Filed: 1/6/2026ACC: 0001509508-26-000001
📋 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 $496.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$496.37M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
COM$362.88M73.1%
CAP STK CL A$27.25M5.5%
CL A$22.35M4.5%
ORD$16.99M3.4%
COM NEW$16.73M3.4%
ORD SHS$13.87M2.8%
COM CL A$12.88M2.6%
Portfolio Concentration
Top 3$78.55M15.8%
4–10$124.30M25.0%
11–25$187.37M37.7%
Rest$106.14M21.4%
Top 3 weight
15.8%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.36M
shares
% of voting shares95.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
110.98K
shares
% of voting shares4.5%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 95.5% of voting shares
Institutional Holdings78
Rows:
BROADCOM INC
SOLEShares84.08K
TypeSH
Market value$29.10M
5.86%
Sole
80.24K
Shared
0.00
None
3.84K
ALPHABET INC
SOLEShares87.06K
TypeSH
Market value$27.25M
5.49%
Sole
82.93K
Shared
0.00
None
4.13K
MICROSOFT CORP
SOLEShares45.91K
TypeSH
Market value$22.20M
4.47%
Sole
44.05K
Shared
0.00
None
1.86K
TJX COS INC NEW
SOLEShares137.40K
TypeSH
Market value$21.11M
4.25%
Sole
131.91K
Shared
0.00
None
5.49K
APPLE INC
SOLEShares70.81K
TypeSH
Market value$19.25M
3.88%
Sole
66.83K
Shared
0.00
None
3.97K
NVIDIA CORPORATION
SOLEShares95.99K
TypeSH
Market value$17.90M
3.61%
Sole
93.48K
Shared
0.00
None
2.51K
COSTCO WHSL CORP NEW
SOLEShares20.69K
TypeSH
Market value$17.84M
3.59%
Sole
20.23K
Shared
0.00
None
460.00
CRH PLC
SOLEShares136.13K
TypeSH
Market value$16.99M
3.42%
Sole
131.57K
Shared
0.00
None
4.55K
RTX CORPORATION
SOLEShares85.18K
TypeSH
Market value$15.62M
3.15%
Sole
80.26K
Shared
0.00
None
4.92K
INTUITIVE SURGICAL INC
SOLEShares27.52K
TypeSH
Market value$15.59M
3.14%
Sole
26.79K
Shared
0.00
None
735.00
THERMO FISHER SCIENTIFIC INC
SOLEShares25.77K
TypeSH
Market value$14.94M
3.01%
Sole
24.79K
Shared
0.00
None
984.00
UNITED RENTALS INC
SOLEShares17.81K
TypeSH
Market value$14.42M
2.90%
Sole
17.44K
Shared
0.00
None
375.00
HOWMET AEROSPACE INC
SOLEShares68.82K
TypeSH
Market value$14.11M
2.84%
Sole
66.78K
Shared
0.00
None
2.04K
BOOKING HOLDINGS INC
SOLEShares2.60K
TypeSH
Market value$13.92M
2.80%
Sole
2.53K
Shared
0.00
None
65.00
TE CONNECTIVITY PLC
SOLEShares60.98K
TypeSH
Market value$13.87M
2.80%
Sole
59.16K
Shared
0.00
None
1.82K
GE VERNOVA INC
SOLEShares20.24K
TypeSH
Market value$13.23M
2.66%
Sole
19.79K
Shared
0.00
None
450.00
HOME DEPOT INC
SOLEShares38.20K
TypeSH
Market value$13.14M
2.65%
Sole
36.81K
Shared
0.00
None
1.39K
CROWDSTRIKE HLDGS INC
SOLEShares27.81K
TypeSH
Market value$13.04M
2.63%
Sole
27.15K
Shared
0.00
None
660.00
VISA INC
SOLEShares36.73K
TypeSH
Market value$12.88M
2.60%
Sole
35.92K
Shared
0.00
None
810.00
LEIDOS HOLDINGS INC
SOLEShares71.19K
TypeSH
Market value$12.84M
2.59%
Sole
68.01K
Shared
0.00
None
