Vault-13

Reynders McVeigh Capital Management, LLC

BOSTON, MA · CIK 1455969 · 13F filing filed 2026-04-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$2.0bn reported value -7.0% vs Q4 2025
195positions
40.9%in top 10
12 new 60 added 99 reduced 14 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NVIDIA CORPORATION COM NVDA NVDA 959,072 $167.3m8.44% 8.44% ReducedShares held: Q2 2025 1.1m, Q3 2025 1.1m, Q4 2025 1.0m, Q1 2026 959.1k -48.1k -48,053 -4.8%
2 APPLE INC COM AAPL AAPL 465,028 $118.0m5.95% 5.95% ReducedShares held: Q2 2025 491.0k, Q3 2025 484.1k, Q4 2025 473.5k, Q1 2026 465.0k -8.4k -8,429 -1.8%
3 ANALOG DEVICES INC COM ADI ADI 245,252 $78.0m3.94% 3.94% ReducedShares held: Q2 2025 254.3k, Q3 2025 258.1k, Q4 2025 255.0k, Q1 2026 245.3k -9.8k -9,793 -3.8%
4 MICROSOFT CORP COM MSFT MSFT 200,049 $74.1m3.74% 3.74% AddedShares held: Q2 2025 190.6k, Q3 2025 192.0k, Q4 2025 193.4k, Q1 2026 200.0k +6.7k +6,678 3.5%
5 ROCKWELL AUTOMATION INC COM ROK ROK 197,266 $70.8m3.57% 3.57% ReducedShares held: Q2 2025 199.1k, Q3 2025 201.4k, Q4 2025 197.9k, Q1 2026 197.3k -599 -599 -0.3%
6 MASTERCARD INCORPORATED CL A MA MA 138,822 $69.4m3.50% 3.50% AddedShares held: Q2 2025 137.2k, Q3 2025 138.4k, Q4 2025 137.7k, Q1 2026 138.8k +1.1k +1,076 0.8%
7 ALPHABET INC CAP STK CL A GOOGL GOOGL 239,926 $69.0m3.48% 3.48% ReducedShares held: Q2 2025 258.4k, Q3 2025 252.5k, Q4 2025 410.2k, Q1 2026 239.9k -170.2k -170,238 -41.5%
8 AMPHENOL CORP CL A APH APH 509,648 $64.4m3.25% 3.25% ReducedShares held: Q2 2025 569.8k, Q3 2025 557.3k, Q4 2025 528.0k, Q1 2026 509.6k -18.4k -18,370 -3.5%
9 UL SOLUTIONS INC CLASS A COM SHS ULS ULS 586,108 $50.2m2.53% 2.53% AddedShares held: Q2 2025 552.8k, Q3 2025 578.3k, Q4 2025 577.1k, Q1 2026 586.1k +9.0k +8,991 1.6%
10 CARRIER GLOBAL CORPORATION COM CARR CARR 891,158 $50.2m2.53% 2.53% AddedShares held: Q2 2025 860.7k, Q3 2025 888.7k, Q4 2025 884.2k, Q1 2026 891.2k +7.0k +6,991 0.8%
11 TJX COS INC NEW COM TJX TJX 297,415 $47.5m2.40% 2.40% ReducedShares held: Q2 2025 307.2k, Q3 2025 312.9k, Q4 2025 304.7k, Q1 2026 297.4k -7.3k -7,270 -2.4%
12 ALPHABET INC CAP STK CL C GOOG GOOG 157,276 $45.1m2.28% 2.28% NewShares held: Q2 2025 168.0k, Q3 2025 171.6k, Q4 2025 0, Q1 2026 157.3k
13 ABBOTT LABS COM ABT ABT 421,661 $43.3m2.18% 2.18% AddedShares held: Q2 2025 406.6k, Q3 2025 419.0k, Q4 2025 419.9k, Q1 2026 421.7k +1.8k +1,802 0.4%
