Renaissance Investment Group LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $427 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $27.2M, Microsoft Corp with a value of $23M, Costco Wholesale Corp with a value of $20.6M, Tjx Companies Inc with a value of $17.7M, and Alphabet Inc. with a value of $16.3M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $390M to 427M.
Below you can find more details about Renaissance Investment Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$427 Million
Technology: $120 Million
Industrials: $86 Million
Healthcare: $50.7 Million
Consumer Cyclical: $49.1 Million
Consumer Defensive: $31.5 Million
Financial Services: $27.8 Million
Communication Services: $27.8 Million
Energy: $13.8 Million
Other: $20.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions