Renaissance Investment Group LLC

Q2 2025 13F Holdings

  • Location
    lenox, MA
  • Num holdings

    78

  • Value ($000)

    $460,880

  • Date Filed
    07/09/2025
  • Form type
    13F-HR
  • CIK
    0001509508
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
$27.22M
6 %

98,766

MSFT
MSFT

MICROSOFT CORP

COM
$22.97M
5 %

46,176

COST
COST

COSTCO WHSL CORP NEW

COM
$20.64M
5 %

20,845

---

TJX COS INC NEW

COM
$17.65M
4 %

142,945

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$16.26M
4 %

92,280

BKNG
BKNG

BOOKING HOLDINGS INC

COM
$15.21M
3 %

2,627

ISRG
ISRG

INTUITIVE SURGICAL INC

COM NEW
$15.10M
3 %

27,781

NVDA
NVDA

NVIDIA CORPORATION

COM
$15.09M
3 %

95,541

URI
URI

UNITED RENTALS INC

COM
$14.36M
3 %

19,059

HD
HD

HOME DEPOT INC

COM
$14.26M
3 %

38,906

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