Filed: 7/8/2026ACC: 0001509508-26-000003
📋 What this filing means
RENAISSANCE INVESTMENT GROUP LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $508.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$508.40M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COM$375.04M73.8%
CL A$30.94M6.1%
CAP STK CL A$24.91M4.9%
SHS$14.98M2.9%
ORD$14.58M2.9%
COM NEW$12.50M2.5%
COM CL A$12.42M2.4%
Portfolio Concentration
Top 3$73.47M14.5%
4–10$136.81M26.9%
11–25$190.13M37.4%
Rest$107.98M21.2%
Top 3 weight
14.5%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
2.40M
shares
% of voting shares95.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
115.23K
shares
% of voting shares4.6%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 95.4% of voting shares
Institutional Holdings84
Rows:
BROADCOM INC
SOLEShares68.17K
TypeSH
Market value$25.75M
5.07%
Sole
64.99K
Shared
0.00
None
3.18K
ALPHABET INC
SOLEShares69.69K
TypeSH
Market value$24.91M
4.90%
Sole
66.25K
Shared
0.00
None
3.44K
CROWDSTRIKE HLDGS INC
SOLEShares29.89K
TypeSH
Market value$22.81M
4.49%
Sole
29.11K
Shared
0.00
None
785.00
GE VERNOVA INC
SOLEShares19.34K
TypeSH
Market value$22.72M
4.47%
Sole
18.91K
Shared
0.00
None
430.00
TJX COS INC NEW
SOLEShares132.16K
TypeSH
Market value$20.02M
3.94%
Sole
126.87K
Shared
0.00
None
5.29K
UNITED RENTALS INC
SOLEShares17.40K
TypeSH
Market value$19.71M
3.88%
Sole
17.03K
Shared
0.00
None
375.00
APPLE INC
SOLEShares67.75K
TypeSH
Market value$19.60M
3.86%
Sole
64.17K
Shared
0.00
None
3.58K
COSTCO WHOLESALE CORPORATION
SOLEShares20.28K
TypeSH
Market value$18.97M
3.73%
Sole
19.82K
Shared
0.00
None
460.00
NVIDIA CORPORATION
SOLEShares94K
TypeSH
Market value$18.81M
3.70%
Sole
90.64K
Shared
0.00
None
3.36K
MICROSOFT CORP
SOLEShares45.50K
TypeSH
Market value$16.97M
3.34%
Sole
43.64K
Shared
0.00
None
1.86K
CARPENTER TECHNOLOGY CORP
SOLEShares27.30K
TypeSH
Market value$16.84M
3.31%
Sole
26.52K
Shared
0.00
None
780.00
HOWMET AEROSPACE INC
SOLEShares60.17K
TypeSH
Market value$16.18M
3.18%
Sole
58.61K
Shared
0.00
None
1.55K
CRH PLC
SOLEShares136.29K
TypeSH
Market value$14.58M
2.87%
Sole
131.88K
Shared
0.00
None
4.41K
RTX CORPORATION
SOLEShares76.65K
TypeSH
Market value$14.54M
2.86%
Sole
72.56K
Shared
0.00
None
4.09K
TRANE TECHNOLOGIES PLC
SOLEShares29.34K
TypeSH
Market value$14.41M
2.83%
Sole
28.59K
Shared
0.00
None
750.00
HOME DEPOT INC
SOLEShares38.63K
TypeSH
Market value$13.62M
2.68%
Sole
37.24K
Shared
0.00
None
1.39K
THERMO FISHER SCIENTIFIC INC
SOLEShares25.43K
TypeSH
Market value$12.75M
2.51%
Sole
24.44K
Shared
0.00
None
984.00
VISA INC
SOLEShares36.19K
TypeSH
Market value$12.42M
2.44%
Sole
35.38K
Shared
0.00
None
810.00
TE CONNECTIVITY PLC
SOLEShares61.01K
TypeSH
Market value$12.30M
2.42%
Sole
59.21K
Shared
0.00
None
1.80K
BOOKING HOLDINGS INC
SOLEShares64.36K
TypeSH
Market value$11.47M
2.26%
Sole
62.73K
Shared
0.00