14 T-MOBILE US INC COM TMUS TMUS 205,401 $43.1m2.18% 2.18% ReducedShares held: Q2 2025 214.5k, Q3 2025 209.6k, Q4 2025 207.6k, Q1 2026 205.4k -2.2k -2,171 -1.1%
15 XYLEM INC COM XYL XYL 347,246 $41.5m2.09% 2.09% AddedShares held: Q2 2025 340.9k, Q3 2025 349.4k, Q4 2025 346.7k, Q1 2026 347.2k +589 +589 0.2%
16 STRYKER CORPORATION COM SYK SYK 125,871 $41.4m2.09% 2.09% AddedShares held: Q2 2025 120.8k, Q3 2025 124.9k, Q4 2025 124.8k, Q1 2026 125.9k +1.0k +1,046 0.8%
17 DANAHER CORPORATION COM DHR DHR 211,308 $40.1m2.02% 2.02% ReducedShares held: Q2 2025 214.8k, Q3 2025 216.5k, Q4 2025 211.9k, Q1 2026 211.3k -618 -618 -0.3%
18 APTARGROUP INC COM ATR ATR 314,216 $39.6m2.00% 2.00% AddedShares held: Q2 2025 297.8k, Q3 2025 310.1k, Q4 2025 308.3k, Q1 2026 314.2k +5.9k +5,920 1.9%
19 INTERNATIONAL BUSINESS MACHS COM IBM IBM 143,526 $34.8m1.76% 1.76% AddedShares held: Q2 2025 125.2k, Q3 2025 138.3k, Q4 2025 139.8k, Q1 2026 143.5k +3.7k +3,691 2.6%
20 AMAZON COM INC COM AMZN AMZN 165,951 $34.6m1.74% 1.74% AddedShares held: Q2 2025 176.4k, Q3 2025 167.9k, Q4 2025 164.7k, Q1 2026 166.0k +1.2k +1,246 0.8%
21 CROWN HLDGS INC COM CCK CCK 344,478 $34.5m1.74% 1.74% AddedShares held: Q2 2025 304.4k, Q3 2025 321.5k, Q4 2025 323.6k, Q1 2026 344.5k +20.9k +20,865 6.5%
22 APPLIED MATLS INC COM AMAT AMAT 97,914 $33.5m1.69% 1.69% AddedShares held: Q2 2025 75.7k, Q3 2025 84.7k, Q4 2025 88.1k, Q1 2026 97.9k +9.8k +9,789 11.1%
23 BROADCOM INC COM AVGO AVGO 101,271 $31.3m1.58% 1.58% AddedShares held: Q2 2025 10.6k, Q3 2025 60.2k, Q4 2025 87.7k, Q1 2026 101.3k +13.5k +13,522 15.4%
24 HOME DEPOT INC COM HD HD 91,876 $30.2m1.52% 1.52% AddedShares held: Q2 2025 91.5k, Q3 2025 92.9k, Q4 2025 89.1k, Q1 2026 91.9k +2.8k +2,774 3.1%
25 CLOUDFLARE INC CL A COM NET NET 145,410 $30.0m1.51% 1.51% ReducedShares held: Q2 2025 156.9k, Q3 2025 148.8k, Q4 2025 148.9k, Q1 2026 145.4k -3.5k -3,497 -2.4%
26 VERALTO CORP COM SHS VLTO VLTO 330,329 $29.2m1.47% 1.47% AddedShares held: Q2 2025 302.6k, Q3 2025 316.2k, Q4 2025 322.4k, Q1 2026 330.3k +7.9k +7,916 2.5%
27 NEW YORK TIMES CO CL A NYT NYT 314,377 $26.3m1.33% 1.33% ReducedShares held: Q2 2025 427.6k, Q3 2025 362.6k, Q4 2025 328.8k, Q1 2026 314.4k -14.4k -14,375 -4.4%
28 WASTE MGMT INC DEL COM WM WM 107,835 $24.8m1.25% 1.25% ReducedShares held: Q2 2025 112.7k, Q3 2025 115.1k, Q4 2025 111.5k, Q1 2026 107.8k -3.6k -3,643 -3.3%
