Renaissance Investment Group LLC

Q3 2025 13F Holdings

  • Location
    lenox, MA
  • Num holdings

    78

  • Value ($000)

    $493,681

  • Date Filed
    10/07/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$30.42M
6 %

92,200

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$23.86M
5 %

46,073

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$22.35M
5 %

91,941

---

TJX COS INC NEW

COM
872540109
$20.44M
4 %

141,414

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$19.22M
4 %

20,761

AAPL
AAPL

APPLE INC

COM
037833100
$18.11M
4 %

71,117

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$17.85M
4 %

95,671

URI
URI

UNITED RENTALS INC

COM
911363109
$17.81M
4 %

18,654

---

CRH PLC

ORD
G25508105
$16.56M
3 %

138,124

HD
HD

HOME DEPOT INC

COM
437076102
$15.63M
3 %

38,563

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