3.18K
TRANE TECHNOLOGIES PLC
SOLEShares29.15K
TypeSH
Market value$11.34M
2.29%
Sole
28.40K
Shared
0.00
None
750.00
XYLEM INC
SOLEShares82.54K
TypeSH
Market value$11.24M
2.26%
Sole
80.63K
Shared
0.00
None
1.92K
GALLAGHER ARTHUR J & CO
SOLEShares38.31K
TypeSH
Market value$9.91M
2.00%
Sole
37.42K
Shared
0.00
None
895.00
TETRA TECH INC NEW
SOLEShares292.15K
TypeSH
Market value$9.80M
1.97%
Sole
284.92K
Shared
0.00
None
7.22K
NXP SEMICONDUCTORS N V
SOLEShares40.04K
TypeSH
Market value$8.69M
1.75%
Sole
38.47K
Shared
0.00
None
1.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 84.08K | SH | $29.10M 5.86% | 80.24K | 0.00 | 3.84K |
ALPHABET INCSOLE | CAP STK CL A | 87.06K | SH | $27.25M 5.49% | 82.93K | 0.00 | 4.13K |
MICROSOFT CORPSOLE | COM | 45.91K | SH | $22.20M 4.47% | 44.05K | 0.00 | 1.86K |
TJX COS INC NEWSOLE | COM | 137.40K | SH | $21.11M 4.25% | 131.91K | 0.00 | 5.49K |
APPLE INCSOLE | COM | 70.81K | SH | $19.25M 3.88% | 66.83K | 0.00 | 3.97K |
NVIDIA CORPORATIONSOLE | COM | 95.99K | SH | $17.90M 3.61% | 93.48K | 0.00 | 2.51K |
COSTCO WHSL CORP NEWSOLE | COM | 20.69K | SH | $17.84M 3.59% | 20.23K | 0.00 | 460.00 |
CRH PLCSOLE | ORD | 136.13K | SH | $16.99M 3.42% | 131.57K | 0.00 | 4.55K |
RTX CORPORATIONSOLE | COM | 85.18K | SH | $15.62M 3.15% | 80.26K | 0.00 | 4.92K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.52K | SH | $15.59M 3.14% | 26.79K | 0.00 | 735.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 25.77K | SH | $14.94M 3.01% | 24.79K | 0.00 | 984.00 |
UNITED RENTALS INCSOLE | COM | 17.81K | SH | $14.42M 2.90% | 17.44K | 0.00 | 375.00 |
HOWMET AEROSPACE INCSOLE | COM | 68.82K | SH | $14.11M 2.84% | 66.78K | 0.00 | 2.04K |
BOOKING HOLDINGS INCSOLE | COM | 2.60K | SH | $13.92M 2.80% | 2.53K | 0.00 | 65.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 60.98K | SH | $13.87M 2.80% | 59.16K | 0.00 | 1.82K |
GE VERNOVA INCSOLE | COM | 20.24K | SH | $13.23M 2.66% | 19.79K | 0.00 | 450.00 |
HOME DEPOT INCSOLE | COM | 38.20K | SH | $13.14M 2.65% | 36.81K | 0.00 | 1.39K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.81K | SH | $13.04M 2.63% | 27.15K | 0.00 | 660.00 |
VISA INCSOLE | COM CL A | 36.73K | SH | $12.88M 2.60% | 35.92K | 0.00 | 810.00 |
LEIDOS HOLDINGS INCSOLE | COM | 71.19K | SH | $12.84M 2.59% | 68.01K | 0.00 | 3.18K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 29.15K | SH | $11.34M 2.29% | 28.40K | 0.00 | 750.00 |
XYLEM INCSOLE | COM | 82.54K | SH | $11.24M 2.26% | 80.63K | 0.00 | 1.92K |
GALLAGHER ARTHUR J & COSOLE | COM | 38.31K | SH | $9.91M 2.00% | 37.42K | 0.00 | 895.00 |
TETRA TECH INC NEWSOLE | COM | 292.15K | SH | $9.80M 1.97% | 284.92K | 0.00 | 7.22K |
NXP SEMICONDUCTORS N VSOLE | COM | 40.04K | SH | $8.69M 1.75% | 38.47K | 0.00 | 1.57K |
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