Filed: 10/7/2025ACC: 0001509508-25-000005
📋 What this filing means
RENAISSANCE INVESTMENT GROUP LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $493.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$493.68M
Total AUM (reported)
2.53M
Total Shares
Allocation by class
COM$363.10M73.6%
CL A$29.46M6.0%
CAP STK CL A$22.35M4.5%
ORD$16.56M3.4%
COM NEW$13.44M2.7%
ORD SHS$13.40M2.7%
COM CL A$12.58M2.5%
Portfolio Concentration
Top 3$76.63M15.5%
4–10$125.61M25.4%
11–25$186.27M37.7%
Rest$105.17M21.3%
Top 3 weight
15.5%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Sole
Full voting authority
2.42M
shares
% of voting shares95.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
110.98K
shares
% of voting shares4.4%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 95.6% of voting shares
Institutional Holdings78
Rows:
BROADCOM INC
SOLEShares92.20K
TypeSH
Market value$30.42M
6.16%
Sole
88.03K
Shared
0.00
None
4.17K
MICROSOFT CORP
SOLEShares46.07K
TypeSH
Market value$23.86M
4.83%
Sole
44.21K
Shared
0.00
None
1.86K
ALPHABET INC
SOLEShares91.94K
TypeSH
Market value$22.35M
4.53%
Sole
87.66K
Shared
0.00
None
4.28K
TJX COS INC NEW
SOLEShares141.41K
TypeSH
Market value$20.44M
4.14%
Sole
135.70K
Shared
0.00
None
5.71K
COSTCO WHSL CORP NEW
SOLEShares20.76K
TypeSH
Market value$19.22M
3.89%
Sole
20.30K
Shared
0.00
None
460.00
APPLE INC
SOLEShares71.12K
TypeSH
Market value$18.11M
3.67%
Sole
67.15K
Shared
0.00
None
3.97K
NVIDIA CORPORATION
SOLEShares95.67K
TypeSH
Market value$17.85M
3.62%
Sole
93.16K
Shared
0.00
None
2.51K
UNITED RENTALS INC
SOLEShares18.65K
TypeSH
Market value$17.81M
3.61%
Sole
18.23K
Shared
0.00
None
425.00
CRH PLC
SOLEShares138.12K
TypeSH
Market value$16.56M
3.35%
Sole
133.27K
Shared
0.00
None
4.85K
HOME DEPOT INC
SOLEShares38.56K
TypeSH
Market value$15.63M
3.17%
Sole
37.17K
Shared
0.00
None
1.39K
RTX CORPORATION
SOLEShares85.13K
TypeSH
Market value$14.25M
2.89%
Sole
80.04K
Shared
0.00
None
5.10K
BOOKING HOLDINGS INC
SOLEShares2.60K
TypeSH
Market value$14.02M
2.84%
Sole
2.53K
Shared
0.00
None
65.00
HOWMET AEROSPACE INC
SOLEShares69.52K
TypeSH
Market value$13.64M
2.76%
Sole
67.34K
Shared
0.00
None
2.18K
LEIDOS HOLDINGS INC
SOLEShares71.73K
TypeSH
Market value$13.55M
2.75%
Sole
68.48K
Shared
0.00
None
3.25K
CROWDSTRIKE HLDGS INC
SOLEShares27.43K
TypeSH
Market value$13.45M
2.72%
Sole
26.77K
Shared
0.00
None
660.00
TE CONNECTIVITY PLC
SOLEShares61.03K
TypeSH
Market value$13.40M
2.71%
Sole
59.12K
Shared
0.00
None
1.91K
VISA INC
SOLEShares36.86K
TypeSH
Market value$12.58M
2.55%
Sole
36.05K
Shared
0.00
None
810.00
THERMO FISHER SCIENTIFIC INC
SOLEShares25.82K
TypeSH
Market value$12.52M
2.54%
Sole
24.84K
Shared
0.00
None
984.00
INTUITIVE SURGICAL INC
SOLEShares27.70K
TypeSH
Market value$12.39M
2.51%
Sole
26.97K
Shared
0.00
None
735.00
TRANE TECHNOLOGIES PLC
SOLEShares28.66K
TypeSH
