LORI J KILLEEN
@Renaissance Investment Group Llc
Latest period2024 - Q4ReportedManaged Assets$473.727MTotal holdings78
Assets growth rate-1.4%Assets growth rate (2-Q avg)1.55%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Renaissance Investment Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.
Assets under management
The assets under management (AUM) of Renaissance Investment Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 473.727M in assets, with a quarterly growth rate of -1.4% and a 2-quarter average growth rate of 1.55%. The portfolio is managed by LORI J KILLEEN, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVGOBroadcom Inc
| 5.75% | $27.195M 117,301 shares@ $231.85 avg price | Decreased -3.03% |
COSTCostco Whsl Corp New
| 4.53% | $21.416M 23,373 shares@ $916.28 avg price | Decreased -2.69% |
MSFTMicrosoft Corp
| 4.42% | $20.936M 49,670 shares@ $421.5 avg price | Decreased -2.3% |
TJXTjx Cos Inc New
| 3.86% | $18.269M 151,218 shares@ $120.81 avg price | Decreased -0.44% |
ISRGIntuitive Surgical Inc
| 3.33% | $15.738M 30,151 shares@ $521.97 avg price | Decreased -1.15% |
URIUnited Rentals Inc
| 3.05% | $14.442M 20,502 shares@ $704.45 avg price | Decreased -2.31% |
BKNGBooking Holdings Inc
| 3.03% | $14.315M 2,881 shares@ $4968.86 avg price | Decreased -1.3% |
TMOThermo Fisher Scientific Inc
| 2.94% | $13.907M 26,732 shares@ $520.24 avg price | Decreased -0.38% |
VVisa Inc
| 2.67% | $12.611M 39,903 shares@ $316.04 avg price | Decreased -0.01% |
RTXRtx Corporation
| 2.37% | $11.195M 96,743 shares@ $115.72 avg price | Decreased -1.62% |