Filed: 4/15/2026ACC: 0001509508-26-000002
📋 What this filing means
RENAISSANCE INVESTMENT GROUP LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $465.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$465.46M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
COM$351.97M75.6%
CAP STK CL A$23.04M4.9%
CL A$15.98M3.4%
ORD$14.38M3.1%
COM NEW$13.71M2.9%
ORD SHS$12.78M2.7%
SHS$12.50M2.7%
Portfolio Concentration
Top 3$69.03M14.8%
4–10$119.39M25.6%
11–25$173.92M37.4%
Rest$103.12M22.2%
Top 3 weight
14.8%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.35M
shares
% of voting shares95.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
111.92K
shares
% of voting shares4.5%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 95.5% of voting shares
Institutional Holdings81
Rows:
BROADCOM INC
SOLEShares79.97K
TypeSH
Market value$24.75M
5.32%
Sole
76.19K
Shared
0.00
None
3.77K
ALPHABET INC
SOLEShares80.11K
TypeSH
Market value$23.04M
4.95%
Sole
76.27K
Shared
0.00
None
3.84K
TJX COS INC NEW
SOLEShares133.01K
TypeSH
Market value$21.24M
4.56%
Sole
127.53K
Shared
0.00
None
5.49K
COSTCO WHOLESALE CORPORATION
SOLEShares20.55K
TypeSH
Market value$20.47M
4.40%
Sole
20.09K
Shared
0.00
None
460.00
GE VERNOVA INC
SOLEShares20.51K
TypeSH
Market value$17.90M
3.85%
Sole
20.06K
Shared
0.00
None
450.00
APPLE INC
SOLEShares68.63K
TypeSH
Market value$17.42M
3.74%
Sole
64.66K
Shared
0.00
None
3.97K
MICROSOFT CORP
SOLEShares45.66K
TypeSH
Market value$16.90M
3.63%
Sole
43.80K
Shared
0.00
None
1.86K
NVIDIA CORPORATION
SOLEShares95.07K
TypeSH
Market value$16.58M
3.56%
Sole
92.56K
Shared
0.00
None
2.51K
RTX CORPORATION
SOLEShares79.32K
TypeSH
Market value$15.30M
3.29%
Sole
74.55K
Shared
0.00
None
4.78K
HOWMET AEROSPACE INC
SOLEShares64.26K
TypeSH
Market value$14.81M
3.18%
Sole
62.36K
Shared
0.00
None
1.90K
CRH PLC
SOLEShares136.77K
TypeSH
Market value$14.38M
3.09%
Sole
132.21K
Shared
0.00
None
4.55K
UNITED RENTALS INC
SOLEShares17.57K
TypeSH
Market value$12.80M
2.75%
Sole
17.20K
Shared
0.00
None
375.00
TE CONNECTIVITY PLC
SOLEShares61.14K
TypeSH
Market value$12.78M
2.75%
Sole
59.33K
Shared
0.00
None
1.80K
THERMO FISHER SCIENTIFIC INC
SOLEShares25.72K
TypeSH
Market value$12.64M
2.72%
Sole
24.74K
Shared
0.00
None
984.00
HOME DEPOT INC
SOLEShares38.38K
TypeSH
Market value$12.62M
2.71%
Sole
36.99K
Shared
0.00
None
1.39K
INTUITIVE SURGICAL INC
SOLEShares27.38K
TypeSH
Market value$12.62M
2.71%
Sole
26.67K
Shared
0.00
None
710.00
TRANE TECHNOLOGIES PLC
SOLEShares29.44K
TypeSH
Market value$12.27M
2.64%
Sole
28.69K
Shared
0.00
None
750.00
CROWDSTRIKE HLDGS INC
SOLEShares29.42K
TypeSH
Market value$11.49M
2.47%
Sole
28.76K
Shared
0.00
None
660.00
LEIDOS HOLDINGS INC
SOLEShares71.53K
TypeSH
Market value$11.12M
2.39%
Sole
68.35K
Shared
0.00
None
3.18K
VISA INC
SOLEShares36.33K
TypeSH
Market value$10.98M
2.36%
Sole
35.52K
Shared
0.00
None
