Q2 2026 13F · SEC CIK 1455969

Reynders McVeigh Capital Management, LLC

Wealth managerFiled 2026-09-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 196
Top holdings a year, 3 yrs: +18.5%
Assets under management: $4.2B

Reynders McVeigh Capital Management, LLC is a wealth manager that reported 196 positions worth $2.3B in its Q2 2026 13F, filed 2026-09-15. Its largest holdings were Nvidia Corporation (NVDA, 8.2%), Apple Inc (AAPL, 6.0%), Rockwell Automation Inc (ROK, 4.3%). 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 196 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. 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	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.2%	8.4%	925,981	-3.5%	$185.3M
AAPLApple Inc	6.0%	6.0%	466,656	+0.4%	$135.0M
ROKRockwell Automation Inc	4.3%	3.6%	197,440	+0.1%	$97.7M
ADIAnalog Devices Inc	4.2%	3.9%	240,828	-1.8%	$95.7M
APHAmphenol Corp	3.9%	3.2%	505,694	-0.8%	$89.2M
GOOGLAlphabet Inc	3.8%	3.5%	241,937	+0.8%	$86.5M
MSFTMicrosoft Corp	3.6%	3.7%	219,809	+9.9%	$82.0M
AMATApplied Matls Inc	3.4%	1.7%	105,987	+8.2%	$76.6M
MAMastercard Incorporated	3.2%	3.5%	141,828	+2.2%	$72.8M
CARRCarrier Global Corporation	3.0%	2.5%	918,219	+3.0%	$67.4M
ULSUl Solutions Inc	2.7%	2.5%	608,136	+3.8%	$61.9M
GOOGAlphabet Inc	2.5%	2.3%	159,384	+1.3%	$56.3M
XYLXylem Inc	2.1%	2.1%	404,420	+16.5%	$47.8M
TJXTjx Cos Inc New	2.0%	2.4%	298,592	+0.4%	$45.2M
IBMInternational Business Machs	1.9%	1.8%	150,929	+5.2%	$42.4M
SYKStryker Corporation	1.9%	2.1%	134,256	+6.7%	$42.3M
AVGOBroadcom Inc	1.9%	1.6%	111,710	+10.3%	$42.2M
DHRDanaher Corp Del	1.8%	2.0%	212,366	+0.5%	$40.5M
ARMArm Holdings PLC	1.8%	0.9%	114,025	-0.1%	$40.4M
AMZNAmazon Com Inc	1.8%	1.7%	166,954	+0.6%	$39.8M
CCKCrown Hldgs Inc	1.8%	1.7%	355,461	+3.2%	$39.7M
ABTAbbott Laboratories	1.7%	2.2%	415,235	-1.5%	$37.7M
NETCloudflare Inc	1.5%	1.5%	142,669	-1.9%	$35.0M
TMUST-Mobile US Inc	1.5%	2.2%	204,751	-0.3%	$34.3M
HDHome Depot Inc	1.5%	1.5%	97,211	+5.8%	$34.3M
VLTOVeralto Corp	1.3%	1.5%	342,376	+3.6%	$30.4M
VRTXVertex Pharmaceuticals Inc	1.2%	1.2%	54,499	-0.3%	$27.1M
SNSharkninja Inc	1.2%	0.8%	172,607	+10.9%	$26.3M
ULUnilever PLC	1.1%	0.9%	413,512	+36.0%	$24.9M
WMWaste Mgmt Inc Del	1.1%	1.3%	109,866	+1.9%	$24.5M
ATRAptargroup Inc	1.0%	2.0%	186,679	-40.6%	$23.4M
ASMLAsml Hldg NV	1.0%	0.8%	11,096	-3.0%	$22.1M
NYTNew York Times Co Mtn Be	1.0%	1.3%	315,063	+0.2%	$22.0M
VRTVertiv Holdings Co	1.0%	0.9%	65,559	-5.0%	$21.9M
ABNBAirbnb Inc	0.9%	0.9%	149,240	+1.0%	$21.4M
TSLATesla Inc	0.9%	0.9%	49,233	-2.7%	$20.7M
RKTRocket Cos Inc	0.9%	0.8%	1,274,670	+11.7%	$20.1M
JNJJohnson & Johnson	0.9%	0.9%	76,513	+0.7%	$19.4M
AMDAdvanced Micro Devices Inc	0.9%	—	33,203	—	$19.3M
NXTNextpower Inc	0.8%	0.8%	157,897	+15.0%	$18.8M
PGProcter & Gamble Co	0.8%	1.0%	127,833	-2.3%	$18.7M
TILEInterface Inc	0.8%	0.6%	489,736	+11.4%	$17.6M
ADPAutomatic Data Processing in	0.6%	0.7%	57,695	-18.4%	$12.9M
SOFISofi Technologies Inc	0.6%	0.5%	699,538	+2.6%	$12.5M
BRBroadridge Finl Solutions in	0.5%	—	87,447	—	$12.0M
NVSNovartis AG	0.5%	0.6%	71,575	-2.5%	$11.2M
SXTSensient Technologies Corp	0.5%	—	86,526	—	$10.7M
CRMSalesforce Inc	0.5%	0.7%	67,163	-3.9%	$10.5M
COSTCostco Wholesale Corporation	0.4%	0.5%	10,721	+1.7%	$10.0M
ABBVAbbvie Inc	0.3%	—	29,167	—	$7.3M

What Reynders McVeigh Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

UL Unilever PLC+36.0% shares
XYL Xylem Inc+16.5% shares
NXT Nextpower Inc+15.0% shares
RKT Rocket Cos Inc+11.7% shares
TILE Interface Inc+11.4% shares
SN Sharkninja Inc+10.9% shares
AVGO Broadcom Inc+10.3% shares
MSFT Microsoft Corp+9.9% shares

Reduced

ATR Aptargroup Inc-40.6% shares
ADP Automatic Data Processing in-18.4% shares

Left the top 50

Share counts compared with the Q1 2026 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q2 2026	$2.3B	196
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

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 Q2 2026 and filed Sep 15, 2026, lists 196 positions worth $2.3B. The largest are Nvidia Corporation (NVDA) at 8.2%, Apple Inc (AAPL) at 6.0%, Rockwell Automation Inc (ROK) at 4.3%, Analog Devices Inc (ADI) at 4.2% and Amphenol Corp (APH) at 3.9%.

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

In Q2 2026, Reynders McVeigh Capital Management, LLC added Unilever PLC (UL) (+36.0% shares), Xylem Inc (XYL) (+16.5% shares) and Nextpower Inc (NXT) (+15.0% shares), compared with its Q1 2026 filing.

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

In Q2 2026, Reynders McVeigh Capital Management, LLC cut from its top 50 Alcon Inc (ALC), cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Mccormick & Co Inc (MKC), cut from its top 50 Relx PLC (RELX), Aptargroup Inc (ATR) (-40.6% shares) and Automatic Data Processing in (ADP) (-18.4% shares), compared with its Q1 2026 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 Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

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 $2.3B.