RENAISSANCE GROUP LLC

CIK
944234
City
Covington
State / Country
KY

Top Portfolio Positions

231 positions · $2,385,844,061 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

28 quarters · across all stocks

Holdings in SPSC

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $5,273,285 94,724
2025-12-31 $5,342,541 59,941
2025-09-30 $7,926,407 76,113
2025-06-30 $6,730,194 49,454
2025-03-31 $5,017,724 37,804
2024-12-31 $3,757,995 20,425
2024-09-30 $3,569,815 18,385
2024-06-30 $3,229,954 17,166
2024-03-31 $2,862,806 15,483
2023-12-31 $2,448,974 12,634
2023-09-30 $2,025,481 11,872
2023-06-30 $2,508,495 13,061
2023-03-31 $1,877,706 12,329
2022-12-31 $1,476,688 11,498
2022-09-30 $1,406,035 11,318
2022-06-30 $1,237,897 10,950
2021-06-30 $1,141,385 11,431
2021-03-31 $1,128,757 11,366
2020-12-31 $1,466,073 13,501
2020-09-30 $1,038,474 13,336
2020-06-30 $1,013,969 13,498
2020-03-31 $621,745 13,368