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Reynders McVeigh Capital Management, LLC
kapitalforvalter · portefølje $2.31 mia. · 196 positioner · rapport pr. 30.09.2026
Aktiepositioner rapport for 30.09.2026, indsendt 30.10.2026; ændring — mod 30.06.2026 · 196
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 934 603 | $213 mio. | 9.25% | ny |
| Apple Inc. US:AAPL | 476 728 | $159 mio. | 6.88% | ny |
| Microsoft Corporation US:MSFT | 233 944 | $120 mio. | 5.20% | ny |
| Analog Devices Inc US:ADI | 248 260 | $98.5 mio. | 4.27% | ny |
| ROCKWELL AUTOMATION, INC US:ROK | 206 224 | $89.8 mio. | 3.89% | ny |
| Alphabet Inc. US:GOOGL | 260 515 | $89.6 mio. | 3.89% | ny |
| Amphenol Corporation US:APH | 1 005 650 | $84.8 mio. | 3.68% | ny |
| Mastercard Inc US:MA | 145 787 | $80.4 mio. | 3.49% | ny |
| Applied Materials Inc US:AMAT | 118 800 | $60.8 mio. | 2.63% | ny |
| Alphabet Inc. US:GOOG | 157 341 | $53.6 mio. | 2.32% | ny |
| Carrier Global Corp US:CARR | 974 346 | $53.5 mio. | 2.32% | ny |
| Cloudflare Inc US:NET | 149 957 | $52.1 mio. | 2.26% | ny |
| Broadcom Inc. US:AVGO | 142 310 | $50.0 mio. | 2.17% | ny |
| Danaher Corporation US:DHR | 208 570 | $46.2 mio. | 2.00% | ny |
| Xylem Inc US:XYL | 442 497 | $44.8 mio. | 1.94% | ny |
| UL Solutions Inc. US:ULS | 682 760 | $44.8 mio. | 1.94% | ny |
| ABBOTT LABORATORIES US:ABT | 424 056 | $41.9 mio. | 1.82% | ny |
| Amazon.com, Inc. US:AMZN | 167 654 | $41.8 mio. | 1.81% | ny |
| Crown Holdings Inc US:CCK | 378 502 | $39.9 mio. | 1.73% | ny |
| STRYKER CORP US:SYK | 140 210 | $38.6 mio. | 1.67% | ny |
| The TJX Companies Inc US:TJX | 289 749 | $38.3 mio. | 1.66% | ny |
| Arm Holdings plc American De… US:ARM | 129 595 | $37.5 mio. | 1.63% | ny |
| Sharkninja Inc. CUSIP G8068L108 | 202 460 | $36.5 mio. | 1.58% | ny |
| Veralto Corporation US:VLTO | 358 317 | $33.8 mio. | 1.47% | ny |
| International Business Machi… US:IBM | 152 403 | $33.5 mio. | 1.45% | ny |
| Unilever PLC US:UL | 526 885 | $32.0 mio. | 1.39% | ny |
| Vertex Pharmaceuticals Inc US:VRTX | 57 398 | $30.0 mio. | 1.30% | ny |
| The Home Depot Inc US:HD | 103 730 | $29.5 mio. | 1.28% | ny |
| Airbnb Inc US:ABNB | 167 820 | $27.0 mio. | 1.17% | ny |
| Waste Management Inc US:WM | 104 526 | $21.3 mio. | 0.92% | ny |
| Nextpower Inc. US:NXT | 271 750 | $21.2 mio. | 0.92% | ny |
| ASML Holding N.V. CUSIP N07059210 | 11 331 | $20.5 mio. | 0.89% | ny |
| INTERFACE INC US:TILE | 596 023 | $20.5 mio. | 0.89% | ny |
| Broadridge Financial Solutio… US:BR | 123 203 | $19.8 mio. | 0.86% | ny |
| Johnson & Johnson US:JNJ | 72 904 | $19.3 mio. | 0.84% | ny |
| Advanced Micro Devices Inc US:AMD | 31 325 | $19.2 mio. | 0.83% | ny |
