Renaissance Investment Group LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $444 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.3M, Costco Wholesale Corp with a value of $20.8M, Broadcom Inc. with a value of $20.4M, Apple Inc. with a value of $18.4M, and Alphabet Inc. with a value of $18M.

Examining the 13F form we can see an increase of $21.4M in the current position value, from $423M to 444M.

Below you can find more details about Renaissance Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $444 Million
Technology: $121 Million
Industrials: $82.4 Million
Healthcare: $64.4 Million
Consumer Cyclical: $49.7 Million
Consumer Defensive: $39.3 Million
Communication Services: $27.2 Million
Financial Services: $22.7 Million
Energy: $14.7 Million
Other: $23.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $444 Million
  • Prior Value $423 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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