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Renaissance Investment Group - Q1 2026 13F Filings

RE

Renaissance Investment Group LLC

CIK: 0001509508
Address: Massachusetts Lenox 45 Walker St
$465.46 M
Portfolio Value
81
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/15/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-6.23%
$465.46 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Renaissance Investment Group Q1 2026 Filing Summary

Renaissance Investment Group LLC filed its 13F report for Q1 2026 on April 15, 2026. The portfolio totaled 465.46 M reflecting a -6.23% change from the prior quarter, spanning 81 assets. The top 10 holdings comprised 40.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 3 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Renaissance Investment Group’s Q1 2026 Filing

Renaissance Investment Group submitted their Form 13F-HR for the Q1 2026 period on 04/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Renaissance Investment Group reported a managed portfolio value of 465.46 M, consisting of 81 individual positions.

This page displays the raw filing documents. To see which stocks Renaissance Investment Group bought or sold during Q1 2026, please visit Renaissance Investment Group's Portfolio Analysis page.