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| Happy Holidays!! thanks for using AUM13F!! |
| Renaissance Investment Group LLC
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| CRD # | 153679 |
| SEC # | 801-71391 |
| CIK # | 0000944234, 0001509508 |
| AUM | $636.1 M (2025-03-27) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 413-445-2481 |
| Address | 45 Walker Street Lenox, MA 01240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 48.4 | ||
| Emcor Group Inc | 48.3 | ||
| Facebook Inc | 47.3 | ||
| Comfort Systems USA Inc | 46.9 | ||
| Broadcom Inc | 46.6 | ||
| Microsoft Corp | 46.3 | ||
| Royal Caribbean Cruises Ltd | 40.6 | ||
| Amazon Com Inc | 40.4 | ||
| Amphenol Corp /DE/ | 39.6 | ||
| Apple Inc | 38.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 85.5 |
| (b) Individuals (high net worth individuals) | 133 | 483.5 |
| (c) Banking or thrift institutions | 0 | 24.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 12 | 37.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 636.1 |
| By Discretionary | ||
| Discretionary | 550 | 619.4 |
| Non-Discretionary | 6 | 16.6 |
| Total | 556 | 636.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 636.1 | |
| Total | 556 | 636.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000944234] | |
| 13F-HR | [0001509508] |
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|---|---|---|
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OR | 0.6 |
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0.6 | |
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