Renaissance Investment Group LLC Portfolio Holdings
Renaissance Investment Group LLC
- $451 Million
- Q4 2024
Renaissance Investment Group LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $451 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, Costco Wholesale Corp with a value of $21.4M, Apple Inc. with a value of $21.3M, Microsoft Corp with a value of $20.9M, and Alphabet Inc. with a value of $18.8M.
Examining the 13F form we can see an decrease of $5.95M in the current position value, from $457M to 451M.
Below you can find more details about Renaissance Investment Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$451 Million
Technology: $118 Million
Industrials: $86.4 Million
Healthcare: $59.8 Million
Consumer Cyclical: $55.5 Million
Consumer Defensive: $39.4 Million
Communication Services: $29.3 Million
Financial Services: $25.6 Million
Energy: $13.6 Million
Other: $23.5 Million