29 VERTEX PHARMACEUTICALS INC COM VRTX VRTX 54,664 $24.4m1.23% 1.23% AddedShares held: Q2 2025 54.3k, Q3 2025 55.4k, Q4 2025 53.9k, Q1 2026 54.7k +759 +759 1.4%
30 ALCON AG ORD SHS ALC ALC 296,422 $22.3m1.13% 1.13% ReducedShares held: Q2 2025 339.9k, Q3 2025 332.1k, Q4 2025 309.8k, Q1 2026 296.4k -13.4k -13,414 -4.3%
31 UBER TECHNOLOGIES INC COM UBER UBER 271,570 $19.5m0.99% 0.99% AddedShares held: Q2 2025 222.3k, Q3 2025 230.5k, Q4 2025 247.1k, Q1 2026 271.6k +24.5k +24,471 9.9%
32 PROCTER AND GAMBLE CO COM PG PG 130,891 $18.9m0.95% 0.95% ReducedShares held: Q2 2025 146.3k, Q3 2025 142.5k, Q4 2025 137.0k, Q1 2026 130.9k -6.1k -6,075 -4.4%
33 TESLA INC COM TSLA TSLA 50,614 $18.8m0.95% 0.95% ReducedShares held: Q2 2025 59.6k, Q3 2025 56.4k, Q4 2025 52.0k, Q1 2026 50.6k -1.4k -1,369 -2.6%
34 AIRBNB INC COM CL A ABNB ABNB 147,748 $18.7m0.94% 0.94% AddedShares held: Q2 2025 125.0k, Q3 2025 137.6k, Q4 2025 138.9k, Q1 2026 147.7k +8.9k +8,867 6.4%
35 JOHNSON & JOHNSON COM JNJ JNJ 76,014 $18.6m0.94% 0.94% ReducedShares held: Q2 2025 76.8k, Q3 2025 78.6k, Q4 2025 76.2k, Q1 2026 76.0k -181 -181 -0.2%
36 UNILEVER PLC SPON ADR NEW UL UL 304,046 $17.3m0.87% 0.87% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 288.4k, Q1 2026 304.0k +15.7k +15,650 5.4%
37 VERTIV HOLDINGS CO COM CL A VRT VRT 68,974 $17.3m0.87% 0.87% ReducedShares held: Q2 2025 74.7k, Q3 2025 72.6k, Q4 2025 70.5k, Q1 2026 69.0k -1.5k -1,525 -2.2%
38 ARM HOLDINGS PLC SPONSORED ADS ARM ARM 114,099 $17.3m0.87% 0.87% ReducedShares held: Q2 2025 137.6k, Q3 2025 138.9k, Q4 2025 114.4k, Q1 2026 114.1k -303 -303 -0.3%
39 NEXTRACKER INC CLASS A COM NXT NXT 137,350 $16.6m0.84% 0.84% AddedShares held: Q2 2025 110.7k, Q3 2025 117.1k, Q4 2025 129.9k, Q1 2026 137.3k +7.5k +7,483 5.8%
40 SHARKNINJA INC COM SHS SN SN 155,682 $16.5m0.83% 0.83% AddedShares held: Q2 2025 0, Q3 2025 36.8k, Q4 2025 117.2k, Q1 2026 155.7k +38.5k +38,532 32.9%
41 ROCKET COS INC COM CL A RKT RKT 1,141,083 $16.3m0.82% 0.82% AddedShares held: Q2 2025 664.5k, Q3 2025 868.4k, Q4 2025 995.3k, Q1 2026 1.1m +145.8k +145,800 14.7%
42 MCCORMICK & CO INC COM NON VTG MKC MKC 309,347 $15.6m0.79% 0.79% ReducedShares held: Q2 2025 398.5k, Q3 2025 410.5k, Q4 2025 372.1k, Q1 2026 309.3k -62.7k -62,724 -16.9%
43 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 11,445 $15.1m0.76% 0.76% ReducedShares held: Q2 2025 11.9k, Q3 2025 11.6k, Q4 2025 11.5k, Q1 2026 11.4k -62 -62 -0.5%
