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Renaissance Investment Group LLC
Renaissance Investment Group, LLC is a registered investment adviser headquartered in Lenox, Massachusetts. Founded in September 2000, the firm provides highly personalized investment and financial counseling services primarily to individuals, families, fiduciaries, and organizations. Renaissance's team brings decades of experience in both senior investment and management roles at major financial institutions and focuses on delivering exceptional client service with a direct, client-focused approach. The firm employs a team of expert counselors with deep institutional knowledge and a commitment to managing long-term wealth.
Investment Strategy
Renaissance Investment Group, LLC utilizes actively managed, diversified equity and fixed income portfolios tailored to clients' goals and risk tolerance. The firm's approach emphasizes fundamental analysis, long-term investment horizons, and the preservation and growth of client assets. Investment committees assess macroeconomic factors, industry trends, and company fundamentals to select securities, with a disciplined rebalancing process and ongoing review of investments. Portfolios are constructed to provide stability, tax efficiency, and consistent performance through strategic allocation and high-conviction holdings.
Latest 13F Filing Activity
Renaissance Investment Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 78 equity positions with a total 13F market value of $494M. The fund increased holdings in Alphabet Inc., Cameco Corp., Apple Inc. among other positions. Renaissance Investment Group LLC reduced exposure to Intuitive Surgical Inc., Novo-nordisk A S, Oneok Inc. New among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.16% | $30.4M | 92,200 | $47.27 | $329.91 | +$3.2M |
M MSFT | MICROSOFT CORP | 4.83% | $23.9M | 46,073 | $63.05 | $517.95 | +$895.2K |
| ALPHABET INC | 4.53% | $22.4M | 91,941 | $51.73 | $243.10 | +$6.1M | |
T TJX | TJX COS INC NEW | 4.14% | $20.4M | 141,414 | $32.69 | $144.54 | +$2.8M |
C COST | COSTCO WHSL CORP NEW | 3.89% | $19.2M | 20,761 | $166.44 | $925.63 | -$1.4M |
Industry Allocation
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