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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) |
|---|
| CIK | Period |
|---|---|
| 0000944234 0001509508 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Netflix Inc | 48.4 | |
| Emcor Group Inc | 48.3 | |
| Facebook Inc | 47.3 | |
| Comfort Systems USA Inc | 46.9 | |
| Broadcom Inc | 46.6 | |
| Microsoft Corp | 46.3 | |
| Royal Caribbean Cruises Ltd | 40.6 | |
| Amazon Com Inc | 40.4 | |
| Amphenol Corp /DE/ | 39.6 | |
| Apple Inc | 38.9 | |
| Jabil Circuit Inc | 38.5 | |
| Applied Materials Inc /DE | 38.0 | |
| Alphabet Inc | 38.0 | |
| ServiceNow Inc | 37.8 | |
| O Reilly Automotive Inc | 37.3 | |
| VISA Inc | 36.9 | |
| Arista Networks Inc | 36.7 | |
| Pinterest Inc | 36.5 | |
| BJ's Wholesale Club Holdings Inc | 36.4 | |
| Mastercard Inc | 36.2 | |
| Applovin Corp | 36.0 | |
| McKesson Corp | 35.9 | |
| KLA Tencor Corp | 35.8 | |
| Fiserv Inc | 35.7 | |
| Intuit Inc | 35.7 | |
| Cintas Corp | 35.6 | |
| Arch Capital Group Ltd | 35.6 | |
| Cardinal Health Inc | 35.5 | |
| Motorola Inc | 35.4 | |
| HCA Holdings Inc | 35.3 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allium Financial Advisors LLC
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|
OR | 0.6 |
|
Financial Partners Group LLC
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TN | 0.6 |
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Dodds Wealth LLC
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CO | 0.6 |
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Sierra Summit Advisors LLC
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0.6 | |
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Gradient Capital Advisors LLC
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CA | 0.6 |
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Bayshore Asset Management LLC
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FL | 0.6 |
|
Affinity Capital Advisors LLC
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CA | 0.6 |
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IAM Advisory LLC
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PA | 0.6 |
|
TAP Consulting LLC
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MO | 0.6 |
|
Sevenbridge Financial Group LLC
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|
PA | 0.6 |