Renaissance Investment Group LLC - Q12026 Holdings

Renaissance Investment Group LLC holds 81 stocks with a total portfolio value of $ 465.46M as of Q12026. In Q12026, Renaissance Investment Group LLC added 6 new positions, increased stakes in 23 stocks, reduced 42 holdings, and fully exited 3 positions. The largest holding is Broadcom Inc (AVGO), representing 5.32% of the total portfolio.