Reynders Mc Veigh Capital Management, LLC Portfolio Holdings by Sector
Reynders Mc Veigh Capital Management, LLC
- $2.13 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA ADI AVGO AMD NXPI TSM TXN INTC 9 stocks |
$290,334
14.4% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT NET ORCL PANW ADBE SNPS 6 stocks |
$137,861
6.84% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK XYL EMR ITW ROP GE PH ETN 8 stocks |
$124,892
6.19% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$123,277
6.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$104,036
5.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK PODD MDT BSX DXCM 6 stocks |
$103,861
5.15% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA SOFI V AXP 4 stocks |
$98,142
4.87% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR ALC BDX ISRG 4 stocks |
$81,004
4.02% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$68,964
3.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER DSGX TYL INTU 5 stocks |
$60,074
2.98% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT CSL 3 stocks |
$54,111
2.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX NYT 2 stocks |
$52,604
2.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ 3 stocks |
$50,638
2.51% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IDXX MTD PKI ILMN 6 stocks |
$50,272
2.49% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO CRSP 3 stocks |
$47,986
2.38% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$45,219
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV FIS CTSH ACN AUR 6 stocks |
$44,675
2.22% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CHD KMB CL CLX 6 stocks |
$42,572
2.11% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ NVS ABBV LLY AMGN MRK BMY PFE 8 stocks |
$41,915
2.08% of portfolio
|
2
|
6
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$38,629
1.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$38,019
1.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$31,058
1.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$28,591
1.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS 2 stocks |
$27,963
1.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$26,328
1.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$25,410
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$25,098
1.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY VUG VIG IJH IWP GLD IVW IWF 21 stocks |
$19,961
0.99% of portfolio
|
3
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB BKNG 2 stocks |
$17,873
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$16,829
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT ENVX 2 stocks |
$14,252
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$11,504
0.57% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE 1 stocks |
$10,621
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP CSX NSC 4 stocks |
$9,737
0.48% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$8,215
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO ZTS 2 stocks |
$4,703
0.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX DRI 3 stocks |
$4,479
0.22% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,985
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD DD SHW RPM 5 stocks |
$2,847
0.14% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK WEC 3 stocks |
$2,459
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$2,403
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$2,209
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,148
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,134
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1,856
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$1,804
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,400
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,309
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,250
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$1,236
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$964
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$869
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$727
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
EFSI PNC 2 stocks |
$601
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR PSA 2 stocks |
$596
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR 2 stocks |
$513
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$504
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$486
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$385
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$374
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$364
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$338
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$317
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$314
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$308
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$288
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$255
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$238
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$226
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|