| Salesforce.com Inc US:CRM | 81 153 | $18.6 mio. | 0.81% | ny |
| Procter & Gamble Company US:PG | 126 593 | $18.4 mio. | 0.80% | ny |
| Rocket Companies Inc US:RKT | 1 585 979 | $18.3 mio. | 0.79% | ny |
| Sensient Technologies Corpor… US:SXT | 134 704 | $17.6 mio. | 0.76% | ny |
| New York Times Company US:NYT | 274 178 | $17.5 mio. | 0.76% | ny |
| Tesla, Inc. US:TSLA | 49 214 | $17.5 mio. | 0.76% | ny |
| Vertiv Holdings Co US:VRT | 69 647 | $16.8 mio. | 0.73% | ny |
| AptarGroup Inc US:ATR | 118 988 | $14.4 mio. | 0.63% | ny |
| Automatic Data Processing In… US:ADP | 54 153 | $14.0 mio. | 0.61% | ny |
| Chewy Inc US:CHWY | 657 836 | $12.0 mio. | 0.52% | ny |
| SoFi Technologies Inc. US:SOFI | 759 651 | $11.9 mio. | 0.52% | ny |
| COSTCO WHOLESALE CORP /NEW US:COST | 10 774 | $9.81 mio. | 0.43% | ny |
| GRAIL, LLC US:GRAL | 63 696 | $8.93 mio. | 0.39% | ny |
| T-Mobile US Inc US:TMUS | 50 958 | $8.31 mio. | 0.36% | ny |
| Novartis AG ADR US:NVS | 56 024 | $7.99 mio. | 0.35% | ny |
| AbbVie Inc US:ABBV | 26 816 | $7.01 mio. | 0.30% | ny |
| Eli Lilly and Company US:LLY | 5 871 | $6.79 mio. | 0.29% | ny |
| Thermo Fisher Scientific Inc US:TMO | 9 043 | $6.10 mio. | 0.26% | ny |
| Visa Inc. Class A US:V | 16 229 | $5.83 mio. | 0.25% | ny |
| BERKSHIRE HATHAWAY INC US:BRK-A | 11 677 | $5.81 mio. | 0.25% | ny |
| Canadian National Railway Co… US:CNI | 40 017 | $4.76 mio. | 0.21% | ny |
| Descartes Systems Group Inc US:DSGX | 55 766 | $4.51 mio. | 0.20% | ny |
| Vanguard Growth Index Fund E… US:VUG · ETF | 40 918 | $3.69 mio. | 0.16% | ny |
| Amgen Inc US:AMGN | 8 649 | $3.65 mio. | 0.16% | ny |
| Union Pacific Corporation US:UNP | 13 125 | $3.57 mio. | 0.15% | ny |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 4 554 | $3.47 mio. | 0.15% | ny |
| Merck & Co., Inc US:MRK | 22 608 | $3.29 mio. | 0.14% | ny |
| BERKSHIRE HATHAWAY INC US:BRK-A | 4 | $2.99 mio. | 0.13% | ny |
| Oracle Corporation US:ORCL | 17 138 | $2.35 mio. | 0.10% | ny |
| Caterpillar Inc US:CAT | 2 606 | $2.11 mio. | 0.09% | ny |
| Vanguard Dividend Appreciati… US:VIG · ETF | 8 970 | $2.09 mio. | 0.09% | ny |
| McDonald’s Corporation US:MCD | 8 731 | $2.02 mio. | 0.09% | ny |
| Novo Nordisk A/S US:NVO | 52 581 | $1.99 mio. | 0.09% | ny |
| Taiwan Semiconductor Manufac… US:TSM | 3 832 | $1.75 mio. | 0.08% | ny |
| PepsiCo Inc US:PEP | 12 992 | $1.65 mio. | 0.07% | ny |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 22 618 | $1.63 mio. | 0.07% | ny |
| Cisco Systems Inc US:CSCO | 15 077 | $1.62 mio. | 0.07% | ny |
| Nextera Energy Inc US:NEE | 20 664 | $1.57 mio. | 0.07% | ny |
| JPMorgan Chase & Co. US:JPM | 4 450 | $1.47 mio. | 0.06% | ny |
