§ 13F · FUND PROFILE
Renaissance Investment Group LLC.
AUM · $508M (13F)Positions · 84Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 68K | $26M | 5.1% | −15% |
| 2 | GOOGL | ALPHABET INC | 70K | $25M | 4.9% | −13% |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | 30K | $23M | 4.5% | +2% |
| 4 | GEV | GE VERNOVA INC | 19K | $23M | 4.5% | −6% |
| 5 | TJX | TJX COS INC NEW | 132K | $20M | 3.9% | −1% |
| 6 | URI | UNITED RENTALS INC | 17K | $20M | 3.9% | −1% |
| 7 | AAPL | APPLE INC | 68K | $20M | 3.9% | −1% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 20K | $19M | 3.7% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 94K | $19M | 3.7% | −1% |
| 10 | MSFT | MICROSOFT CORP | 45K | $17M | 3.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RENAISSANCE SIGNAL
AC read
Renaissance Investment Group LLC is a Other fund managing $508 million in assets. The fund runs a portfolio of 84 positions.
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