Renaissance Investment Group LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $457 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.9M, Costco Wholesale Corp with a value of $21.3M, Broadcom Inc. with a value of $20.9M, Apple Inc. with a value of $19.7M, and Tjx Companies Inc with a value of $17.9M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $444M to 457M.
Below you can find more details about Renaissance Investment Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$457 Million
Technology: $110 Million
Industrials: $92.5 Million
Healthcare: $69.7 Million
Consumer Cyclical: $54.4 Million
Consumer Defensive: $40.2 Million
Communication Services: $25.8 Million
Financial Services: $24.9 Million
Energy: $13.9 Million
Other: $25.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
