FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.78%
FTSE10,321.09-0.56%
IXIC24,876.710.16%
RUT2,784.77-0.08%
GSPC7,172.880.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM

Institutional Manager · CIK 0001509508

Renaissance Investment Group LLC

LENOX, MA · File #028-14051

Latest AUM
$496.4M
Positions
78
Top-10 Concentration
41.8%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWCARPENTER TECHNOLOGY CORPCRS+25,859+$8.1M$0
REDUCEZOETIS INCZTS-37,867-$4.8M-$1.2M
EXITEDSALESFORCE INC79466L302-12,095-$2.9M$0
REDUCEBROADCOM INCAVGO-8,116-$2.8M+$1.5M
REDUCEALPHABET INCGOOG-4,880-$1.5M+$6.4M
ADDCAMECO CORPCCJ+8,444+$772,542+$372,298
ADDGE VERNOVA INCGEV+1,166+$762,063+$737,475
REDUCEUNITED RENTALS INCURI-840-$679,830-$2.7M
REDUCEONEOK INC NEWOKE-8,696-$639,156+$17,840
REDUCETJX COS INC NEW872540109-4,019-$617,357+$1.3M

Sector Allocation

Technology
28.2%$139.9M
Industrials
22.1%$109.6M
Healthcare
8.0%$39.5M
Materials
3.5%$17.3M
Financials
2.9%$14.2M
Energy
1.9%$9.5M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BROADCOM INCAVGO84,084$29.1M6.00%
2ALPHABET INCGOOG87,061$27.3M5.62%
3MICROSOFT CORPMSFT45,909$22.2M4.58%
4TJX COS INC NEW872540109137,395$21.1M4.35%
5APPLE INCAAPL70,805$19.2M3.97%
6NVIDIA CORPORATIONNVDA95,994$17.9M3.69%
7COSTCO WHSL CORP NEW22160K10520,689$17.8M3.68%
8CRH PLCCRH136,125$17.0M3.50%
9RTX CORPORATIONRTX85,183$15.6M3.22%
10INTUITIVE SURGICAL INCISRG27,522$15.6M3.22%
11THERMO FISHER SCIENTIFIC INCTMO25,775$14.9M3.08%
12UNITED RENTALS INCURI17,814$14.4M2.97%
13HOWMET AEROSPACE INCHWM68,822$14.1M2.91%
14BOOKING HOLDINGS INCBKNG2,599$13.9M2.87%
15TE CONNECTIVITY PLCTEL60,982$13.9M2.86%
16GE VERNOVA INCGEV20,237$13.2M2.73%
17HOME DEPOT INCHD38,198$13.1M2.71%
18CROWDSTRIKE HLDGS INCCRWD27,810$13.0M2.69%
19VISA INCV36,728$12.9M2.66%
20LEIDOS HOLDINGS INCLDOS71,187$12.8M2.65%