44 AUTOMATIC DATA PROCESSING IN COM ADP ADP 70,673 $14.4m0.72% 0.72% ReducedShares held: Q2 2025 97.3k, Q3 2025 88.6k, Q4 2025 82.5k, Q1 2026 70.7k -11.8k -11,819 -14.3%
45 SALESFORCE INC COM CRM CRM 69,864 $13.0m0.66% 0.66% ReducedShares held: Q2 2025 123.3k, Q3 2025 122.8k, Q4 2025 99.0k, Q1 2026 69.9k -29.1k -29,127 -29.4%
46 NOVARTIS AG SPONSORED ADR NVS NVS 73,392 $11.2m0.57% 0.57% ReducedShares held: Q2 2025 73.7k, Q3 2025 81.9k, Q4 2025 78.0k, Q1 2026 73.4k -4.6k -4,562 -5.8%
47 INTERFACE INC COM TILE TILE 439,682 $11.0m0.55% 0.55% AddedShares held: Q2 2025 322.6k, Q3 2025 367.0k, Q4 2025 405.9k, Q1 2026 439.7k +33.8k +33,826 8.3%
48 SOFI TECHNOLOGIES INC COM SOFI SOFI 681,794 $10.8m0.55% 0.55% AddedShares held: Q2 2025 403.4k, Q3 2025 480.5k, Q4 2025 541.9k, Q1 2026 681.8k +139.9k +139,914 25.8%
49 COSTCO WHSL CORP NEW COM COST COST 10,539 $10.5m0.53% 0.53% ReducedShares held: Q2 2025 11.0k, Q3 2025 10.7k, Q4 2025 10.6k, Q1 2026 10.5k -53 -53 -0.5%
50 RELX PLC SPONSORED ADR RELX RELX 246,309 $8.2m0.41% 0.41% ReducedShares held: Q2 2025 621.4k, Q3 2025 665.7k, Q4 2025 517.5k, Q1 2026 246.3k -271.2k -271,231 -52.4%
51 ADVANCED MICRO DEVICES INC COM AMD AMD 35,057 $7.1m0.36% 0.36% ReducedShares held: Q2 2025 39.2k, Q3 2025 36.7k, Q4 2025 36.0k, Q1 2026 35.1k -977 -977 -2.7%
52 ABBVIE INC COM ABBV ABBV 29,052 $6.3m0.32% 0.32% AddedShares held: Q2 2025 29.5k, Q3 2025 28.1k, Q4 2025 28.8k, Q1 2026 29.1k +302 +302 1.1%
53 BECTON DICKINSON & CO COM BDX BDX 39,344 $6.2m0.31% 0.31% AddedShares held: Q2 2025 84.6k, Q3 2025 72.5k, Q4 2025 37.1k, Q1 2026 39.3k +2.3k +2,273 6.1%
54 GRAIL INC COM GRAL GRAL 119,065 $6.2m0.31% 0.31% AddedShares held: Q2 2025 108.3k, Q3 2025 120.6k, Q4 2025 112.9k, Q1 2026 119.1k +6.2k +6,196 5.5%
55 CRISPR THERAPEUTICS AG NAMEN AKT CRSP CRSP 123,438 $5.9m0.30% 0.30% AddedShares held: Q2 2025 111.4k, Q3 2025 113.0k, Q4 2025 116.5k, Q1 2026 123.4k +6.9k +6,924 5.9%
56 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 11,794 $5.7m0.29% 0.29% ReducedShares held: Q2 2025 11.7k, Q3 2025 11.8k, Q4 2025 11.9k, Q1 2026 11.8k -137 -137 -1.1%
57 ELI LILLY & CO COM LLY LLY 5,986 $5.5m0.28% 0.28% ReducedShares held: Q2 2025 7.2k, Q3 2025 6.2k, Q4 2025 6.1k, Q1 2026 6.0k -76 -76 -1.2%
