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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BSX Boston Scientific Corporation Healthcare 3,106.0 $296K 0.01% $95.30 -52.8%
162 MDLZ Mondelez International, Inc. Consumer Defensive 5,417.0 $292K 0.01% $53.90 +12.9%
163 DELL Dell Technologies Inc Technology 2,308.0 $291K 0.01% +150.0 +7.0% $126.08 +232.5%
164 QCOM QUALCOMM Inc. Technology 1,698.0 $290K 0.01% $170.79 +24.7%
165 GEV GE Vernova Inc. Utilities 441.0 $288K 0.01% +67.0 +17.9% $653.06 +60.6%
166 VOO Vanguard Index Funds S&P 500 ETF SHS 459.0 $288K 0.01% +108.0 +30.8% $627.45 +8.6%
167 QQQ Invesco QQQ Trust, Series 1 UNIT SER 1 Financial Services 468.0 $287K 0.01% +83.0 +21.6% $613.25 +17.8%
168 ETN Eaton Corporation PLC Industrials 896.0 $285K 0.01% +346.0 +62.9% $318.08 +28.8%
169 DXCM DexCom Inc Healthcare 4,240.0 $281K 0.01% $66.27 +7.5%
170 VZ Verizon Communications Inc. Communication Services 6,849.0 $279K 0.01% +2K +31.6% $40.74 +12.6%
171 ANET Arista Networks Inc Technology 2,089.0 $274K 0.01% $131.16 +25.7%
172 NKE Nike, Inc. Consumer Cyclical 4,224.0 $269K 0.01% -195.0 -4.4% $63.68 -30.6%
173 LRCX Lam Research Corporation Technology 1,555.0 $266K 0.01% $171.06 +118.7%
174 DHI D.R. Horton, Inc. Consumer Cyclical 1,791.0 $258K 0.01% -59.0 -3.2% $144.05 +5.8%
175 SYY Sysco Corporation Consumer Defensive 3,375.0 $249K 0.01% -117.0 -3.4% $73.78 +7.1%
176 PANW Palo Alto Networks Inc Technology 1,321.0 $243K 0.01% -48.0 -3.5% $183.95 +53.4%
177 PH Parker-Hannifin Corp. Industrials 272.0 $239K 0.01% -25.0 -8.4% $878.68 +7.6%
178 PSA Public Storage Real Estate 918.0 $238K 0.01% $259.26 +20.5%
179 RSP Invesco Exchange-Traded Fund Trust S&P500 EQL WGT 1,239.0 $237K 0.01% $191.28 +9.3%
180 RPM RPM International Inc. Basic Materials 2,250.0 $234K 0.01% $104.00 +2.9%
Page 9 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%