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Renaissance Investment Group LLC

Q2 2026 13F Holdings

  • Location
    lenox, MA
  • Num holdings

    84

  • Value ($000)

    $508,399

  • Date Filed
    07/08/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVGO

BROADCOM INC

COM
11135F101
$25.75M
5 %

68,173

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$24.91M
5 %

69,694

C
CRWD

CROWDSTRIKE HLDGS INC

CL A
22788C105
$22.81M
5 %

29,891

G
GEV

GE VERNOVA INC

COM
36828A101
$22.72M
5 %

19,339

---

TJX COS INC NEW

COM
872540109
$20.02M
4 %

132,164

U
URI

UNITED RENTALS INC

COM
911363109
$19.71M
4 %

17,401

A
AAPL

APPLE INC

COM
037833100
$19.6M
4 %

67,748

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$18.97M
4 %

20,279

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.81M
4 %

94,002

M
MSFT

MICROSOFT CORP

COM
594918104
$16.97M
3 %

45,497

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