58 VISA INC COM CL A V V 16,408 $5.0m0.25% 0.25% ReducedShares held: Q2 2025 17.0k, Q3 2025 16.7k, Q4 2025 16.6k, Q1 2026 16.4k -196 -196 -1.2%
59 CANADIAN NATL RY CO COM CNI CNI 45,900 $4.7m0.24% 0.24% ReducedShares held: Q2 2025 57.7k, Q3 2025 52.3k, Q4 2025 50.9k, Q1 2026 45.9k -5.0k -5,020 -9.9%
60 THERMO FISHER SCIENTIFIC INC COM TMO TMO 9,072 $4.5m0.22% 0.22% ReducedShares held: Q2 2025 9.7k, Q3 2025 9.4k, Q4 2025 9.2k, Q1 2026 9.1k -118 -118 -1.3%
61 DESCARTES SYS GROUP INC COM DSGX DSGX 58,945 $4.2m0.21% 0.21% AddedShares held: Q2 2025 55.1k, Q3 2025 55.3k, Q4 2025 52.6k, Q1 2026 58.9k +6.3k +6,345 12.1%
62 ORACLE CORP COM ORCL ORCL 24,191 $3.6m0.18% 0.18% AddedShares held: Q2 2025 21.5k, Q3 2025 20.4k, Q4 2025 19.4k, Q1 2026 24.2k +4.7k +4,743 24.4%
63 SPDR S&P 500 ETF TR TR UNIT SPY SPY 5,403 $3.5m0.18% 0.18% ReducedShares held: Q2 2025 6.4k, Q3 2025 6.3k, Q4 2025 6.5k, Q1 2026 5.4k -1.1k -1,145 -17.5%
64 AMGEN INC COM AMGN AMGN 9,182 $3.2m0.16% 0.16% AddedShares held: Q2 2025 9.0k, Q3 2025 8.9k, Q4 2025 9.2k, Q1 2026 9.2k +25 +25 0.3%
65 UNION PAC CORP COM UNP UNP 12,992 $3.2m0.16% 0.16% AddedShares held: Q2 2025 13.1k, Q3 2025 13.1k, Q4 2025 13.0k, Q1 2026 13.0k +3 +3 0.0%
66 MCDONALDS CORP COM MCD MCD 9,617 $3.0m0.15% 0.15% ReducedShares held: Q2 2025 11.0k, Q3 2025 10.8k, Q4 2025 9.7k, Q1 2026 9.6k -108 -108 -1.1%
67 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 4 $2.9m0.14% 0.14% UnchangedShares held: Q2 2025 3, Q3 2025 3, Q4 2025 4, Q1 2026 4
68 VANGUARD INDEX FDS GROWTH ETF VUG VUG 6,173 $2.7m0.14% 0.14% ReducedShares held: Q2 2025 6.2k, Q3 2025 6.2k, Q4 2025 6.4k, Q1 2026 6.2k -235 -235 -3.7%
69 MERCK & CO INC COM MRK MRK 22,387 $2.7m0.14% 0.14% ReducedShares held: Q2 2025 24.7k, Q3 2025 23.3k, Q4 2025 23.1k, Q1 2026 22.4k -705 -705 -3.0%
70 PEPSICO INC COM PEP PEP 15,342 $2.4m0.12% 0.12% ReducedShares held: Q2 2025 18.6k, Q3 2025 16.9k, Q4 2025 16.2k, Q1 2026 15.3k -908 -908 -5.6%
71 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 10,898 $2.3m0.12% 0.12% AddedShares held: Q2 2025 9.9k, Q3 2025 9.9k, Q4 2025 9.5k, Q1 2026 10.9k +1.4k +1,384 14.6%
72 CATERPILLAR INC COM CAT CAT 2,970 $2.1m0.11% 0.11% AddedShares held: Q2 2025 2.5k, Q3 2025 2.5k, Q4 2025 2.5k, Q1 2026 3.0k +505 +505 20.5%
73 NEXTERA ENERGY INC COM NEE NEE 20,434 $1.9m0.10% 0.10% ReducedShares held: Q2 2025 20.8k, Q3 2025 21.0k, Q4 2025 20.7k, Q1 2026 20.4k -253 -253 -1.2%
