StockDriftsStockDriftsTop 50 Reynders McVeigh Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 8.44% | 959.1K | $167.3M | -4.77%(-48.05K) | $5.16(+4272.81%) | 2026-03-31 | |
| AAPL | Apple Inc. | 5.95% | 465.0K | $118.0M | -1.78%(-8.43K) | $51.43(+481.11%) | 2026-03-31 | |
| ADI | Analog Devices Inc. | 3.94% | 245.3K | $78.0M | -3.84%(-9.79K) | $102.69(+321.07%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 3.74% | 200.0K | $74.1M | +3.45%(+6.68K) | $159.02(+154.81%) | 2026-03-31 | |
| ROK | Rockwell Automation, Inc. | 3.57% | 197.3K | $70.8M | -0.30%(-599) | $182.50(+149.31%) | 2026-03-31 | |
| MA | MasterCard Incorporated | 3.5% | 138.8K | $69.4M | +0.78%(+1.08K) | $184.24(+166.31%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 3.48% | 239.9K | $69.0M | -41.50%(-170.24K) | $131.39(+206.44%) | 2026-03-31 | |
| APH | Amphenol Corporation | 3.25% | 509.6K | $64.4M | -3.48%(-18.37K) | $37.07(+236.18%) | 2026-03-31 | |
| ULS | UL Solutions Inc. | 2.53% | 586.1K | $50.2M | +1.56%(+8.99K) | $30.98(+218.92%) | 2026-03-31 | |
| CARR | Carrier Global Corporation | 2.53% | 891.2K | $50.2M | +0.79%(+6.99K) | $41.90(+56.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.91% | +55.74% | +8.56% | +50.80% |
| Top 20 Holdings Unweighted | +13.28% | +45.36% | +6.78% | +38.80% |
Reynders McVeigh Capital Management, LLC reports $1.98B in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.4%), AAPL (6.0%) and ADI (3.9%). The top 20 holdings account for 61.67% of reported assets. Its disclosed equity book has returned +55.74% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reynders McVeigh Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455969). View Reynders McVeigh Capital Management, LLC’s 13F filings on SEC