Renaissance Investment Group LLC has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's total equity portfolio as consisting of 77 distinct positions.
The report identifies Lori J. Killeen, a Managing Director, as the authorized signatory for the filing. The firm’s principal place of business is listed as 45 Walker St, Lenox, MA 01240.
The portfolio includes a mix of large-cap technology, healthcare, and industrial companies. Among the largest holdings disclosed are Microsoft Corporation, with 23,105,263 shares; NVIDIA Corporation, with 20,941,509 shares; and Alphabet Inc. Class A shares, with 23,474,325 shares. Other notable positions include Johnson & Johnson, Merck & Co., and Procter & Gamble Co.
The filing also includes exchange-traded funds, such as the SPDR S&P 500 ETF Trust and the SPDR S&P MidCap 40 ETF Trust, as part of the equity portfolio.