74 HONEYWELL INTL INC COM COM 8,145 $1.8m0.09% 0.09% ReducedShares held: Q2 2025 9.1k, Q3 2025 9.1k, Q4 2025 8.3k, Q1 2026 8.1k -186 -186 -2.2%
75 ISHARES TR CORE S&P MCP ETF IJH IJH 23,115 $1.6m0.08% 0.08% AddedShares held: Q2 2025 23.5k, Q3 2025 23.2k, Q4 2025 22.9k, Q1 2026 23.1k +215 +215 0.9%
76 EQUIFAX INC COM EFX EFX 8,613 $1.6m0.08% 0.08% AddedShares held: Q2 2025 8.6k, Q3 2025 8.6k, Q4 2025 8.6k, Q1 2026 8.6k +1 +1 0.0%
77 WALMART INC COM WMT WMT 12,084 $1.5m0.08% 0.08% ReducedShares held: Q2 2025 12.3k, Q3 2025 12.3k, Q4 2025 13.3k, Q1 2026 12.1k -1.3k -1,263 -9.5%
78 SPDR GOLD TR GOLD SHS GLD GLD 3,488 $1.5m0.08% 0.08% AddedShares held: Q2 2025 3.4k, Q3 2025 3.4k, Q4 2025 3.4k, Q1 2026 3.5k +70 +70 2.0%
79 EXXON MOBIL CORP COM XOM XOM 8,391 $1.4m0.07% 0.07% ReducedShares held: Q2 2025 8.6k, Q3 2025 9.4k, Q4 2025 8.5k, Q1 2026 8.4k -79 -79 -0.9%
80 TYLER TECHNOLOGIES INC COM TYL TYL 4,009 $1.4m0.07% 0.07% ReducedShares held: Q2 2025 4.9k, Q3 2025 4.6k, Q4 2025 4.8k, Q1 2026 4.0k -746 -746 -15.7%
81 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 3,964 $1.3m0.07% 0.07% AddedShares held: Q2 2025 3.9k, Q3 2025 3.9k, Q4 2025 3.9k, Q1 2026 4.0k +50 +50 1.3%
82 ENOVIX CORPORATION COM ENVX ENVX 257,540 $1.3m0.07% 0.07% ReducedShares held: Q2 2025 260.3k, Q3 2025 330.4k, Q4 2025 310.6k, Q1 2026 257.5k -53.0k -53,024 -17.1%
83 CISCO SYS INC COM CSCO CSCO 16,986 $1.3m0.07% 0.07% AddedShares held: Q2 2025 18.9k, Q3 2025 18.3k, Q4 2025 15.7k, Q1 2026 17.0k +1.3k +1,275 8.1%
84 JPMORGAN CHASE & CO COM JPM JPM 4,363 $1.3m0.06% 0.06% AddedShares held: Q2 2025 4.2k, Q3 2025 4.4k, Q4 2025 4.3k, Q1 2026 4.4k +39 +39 0.9%
85 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 2,780 $1.3m0.06% 0.06% AddedShares held: Q2 2025 2.8k, Q3 2025 2.8k, Q4 2025 2.8k, Q1 2026 2.8k +1 +1 0.0%
86 NXP SEMICONDUCTORS N V COM NXPI NXPI 6,446 $1.3m0.06% 0.06% ReducedShares held: Q2 2025 6.8k, Q3 2025 6.7k, Q4 2025 6.7k, Q1 2026 6.4k -215 -215 -3.2%
87 RTX CORPORATION COM RTX RTX 6,547 $1.3m0.06% 0.06% ReducedShares held: Q2 2025 7.5k, Q3 2025 7.4k, Q4 2025 7.4k, Q1 2026 6.5k -841 -841 -11.4%
88 CHURCH & DWIGHT CO INC COM CHD CHD 13,112 $1.2m0.06% 0.06% AddedShares held: Q2 2025 14.9k, Q3 2025 14.7k, Q4 2025 12.8k, Q1 2026 13.1k +280 +280 2.2%
89 MERCADOLIBRE INC COM MELI MELI 708 $1.2m0.06% 0.06% ReducedShares held: Q2 2025 759, Q3 2025 759, Q4 2025 709, Q1 2026 708 -1 -1 -0.1%
