13F Insight
DOSSIER · 13F-HR · Q2 2026

Renaissance Investment Group LLC

$508M in tracked AUM across 84 positions as of Q2 2026.

RI
CIK 0001509508 · last filed Jun 30, 2026
Total AUM
$508M
as of Q2 2026
Holdings
84
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Renaissance Investment Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$26M68K5.1%02
GOOGL
ALPHABET INC
$25M70K4.9%03
CRWD
CROWDSTRIKE HLDGS INC
$23M30K4.5%04
GEV
GE VERNOVA INC
$23M19K4.5%05
TJX
TJX COS INC NEW
$20M132K3.9%06
URI
UNITED RENTALS INC
$20M17K3.9%07
AAPL
APPLE INC
$20M68K3.9%08
COST
COSTCO WHOLESALE CORPORATION
$19M20K3.7%09
NVDA
NVIDIA CORPORATION
$19M94K3.7%10
MSFT
MICROSOFT CORP
$17M45K3.3%

Filing history

2026Q2Jun 30
$508M▲ 9.2%
84 positionsView →2026Q1Mar 31
$465M▼ 6.2%
81 positionsView →2025Q4Dec 31
$496M▲ 88.3%
78 positionsView →2025Q3Sep 30
$264M▼ 42.8%
32 positionsView →2025Q2Jun 30
$461M▲ 11.9%
78 positionsLocked2025Q1Mar 31
$412M▼ 13.1%
73 positionsLocked2024Q4Dec 31
$474M▼ 1.4%
78 positionsLocked2024Q3Sep 30
$480M▲ 4.5%
85 positionsLocked2024Q2Jun 30
$460M▲ 5.6%
84 positionsLocked2024Q1Mar 31
$436M▲ 8.4%
86 positionsLocked2023Q4Dec 31
$402M▲ 12.0%
81 positionsLocked2023Q3Sep 30
$359M▼ 5.8%
77 positionsLocked
Showing 12 of 60