Reynders Mc Veigh Capital Management, LLC Portfolio Holdings by Sector
Reynders Mc Veigh Capital Management, LLC
- $2 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA ADI AMD AVGO NXPI TSM TXN QCOM 9 stocks |
$246,702
13.01% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT NET ORCL ADBE PANW 5 stocks |
$130,822
6.9% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK XYL EMR ITW ROP GE PH 7 stocks |
$112,986
5.96% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT PODD DXCM BSX 6 stocks |
$105,223
5.55% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$100,736
5.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR ALC BDX ISRG 4 stocks |
$92,689
4.89% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA SOFI V AXP 4 stocks |
$91,465
4.82% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$76,279
4.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT CSL 3 stocks |
$64,111
3.38% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER DSGX TYL INTU 5 stocks |
$63,758
3.36% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX NYT 2 stocks |
$57,709
3.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$56,269
2.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX CRSP 3 stocks |
$54,715
2.88% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ 3 stocks |
$51,577
2.72% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO MTD IDXX PKI ILMN 6 stocks |
$49,048
2.59% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV FIS ACN CTSH AUR 6 stocks |
$43,746
2.31% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CHD CL KMB CLX 6 stocks |
$41,895
2.21% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$40,694
2.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$37,932
2.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ NVS LLY ABBV AMGN MRK BMY PFE 8 stocks |
$37,452
1.97% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$33,882
1.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$31,343
1.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS 2 stocks |
$30,729
1.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$30,503
1.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$25,786
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$23,365
1.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$18,921
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY VUG VIG IJH IWP GLD IVW IWF 20 stocks |
$18,791
0.99% of portfolio
|
2
|
13
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB BKNG 2 stocks |
$17,801
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$12,498
0.66% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT ENVX 2 stocks |
$12,285
0.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO ZTS 2 stocks |
$10,850
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP CSX NSC 4 stocks |
$10,654
0.56% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$9,422
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$7,863
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE 1 stocks |
$6,753
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX DRI 3 stocks |
$4,558
0.24% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$3,120
0.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD DD SHW RPM 5 stocks |
$2,748
0.14% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$2,562
0.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK WEC DTE 4 stocks |
$2,553
0.13% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,347
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$2,234
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$2,069
0.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1,982
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$1,749
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,312
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,228
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,160
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$1,101
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$899
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR PSA EGP 3 stocks |
$824
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$776
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$767
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$738
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR 2 stocks |
$565
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$515
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$445
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$415
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$395
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$367
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$358
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$335
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
EFSI 1 stocks |
$325
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$267
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$262
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$243
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$206
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|