90 ISHARES TR RUS MD CP GR ETF IWP IWP 9,250 $1.2m0.06% 0.06% UnchangedShares held: Q2 2025 9.2k, Q3 2025 9.2k, Q4 2025 9.2k, Q1 2026 9.2k
91 S&P GLOBAL INC COM SPGI SPGI 2,770 $1.2m0.06% 0.06% AddedShares held: Q2 2025 3.1k, Q3 2025 3.1k, Q4 2025 1.8k, Q1 2026 2.8k +988 +988 55.4%
92 CSX CORP COM CSX CSX 28,495 $1.2m0.06% 0.06% UnchangedShares held: Q2 2025 29.7k, Q3 2025 29.0k, Q4 2025 28.5k, Q1 2026 28.5k
93 DEERE & CO COM DE DE 2,062 $1.2m0.06% 0.06% ReducedShares held: Q2 2025 2.1k, Q3 2025 2.1k, Q4 2025 2.1k, Q1 2026 2.1k -31 -31 -1.5%
94 AMERICAN EXPRESS CO COM AXP AXP 3,781 $1.1m0.06% 0.06% AddedShares held: Q2 2025 3.0k, Q3 2025 3.0k, Q4 2025 3.5k, Q1 2026 3.8k +275 +275 7.8%
95 DISNEY WALT CO COM DIS DIS 11,280 $1.1m0.05% 0.05% ReducedShares held: Q2 2025 10.8k, Q3 2025 10.7k, Q4 2025 11.5k, Q1 2026 11.3k -175 -175 -1.5%
96 BRISTOL-MYERS SQUIBB CO COM BMY BMY 17,904 $1.1m0.05% 0.05% AddedShares held: Q2 2025 17.6k, Q3 2025 16.9k, Q4 2025 17.8k, Q1 2026 17.9k +112 +112 0.6%
97 EMERSON ELEC CO COM EMR EMR 7,826 $1.0m0.05% 0.05% ReducedShares held: Q2 2025 7.6k, Q3 2025 7.4k, Q4 2025 8.1k, Q1 2026 7.8k -300 -300 -3.7%
98 ISHARES TR S&P 500 GRWT ETF IVW IVW 8,895 $1.0m0.05% 0.05% UnchangedShares held: Q2 2025 8.9k, Q3 2025 8.9k, Q4 2025 8.9k, Q1 2026 8.9k
99 METTLER TOLEDO INTERNATIONAL COM MTD MTD 757 $955.0k0.05% 0.05% ReducedShares held: Q2 2025 754, Q3 2025 760, Q4 2025 760, Q1 2026 757 -3 -3 -0.4%
100 IDEXX LABS INC COM IDXX IDXX 1,658 $932.0k0.05% 0.05% UnchangedShares held: Q2 2025 1.7k, Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k

Sold out since Q4 2025

SecurityTickerShares held beforeValue then
NOVO-NORDISK A S NVO NVO 274,101 $13.9m274.1k shares
SNAP ON INC SNA SNA 1,050 $362.0k1.1k shares
BOSTON SCIENTIFIC CORP BSX BSX 3,106 $296.0k3.1k shares
QUALCOMM INC QCOM QCOM 1,698 $290.0k1.7k shares
NIKE INC NKE NKE 4,224 $269.0k4.2k shares
PALO ALTO NETWORKS INC PANW PANW 1,321 $243.0k1.3k shares
INVESCO EXCHANGE TRADED FD T RSP RSP 1,239 $237.0k1.2k shares
ACCENTURE PLC IRELAND ACN ACN 871 $234.0k871 shares
CLOROX CO DEL CLX CLX 2,314 $233.0k2.3k shares
ADOBE INC ADBE ADBE 659 $230.0k659 shares
CVS HEALTH CORP CVS CVS 2,869 $228.0k2.9k shares
PROGRESSIVE CORP PGR PGR 952 $217.0k952 shares
3M CO MMM MMM 1,348 $216.0k1.3k shares
VISTRA CORP VST VST 1,302 $210.0k1.3k shares