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Portfolio (Quarterly) Guide ↗

Reynders McVeigh Capital Management, LLC

· CIK 0001455969
13F Portfolio $2.1B AUM 198 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 45 Added 88 Reduced 12 Exited
Page 10 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACN Accenture PLC Technology 871.0 $234K 0.01% -99.0 -10.2% $268.66 -38.4%
182 CLX The Clorox Company Consumer Defensive 2,314.0 $233K 0.01% -60.0 -2.5% $100.69 -3.2%
183 ADBE Adobe Inc Technology 659.0 $230K 0.01% $349.01 -40.6%
184 CVS CVS Health Corp Healthcare 2,869.0 $228K 0.01% NEW $79.47 +26.7%
185 NUE Nucor Corporation Basic Materials 1,398.0 $228K 0.01% NEW $163.09 +58.9%
186 VEA Vanguard Tax Managed Funds VANGUARD FTSE DEVELOPED MKTS ETF 3,595.0 $225K 0.01% $62.59 +15.6%
187 PNC PNC Financial Services Group Inc. Financial Services 1,066.0 $222K 0.01% $208.26 +12.7%
188 CSL Carlisle Companies Inc. Industrials 678.0 $217K 0.01% $320.06 +11.5%
189 PGR The Progressive Corporation Financial Services 952.0 $217K 0.01% -17.0 -1.8% $227.94 -10.2%
190 MMM 3M Company Industrials 1,348.0 $216K 0.01% -182.0 -11.9% $160.24 +0.9%
191 T AT&T Inc Communication Services 8,619.0 $214K 0.01% +222.0 +2.6% $24.83 -6.7%
192 VST Vistra Corp Utilities 1,302.0 $210K 0.01% $161.29 -4.8%
193 EGP Eastgroup Properties, Inc. Real Estate 1,150.0 $205K 0.01% NEW $178.26 +14.4%
194 JBL Jabil Inc Technology 900.0 $205K 0.01% NEW $227.78 +64.9%
195 PLXS Plexus Corp Technology 1,380.0 $203K 0.01% NEW $147.10 +97.9%
196 AUR Aurora Innovation Inc Technology 22,178.0 $85K 0.00% $3.83 +60.2%
Page 10 of 10  ·  196 positions

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%