RI

Renaissance Investment Group LLC

13F
Renaissance Investment Group LLC
Last update 2024-10-10 85 Stocks (5 new)
Value $480.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(4.55%)COST(4.43%)AVGO(4.34%)AAPL(4.11%)TJX(3.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
Renaissance Investment Group L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
50,841
21877.060
-2.47%
4.550
-0.13%
0.000
+1.68%
+0.82%
3160419.120
Software
COST 		Costco Wholesale Corp
24,021
21295.120
-1.87%
4.430
-0.09%
0.010
+2.93%
+0.36%
408904.102
Retail - Defensive
AVGO 		Broadcom Inc
120,969
20867.150
-4.88%
4.340
-0.23%
0.000
+29.00%
-2.34%
1067592.236
Semiconductors
AAPL 		Apple Inc
84,718
19739.270
-2.86%
4.110
-0.12%
0.000
+1.37%
-5.44%
3567885.987
Hardware
TJX 		TJX Companies Inc
151,894
17853.580
-0.62%
3.720
-0.02%
0.010
+2.17%
-1.56%
133696.112
Retail - Cyclical
URI 		United Rentals Inc
20,988
16994.640
-2.53%
3.540
-0.07%
0.030
-11.09%
+5.02%
48510.430
Business Services
TMO 		Thermo Fisher Scientific Inc
26,835
16599.370
+0.10%
3.450
0%
0.010
-7.99%
+6.14%
211805.699
Medical Diagnostics & Research
GOOGL 		Alphabet Inc
98,933
16408.100
-0.15%
3.410
-0.01%
0.000
+17.12%
+2.25%
2384955.779
Interactive Media
TTEK 		Tetra Tech Inc
333,328
15719.740
-0.93%
3.270
-0.03%
0.120
-14.39%
+5.27%
11245.127
Construction
HD 		The Home Depot Inc
37,061
15016.980
+0.56%
3.130
+0.02%
0.000
-2.71%
+3.39%
400454.270
Retail - Cyclical

Renaissance Investment Group LLC's Historical Top Holdings Breakdowns

Renaissance Investment Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-06-30New Buy
+2.36%
●
76.2 ($101.1) 135.58
$135.11
33.64%
New holding
82,655
82,655
APD 		Air Products & Chemicals Inc2024-03-31Reduce
-2.29%
●
215.38 ($245.03) 273.47
$301.86
23.19%
Reduce -81.91%
7,402
-33,518
CRH 		CRH PLC2023-09-30New Buy
+1.69%
●
53.56 ($56.56) 59.5
$94.97
67.92%
New holding
110,895
110,895
ON 		ON Semiconductor Corp2024-06-30Reduce
-1.58%
●
60.65 ($70.16) 76.29
$55.19
-21.34%
Reduce -96.62%
3,291
-94,098
CRH CRH PLC2023-09-30Sold Out
-1.47%
●
53.36 ($56.92) 60.3
$53.27
-6.40%
Sold Out
0
-100,741
CRWD 		CrowdStrike Holdings Inc2024-03-31New Buy
+1.25%
●
244.36 ($306.18) 334.55
$360.00
17.58%
New holding
16,959
16,959
TT 		Trane Technologies PLC2024-06-30New Buy
+1.24%
●
288.27 ($318.03) 345.38
$384.48
20.89%
New holding
17,139
17,139
DE 		Deere & Co2024-06-30Reduce
-1.22%
●
364.98 ($390.01) 414.02
$430.13
10.29%
Reduce -94.76%
717
-12,977
ALK 		Alaska Air Group Inc2023-09-30Sold Out
-1.17%
●
36.41 ($45.29) 56.34
$66.92
47.77%
Sold Out
0
-84,029
AJG 		Arthur J. Gallagher & Co2023-09-30New Buy
+1.14%
●
212.72 ($223.82) 235.78
$290.12
29.62%
New holding
17,931
17,931

Renaissance Investment Group LLC Total Holding History ($B)

To

Renaissance Investment Group LLC's Asset Allocation

To

Renaissance Investment Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Renaissance Investment Group LLC's Hypothetical Growth since 2024-09-30

Renaissance Investment Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Renaissance Investment Group LLC's Holdings Heat Map

Size field:

Renaissance Investment Group LLC's Holdings Bubble Chart

Renaissance Investment Group LLC News

  • 1

Discussions on Renaissance Investment Group LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.