2026 Q1 Portfolio Activity
In 2026 Q1, Reynders McVeigh Capital Management, LLC maintained a portfolio of 209 distinct positions. The most significant new addition was Alphabet Inc., now representing 2.28% of the total fund value. They heavily accumulated shares in Applied Materials Inc., increasing the position by 11.1%. The fund also reduced its exposure to Alphabet Inc. by 41.5%.
Position History
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Total Positions
209
Quarter
2026 Q1
Top Holding
NVDA (8.4%)
Top 10 Concentration
40.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 209
Reynders McVeigh Capital Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corp.
|
Technology | 8.44% | 8.82% |
#1
Prev: #1
|
5.9 |
—
|
-48,053 | -4.8% |
P
S
|
959,072 | $167,262 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AAPL
Apple Inc.
|
Technology | 5.95% | 6.04% |
#2
Prev: #2
|
4.4 |
—
|
-8,429 | -1.8% |
P
S
|
465,028 | $118,019 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ADI
Analog Devices ...
|
Technology | 3.94% | 3.25% |
#3
5
Prev: #8
|
3.1 |
—
|
-9,793 | -3.8% |
P
S
|
245,252 | $78,024 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MSFT
Microsoft Corp.
|
Technology | 3.74% | 4.39% |
#4
Prev: #4
|
2.5 |
—
|
6,678 | 3.5% |
P
S
|
200,049 | $74,052 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ROK
Rockwell Automa...
|
Industrials | 3.57% | 3.61% |
#5
1
Prev: #6
|
2.4 |
—
|
-599 | -0.3% |
P
S
|
197,266 | $70,795 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MA
MasterCard Inco...
|
Financial Services | 3.50% | 3.69% |
#6
1
Prev: #5
|
1.9 |
—
|
1,076 | 0.8% |
P
S
|
138,822 | $69,364 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOGL
Alphabet Inc.
|
Communication Services | 3.48% | 6.03% |
#7
4
Prev: #3
|
1.4 |
—
|
-170,238 | -41.5% |
P
S
|
239,926 | $68,993 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
APH
Amphenol Corpor...
|
Technology | 3.25% | 3.35% |
#8
1
Prev: #7
|
1.8 |
—
|
-18,370 | -3.5% |
P
S
|
509,648 | $64,394 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ULS
UL Solutions In...
|
Industrials | 2.53% | 2.14% |
#9
5
Prev: #14
|
1.5 |
—
|
8,991 | 1.6% |
P
S
|
586,108 | $50,235 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CARR
Carrier Global ...
|
Industrials | 2.53% | 2.19% |
#10
3
Prev: #13
|
1.5 |
—
|
6,991 | 0.8% |
P
S
|
891,158 | $50,181 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
TJX
The TJX Compani...
|
Consumer Cyclical | 2.40% | 2.20% |
#11
1
Prev: #12
|
1.5 |
—
|
-7,270 | -2.4% |
P
S
|
297,415 | $47,497 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOG
Alphabet Inc.
|
Communication Services | 2.28% | — |
#12
Prev: #—
|
4.4 |
—
|
157,276 | — |
NEW
|
157,276 | $45,116 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ABT
Abbott Laborato...
|
Healthcare | 2.18% | 2.47% |
#13
4
Prev: #9
|
1.4 |
—
|
1,802 | 0.4% |
P
S
|
421,661 | $43,292 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
TMUS
T-Mobile US Inc
|
Communication Services | 2.18% | 1.98% |
#14
2
Prev: #16
|
1.4 |
—
|
-2,171 | -1.0% |
P
S
|
205,401 | $43,140 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XYL
Xylem, Inc.
|
Industrials | 2.09% | 2.22% |
#15
4
Prev: #11
|
1.3 |
—
|
589 | 0.2% |
P
S
|
347,246 | $41,496 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SYK
Stryker Corpora...
|
Healthcare | 2.09% | 2.06% |
#16
1
Prev: #15
|
1.3 |
—
|
1,046 | 0.8% |
P
S
|
125,871 | $41,360 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DHR
Danaher Corpora...
|
Healthcare | 2.02% | 2.28% |
#17
7
Prev: #10
|
1.3 |
—
|
-618 | -0.3% |
P
S
|
211,308 | $40,064 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ATR
Aptargroup Inc.
|
Healthcare | 2.00% | 1.76% |
#18
1
Prev: #19
|
1.3 |
—
|
5,920 | 1.9% |
P
S
|
314,216 | $39,597 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IBM
International B...
|
Technology | 1.76% | 1.94% |
#19
2
Prev: #17
|
1.2 |
—
|
3,691 | 2.6% |
P
S
|
143,526 | $34,789 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 1.74% | 1.78% |
#20
2
Prev: #18
|
1.2 |
—
|
1,246 | 0.8% |
P
S
|
165,951 | $34,563 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CCK
Crown Holdings ...
|
Consumer Cyclical | 1.74% | 1.56% |
#21
1
Prev: #20
|
2.7 |
—
|
20,865 | 6.4% |
P
S
|
344,478 | $34,534 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMAT
Applied Materia...
|
Technology | 1.69% | 1.06% |
#22
10
Prev: #32
|
2.7 |
—
|
9,789 | 11.1% |
P
S
|
97,914 | $33,466 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.58% | 1.43% |
#23
Prev: #23
|
2.6 |
—
|
13,522 | 15.4% |
P
S
|
101,271 | $31,345 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
HD
Home Depot Inc.
