Portfolio (Quarterly)
Guide ↗
Reynders McVeigh Capital Management, LLC
· CIK 0001455969| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 1,791.0 | $258K | 0.01% | -59.0 | -3.2% | $144.05 | +11.9% |
| 82 | SYY | Sysco Corporation | Consumer Defensive | 3,375.0 | $249K | 0.01% | -117.0 | -3.4% | $73.78 | +6.9% |
| 83 | PANW | Palo Alto Networks Inc | Technology | 1,321.0 | $243K | 0.01% | -48.0 | -3.5% | $183.95 | +52.3% |
| 84 | PH | Parker-Hannifin Corp. | Industrials | 272.0 | $239K | 0.01% | -25.0 | -8.4% | $878.68 | +8.1% |
| 85 | ACN | Accenture PLC | Technology | 871.0 | $234K | 0.01% | -99.0 | -10.2% | $268.66 | -38.7% |
| 86 | CLX | The Clorox Company | Consumer Defensive | 2,314.0 | $233K | 0.01% | -60.0 | -2.5% | $100.69 | -3.1% |
| 87 | PGR | The Progressive Corporation | Financial Services | 952.0 | $217K | 0.01% | -17.0 | -1.8% | $227.94 | -10.2% |
| 88 | MMM | 3M Company | Industrials | 1,348.0 | $216K | 0.01% | -182.0 | -11.9% | $160.24 | +1.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.6%
Industrials
15.8%
Healthcare
15.7%
Consumer Cyclical
10.7%
Communication Services
10.4%
Financial Services
6.3%
Consumer Defensive
3.0%
Basic Materials
0.2%
Utilities
0.2%
Energy
0.1%