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LORI J KILLEEN

Renaissance Investment Group Llc

Assets Managed
$508.399M
Holdings
84
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
9.23%(2Q avg: 1.5%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Renaissance Investment Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 84 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 508.399M in assets, with a quarterly growth rate of 9.23% and a 2-quarter average growth rate of 1.5%. The portfolio is managed by LORI J KILLEEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -14.74%
5.07%
$25.752M
68,173 shares@ $377.75 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -12.99%
4.9%
$24.907M
69,694 shares@ $357.38 avg price
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Increased 1.6%
4.49%
$22.811M
29,891 shares@ $763.15 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -5.69%
4.47%
$22.721M
19,339 shares@ $1174.89 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.63%
3.94%
$20.023M
132,164 shares@ $151.51 avg price
URI
United Rentals Inc
Recent Activity
Decreased -0.99%
3.88%
$19.714M
17,401 shares@ $1132.92 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.28%
3.86%
$19.604M
67,748 shares@ $289.37 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.29%
3.74%
$18.97M
20,279 shares@ $935.46 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.12%
3.7%
$18.809M
94,002 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.36%
3.34%
$16.971M
45,497 shares@ $373.03 avg price

1-10 of 84