None
1.63K
INTUITIVE SURGICAL INC
SOLEShares27.37K
TypeSH
Market value$10.88M
2.14%
Sole
26.66K
Shared
0.00
None
710.00
NXP SEMICONDUCTORS N V
SOLEShares38.57K
TypeSH
Market value$10.84M
2.13%
Sole
36.72K
Shared
0.00
None
1.85K
GALLAGHER ARTHUR J & CO
SOLEShares43.84K
TypeSH
Market value$10.07M
1.98%
Sole
42.68K
Shared
0.00
None
1.17K
XYLEM INC
SOLEShares83.41K
TypeSH
Market value$9.86M
1.94%
Sole
81.49K
Shared
0.00
None
1.92K
NEXTERA ENERGY INC
SOLEShares106.79K
TypeSH
Market value$9.37M
1.84%
Sole
104.30K
Shared
0.00
None
2.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 68.17K | SH | $25.75M 5.07% | 64.99K | 0.00 | 3.18K |
ALPHABET INCSOLE | CAP STK CL A | 69.69K | SH | $24.91M 4.90% | 66.25K | 0.00 | 3.44K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 29.89K | SH | $22.81M 4.49% | 29.11K | 0.00 | 785.00 |
GE VERNOVA INCSOLE | COM | 19.34K | SH | $22.72M 4.47% | 18.91K | 0.00 | 430.00 |
TJX COS INC NEWSOLE | COM | 132.16K | SH | $20.02M 3.94% | 126.87K | 0.00 | 5.29K |
UNITED RENTALS INCSOLE | COM | 17.40K | SH | $19.71M 3.88% | 17.03K | 0.00 | 375.00 |
APPLE INCSOLE | COM | 67.75K | SH | $19.60M 3.86% | 64.17K | 0.00 | 3.58K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 20.28K | SH | $18.97M 3.73% | 19.82K | 0.00 | 460.00 |
NVIDIA CORPORATIONSOLE | COM | 94K | SH | $18.81M 3.70% | 90.64K | 0.00 | 3.36K |
MICROSOFT CORPSOLE | COM | 45.50K | SH | $16.97M 3.34% | 43.64K | 0.00 | 1.86K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 27.30K | SH | $16.84M 3.31% | 26.52K | 0.00 | 780.00 |
HOWMET AEROSPACE INCSOLE | COM | 60.17K | SH | $16.18M 3.18% | 58.61K | 0.00 | 1.55K |
CRH PLCSOLE | ORD | 136.29K | SH | $14.58M 2.87% | 131.88K | 0.00 | 4.41K |
RTX CORPORATIONSOLE | COM | 76.65K | SH | $14.54M 2.86% | 72.56K | 0.00 | 4.09K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 29.34K | SH | $14.41M 2.83% | 28.59K | 0.00 | 750.00 |
HOME DEPOT INCSOLE | COM | 38.63K | SH | $13.62M 2.68% | 37.24K | 0.00 | 1.39K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 25.43K | SH | $12.75M 2.51% | 24.44K | 0.00 | 984.00 |
VISA INCSOLE | COM CL A | 36.19K | SH | $12.42M 2.44% | 35.38K | 0.00 | 810.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 61.01K | SH | $12.30M 2.42% | 59.21K | 0.00 | 1.80K |
BOOKING HOLDINGS INCSOLE | COM | 64.36K | SH | $11.47M 2.26% | 62.73K | 0.00 | 1.63K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.37K | SH | $10.88M 2.14% | 26.66K | 0.00 | 710.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 38.57K | SH | $10.84M 2.13% | 36.72K | 0.00 | 1.85K |
GALLAGHER ARTHUR J & COSOLE | COM | 43.84K | SH | $10.07M 1.98% | 42.68K | 0.00 | 1.17K |
XYLEM INCSOLE | COM | 83.41K | SH | $9.86M 1.94% | 81.49K | 0.00 | 1.92K |
NEXTERA ENERGY INCSOLE | COM | 106.79K | SH | $9.37M 1.84% | 104.30K | 0.00 | 2.48K |
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