810.00
BOOKING HOLDINGS INC
SOLEShares2.59K
TypeSH
Market value$10.92M
2.35%
Sole
2.53K
Shared
0.00
None
65.00
CARPENTER TECHNOLOGY CORP
SOLEShares27.22K
TypeSH
Market value$10.73M
2.30%
Sole
26.44K
Shared
0.00
None
780.00
XYLEM INC
SOLEShares83.40K
TypeSH
Market value$9.97M
2.14%
Sole
81.49K
Shared
0.00
None
1.92K
NEXTERA ENERGY INC
SOLEShares102.72K
TypeSH
Market value$9.54M
2.05%
Sole
102.13K
Shared
0.00
None
585.00
GALLAGHER ARTHUR J & CO
SOLEShares41.84K
TypeSH
Market value$9.06M
1.95%
Sole
40.95K
Shared
0.00
None
895.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 79.97K | SH | $24.75M 5.32% | 76.19K | 0.00 | 3.77K |
ALPHABET INCSOLE | CAP STK CL A | 80.11K | SH | $23.04M 4.95% | 76.27K | 0.00 | 3.84K |
TJX COS INC NEWSOLE | COM | 133.01K | SH | $21.24M 4.56% | 127.53K | 0.00 | 5.49K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 20.55K | SH | $20.47M 4.40% | 20.09K | 0.00 | 460.00 |
GE VERNOVA INCSOLE | COM | 20.51K | SH | $17.90M 3.85% | 20.06K | 0.00 | 450.00 |
APPLE INCSOLE | COM | 68.63K | SH | $17.42M 3.74% | 64.66K | 0.00 | 3.97K |
MICROSOFT CORPSOLE | COM | 45.66K | SH | $16.90M 3.63% | 43.80K | 0.00 | 1.86K |
NVIDIA CORPORATIONSOLE | COM | 95.07K | SH | $16.58M 3.56% | 92.56K | 0.00 | 2.51K |
RTX CORPORATIONSOLE | COM | 79.32K | SH | $15.30M 3.29% | 74.55K | 0.00 | 4.78K |
HOWMET AEROSPACE INCSOLE | COM | 64.26K | SH | $14.81M 3.18% | 62.36K | 0.00 | 1.90K |
CRH PLCSOLE | ORD | 136.77K | SH | $14.38M 3.09% | 132.21K | 0.00 | 4.55K |
UNITED RENTALS INCSOLE | COM | 17.57K | SH | $12.80M 2.75% | 17.20K | 0.00 | 375.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 61.14K | SH | $12.78M 2.75% | 59.33K | 0.00 | 1.80K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 25.72K | SH | $12.64M 2.72% | 24.74K | 0.00 | 984.00 |
HOME DEPOT INCSOLE | COM | 38.38K | SH | $12.62M 2.71% | 36.99K | 0.00 | 1.39K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.38K | SH | $12.62M 2.71% | 26.67K | 0.00 | 710.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 29.44K | SH | $12.27M 2.64% | 28.69K | 0.00 | 750.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 29.42K | SH | $11.49M 2.47% | 28.76K | 0.00 | 660.00 |
LEIDOS HOLDINGS INCSOLE | COM | 71.53K | SH | $11.12M 2.39% | 68.35K | 0.00 | 3.18K |
VISA INCSOLE | COM CL A | 36.33K | SH | $10.98M 2.36% | 35.52K | 0.00 | 810.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.59K | SH | $10.92M 2.35% | 2.53K | 0.00 | 65.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 27.22K | SH | $10.73M 2.30% | 26.44K | 0.00 | 780.00 |
XYLEM INCSOLE | COM | 83.40K | SH | $9.97M 2.14% | 81.49K | 0.00 | 1.92K |
NEXTERA ENERGY INCSOLE | COM | 102.72K | SH | $9.54M 2.05% | 102.13K | 0.00 | 585.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 41.84K | SH | $9.06M 1.95% | 40.95K | 0.00 | 895.00 |
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