Filed: 9/4/2025ACC: 0001455969-25-000004
๐ What this filing means
REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 195 equity positions with a total reported market value of $2.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$2.00M
Total AUM (reported)
15.08M
Total Shares
Allocation by class
COM$1.50M74.9%
CL A$85.2K4.3%
SPONSORED ADR$80.2K4.0%
CAP STK CL C$75.3K3.8%
COM CL A$41.6K2.1%
CLASS A COM SHS$40.3K2.0%
CL A COM$32.5K1.6%
Portfolio Concentration
Top 3$369.9K18.5%
4โ10$429.4K21.4%
11โ25$573.8K28.6%
Rest$630.0K31.5%
Top 3 weight
18.5%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole195
Shared0
Other0
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings195
Rows:
NVIDIA Corp.
SOLEShares1.10M
TypeSH
Market value$174.4K
8.70%
Sole
0.00
Shared
0.00
None
0.00
Apple Inc.
SOLEShares490.99K
TypeSH
Market value$100.7K
5.03%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares190.58K
TypeSH
Market value$94.8K
4.73%
Sole
0.00
Shared
0.00
None
0.00
MasterCard Incorporated
SOLEShares137.23K
TypeSH
Market value$77.1K
3.85%
Sole
0.00
Shared
0.00
None
0.00
Rockwell Automation, Inc.
SOLEShares199.07K
TypeSH
Market value$66.1K
3.30%
Sole
0.00
Shared
0.00
None
0.00
Carrier Global Corporation
SOLEShares860.71K
TypeSH
Market value$63.0K
3.14%
Sole
0.00
Shared
0.00
None
0.00
Analog Devices Inc.
SOLEShares254.31K
TypeSH
Market value$60.5K
3.02%
Sole
0.00
Shared
0.00
None
0.00
Amphenol Corporation
SOLEShares569.81K
TypeSH
Market value$56.3K
2.81%
Sole
0.00
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares406.63K
TypeSH
Market value$55.3K
2.76%
Sole
0.00
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares214.49K
TypeSH
Market value$51.1K
2.55%
Sole
0.00
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares120.77K
TypeSH
Market value$47.8K
2.39%
Sole
0.00
Shared
0.00
None
0.00
Aptargroup Inc.
SOLEShares297.78K
TypeSH
Market value$46.6K
2.33%
Sole
0.00
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares258.38K
TypeSH
Market value$45.5K
2.27%
Sole
0.00
Shared
0.00
None
0.00
Xylem, Inc.
SOLEShares340.88K
TypeSH
Market value$44.1K
2.20%
Sole
0.00
Shared
0.00
None
0.00
Danaher Corporation
SOLEShares214.79K
TypeSH
Market value$42.4K
2.12%
Sole
0.00
Shared
0.00
None
0.00
UL Solutions Inc.
SOLEShares552.76K
TypeSH
Market value$40.3K
2.01%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares176.45K
TypeSH
Market value$38.7K
1.93%
Sole
0.00
Shared
0.00
None
0.00
The TJX Companies Inc.
SOLEShares307.17K
TypeSH
Market value$37.9K
1.89%
Sole
0.00
Shared
0.00
None
0.00
International Business Machines Corp.
SOLEShares125.24K
TypeSH
Market value$36.9K
1.84%
Sole
0.00
Shared
0.00
None
0.00
Relx PLC
SOLEShares621.44K
TypeSH
Market value$33.8K
1.69%
Sole
0.00
Shared
0.00
None
0.00
Salesforce Inc.
SOLEShares123.33K
TypeSH
Market value$33.6K
1.68%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc.
SOLEShares91.54K
TypeSH
Market value$33.6K
1.68%
Sole
0.00
Shared
0.00
None
0.00
Crown Holdings Inc
SOLEShares304.36K
TypeSH
Market value$31.3K
1.56%
Sole
0.00
Shared
0.00
None
0.00
Cloudflare Inc
SOLEShares156.88K
TypeSH
Market value$30.7K
1.53%
Sole
0.00
Shared
0.00
None
0.00
Veralto Corp.
SOLEShares302.61K
TypeSH
Market value$30.5K
1.52%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 1.10M | SH | $174.4K 8.70% | 0.00 | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 490.99K | SH | $100.7K 5.03% | 0.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 190.58K | SH | $94.8K 4.73% | 0.00 | 0.00 | 0.00 |
MasterCard IncorporatedSOLE | COM | 137.23K | SH | $77.1K 3.85% | 0.00 | 0.00 | 0.00 |
Rockwell Automation, Inc.SOLE | COM | 199.07K | SH | $66.1K 3.30% | 0.00 | 0.00 | 0.00 |
Carrier Global CorporationSOLE | COM | 860.71K | SH | $63.0K 3.14% | 0.00 | 0.00 | 0.00 |
Analog Devices Inc.SOLE | COM | 254.31K | SH | $60.5K 3.02% | 0.00 | 0.00 | 0.00 |
Amphenol CorporationSOLE | CL A | 569.81K | SH | $56.3K 2.81% | 0.00 | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 406.63K | SH | $55.3K 2.76% | 0.00 | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 214.49K | SH | $51.1K 2.55% | 0.00 | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 120.77K | SH | $47.8K 2.39% | 0.00 | 0.00 | 0.00 |
Aptargroup Inc.SOLE | COM | 297.78K | SH | $46.6K 2.33% | 0.00 | 0.00 | 0.00 |
Alphabet Inc.SOLE | CAP STK CL C | 258.38K | SH | $45.5K 2.27% | 0.00 | 0.00 | 0.00 |
Xylem, Inc.SOLE | COM | 340.88K | SH | $44.1K 2.20% | 0.00 | 0.00 | 0.00 |
Danaher CorporationSOLE | COM | 214.79K | SH | $42.4K 2.12% | 0.00 | 0.00 | 0.00 |
UL Solutions Inc.SOLE | CLASS A COM SHS | 552.76K | SH | $40.3K 2.01% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 176.45K | SH | $38.7K 1.93% | 0.00 | 0.00 | 0.00 |
The TJX Companies Inc.SOLE | COM | 307.17K | SH | $37.9K 1.89% | 0.00 | 0.00 | 0.00 |
International Business Machines Corp.SOLE | COM | 125.24K | SH | $36.9K 1.84% | 0.00 | 0.00 | 0.00 |
Relx PLCSOLE | SPONSORED ADR | 621.44K | SH | $33.8K 1.69% | 0.00 | 0.00 | 0.00 |
Salesforce Inc.SOLE | COM | 123.33K | SH | $33.6K 1.68% | 0.00 | 0.00 | 0.00 |
Home Depot Inc.SOLE | COM | 91.54K | SH | $33.6K 1.68% | 0.00 | 0.00 | 0.00 |
Crown Holdings IncSOLE | COM | 304.36K | SH | $31.3K 1.56% | 0.00 | 0.00 | 0.00 |
Cloudflare IncSOLE | CL A COM | 156.88K | SH | $30.7K 1.53% | 0.00 | 0.00 | 0.00 |
Veralto Corp.SOLE | COM SHS | 302.61K | SH | $30.5K 1.52% | 0.00 | 0.00 | 0.00 |
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