| NXP Semiconductors NV CUSIP N6596X109 | 5 817 | $1.38 mio. | 0.06% | ny |
| Mettler-Toledo International… US:MTD | 890 | $1.35 mio. | 0.06% | ny |
| SPDR® Gold Shares US:GLD · ETF | 3 478 | $1.32 mio. | 0.06% | ny |
| CSX Corporation US:CSX | 28 004 | $1.30 mio. | 0.06% | ny |
| Exxon Mobil Corporation US:XOM | 7 866 | $1.28 mio. | 0.06% | ny |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 9 250 | $1.27 mio. | 0.06% | ny |
| Intel Corporation US:INTC | 10 391 | $1.25 mio. | 0.05% | ny |
| MercadoLibre Inc. US:MELI | 708 | $1.22 mio. | 0.05% | ny |
| Church & Dwight Company Inc US:CHD | 12 962 | $1.22 mio. | 0.05% | ny |
| Dell Technologies Inc. US:DELL | 2 265 | $1.22 mio. | 0.05% | ny |
| Walmart Inc. US:WMT | 11 716 | $1.22 mio. | 0.05% | ny |
| iShares S&P 500 Growth ETF US:IVW · ETF | 8 552 | $1.22 mio. | 0.05% | ny |
| Emerson Electric Company US:EMR | 7 826 | $1.21 mio. | 0.05% | ny |
| Vanguard Total Stock Market… US:VTI · ETF | 3 160 | $1.18 mio. | 0.05% | ny |
| Equifax Inc US:EFX | 8 613 | $1.18 mio. | 0.05% | ny |
| RTX Corporation US:RTX | 6 312 | $1.17 mio. | 0.05% | ny |
| American Express Company US:AXP | 3 710 | $1.13 mio. | 0.05% | ny |
| Intuitive Surgical Inc US:ISRG | 2 760 | $1.12 mio. | 0.05% | ny |
| Deere & Company US:DE | 1 643 | $1.10 mio. | 0.05% | ny |
| S&P Global Inc US:SPGI | 2 670 | $1.05 mio. | 0.05% | ny |
| Tyler Technologies Inc US:TYL | 3 199 | $1.02 mio. | 0.04% | ny |
| Bristol-Myers Squibb Company US:BMY | 15 949 | $995 t. | 0.04% | ny |
| Veeva Systems Inc Class A US:VEEV | 3 384 | $966 t. | 0.04% | ny |
| Walt Disney Co US:DIS | 9 070 | $951 t. | 0.04% | ny |
| NetApp Inc US:NTAP | 4 501 | $946 t. | 0.04% | ny |
| Ecolab Inc US:ECL | 3 419 | $939 t. | 0.04% | ny |
| Revvity Inc. US:RVTY | 6 030 | $922 t. | 0.04% | ny |
| Trane Technologies PLC CUSIP G8994E103 | 1 974 | $892 t. | 0.04% | ny |
| Booking Holdings Inc US:BKNG | 5 402 | $880 t. | 0.04% | ny |
| IDEXX Laboratories Inc US:IDXX | 1 657 | $865 t. | 0.04% | ny |
| iShares Russell 1000 Growth… US:IWF · ETF | 6 806 | $853 t. | 0.04% | ny |
| Moodys Corporation US:MCO | 1 856 | $843 t. | 0.04% | ny |
| Rivian Automotive Inc US:RIVN | 55 567 | $830 t. | 0.04% | ny |
| Honeywell International Inc US:HON | 3 895 | $822 t. | 0.04% | ny |
| Illumina Inc US:ILMN | 2 809 | $769 t. | 0.03% | ny |
| Meta Platforms, Inc. US:META | 1 059 | $768 t. | 0.03% | ny |
| Air Products and Chemicals I… US:APD | 2 556 | $711 t. | 0.03% | ny |
| STARBUCKS CORP US:SBUX | 6 968 | $655 t. | 0.03% | ny |
| The Coca-Cola Company US:KO | 7 554 | $650 t. | 0.03% | ny |
| Linde PLC CUSIP G54950103 | 1 334 | $633 t. | 0.03% | ny |
