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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.71%
0.46%
$2.164M
3,693 shares@ $586.03 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.61%
0.14%
$625,007
1,379 shares@ $453.24 avg price
WMTWalmart Inc
Recent Activity
Increased 24.78%
0.12%
$530,626
5,873 shares@ $90.36 avg price