Market value$12.09M
2.45%
Sole
27.91K
Shared
0.00
None
750.00
XYLEM INC
SOLEShares81.76K
TypeSH
Market value$12.06M
2.44%
Sole
79.85K
Shared
0.00
None
1.92K
GE VERNOVA INC
SOLEShares19.07K
TypeSH
Market value$11.73M
2.38%
Sole
18.63K
Shared
0.00
None
440.00
GALLAGHER ARTHUR J & CO
SOLEShares37.45K
TypeSH
Market value$11.60M
2.35%
Sole
36.56K
Shared
0.00
None
895.00
TETRA TECH INC NEW
SOLEShares293.09K
TypeSH
Market value$9.78M
1.98%
Sole
285.87K
Shared
0.00
None
7.22K
NXP SEMICONDUCTORS N V
SOLEShares40.36K
TypeSH
Market value$9.19M
1.86%
Sole
38.79K
Shared
0.00
None
1.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 92.20K | SH | $30.42M 6.16% | 88.03K | 0.00 | 4.17K |
MICROSOFT CORPSOLE | COM | 46.07K | SH | $23.86M 4.83% | 44.21K | 0.00 | 1.86K |
ALPHABET INCSOLE | CAP STK CL A | 91.94K | SH | $22.35M 4.53% | 87.66K | 0.00 | 4.28K |
TJX COS INC NEWSOLE | COM | 141.41K | SH | $20.44M 4.14% | 135.70K | 0.00 | 5.71K |
COSTCO WHSL CORP NEWSOLE | COM | 20.76K | SH | $19.22M 3.89% | 20.30K | 0.00 | 460.00 |
APPLE INCSOLE | COM | 71.12K | SH | $18.11M 3.67% | 67.15K | 0.00 | 3.97K |
NVIDIA CORPORATIONSOLE | COM | 95.67K | SH | $17.85M 3.62% | 93.16K | 0.00 | 2.51K |
UNITED RENTALS INCSOLE | COM | 18.65K | SH | $17.81M 3.61% | 18.23K | 0.00 | 425.00 |
CRH PLCSOLE | ORD | 138.12K | SH | $16.56M 3.35% | 133.27K | 0.00 | 4.85K |
HOME DEPOT INCSOLE | COM | 38.56K | SH | $15.63M 3.17% | 37.17K | 0.00 | 1.39K |
RTX CORPORATIONSOLE | COM | 85.13K | SH | $14.25M 2.89% | 80.04K | 0.00 | 5.10K |
BOOKING HOLDINGS INCSOLE | COM | 2.60K | SH | $14.02M 2.84% | 2.53K | 0.00 | 65.00 |
HOWMET AEROSPACE INCSOLE | COM | 69.52K | SH | $13.64M 2.76% | 67.34K | 0.00 | 2.18K |
LEIDOS HOLDINGS INCSOLE | COM | 71.73K | SH | $13.55M 2.75% | 68.48K | 0.00 | 3.25K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.43K | SH | $13.45M 2.72% | 26.77K | 0.00 | 660.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 61.03K | SH | $13.40M 2.71% | 59.12K | 0.00 | 1.91K |
VISA INCSOLE | COM CL A | 36.86K | SH | $12.58M 2.55% | 36.05K | 0.00 | 810.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 25.82K | SH | $12.52M 2.54% | 24.84K | 0.00 | 984.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.70K | SH | $12.39M 2.51% | 26.97K | 0.00 | 735.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 28.66K | SH | $12.09M 2.45% | 27.91K | 0.00 | 750.00 |
XYLEM INCSOLE | COM | 81.76K | SH | $12.06M 2.44% | 79.85K | 0.00 | 1.92K |
GE VERNOVA INCSOLE | COM | 19.07K | SH | $11.73M 2.38% | 18.63K | 0.00 | 440.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 37.45K | SH | $11.60M 2.35% | 36.56K | 0.00 | 895.00 |
TETRA TECH INC NEWSOLE | COM | 293.09K | SH | $9.78M 1.98% | 285.87K | 0.00 | 7.22K |
NXP SEMICONDUCTORS N VSOLE | COM | 40.36K | SH | $9.19M 1.86% | 38.79K | 0.00 | 1.57K |
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