| Colgate-Palmolive Company US:CL | 7 293 | $622 t. | 0.03% | ny |
| Invesco QQQ Trust US:QQQ · ETF | 829 | $613 t. | 0.03% | ny |
| Illinois Tool Works Inc US:ITW | 2 339 | $602 t. | 0.03% | ny |
| Honeywell Aerospace Inc US:HONA | 3 838 | $595 t. | 0.03% | ny |
| Norfolk Southern Corporation US:NSC | 1 908 | $590 t. | 0.03% | ny |
| iShares Core S&P 500 ETF US:IVV · ETF | 764 | $585 t. | 0.03% | ny |
| Alcon AG CUSIP H01301128 | 8 999 | $583 t. | 0.03% | ny |
| DARDEN RESTAURANTS INC US:DRI | 3 000 | $580 t. | 0.03% | ny |
| Qnity Electronics, Inc US:Q | 4 467 | $562 t. | 0.02% | ny |
| Texas Instruments Incorporat… US:TXN | 1 991 | $558 t. | 0.02% | ny |
| Kimberly-Clark Corporation US:KMB | 5 670 | $552 t. | 0.02% | ny |
| Enterprise Products Partners… US:EPD | 15 371 | $547 t. | 0.02% | ny |
| Corteva, Inc. US:CTVA | 6 990 | $543 t. | 0.02% | ny |
| iShares S&P 500 Value ETF US:IVE · ETF | 2 111 | $482 t. | 0.02% | ny |
| Uber Technologies Inc US:UBER | 6 650 | $456 t. | 0.02% | ny |
| Tompkins Financial Corporati… US:TMP | 4 568 | $440 t. | 0.02% | ny |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 1 500 | $438 t. | 0.02% | ny |
| Chevron Corp US:CVX | 2 135 | $436 t. | 0.02% | ny |
| GE Aerospace US:GE | 1 386 | $433 t. | 0.02% | ny |
| GE Vernova LLC US:GEV | 455 | $432 t. | 0.02% | ny |
| Duke Energy CORP US:DUK | 3 785 | $431 t. | 0.02% | ny |
| Dupont De Nemours Inc US:DD | 3 288 | $427 t. | 0.02% | ny |
| Lowe's Companies Inc US:LOW | 2 285 | $421 t. | 0.02% | ny |
| Palo Alto Networks Inc US:PANW | 1 040 | $413 t. | 0.02% | ny |
| Lam Research Corp US:LRCX | 1 243 | $408 t. | 0.02% | ny |
| Target Corporation US:TGT | 2 604 | $408 t. | 0.02% | ny |
| CarMax Inc US:KMX | 7 320 | $403 t. | 0.02% | ny |
| Micron Technology Inc US:MU | 377 | $401 t. | 0.02% | ny |
| TE Connectivity PLC CUSIP G87052109 | 1 839 | $388 t. | 0.02% | ny |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 4 536 | $388 t. | 0.02% | ny |
| Eagle Financial Services Inc US:EFSI | 8 475 | $384 t. | 0.02% | ny |
| SPDR® S&P Dividend ETF US:SDY · ETF | 2 512 | $368 t. | 0.02% | ny |
| iShares Russell 1000 ETF US:IWB · ETF | 877 | $365 t. | 0.02% | ny |
| Plexus Corp US:PLXS | 1 380 | $360 t. | 0.02% | ny |
| iShares Russell 3000 ETF US:IWV · ETF | 833 | $360 t. | 0.02% | ny |
| WEC Energy Group Inc US:WEC | 3 454 | $348 t. | 0.02% | ny |
| Pfizer Inc US:PFE | 12 175 | $347 t. | 0.02% | ny |
| Arista Networks US:ANET | 1 638 | $334 t. | 0.01% | ny |
| Fidelity National Informatio… US:FIS | 10 093 | $332 t. | 0.01% | ny |
| Eaton Corporation PLC CUSIP G29183103 | 772 | $332 t. | 0.01% | ny |
