RENAISSANCE GROUP LLC
Top Portfolio Positions
232 positions ·
$2,386,322,302 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
147,113 | $42,303,814 | 1.77% | |
| KLAC |
Kla Corp
Technology
|
27,920 | $41,109,687 | 1.72% | |
| JBL |
Jabil Inc
Technology
|
153,038 | $40,651,483 | 1.70% | |
| AVGO |
Broadcom Inc.
Technology
|
131,039 | $40,557,880 | 1.70% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
29,374 | $40,506,452 | 1.70% | |
| AAPL |
Apple Inc.
Technology
|
158,501 | $40,225,968 | 1.69% | |
| EME |
EMCOR Group, Inc.
Industrials
|
52,800 | $38,982,768 | 1.63% | |
| APH |
Amphenol Corp /De/
Technology
|
305,160 | $38,556,966 | 1.62% | |
| AMAT |
Applied Materials Inc /De
Technology
|
109,617 | $37,465,994 | 1.57% | |
| HSY |
Hershey Co
Consumer Defensive
|
178,048 | $37,014,398 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SFM
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,251,434 | 119,946 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,979,135 | 62,497 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,597,939 | 69,834 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $8,913,609 | 54,140 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $7,067,232 | 46,300 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,573,290 | 43,860 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,283,118 | 47,850 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,073,728 | 60,647 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,312,164 | 66,876 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $2,629,885 | 54,664 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,202,530 | 51,461 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,887,885 | 51,399 | Shares | Defined | 2023-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||