Renaissance Investment Group LLC - Q42025 Holdings

Renaissance Investment Group LLC holds 78 stocks with a total portfolio value of $ 496.37M as of Q42025. In Q42025, Renaissance Investment Group LLC added 2 new positions, increased stakes in 15 stocks, reduced 41 holdings, and fully exited 2 positions. The largest holding is Broadcom Inc (AVGO), representing 5.86% of the total portfolio.