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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 167,855.0 | $36.9M | 1.73% | NEW | — | $219.57 | +20.3% |
| 22 | VLTO | Veralto Corp. | Industrials | 316,243.0 | $33.7M | 1.58% | NEW | — | $106.61 | -20.0% |
| 23 | NET | Cloudflare Inc | Technology | 148,786.0 | $31.9M | 1.50% | NEW | — | $214.59 | -6.9% |
| 24 | RELX | Relx PLC | Communication Services | 665,672.0 | $31.8M | 1.49% | NEW | — | $47.76 | -34.1% |
| 25 | CCK | Crown Holdings Inc | Consumer Cyclical | 321,546.0 | $31.1M | 1.46% | NEW | — | $96.59 | -0.5% |
| 26 | CRM | Salesforce Inc. | Technology | 122,815.0 | $29.1M | 1.36% | NEW | — | $237.00 | -29.3% |
| 27 | MKC | McCormick & Company, Incorporated | Consumer Defensive | 410,462.0 | $27.5M | 1.29% | NEW | — | $66.91 | -30.5% |
| 28 | ADP | Automatic Data Processing, Inc. | Industrials | 88,585.0 | $26.0M | 1.22% | NEW | — | $293.50 | -26.9% |
| 29 | WM | Waste Management, Inc. | Industrials | 115,067.0 | $25.4M | 1.19% | NEW | — | $220.83 | -0.9% |
| 30 | TSLA | Tesla Inc | Consumer Cyclical | 56,434.0 | $25.1M | 1.18% | NEW | — | $444.73 | -0.3% |
| 31 | ALC | Alcon AG | Healthcare | 332,087.0 | $24.7M | 1.16% | NEW | — | $74.51 | -14.6% |
| 32 | UBER | Uber Technologies Inc | Technology | 230,472.0 | $22.6M | 1.06% | NEW | — | $97.97 | -23.8% |
| 33 | PG | The Procter & Gamble Co. | Consumer Defensive | 142,456.0 | $21.9M | 1.03% | NEW | — | $153.65 | -7.1% |
| 34 | VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | 55,350.0 | $21.7M | 1.02% | NEW | — | $391.64 | +15.0% |
| 35 | NYT | The New York Times Company | Communication Services | 362,584.0 | $20.8M | 0.98% | NEW | — | $57.40 | +31.5% |
| 36 | AVGO | Broadcom Inc | Technology | 60,228.0 | $19.9M | 0.93% | NEW | — | $329.91 | +28.9% |
| 37 | ARM | Arm Holdings PLC | Technology | 138,943.0 | $19.7M | 0.92% | NEW | — | $141.49 | +47.8% |
| 38 | NVO | Novo Nordisk A/S | Healthcare | 342,134.0 | $19.0M | 0.89% | NEW | — | $55.49 | -17.5% |
| 39 | UL | Unilever PLC | Consumer Defensive | 298,311.0 | $17.7M | 0.83% | NEW | — | $59.28 | -3.3% |
| 40 | AMAT | Applied Materials Inc. | Technology | 84,727.0 | $17.3M | 0.81% | NEW | — | $204.74 | +113.3% |
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
37.2%
Healthcare
16.1%
Industrials
16.0%
Consumer Cyclical
10.2%
Communication Services
9.9%
Financial Services
6.0%
Consumer Defensive
4.1%
Basic Materials
0.2%
Utilities
0.2%
Energy
0.1%