Renaissance Investment Group LLC

Q4 2025 13F Holdings

  • Location
    lenox, MA
  • Num holdings

    78

  • Value ($000)

    $496,366

  • Date Filed
    01/06/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVGO

BROADCOM INC

COM
11135F101
$29.10 M
6 %

84,084

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$27.25 M
6 %

87,061

M
MSFT

MICROSOFT CORP

COM
594918104
$22.20 M
5 %

45,909

---

TJX COS INC NEW

COM
872540109
$21.11 M
4 %

137,395

A
AAPL

APPLE INC

COM
037833100
$19.25 M
4 %

70,805

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$17.90 M
4 %

95,994

C
COST

COSTCO WHSL CORP NEW

COM
22160K105
$17.84 M
4 %

20,689

---

CRH PLC

ORD
G25508105
$16.99 M
3 %

136,125

R
RTX

RTX CORPORATION

COM
75513E101
$15.62 M
3 %

85,183

I
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$15.59 M
3 %

27,522

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