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 |
|---|---|---|
| Top 20 Holdings Weighted | +15.91% | +55.74% |
| Top 20 Holdings Unweighted | +13.28% | +45.35% |
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