| Zoetis Inc US:ZTS | 4 694 | $328 t. | 0.01% | ny |
| Teradyne Inc US:TER | 800 | $321 t. | 0.01% | ny |
| Nucor Corp US:NUE | 1 358 | $318 t. | 0.01% | ny |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 2 300 | $317 t. | 0.01% | ny |
| Ormat Technologies Inc US:ORA | 3 293 | $301 t. | 0.01% | ny |
| Netflix Inc US:NFLX | 4 309 | $300 t. | 0.01% | ny |
| Verizon Communications Inc US:VZ | 6 525 | $299 t. | 0.01% | ny |
| DexCom Inc US:DXCM | 3 390 | $293 t. | 0.01% | ny |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 1 398 | $291 t. | 0.01% | ny |
| Arthur J Gallagher & Co US:AJG | 1 250 | $285 t. | 0.01% | ny |
| Becton Dickinson and Company US:BDX | 1 520 | $272 t. | 0.01% | ny |
| Insulet Corporation US:PODD | 2 013 | $263 t. | 0.01% | ny |
| Global Payments Inc US:GPN | 3 200 | $261 t. | 0.01% | ny |
| CRISPR Therapeutics AG CUSIP H17182108 | 4 693 | $260 t. | 0.01% | ny |
| Jabil Circuit Inc US:JBL | 900 | $258 t. | 0.01% | ny |
| DR Horton Inc US:DHI | 1 838 | $251 t. | 0.01% | ny |
| Vanguard S&P 500 ETF US:VOO · ETF | 356 | $250 t. | 0.01% | ny |
| Extra Space Storage Inc US:EXR | 1 898 | $250 t. | 0.01% | ny |
| Marsh & McLennan Companies,… US:MRSH | 1 425 | $243 t. | 0.01% | ny |
| Sherwin-Williams Co US:SHW | 743 | $240 t. | 0.01% | ny |
| Constellation Brands Inc Cla… US:STZ | 2 092 | $237 t. | 0.01% | ny |
| Roper Technologies Inc US:ROP | 674 | $235 t. | 0.01% | ny |
| Public Storage US:PSA | 827 | $234 t. | 0.01% | ny |
| 3M Company US:MMM | 1 422 | $233 t. | 0.01% | ny |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 3 295 | $233 t. | 0.01% | ny |
| VanEck Biotech ETF US:BBH · ETF | 950 | $232 t. | 0.01% | ny |
| Phillips 66 US:PSX | 902 | $230 t. | 0.01% | ny |
| Cognizant Technology Solutio… US:CTSH | 3 960 | $227 t. | 0.01% | ny |
| QUALCOMM INC/DE US:QCOM | 1 200 | $221 t. | 0.01% | ny |
| Parker-Hannifin Corporation US:PH | 231 | $220 t. | 0.01% | ny |
| Hannon Armstrong Sustainable… US:HASI | 6 140 | $220 t. | 0.01% | ny |
| EastGroup Properties Inc US:EGP | 1 100 | $217 t. | 0.01% | ny |
| iShares Russell 2000 ETF US:IWM · ETF | 764 | $212 t. | 0.01% | ny |
| General Mills Inc US:GIS | 6 550 | $211 t. | 0.01% | ny |
| Technology Select Sector SPD… US:XLK · ETF | 1 058 | $207 t. | 0.01% | ny |
| RELX PLC US:RELX | 6 201 | $206 t. | 0.01% | ny |
| The Travelers Companies Inc US:TRV | 566 | $202 t. | 0.01% | ny |
| Intuit Inc US:INTU | 731 | $201 t. | 0.01% | ny |
| SYSCO CORP US:SYY | 2 574 | $201 t. | 0.01% | ny |
| Enovix Corp US:ENVX | 52 177 | $151 t. | 0.01% | ny |
| Aurora Innovation Inc US:AUR | 22 178 | $123 t. | 0.01% | ny |
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