Reynders McVeigh Capital Management, LLC Portfolio Holdings
Q3 2025•190 long positions•$2.0B portfolio value
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Holding193 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $197.5M 9.81% | -$8.4M Sold | 0.004% 1.1M shares | 1.1M → 1.1M −$8.4M | -4.1% | $4.54T Mega Cap | Q2 2016 Held for 9y 5m | |
Consumer Electronics Technology | $123.3M 6.12% | -$1.7M Sold | 0.003% 484.1K shares | 491.0K → 484.1K −$1.7M | -1.39% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $99.5M 4.94% | +$755.7K Bought | 0.003% 192.0K shares | 190.6K → 192.0K +$755.7K | +0.77% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $78.7M 3.91% | +$676.3K Bought | 0.015% 138.4K shares | 137.2K → 138.4K +$676.3K | +0.87% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $70.4M 3.5% | +$807.8K Bought | 0.179% 201.4K shares | 199.1K → 201.4K +$807.8K | +1.16% | $39.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Hardware, Equipment & Parts Technology | $69.0M 3.42% | -$1.6M Sold | 0.046% 557.3K shares | 569.8K → 557.3K −$1.6M | -2.2% | $151.09B Large Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $63.4M 3.15% | +$925.3K Bought | 0.052% 258.1K shares | 254.3K → 258.1K +$925.3K | +1.48% | $120.87B Large Cap | Q4 2013 Held for 11y 11m | |
Internet Content & Information Communication Services | $61.4M 3.05% | -$1.4M Sold | 0.002% 252.5K shares | 258.4K → 252.5K −$1.4M | -2.26% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $56.1M 2.79% | +$1.7M Bought | 0.024% 419.0K shares | 406.6K → 419.0K +$1.7M | +3.05% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Construction Industrials | $53.1M 2.63% | +$1.7M Bought | 0.104% 888.7K shares | 860.7K → 888.7K +$1.7M | +3.25% | $50.8B Large Cap | Q2 2020 Held for 5y 5m | |
Industrial - Machinery Industrials | $51.5M 2.56% | +$1.3M Bought | 0.144% 349.4K shares | 340.9K → 349.4K +$1.3M | +2.49% | $35.9B Large Cap | Q3 2013 Held for 12y 2m | |
Telecommunications Services Communication Services | $50.2M 2.49% | -$1.2M Sold | 0.019% 209.6K shares | 214.5K → 209.6K −$1.2M | -2.28% | $269.40B Mega Cap | Q4 2018 Held for 6y 11m | |
Medical - Devices Healthcare | $46.2M 2.29% | +$1.5M Bought | 0.033% 124.9K shares | 120.8K → 124.9K +$1.5M | +3.45% | $141.33B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Apparel - Retail Consumer Cyclical | $45.2M 2.25% | +$821.3K Bought | 0.028% 312.9K shares | 307.2K → 312.9K +$821.3K | +1.85% | $160.86B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $42.9M 2.13% | +$336.8K Bought | 0.03% 216.5K shares | 214.8K → 216.5K +$336.8K | +0.79% | $141.96B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $41.8M 2.08% | +$878.0K Bought | 0.001% 171.6K shares | 168.0K → 171.6K +$878.0K | +2.15% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Medical - Instruments & Supplies Healthcare | $41.4M 2.06% | +$1.6M Bought | 0.471% 310.1K shares | 297.8K → 310.1K +$1.6M | +4.12% | $8.8B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Business Services Industrials | $41.0M 2.04% | +$1.8M Bought | 0.288% 578.3K shares | 552.8K → 578.3K +$1.8M | +4.62% | $14.2B Large Cap | Q2 2024 Held for 1y 5m | |
Information Technology Services Technology | $39.0M 1.94% | +$3.7M Bought | 0.015% 138.3K shares | 125.2K → 138.3K +$3.7M | +10.41% | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $37.6M 1.87% | +$545.0K Bought | 0.009% 92.9K shares | 91.5K → 92.9K +$545.0K | +1.47% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $36.9M 1.83% | -$1.9M Sold | 0.002% 167.9K shares | 176.5K → 167.9K −$1.9M | -4.87% | $2.34T Mega Cap | Q4 2013 Held for 11y 11m | |
Industrial - Pollution & Treatment Controls Industrials | $33.7M 1.67% | +$1.5M Bought | 0.127% 316.2K shares | 302.6K → 316.2K +$1.5M | +4.51% | $26.5B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $31.9M 1.59% | -$1.7M Sold | 0.043% 148.8K shares | 156.9K → 148.8K −$1.7M | -5.16% | $74.8B Large Cap | Q2 2023 Held for 2y 5m | |
Packaging & Containers Consumer Cyclical | $31.1M 1.54% | +$1.7M Bought | 0.276% 321.5K shares | 304.4K → 321.5K +$1.7M | +5.65% | $11.2B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $29.1M 1.45% | -$120.9K Sold | 0.013% 122.8K shares | 123.3K → 122.8K −$120.9K | -0.41% | $225.62B Mega Cap | Q4 2023 Held for 1y 11m | |