|
Consumer Cyclical | 1.52% | 1.44% |
#24
2
Prev: #22
|
1.1 |
—
|
2,774 | 3.1% |
P
S
|
91,876 | $30,217 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NET
Cloudflare Inc
|
Technology | 1.51% | 1.38% |
#25
1
Prev: #24
|
1.1 |
—
|
-3,497 | -2.3% |
P
S
|
145,410 | $30,004 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VLTO
Veralto Corp.
|
Industrials | 1.47% | 1.51% |
#26
5
Prev: #21
|
1.1 |
—
|
7,916 | 2.5% |
P
S
|
330,329 | $29,208 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NYT
The New York Ti...
|
Communication Services | 1.33% | 1.07% |
#27
4
Prev: #31
|
1.0 |
—
|
-14,375 | -4.4% |
P
S
|
314,377 | $26,323 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
WM
Waste Managemen...
|
Industrials | 1.25% | 1.15% |
#28
1
Prev: #27
|
1.0 |
—
|
-3,643 | -3.3% |
P
S
|
107,835 | $24,779 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VRTX
Vertex Pharmace...
|
Healthcare | 1.23% | 1.15% |
#29
1
Prev: #28
|
1.0 |
—
|
759 | 1.4% |
P
S
|
54,664 | $24,410 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ALC
Alcon AG
|
Healthcare | 1.13% | 1.15% |
#30
1
Prev: #29
|
1.0 |
—
|
-13,414 | -4.3% |
P
S
|
296,422 | $22,335 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UBER
Uber Technologi...
|
Technology | 0.99% | 0.95% |
#31
4
Prev: #35
|
2.4 |
—
|
24,471 | 9.9% |
P
S
|
271,570 | $19,534 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
PG
The Procter & G...
|
Consumer Defensive | 0.95% | 0.92% |
#32
4
Prev: #36
|
0.9 |
—
|
-6,075 | -4.4% |
P
S
|
130,891 | $18,906 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 0.95% | 1.10% |
#33
3
Prev: #30
|
0.9 |
—
|
-1,369 | -2.6% |
P
S
|
50,614 | $18,816 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ABNB
Airbnb Inc
|
Consumer Cyclical | 0.94% | 0.88% |
#34
5
Prev: #39
|
2.4 |
—
|
8,867 | 6.4% |
P
S
|
147,748 | $18,658 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.94% | 0.74% |
#35
5
Prev: #40
|
0.9 |
—
|
-181 | -0.2% |
P
S
|
76,014 | $18,581 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UL
Unilever PLC
|
Consumer Defensive | 0.87% | 0.89% |
#36
2
Prev: #38
|
2.3 |
—
|
15,650 | 5.4% |
P
S
|
304,046 | $17,322 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VRT
Vertiv Holdings...
|
Industrials | 0.87% | 0.54% |
#37
9
Prev: #46
|
0.8 |
—
|
-1,525 | -2.2% |
P
S
|
68,974 | $17,283 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ARM
Arm Holdings PL...
|
Technology | 0.87% | 0.59% |
#38
6
Prev: #44
|
0.8 |
—
|
-303 | -0.3% |
P
S
|
114,099 | $17,261 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NXT
Nextpower Inc.
|
Technology | 0.84% | 0.53% |
#39
9
Prev: #48
|
2.3 |
—
|
7,483 | 5.8% |
P
S
|
137,350 | $16,558 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SN
Sharkninja Inc.
|
Consumer Cyclical | 0.83% | 0.62% |
#40
3
Prev: #43
|
2.8 |
—
|
38,532 | 32.9% |
P
S
|
155,682 | $16,487 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RKT
Rocket Companie...
|
Financial Services | 0.82% | 0.90% |
#41
4
Prev: #37
|
2.3 |
—
|
145,800 | 14.6% |
P
S
|
1,141,083 | $16,260 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MKC
McCormick & Com...
|
Consumer Defensive | 0.79% | 1.19% |
#42
16
Prev: #26
|
0.8 |
—
|
-62,724 | -16.9% |
P
S
|
309,347 | $15,603 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ASML
ASML Holding N....
|
Technology | 0.76% | 0.58% |
#43
2
Prev: #45
|
0.8 |
—
|
-62 | -0.5% |
P
S
|
11,445 | $15,116 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ADP
Automatic Data ...
|
Technology | 0.72% | 1.00% |
#44
11
Prev: #33
|
0.8 |
—
|
-11,819 | -14.3% |
P
S
|
70,673 | $14,359 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CRM
Salesforce Inc.
|
Technology | 0.66% | 1.23% |
#45
20
Prev: #25
|
0.3 |
—
|
-29,127 | -29.4% |
P
S
|
69,864 | $13,042 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NVS
Novartis AG
|
Healthcare | 0.57% | 0.50% |
#46
3
Prev: #49
|
0.7 |
—
|
-4,562 | -5.9% |
P
S
|
73,392 | $11,211 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
TILE
Interface, Inc.
|
Consumer Cyclical | 0.55% | 0.53% |
#47
Prev: #47
|
2.2 |
—
|
33,826 | 8.3% |
P
S
|
439,682 | $10,957 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SOFI
Sofi Technologi...
|
Financial Services | 0.55% | 0.67% |
#48
7
Prev: #41
|
2.7 |
—
|
139,914 | 25.8% |
P
S
|
681,794 | $10,827 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.53% | 0.43% |
#49
2
Prev: #51
|
0.7 |
—
|
-53 | -0.5% |
P
S
|
10,539 | $10,501 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RELX
Relx PLC
|
Industrials | 0.41% | 0.98% |
#50
16
Prev: #34
|
0.2 |
—
|
-271,231 | -52.4% |
P
S
|
246,309 | $8,165 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-50 of 209 holdings