Institutions / Renaissance Investment Group LLC
Renaissance Investment Group LLC
CIK 1509508 · Institution · as of Dec 31, 2025
Portfolio value
$496.37M
Positions
78
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 78 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $29.10M | 5.9% |
| Alphabet Inc. | $27.25M | 5.5% |
| Microsoft Corp | $22.20M | 4.5% |
| TJX Cos Inc/The | $21.11M | 4.3% |
| Apple Inc. | $19.25M | 3.9% |
| NVIDIA Corp | $17.90M | 3.6% |
| Costco Wholesale Corp /New | $17.84M | 3.6% |
| Crh Public Ltd Co | $16.99M | 3.4% |
| RTX Corp | $15.62M | 3.1% |
| Intuitive Surgical Inc | $15.59M | 3.1% |
| Thermo Fisher Scientific Inc. | $14.94M | 3.0% |
| United Rentals Inc | $14.42M | 2.9% |
| Howmet Aerospace Inc. | $14.11M | 2.8% |
| Booking Holdings Inc | $13.92M | 2.8% |
| TE Connectivity PLC | $13.87M | 2.8% |
| GE Vernova Inc. | $13.23M | 2.7% |
| Home Depot, Inc. | $13.14M | 2.6% |
| CrowdStrike Holdings, Inc. | $13.04M | 2.6% |
| Visa Inc | $12.88M | 2.6% |
| Leidos Holdings Inc | $12.84M | 2.6% |
| Trane Technologies plc | $11.34M | 2.3% |
| Xylem Inc. | $11.24M | 2.3% |
| Arthur J. Gallagher & Co. | $9.91M | 2.0% |
| Tetra Tech Inc | $9.80M | 2.0% |
| NXP Semiconductors N.V. | $8.69M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.