Renaissance Investment Group LLC - Q22026 Holdings

Renaissance Investment Group LLC holds 84 stocks with a total portfolio value of $ 508.4M as of Q22026. In Q22026, Renaissance Investment Group LLC added 7 new positions, increased stakes in 24 stocks, reduced 39 holdings, and fully exited 4 positions. The largest holding is Broadcom Inc (AVGO), representing 5.07% of the total portfolio.