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AI & tech investing

Reynders McVeigh Capital Management, LLC

CIK 1455969

13F filing for Q2 2026・No. 1,521

Holdings
US$2.26B
Quarter change
+US$277.87M
Entries
196
Net bought (estimate)
—

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

196 stocks worth US$2.26B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOM—US$185.28M8.20%
AAPLAppleCOM—US$135.03M5.97%
ROKRockwell Automation, Inc.COM—US$97.75M4.33%
ADIAnalog Devices Inc.COM—US$95.65M4.23%
APHAmphenol CorporationCL A—US$89.16M3.95%
GOOGLAlphabetCAP STK CL C—US$86.46M3.83%
MSFTMicrosoftCOM—US$81.99M3.63%
AMATApplied Materials Inc.COM—US$76.63M3.39%
MAMasterCard IncorporatedCOM—US$72.84M3.22%
CARRCarrier Global CorporationCOM—US$67.35M2.98%

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Filings

The quarter's original 13F filings (SEC).

  • 13F-HRFiled September 15, 2026SEC ↗

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.