Packaged Foods Consumer Defensive | $27.5M 1.36% | +$802.7K Bought | 0.153% 410.5K shares | 398.5K → 410.5K +$802.7K | +3.01% | $18.0B Large Cap | Q4 2023 Held for 1y 11m | |
Staffing & Employment Services Industrials | $26.0M 1.29% | -$2.6M Sold | 0.022% 88.6K shares | 97.3K → 88.6K −$2.6M | -8.95% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Waste Management Industrials | $25.4M 1.26% | +$524.5K Bought | 0.029% 115.1K shares | 112.7K → 115.1K +$524.5K | +2.11% | $89.0B Large Cap | Q3 2014 Held for 11y 2m | |
Auto - Manufacturers Consumer Cyclical | $25.1M 1.25% | -$1.4M Sold | 0.002% 56.4K shares | 59.6K → 56.4K −$1.4M | -5.25% | $1.48T Mega Cap | Q4 2016 Held for 8y 11m | |
Medical - Instruments & Supplies Healthcare | $24.7M 1.23% | -$585.1K Sold | 0.067% 332.1K shares | 339.9K → 332.1K −$585.1K | -2.31% | $36.8B Large Cap | Q2 2019 Held for 6y 5m | |
Software - Application Technology | $22.6M 1.12% | +$800.4K Bought | 0.011% 230.5K shares | 222.3K → 230.5K +$800.4K | +3.68% | $204.31B Mega Cap | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $21.9M 1.09% | -$587.6K Sold | 0.006% 142.5K shares | 146.3K → 142.5K −$587.6K | -2.61% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Biotechnology Healthcare | $21.7M 1.08% | +$407.3K Bought | 0.022% 55.4K shares | 54.3K → 55.4K +$407.3K | +1.91% | $100.41B Large Cap | Q4 2022 Held for 2y 11m | |
Publishing Communication Services | $20.8M 1.03% | -$3.7M Sold | 0.223% 362.6K shares | 427.6K → 362.6K −$3.7M | -15.21% | $9.3B Mid Cap | Q2 2018 Held for 7y 5m | |
Semiconductors Technology | $19.9M 0.987% | +$16.4M Bought | 0.001% 60.2K shares | 10.6K → 60.2K +$16.4M | +470.83% | $1.56T Mega Cap | Q2 2016 Held for 9y 5m | |
Semiconductors Technology | $17.3M 0.862% | +$1.8M Bought | 0.011% 84.7K shares | 75.7K → 84.7K +$1.8M | +11.88% | $163.10B Large Cap | Q2 2016 Held for 9y 5m | |
Financial - Mortgages Financial Services | $16.8M 0.836% | +$4.0M Bought | 0.041% 868.4K shares | 664.5K → 868.4K +$4.0M | +30.69% | $40.8B Large Cap | Q2 2025 Held for 5 months | |
Travel Services Consumer Cyclical | $16.7M 0.83% | +$1.5M Bought | 0.022% 137.6K shares | 125.0K → 137.6K +$1.5M | +10.02% | $74.3B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $14.6M 0.724% | +$328.4K Bought | 0.003% 78.6K shares | 76.8K → 78.6K +$328.4K | +2.31% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $13.6M 0.674% | -$2.3M Sold | 0.025% 72.5K shares | 84.6K → 72.5K −$2.3M | -14.34% | $53.6B Large Cap | Q1 2016 Held for 9y 8m | |
Financial - Credit Services Financial Services | $12.7M 0.63% | +$2.0M Bought | 0.04% 480.5K shares | 403.4K → 480.5K +$2.0M | +19.1% | $31.6B Large Cap | Q4 2021 Held for 3y 11m | |
Electrical Equipment & Parts Industrials | $11.0M 0.544% | -$312.4K Sold | 0.019% 72.6K shares | 74.7K → 72.6K −$312.4K | -2.77% | $57.6B Large Cap | Q4 2023 Held for 1y 11m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $10.6M 0.527% | +$1.3M Bought | 0.629% 367.0K shares | 322.6K → 367.0K +$1.3M | +13.75% | $1.7B Small Cap | Q1 2021 Held for 4y 8m | |
Discount Stores Consumer Defensive | $9.9M 0.491% | -$279.5K Sold | 0.002% 10.7K shares | 11.0K → 10.7K −$279.5K | -2.75% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Solar Energy | $8.7M 0.43% | +$468.4K Bought | 0.079% 117.1K shares | 110.7K → 117.1K +$468.4K | +5.72% | $10.9B Large Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $7.3M 0.364% | +$101.7K Bought | 0.124% 113.0K shares | 111.4K → 113.0K +$101.7K | +1.41% | $5.9B Mid Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $7.1M 0.354% | +$730.0K Bought | 0.335% 120.6K shares | 108.3K → 120.6K +$730.0K | +11.4% | $2.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $6.5M 0.323% | -$340.4K Sold | 0.002% 28.1K shares | 29.5K → 28.1K −$340.4K | -4.98% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $6.0M 0.296% | +$76.9K Bought | 0.001% 11.8K shares | 11.7K → 11.8K +$76.9K | +1.31% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $5.9M 0.295% | -$404.8K Sold | 0.002% 36.7K shares | 39.2K → 36.7K −$404.8K | -6.38% | $262.56B Mega Cap | Q1 2022 Held for 3y 8m |
