Its largest holding is Nvidia Corp at 9.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CHWY Chewy, Inc. | +657.8K | – | $11.97M | 0.531% |
| AVGO Broadcom Inc. | +30.6K | +27.4% | $10.75M | 2.22% |
| MSFT Microsoft Corp | +14.1K | +6.4% | $7.25M | 5.32% |
| UL Unilever Plc | +113.4K | +27.4% | $6.89M | 1.42% |
| AMAT Applied Materials Inc | +12.8K | +12.1% | $6.55M | 2.69% |
| GOOGL Alphabet Inc. | +18.6K | +7.7% | $6.39M | 3.97% |
| SXT Sensient Technologies Corp | +48.2K | +55.7% | $6.30M | 0.781% |
| BR Broadridge Financial Solutions, Inc. | +35.8K | +40.9% | $5.76M | 0.88% |
| SN SharkNinja, Inc. | +29.9K | +17.3% | $5.38M | 1.62% |
| ULS UL Solutions Inc. | +74.6K | +12.3% | $4.90M | 1.99% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TMUS T-Mobile US, Inc. | -153.8K | -75.1% | $25.08M | 0.368% |
| ATR Aptargroup, Inc. | -67.7K | -36.3% | $8.20M | 0.639% |
| UBER Uber Technologies, Inc | -87.6K | -92.9% | $6.00M | 0.02% |
| ALC Alcon Inc | -82.8K | -90.2% | $5.36M | 0.026% |
| NYT New York Times Co | -40.9K | -13.0% | $2.60M | 0.774% |
| NVS Novartis Ag | -15.6K | -21.7% | $2.22M | 0.354% |
| CRSP CRISPR Therapeutics AG | -26.4K | -84.9% | $1.46M | 0.012% |
| BDX Becton Dickinson & Co | -7,371 | -82.9% | $1.32M | 0.012% |
| TJX Tjx Companies Inc | -8,843 | -3.0% | $1.17M | 1.7% |
| AMD Advanced Micro Devices Inc | -1,878 | -5.7% | $1.15M | 0.85% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CHWY Chewy, Inc. | +657.8K | $11.97M | 0.531% |
| NVO Novo Nordisk A S | +52.6K | $1.99M | 0.088% |
| PSX Phillips 66 | +902 | $230.29K | 0.01% |
| CTSH Cognizant Technology Solutions Corp | +3,960 | $227.46K | 0.01% |
| RELX Relx Plc | +6,201 | $205.76K | <0.01% |
| TRV Travelers Companies, Inc. | +566 | $201.91K | <0.01% |
| INTU Intuit Inc. | +731 | $201.47K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WAT Waters Corp | -1,155 | $433.00K | 0.02% |
| GLW Corning Inc | -1,154 | $295.00K | 0.013% |
| RPM Rpm International Inc | -2,250 | $250.00K | 0.011% |
| MKSI Mks Inc | -513 | $228.00K | 0.01% |
| PNC Pnc Financial Services Group, Inc. | -856 | $211.00K | <0.01% |
| PGR Progressive Corp | -952 | $208.00K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 934.6K | $213.44M | 9.46% | +8,622 | +0.9% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 476.7K | $158.76M | 7.04% | +10.1K | +2.2% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 233.9K | $119.99M | 5.32% | +14.1K | +6.4% | Added | 0% |
| 4 | ADI Analog Devices Inc | Technology | 248.3K | $98.49M | 4.37% | +7,432 | +3.1% | Added | 0.05% |
| 5 | ROK Rockwell Automation, Inc | Industrials | 206.2K | $89.78M | 3.98% | +8,784 | +4.4% | Added | 0.19% |
| 6 | GOOGL Alphabet Inc. | Technology | 260.5K | $89.64M | 3.97% | +18.6K | +7.7% | Added | 0% |
| 7 | APH Amphenol Corp | Industrials | 1.01M | $84.78M | 3.76% | -5,738 | -0.6% | Reduced | 0.04% |
| 8 | MA Mastercard Inc | Financial Services | 145.8K | $80.40M | 3.56% | +3,959 | +2.8% | Added | 0.02% |
| 9 | AMAT Applied Materials Inc | Technology | 118.8K | $60.75M | 2.69% | +12.8K | +12.1% | Added | 0.01% |
| 10 | GOOG Alphabet Inc. | Technology | 157.3K | $53.61M | 2.38% | -2,043 | -1.3% | Reduced | 0% |
| 11 | CARR CARRIER GLOBAL Corp | Industrials | 974.3K | $53.45M | 2.37% | +56.1K | +6.1% | Added | 0.12% |
| 12 | NET Cloudflare, Inc. | Technology | 150.0K | $52.08M | 2.31% | +7,288 | +5.1% | Added | 0.05% |
| 13 | AVGO Broadcom Inc. | Technology | 142.3K | $49.98M | 2.22% | +30.6K | +27.4% | Added | 0% |
| 14 | DHR Danaher Corp | Healthcare | 208.6K | $46.21M | 2.05% | -3,796 | -1.8% | Reduced | 0.03% |
| 15 | XYL Xylem Inc. | Industrials | 442.5K | $44.81M | 1.99% | +38.1K | +9.4% | Added | 0.19% |
Tip. Select a row to see that position’s full history at Reynders McVeigh Capital Management.
As of its Q3 2026 13F filing, Reynders McVeigh Capital Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 9.5%, Apple Inc. (AAPL) at 7.0%, Microsoft Corp (MSFT) at 5.3%, Analog Devices Inc (ADI) at 4.4%, Rockwell Automation, Inc (ROK) at 4.0% of the reported portfolio.
Reynders McVeigh Capital Management, LLC reported a 13F portfolio worth $2.26B across 170 positions for Q3 2026. That is up 2.1% from the previous quarter.
Its largest purchases by value were Chewy, Inc. ($11.97M), Broadcom Inc. ($10.75M), Microsoft Corp ($7.25M). It opened 7 new positions.
Its largest sales by value were T-Mobile US, Inc. ($25.08M), Aptargroup, Inc. ($8.20M), Uber Technologies, Inc ($6.00M). It exited 6 positions entirely.
From the Form 13F-HR reports Reynders McVeigh Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.